Firm Profile

Founded in 1982, Smith Dickson, an Accountancy Corporation, is a full-service Southern California CPA firm that specializes in providing high-quality services designed to create long-term value for our clients.  Our clients have noticed several distinctive traits that differentiate us from the competition:

Personalized Attention
We believe that active, hands-on involvement with clients is the cornerstone of our practice.  Our clients appreciate the personal connection that is established with our firm, as each client is handled by a partner-level CPA who leads a team of highly-trained professionals dedicated to superior service.  We always seek to have frequent communication with our clients.  Through accessibility and constant communication, we strive to anticipate rather than react to our clients’ needs. This dedicated effort has led to Smith Dickson’s track record of success.

Depth of Services
At Smith Dickson, we encourage a holistic approach to the services provided to our clients.  Our goal is to be involved in all of our client’s financial decisions, not just in the preparation of their financial statements and tax returns.   When our clients face challenges and seek advice, we are known for creative problem identification and resolution.   Clients often seek our business advice on both strategic and day-to-day activities.

We typically work with the client on their company and personal financial concerns, helping to increase business profitability and personal wealth. We provide litigation services, consulting and expert witness testifying.  We work with trust and estate attorneys to attend to the wealth management and compliance needs of our clients.  We also work with a variety of professional advisors to fully serve our clients’ needs, including attorneys, financial advisors, insurance brokers, real estate agents and certified financial planners.

We believe it is essential for each client to receive prompt answers to their questions and creative solutions to their problems.

As a testament to our high level of quality service, Smith Dickson consistently passes the rigorous “peer review” of our accounting and auditing practice.  This review acknowledges that Smith Dickson complies with the stringent quality control standards set by the American Institute of Certified Public Accountants (AICPA), the national professional organization of CPAs.

Geographic Breadth
We are an Orange County firm serving many local corporations, LLCs and individuals. However, we also serve clients from San Diego to Los Angeles to Palm Springs, as well as western states and elsewhere in the country!  When faced with out-of-state or foreign tax, accounting, or legal issues, we are just a phone call away. Many of our clients operate in multiple states, while others tap into our ability to provide accounting expertise to virtually any global location.

Our clients rely on us for advice on protecting and growing their assets, making their businesses stronger, and taking some of the worry out of making financial decisions.

A key benefit of working with our firm is our ability to manage costs.  Our rates are very competitive, which combined with our efficient operating methods and personal client service approach, allows the final cost to be reasonable for the services rendered.  As compared to larger firms with their on-the-job training of staff, our highly experienced professionals are able to achieve outstanding results without wasteful and unnecessary work.  Smith Dickson consistently provides outstanding service and results for our clients.

If you would like to learn more about any of our services, contact Smith Dickson today.