• Eldercare & Financial Care
• Court Accounting
• Private Fiduciary
• Tax Services
Financial Security for Elderly Seniors
Experienced Trust Management
Precise, Accurate Court Accounting
Marcia Campbell, CPA
a Division of Smith Marion
Supporting Seniors’ Financial Success & Continued Independence
As we mature, certain complexities often present new challenges. Are you finding that you need support in managing your finances or assets? Do your aging parents need someone locally who can be trusted to act in their best interests? Do you need an accurate court accounting to help with a trust dispute?
As the most experienced CPA firm in the Inland Empire that specializes in working with seniors, Smith Marion is committed to helping each client thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
Testimonials
“Marcia has been doing our taxes for years and we have always been extremely pleased. We will remain her clients to the end.”
“I have known Marcia for a little over a year and have been very impressed not only by her knowledge but also by the care she has for her clients. She has a true passion for working with seniors. I would highly recommend anyone to work with Marcia.”
“Marcia has been someone I could count on to always perform impeccably and has been a tremendous asset to her clientele. She is a compassionate, highly detailed professional, who truly cares about senior clients.”
“Marcia Campbell CPA is an expert accountant for probate and trust matters. She and her team do excellent work and it has been my privilege to have her perform accounting on several matters. Her work product meets the complicated requirements of the probate court, it can be presented in court with confidence and all parties to the action find it reliable. It's a pleasure to work with her and her team.”
“Marcia has a huge heart and cares deeply for her clients. She is patient, sensitive, and understanding when her clients need her the most. She is a highly skilled and experienced accountant who has provided accountings that have withstood the toughest scrutiny from difficult judges.”
“The Marcia Campbell team was responsive to our needs and questions. They were attentive to details, clear on instructions, and always willing to help with our financial concerns. Thank you!”
“Marcia Campbell has restored my faith in humanity. I had a Trust accounting challenge and Marcia was willing to listen and understand the issue, offer expert guidance and helped me solve the problem. Highly highly recommended.”
“Very competent and always helpful.”
“I have found Marcia to be kind & considerate, I think of her as a friend.”
“My return is always accurate and on time.”
“Marcia & her staff make it a professional and yet friendly experience.”
“The entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
“Very professional. Everyone treats you as a VIP and is prompt to answer questions.”
“I have been with Marcia since 2001. Her service and professionalism have always been top-notch.”
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected.”
“Fine experience.”
Our Services
Eldercare & Financial Care
Helping seniors understand how to make the best choices for their lives and personal situations.
Court Accounting
Providing accounting, documentation and reporting to Trustors, Beneficiaries of the Trust or the Court.
Private Fiduciary
Rely upon Smith Marion to manage the business and financial dealings of a trust as a private fiduciary.
Tax Services
Providing tax preparation for individuals and trust, tax planning, and year-end booking for tax preparation.
Latest Article
Does a New Will Override an Old Will in California?
When someone passes away, few things create more confusion or conflict than the discovery of multiple wills. In these situations, it’s normal to wonder, “Does a new will override an old will?” Whether you’re a beneficiary, a family member, or … Read More
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