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.

To learn more about any of our services, click on any of the links from the “Services” menu above.