SM Financial Services
Accounting, Tax, and Audit Services
SM Financial Services is an accounting firm providing a full range of financial services to individuals and businesses in the Roseville, Rocklin, and Sacramento, California areas. The firm helps with tax return preparation, bookkeeping, payroll, and represents clients in dealing with the IRS and California's FTB. A dedicated service line offers QuickBooks consulting and training for small business owners. Clients consistently praise the team professionalism and attentive service.
SM Financial Services is an accounting and tax firm serving individuals and businesses in the Roseville, Rocklin, and Sacramento, California areas.
Services include.
- tax return preparation for individuals and businesses
- audit representation
- bookkeeping and payroll
- QuickBooks setup and training
- help starting and managing a business
- resolving IRS and FTB letters
- financial planning and advisory services
The firm builds long-term client relationships grounded in professionalism, integrity, and attentive, personalized service.