Smith Dickson
Smith Dickson is an Irvine, California-based Certified Public Accountants LLP delivering taxation, litigation support and forensic accounting, audit and assurance, business consulting, trust and estate, and family office services to SMBs, high-net-worth individuals, attorneys, and family offices in the Orange County market.
- Company typePrivate
- Founded1982
- HeadquartersCauseway Bay, Hong Kong SAR China
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Smith Dickson does
Smith Dickson is an Irvine, California-based Certified Public Accountants firm operating as Smith Dickson, Certified Public Accountants, LLP. The firm has been in practice for over 30 years and delivers six service lines: Taxation; Litigation Support & Forensic Accounting; Accounting & Business Consulting; Audits & Assurance; Trust & Estate; and Family Office Services. It is a private partnership whose disclosed employee base sits in the 51–100 range, with roughly 14 senior practitioners named publicly, several holding specialized designations (CFF, MAFF, CFP, IRS EA) that support the forensic and wealth-advisory practices. The firm serves a mixed client base of small and mid-sized businesses, high-net-worth individuals, attorneys and law firms, family offices, and trust and estate clients, with litigation support and forensic accounting positioned as a differentiator. Its go-to-market is partner-led, referral- and relationship-driven, supplemented by thought-leadership content and community sponsorships including the Annual General Counsel Awards.
The firm generates revenue through traditional professional services engagement economics — fees for tax preparation and planning, audit and assurance, litigation support and forensic accounting, ongoing business consulting, and recurring family office and trust/estate advisory work. Pricing is engagement-based, with retainer-style arrangements implied for ongoing tax, family office, and trust services. There is no disclosed product, platform, or recurring software revenue component; the business is fundamentally billable-hour and project-fee driven. Geographic footprint is concentrated in the Orange County / Irvine market, and there is no evidence of multi-office operations, acquisitions, or external capital events.
Strategically, the firm has executed modest but directional moves in 2024: formalizing Family Office Services and Trust & Estate as distinct practice areas, promoting or adding a new partner, and investing in content marketing and award sponsorship to support business development. There is no disclosed M&A activity, funding, or geographic expansion; revenue and headcount trends are not publicly reported, limiting visibility into absolute growth rates.
Smith Dickson firmographics
Firmographics- Name
- Smith Dickson
- Legal name
- Smith Dickson, Certified Public Accountants, LLP
- Website
- https://smithdickson.com
- Company type
- Private
- Founded year
- 1982
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Smith Dickson is an Irvine, California-based Certified Public Accountants LLP delivering taxation, litigation support and forensic accounting, audit and assurance, business consulting, trust and estate, and family office services to SMBs, high-net-worth individuals, attorneys, and family offices in the Orange County market.
- Ownership category
- akta.pro rank
Smith Dickson industry classification
Industry- Product category
- Professional Accounting & Tax Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Accounting & Bookkeeping Services (BPAHABAC)
- akta.pro secondary industries
- Forensic Accounting & Fraud Investigations (BPAHANAH), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG), Audit & Assurance Services (BPAHABAA)
Keywords
Where Smith Dickson is headquartered
LocationHeadquarters
- HQ city
- Causeway Bay
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Offices1 record
Markets served
Smith Dickson business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Accounting & Tax Services: Traditional CPA services including tax preparation, planning, compliance, and accounting for businesses and individuals. Services are billed based on scope of work, typically hourly rates or fixed fees for specific engagements.
- Litigation Support & Forensic Accounting: Expert witness services, fraud investigations, and litigation support for attorneys. These specialized services command premium fees for courtroom testimony and financial analysis in legal proceedings.
- Family Office Services: Ongoing financial management services for affluent families including back-office accounting, tax compliance, cash management, and coordination with other financial advisors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional services quoted per engagement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Smith Dickson product offering
Product offeringCore offering
Smith Dickson is a Certified Public Accounting firm providing taxation (preparation, planning, and compliance), litigation support and forensic accounting, accounting and business consulting, audits and assurance, trust and estate services, and family office services. The firm serves small to mid-size businesses, attorneys and law firms, high-net-worth individuals, family offices, and trusts and estates as trusted advisors.
Product overview
Smith Dickson is a full-service Certified Public Accounting (CPA) firm providing professional services rather than software products. Their core offerings consist of six integrated service lines: Taxation (tax preparation, planning, and compliance), Litigation Support & Forensic Accounting (expert witness and fraud investigation services), Accounting & Business Consulting, Audits & Assurance, Trust & Estate planning and tax preparation, and Family Office Services. These professional services are delivered by their team of CPAs and are designed to serve both individuals and businesses as trusted advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Taxation Tax preparation, planning, and compliance services for businesses and individuals, delivered as part of the firm's core CPA offering.
