Business Details
43 Years
experience
Your Trusted Partner for Accounting and Business Advisory Solutions
Founded in 1983, Smith Marion has built a legacy of delivering high-quality accounting and advisory services rooted in relationships, integrity, and expertise. Our team prioritizes proactive solutions to ensure clients avoid unexpected challenges, offering clear communication and consistent follow-through across audit, tax, and consulting services. Specializing in nonprofit, public housing authority, and corporate sectors, we focus on industries where we can make the most impact, leveraging over four decades of experience to provide tailored financial guidance.We believe in making complex financial matters understandable, breaking down barriers to clarity so clients can make confident decisions. Our commitment to community involvement and client-centric values ensures we remain grounded, informed, and equipped to support long-term success.
Services
Audit & Review
Tax Preparation
Consulting
Payroll Services
Outsource CFO
Form 990 Filing
Fiduciary Assistance
Strategic Planning
Details
- Year established: 1983
Highlights and features
- We offer over 40 years of specialized expertise in nonprofit and housing authority accounting.
- Our team provides proactive audit and tax solutions to prevent unexpected challenges.
- We focus on industries where we can make the biggest impact through tailored guidance.
- We simplify complex financial matters with clear, client-centric communication.
- Our community-driven approach ensures deep local market understanding and support.
Services
Audit & Review
Our independent audits and reviews strengthen transparency and stakeholder trust through thorough financial statement examinations. We specialize in nonprofit and housing authority compliance, ensuring adherence to regulatory standards while providing actionable insights to improve accounting procedures. With flexible scheduling and decades of experience, we make audits efficient and stress-free.
Tax Preparation
We deliver accurate, timely tax preparation for corporations and individuals, minimizing liabilities while maintaining compliance with evolving regulations. Our team tailors strategies to your unique financial situation, ensuring optimal outcomes for complex filings and reducing the risk of penalties through meticulous attention to detail.
Outsource CFO
Access high-level CFO expertise without full-time costs through strategic budgeting, cash flow management, and long-term planning support. Ideal for organizations needing financial oversight aligned with mission-driven goals, our service includes forecasting, grant management, and data-driven decision-making to drive sustainable growth and operational efficiency.
Consulting
Our consulting services focus on strategic planning, process improvement, and leadership development tailored to nonprofits, housing authorities, and businesses. We address unique challenges through customized solutions, including succession planning, incentive pay structures, and board training to enhance governance and operational effectiveness.
Form 990 Filing
We ensure accurate, timely Form 990 submissions that demonstrate nonprofit transparency and accountability to donors and regulators. Our team clarifies complex reporting requirements, aligns filings with organizational goals, and highlights your mission's impact through precise documentation and compliance with IRS standards.
People
Chad Porter
CEO, CPA, CFE
Chad leads Smith Marion with expertise in forensic accounting and financial leadership, driving strategic growth while maintaining a client-focused approach to audit and advisory services.
Peter Wesch
EA
Peter specializes in tax compliance and fiduciary services, leveraging deep regulatory knowledge to support clients with estate planning and trust accounting solutions.
Kendra Dockham
CPA
Kendra provides audit and consulting expertise for housing authorities, focusing on HUD compliance and financial reporting to strengthen organizational accountability and operational efficiency.
Cole Monroe
CPA
Cole delivers strategic financial guidance for nonprofits and corporations, specializing in tax planning and outsourced CFO services to support long-term sustainability.
Carlos Carazo
CPA, EA
Carlos combines tax and audit expertise to serve clients with cross-disciplinary solutions, ensuring compliance and financial clarity for complex organizational needs.
Questions
What accounting services do you offer for nonprofits?
We provide audit, Form 990 filing, budgeting, and outsourced CFO services tailored to nonprofit compliance and mission-driven financial planning.
How do you support public housing authorities?
We offer specialized audit preparation, fee accounting, RAD/LIHTC consulting, and year-end close assistance aligned with HUD regulations.
What sets your tax services apart?
Our tax team delivers strategic, compliance-focused solutions for corporations and individuals, minimizing liabilities while ensuring regulatory adherence.
Can you explain your outsourced CFO services?
Our outsourced CFO services provide strategic financial leadership for budgeting, cash flow, and long-term planning without full-time costs.
Reviews (2)
Lorina Chavez
Mar 28, 2022
Report
Lack of communication from Carlos. Very challenging to get a hold of anyone to help with our tax forms or to get information on what what needs to be filed for our non profit organization.
Steve Ryba
May 09, 2016
Report
My company has been using Smith Marion & Co. for help with our bookkeeping and tax advice for some time now. We are more than impressed with Bill and Mark Smith and their staff. They are quick and accurate with answers to our questions, and don't make us feel stupid for asking. I would recommend them to anyone who wants honest, high-caliber advice about their books!
