Smith Dickson, an Accountancy Corporation Information

Founded in 1982, Smith Dickson, Certified Public Accountants, LLP, is a full-service Southern California CPA firm that specializes in providing high-quality services designed to create long-term value for our clients. 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. 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. These services include: • Financial statements (audits/reviews/compilations) • Tax planning/compliance • Tax controversy • Trust and estate compliance • Bank financing negotiations • Business consulting: Strategic business planning; internal controls; profit enhancement; budgets/cash flow systems; accounting software training; and family office services. 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. Our professionals can interpret, quantify, and provide expert testimony on the complicated financial information that is often needed to support a case.