Firm you
Can trust

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 Values

We are committed to build Long Term relationships based on performance value, credibility, and client satisfaction through our professionalism, dedication, and hard work. We believe in honesty and integrity plays a huge role in the running for our company.

Our Mission

We want to help individuals and businesses to open, maintain, and grow their companies. We use our professionalism and long-lasting experience to achieve individuals’ goals.

Our Services


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Taxes

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


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Audit

Our CPA professionals are the best choice for audit representation.


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Payroll

Proper planning can help you save money and reduce liabilities.


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Bookkeeping

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


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QuickBooks Training

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


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Business services

We can help you start or manage your business.


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Letters

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


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Consulting & Advisory

Our advisers and consultants can help in improving your system and processes.

Trust is the foundation
of great financial service

In an ever-changing financial environment, our team dedicates themselves to the three underlying principles of professionalism, responsiveness, and quality. We strive to meet each client’s specific needs in planning for the future because we value our clients and business partners.

Testimonials

Testimonials


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