Firm profile
SM Financial Services Inc.
Roseville · Serves Roseville, Rocklin, Sacramento
Roseville CPA firm offering bookkeeping, payroll, QuickBooks training, tax and IRS notice services to individuals and businesses.
At a glance
- Services listed
- Bookkeeping, Payroll / setup / coordination, Tax preparation, Advisory / planning
- Software
- QuickBooks
- Published address
- 970 Reserve Dr #205, Roseville, CA 95678
- Phone
- (916) 292-5757
- Service area
- Roseville, Rocklin, Sacramento
- Credentials as stated
- CPA firm
SM Financial Services Inc., with a published office in Roseville, lists bookkeeping, payroll support, tax preparation and advisory work on its website and names QuickBooks as its software; it does not publish a monthly bookkeeping fee (checked October 14, 2026).
What the website describes
- Monthly bookkeeping
- Bookkeeping; how often books are closed is not stated. QuickBooks training and setup.
- Payroll
- Payroll services listed.
- Tax-related scope
- Individual and business tax preparation; audit representation; IRS and FTB notice resolution; business formation; consulting and advisory.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- Do you take on catch-up or cleanup work, and how is it quoted?
Not published on the firm's website
These details were not found on the pages reviewed on October 14, 2026. That does not mean the firm lacks them; ask directly.
- A bookkeeping price
- Industries served
- Cleanup or catch-up work
- Names of the people who do the work
Sources and checked dates (2)
- https://smfinancialservice.com: Services, Software, Service area, Phone, Office. Checked October 14, 2026.
- https://smfinancialservice.com/contact: Office, Phone, People. Checked October 14, 2026.
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