Smith Marion & Co

What Smith Marion & Co does

Smith Marion & Co is a privately held CPA and professional fiduciary firm founded in 1983 and headquartered in Redlands, California. It delivers a unified suite of accounting, tax preparation, audit and review, payroll, and business consulting services, alongside specialized trust and estate accounting, court accounting for California matters, and senior-focused fiduciary services including trustee representation, power of attorney, conservatorship, and daily money management. The firm also operates dedicated practice areas for nonprofit organizations (audit, Form 990, outsourced CFO) and public housing authorities. Client work is delivered through four physical offices (Redlands, Lake Arrowhead, and Riverside in California, plus Franklin, Tennessee), supplemented by a set of client-facing portals that handle tax document upload, fiduciary file management, and online payments through QuickFee. A YouTube video library and 138+ blog entries form an inbound content marketing layer.

The firm's business model is classic professional services: quote-based engagements delivered by credentialed CPAs and fiduciaries, billed on a pay-as-you-go basis, with no publicly disclosed rates or subscription tiers. Revenue is generated through seven overlapping streams — tax preparation, audit/review, fiduciary, consulting, trust and estate accounting, daily money management, and payroll/bookkeeping — each priced on engagement scope rather than standardized packages. Go-to-market is sales-led and referral-driven, anchored by longstanding relationships with attorneys, financial advisors, and trust attorneys who route clients to the firm.

Customer segmentation is hybrid and explicitly multi-tier: primary segments are seniors and elderly individuals (trust, estate, fiduciary, daily money management), nonprofit organizations, and public housing authorities; secondary segments are small and medium businesses and individuals (tax, payroll, consulting) and trust beneficiaries/trustees. The firm is differentiated by deep niche expertise — particularly California-specific court accounting, elder financial protection, and niche compliance work for nonprofits and PHAs — rather than by scale or technology. AI and API capabilities are not documented; the technology stack is limited to the four client portals and a YouTube content channel.

Name

Smith Marion & Co

Legal name

Smith Marion & Co

Website

https://smcocpa.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Smith Marion & Co is a privately held CPA and professional fiduciary firm founded in 1983 in Redlands, California, serving seniors, nonprofits, public housing authorities, and small businesses with tax, audit, accounting, payroll, consulting, and trust and estate services across California and Tennessee.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Personal Trust & Fiduciary Administration (FSAEAKAA), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Tax preparation services
• Audit and review services
• Fiduciary services
• Nonprofit accounting
• Elder care financial management

Headquarters

HQ city

Redlands

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Tax Preparation and Filing Services: Professional tax preparation and filing services for individuals and businesses, including personal tax, business tax, and nonprofit tax services.
2. Audit and Review Services: Auditing and review services for nonprofits, public housing authorities, and business clients requiring independent financial verification.
3. Fiduciary Services: Trustee services, power of attorney representation, conservatorship management, and estate administration for seniors and families.
4. Consulting Services: Business consulting including strategic planning, succession planning, process improvement, and talent management. Financial consulting including outsourced CFO services and budgets.
5. Trust and Estate Accounting: Trust accounting services, court accounting for estates, conservatorships, and fiduciary assistance for California matters.
6. Daily Money Management: Elder care financial services helping seniors with bill payment, budgeting, financial recordkeeping, and protection against financial abuse.
7. Payroll and Bookkeeping Services: Accounting and payroll services for businesses requiring ongoing financial record management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Smith Marion & Co is a CPA firm providing tax preparation, audit and review, accounting, payroll, and consulting services to businesses, nonprofits, and public housing authorities. The firm also offers specialized fiduciary, trust and estate accounting, court accounting, and elder care financial management services for individuals and families, particularly seniors.

Product overview

Smith Marion & Co is a traditional CPA firm offering a unified suite of accounting, tax, and advisory services rather than a modular software platform. The core service portfolio includes Tax Preparation, Audit & Review, Accounting, Payroll, and Consulting services, supplemented by specialized Trust & Estate Services, Fiduciary Assistance for seniors, Court Accounting, and sector-specific services for nonprofits and public housing authorities. Client-facing digital tools include Tax Document Upload, Fiduciary, Payment, and Video portals that support service delivery but do not constitute a standalone software product with third-party integrations.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services

Quantifiable outcome

• Proactive approach ensures clients avoid unexpected invoices, missed deadlines, and last-minute findings

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Eide Bailly LLP: Top-25 U.S. regional CPA firm offering tax, audit, advisory, and wealth/fiduciary services across the Midwest and West. Comparable in offering a multi-service CPA platform with personal trust and estate services to seniors and families.
• Wipfli LLP: Large U.S. regional CPA and advisory firm with tax, audit, outsourcing, and wealth management practices serving mid-market businesses, nonprofits, and individuals. Direct overlap with Smith Marion's tax, audit, payroll, and outsourced CFO offerings.
• Rea & Associates, Inc. Mid-sized regional CPA firm providing tax, audit, accounting, and advisory services to businesses, nonprofits, and individuals across the Midwest. Comparable in offering a unified CPA service platform for SMBs and nonprofit clients with referral-driven growth.
• CliftonLarsonAllen (CLA): Major U.S. regional accounting firm with deep nonprofit, public sector, and wealth advisory practices. Closely comparable to Smith Marion's nonprofit and public housing authority audit specialization and growing advisory footprint.
• Marcum LLP: Top-15 U.S. accounting and advisory firm with tax, audit, and consulting services for middle-market companies, nonprofits, and high-net-worth individuals. Comparable breadth of services including nonprofit audit and advisory work.
• Moss Adams LLP: West Coast-headquartered regional CPA firm with strong tax, audit, and consulting practices serving middle-market companies and high-net-worth individuals. Geographic and service-line overlap with Smith Marion's California-centric CPA practice.
• Crowe LLP: Major U.S. public accounting and consulting firm with audit, tax, advisory, and outsourced accounting services. Overlaps with Smith Marion across SMB tax, accounting, payroll, and advisory work, particularly for nonprofit and regulated-entity clients.
• WithumSmith+Brown, PC (Withum): East Coast regional CPA and advisory firm with tax, audit, and outsourced accounting services for SMBs, nonprofits, and individuals. Comparable multi-service CPA platform with cross-sell between tax, advisory, and accounting services.

Broad incumbents

• RSM US LLP: Top-5 U.S. provider of audit, tax, and consulting services focused on the middle market. Comparable in serving mid-market businesses, nonprofits, and individuals, but at materially greater scale and geographic reach.
• BDO USA: Top-5 U.S. accounting and professional services firm offering tax, audit, advisory, and wealth management to mid-market and large clients. Overlaps with Smith Marion's service lines but operates at significantly larger scale with national footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@SmithMarionCo
• Facebookfacebook.com/smithmarionco

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smith Marion & Co