Services

Services

We encourage a holistic approach to the services provided to our clients. We want 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.

At Smith Dickson 

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, bankers, financial advisors, insurance brokers, real estate agents and certified financial planners.

CEOs, bankers, creditors, bonding companies and management typically require assurance that a company’s financial statements represent the company's financial position at a point in time. Since business owners and lenders have different levels of risk tolerance, we offer three levels of assurance...


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At Smith Dickson, Certified Public Accounts, LLP, we take pride in offering a comprehensive and strategic approach to tax return compliance and planning...

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When financial damage issues are involved in litigation, it is important that these issues be presented clearly, independently, and accurately. The professionals at Smith Dickson provide knowledgeable, objective opinions based on many years of experience and technical knowledge. We work with attorneys to analyze financial information, evaluate claims, calculate damages, prepare expert reports and render expert testimony...

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Our clients frequently benefit from our strategic input in many of their financial decisions, not just in the preparation of their tax returns. As such, Smith Dickson provides a broad array of management consulting, financing assistance and strategic and business planning services to our business clients throughout Southern California...

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Our fiduciary clients (executor, trustee, administrator, or personal representative) appreciate our understanding of the tax laws, so that we can optimally match income and deductions, including the use of distribution timing and related trust tax elections, to minimize tax liabilities...

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Smith Dickson helps busy, affluent individuals and families by managing their day-to-day financial affairs. This enables clients to focus their time on the things that matter most to them and deal with the many demands of work, family and other responsibilities...

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  • Accounting

    CEOs, bankers, creditors, bonding companies and management typically require assurance that a company’s financial statements represent the company's financial position at a point in time. Since business owners and lenders have different levels of risk tolerance, we offer three levels of assurance...


    Read More

  • Taxation

    At Smith Dickson, Certified Public Accounts, LLP, we take pride in offering a comprehensive and strategic approach to tax return compliance and planning...


    Read More

  • Litigation Support

    When financial damage issues are involved in litigation, it is important that these issues be presented clearly, independently, and accurately. The professionals at Smith Dickson provide knowledgeable, objective opinions based on many years of experience and technical knowledge. We work with attorneys to analyze financial information, calculate damages, evaluate claims, prepare expert reports and render expert testimony...


    Read More

  • Business Consulting

    Our clients frequently benefit from our strategic input in many of their financial decisions, not just in the preparation of their tax returns. As such, Smith Dickson provides a broad array of management consulting, financing assistance and strategic and business planning services to our business clients throughout Southern California...


    Read More

  • Trust & Estates

    Our fiduciary clients (executor, trustee, administrator, or personal representative) appreciate our understanding of the tax laws, so that we can optimally match income and deductions, including the use of distribution timing and related trust tax elections, to minimize tax liabilities...


    Read More

  • Family Office Services

    Smith Dickson helps busy, affluent individuals and families by managing their day-to-day financial affairs. This enables clients to focus their time on the things that matter most to them and deal with the many demands of work, family and other responsibilities...


    Read More

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