SM Financial Services provides a wide range of accounting services to individuals and businesses in various 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.
As a business owner, whether you run a small to mid-sized company or you’re a self-employed individual, there is a lot to consider about your tax and accounting plan. We help you make sense of your financial needs, so you can avoid over-paying taxes and run your business more efficiently. Feel free to contact us, and we will find the area of help you are looking for. Your timeline is important to us. SM Financial Services

Accounting services
for individuals and businesses

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.

A Team You Can Trust

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. Our professionals are educated and trained, and as a CPA firm, we have established 15 years of experience. Make sure to click through our website options for more information to contact your specific parties’ information.

A Team You Can Trust

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. Our professionals are educated and trained, and as a CPA firm, we have established 15 years of experience. Make sure to click through our website options for more information to contact your specific parties’ information.
If you want to be rich, you need to be financially literate.
Robert Kiyosaki

Credibility and Integrity

Credibility refers to the ability to communicate information fairly and objectively to all.

Press

Cool Springs Financial: Managing Director

Russian Time Magazine

Fortune Magazine

Certifications

Real Estate Broker License: by the State of California, Department of Real Estate

United States Environmental Protection Agency Certificate

General Building Contractor License: by the State of California, Contractors State License board

Insurance Agent: by the California Department of Insurance

Membership

California Society of CPAS

Vistage Worldwide

Better Business Bureau Board of Directors of Sacramento

Community Partnership

Word to Russia

Community Support

Project R12