Smith Marion
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Smith Marion & Co., Inc.) · 8428 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: nonprofits (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Smith Marion | home page Nov 12, 2026 | |
| Website | https://smcocpa.com/ | home page | |
| Office locality | Redlands, CA | home page | |
| Phone | +19098256600 | home page Nov 12, 2026 | |
| Offers bookkeeping | Documented: Bookkeeping Services For Clean Books And Reliable Financials Skip to content Accounting Services... | /bookkeeping-services | |
| Payroll coordination | Documented: ...are understandable. Contact Us Contact Us Auditing & Review Tax Preparation Accounting Payroll Consulting No Surprises At Smith Marion, we believe peace of mind shouldn’t be a... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and evolving accounting standards. Whether your organization requires a financial statement audit, Single Audit, review, or other assurance services, our team provides practical... | /nonprofits/audit-services | 6 pts (max 6) |
| Industries served (documented) | nonprofits | /nonprofits/audit-services Nov 3, 2026 | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Smith Marion & Co., Inc.) · 8428 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Nov 30, 2026 | 8 pts (max 8) |
| What is included / excluded | Documented: we offer comprehensive accounting services that include reconciliations, financial reporting, and compliance with the latest industry standards | /bookkeeping-services Nov 3, 2026 | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...on growth. Our specialized accounting services include data entry, reconciliations, monthly reporting, and compliance with regulatory requirements. Whether you’re managing a small... | /bookkeeping-services | 4 pts (max 4) |
| Named contact / team | Smith Marion, CPA | home page | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2026-11-30. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Smith Marion's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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