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Smith Dickson

May 2018

OCBJ article: The Critical Role of a CPA Firm in Bank Financing

OCBJ banking finance 2018

Debbie Dickson recently wrote an article in the Orange County Business Journal in the "Banking & Finance" special supplement. Here is an excerpt from the article:

A proactive, knowledgeable and well connected CPA firm can make a major impact on the ability of a company to obtain bank financing. Recently a $30 million company was declined a renewal of its working capital line of credit and term loan due to failure to meet its required ratio covenants. Management had tried to find replacement financing through a loan broker but had been unsuccessful. Smith Dickson CPAs were called upon to make introductions and to arrange this critical financing.


Firm News -- A Musical Gem

organ photo

Debbie Dickson's love of music, especially playing the organ, is well-known among most of her friends and clients. In a recent article in the "Old Towne Orange Plaza Review," Debbie and her daughter Brooke Dickson were noted in an interesting article about a 1938 pipe organ at a local mortuary. Shannon Family Mortuary is a client of Smith Dickson and several months ago while visiting Debbie learned about the organ, hidden away upstairs and unused. Debbie encouraged the owners to restore the instrument, as they have also been doing restoration on the 102 year old building and its contents.


Tax Calendar

Smith Dickson is pleased to provide our year-round "Tax Calendar" available on our website. Reference it for key dates for individuals, businesses (of all types), employers, and estates/fiduciaries.

Some of the important upcoming due dates:

  • May 15, June 15: Employers — Deposit withholding due for Social Security, Medicare, withheld income tax, and nonpayroll withholding
  • June15: Corporations — Tax installment due. Deposit thesecond installment of estimated tax for current year.

Be sure to contact us to discuss your tax questions and needs.


Smith Dickson 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 services include accounting, tax compliance and planning, litigation support, business consulting, and estate/trust tax compliance. Please contact us with your questions.

Copyright © 2018 Smith Dickson, an Accountancy Corporation. All Rights Reserved.
18100 Von Karman Ave #420 | Irvine, CA 92612
(949) 553-1020

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