Learn more Working with you and for you
We strive to secure your financial future
We Value our Clients
Firm you
Can
trust Working with you and for you
We strive to secure your financial future
We Value our Clients

Making the complex simple

Our CPA firm provides outstanding tax and accounting services to our clients in the Roseville, Rocklin, and Sacramento areas. Our clients trust our expertise and repeatedly suggest our firm over others.

About us

SM Financial Services
SM Financial Services provides a wide range of accounting services to individuals and businesses in all industries. At SM Financial Services we strive to meet each client’s specific needs in planning for the future and achieving their goals. In an ever-changing financial and regulatory environment, we are dedicated to providing our clients with professionally personalized services and guidance.

About us

SM Financial Services
SM Financial Services provides a wide range of accounting services to individuals and businesses in all industries. At SM Financial Services we strive to meet each client’s specific needs in planning for the future and achieving their goals. In an ever-changing financial and regulatory environment, we are dedicated to providing our clients with professionally personalized services and guidance.

Our Services

Taxes

SMFS has extensive experience working with tax returns for individuals & business.

Audit

Our CPA professionals are the best choice for audit representation.

Payroll

Proper planning can help you save money and reduce liabilities.

Bookkeeping

Our methods and work ethic are respected by client and staff members alike.

QuickBooks Training

You will learn what your company would need to organize your books.
We will perform the complete setup together.

Business services

We can help you start or manage your business.

Letters

Let us use our extensive experience to resolve your IRS and FTB letters.