- Litigation Support & Forensic Accounting Forensic accounting, damage calculations, expert witness testimony, and litigation support for attorneys, law firms, and parties to disputes.
- Accounting & Business Consulting Ongoing accounting services and strategic business consulting for small to mid-size businesses and their owners.
- Audits & Assurance Audit and assurance engagements for businesses, trusts, estates, and other entities requiring independent examination.
- Trust & Estate Services Accounting, tax, and fiduciary services for trusts, estates, and their beneficiaries.
- Family Office Services Integrated financial, tax, and accounting services tailored to family offices and high-net-worth families.
Quantifiable outcome
- Successfully obtained summary judgment in $12 million bankruptcy adversary proceeding with Smith Dickson expert testimony
Companies that use Smith Dickson
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles4 records
Smith Dickson technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Smith Dickson partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Smith Dickson competitors and assessment
Company assessmentDirect peers
- WithumSmith+Brown: Mid-market CPA and advisory firm with strong tax, forensic, and family office service lines. Comparable cross-sell model and similar positioning in the professional services mid-market.
- Eide Bailly LLP: Mid-market CPA firm offering tax, audit, and advisory services with forensic accounting capabilities. Comparable mid-market focus and full-service CPA delivery model.
- Plante Moran: Large regional CPA firm providing tax, audit, wealth management, and consulting. Comparable integrated service model serving businesses and HNW individuals, with a more established trust and estate practice.
- Sensiba San Filippo (Sensiba): Mid-sized West Coast CPA firm offering tax, audit, advisory, and fraud/forensic services. Comparable California footprint and full-service CPA delivery to mid-market clients.
- Moss Adams LLP: West Coast regional CPA firm providing tax, audit, consulting, and forensic accounting services. Comparable service breadth and regional positioning, though materially larger scale.
- Armanino LLP: Large California-based CPA firm offering tax, audit, advisory, and forensic services to mid-market and HNW clients. Most direct comparable given California base, full-service CPA model, and mid-market to HNW client mix.
- Hemming Morse: Forensic accounting and litigation support firm with deep expert witness practice. Comparable to Smith Dickson's forensic accounting and expert witness service line, serving attorneys with fraud investigation and damage analysis.
- GRF CPAs & Advisors: Mid-market CPA firm in the DC/mid-Atlantic region offering audit, tax, and advisory with a focus on nonprofits and HNW clients. Comparable full-service CPA model serving businesses and individuals.
Broad incumbents
- BKD (now FORVIS): Top-10 U.S. accounting firm offering tax, audit, advisory, and forensic services nationally. Comparable service breadth, but materially larger scale and broader geographic reach than Smith Dickson.
- Ankura Consulting: Global advisory firm with a dedicated forensic accounting and litigation consulting practice. Comparable expert witness and fraud investigation capabilities, but at significantly larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Smith Dickson social profiles
Digital presenceSmith Dickson financial estimates
Financial estimateRevenue estimate
Valuation estimate
Smith Dickson leadership team
Management profileNumber of profiles
Profiles4 records
Smith Dickson funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Smith Dickson M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Smith Dickson
What does Smith Dickson do?
Smith Dickson is a Certified Public Accounting firm providing taxation (preparation, planning, and compliance), litigation support and forensic accounting, accounting and business consulting, audits and assurance, trust and estate services, and family office services. The firm serves small to mid-size businesses, attorneys and law firms, high-net-worth individuals, family offices, and trusts and estates as trusted advisors.
Is Smith Dickson a public or private company?
Smith Dickson is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Smith Dickson founded?
Smith Dickson was founded in 1982. It employs 51 to 100 people.
Where is Smith Dickson based?
Smith Dickson is headquartered in Causeway Bay, Hong Kong SAR China, in the Asia region.
How does Smith Dickson make money?
Three revenue lines are on record. Accounting & Tax Services are the primary driver. The others are litigation Support & Forensic Accounting and family Office Services.
Who are Smith Dickson's main competitors?
Direct peers on record are WithumSmith+Brown, Eide Bailly LLP, Plante Moran, Sensiba San Filippo (Sensiba), Moss Adams LLP, Armanino LLP, Hemming Morse and GRF CPAs & Advisors. Broad incumbents are BKD (now FORVIS) and Ankura Consulting.
Does Smith Dickson have an API?
No public API is recorded for Smith Dickson.
What industry is Smith Dickson in?
Smith Dickson's product category is Professional Accounting & Tax Services. Its primary akta.pro industry code is BPAHABAC, Accounting & Bookkeeping Services, with a secondary code of BPAHANAH, Forensic Accounting & Fraud Investigations. Its NAICS code is 541211 and its SIC code is 8700.