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← Back to Top 42 Bookkeepers in the Riverside-San Bernardino Area, CA (2026)Smith Team
Evidence Score 34/100 at 73% evidence coverage 25 of 42 on the Riverside-San Bernardino area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Smith Team | home page | |
| Website | https://smithteamcpa.com/ | home page | |
| Office locality | Temecula, CA | home page | |
| Phone | +19514615974 | home page | |
| Offers bookkeeping | Documented: ...Team takes care of our personal taxes, our business taxes and some of our business bookkeeping. They communicate very quickly and have always taken care of us. They make everything... | home page | |
| Payroll coordination | Documented: ...employees in the firm in just a few years. While at Smith Marion, he specialized in payroll, bookkeeping, and tax preparation. Mark is the QuickBooks expert and trainer of the... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...monthly or quarterly services that typically includes: Reconciliation of cash and other Balance Sheet accounts Review and adjusting of Balance Sheet and Profit & Loss statements... | /services | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for William P. Smith · CPA (self-reported to the IRS, not a state license) · business name on the record: Smith Team CPAs LLP | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...and bookkeeping needs. They offer monthly or quarterly services that typically includes: Reconciliation of cash and other Balance Sheet accounts Review and adjusting of Balance... | /services | 5 pts (max 5) |
| Named contact / team | Mark Smith, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: They communicate very quickly and have always taken care of us. | home page Oct 11, 2026 | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /wpautoterms/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 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); Industries served (documented) (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); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (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.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists William P. Smith under the business name 'Smith Team CPAs LLP' in Temecula, CA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Smith Team's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.