About Smith Marion
Marcia Campbell, CPA, is Division of Smith Marion
Reliable Financial Management & Consultation for Seniors, Estates & Trusts
As we age, we are eventually faced with the decision of whether we wish to continue managing our own financial affairs or if we need professional support. This decision becomes especially important to consider when our adult children are involved in the process and they live out-of-state. Many adult children share concern on how to help aging parents stay in their homes. That is often the reason they are interested in a private fiduciary or professional trustee.
The Smith Marion team helps when:
- There are no kids
- The kids have passed away
- The kids live outside of the geographical area
- The kids are fighting
- The kids are paying their bills out of Mom or Dad’s accounts
- Mom and Dad need help, but the family doesn’t know where to turn
- Mom and Dad just don’t want to do it anymore
At Smith Marion, we are committed to helping seniors throughout the Inland Empire and nationwide understand their options and make the best choices for themselves and their families. Your physical and financial well-being is our primary concern, and we provide a wide range of support and management accounting services for seniors to help you maintain your independence for as long as possible, protect your assets, and remove a potential burden from your loved ones. This includes:
- Bookkeeping Services for Seniors
- Fiduciary Services
- Senior Tax Assistance
- Trust Accounting
- Professional Trustee Services
Every client has unique life circumstances to consider and an amazing story to tell. We start every engagement by getting to know you, your history, and your goals for the future. Then, we assess your financial needs, so we can find ways to support you and your family for years to come.
Our Team
Marcia L Campbell
CPA, CSA, AEP
Phone 951-686-3608 ext. 101
Email Marcia@MCampbellCPA.com
Georgia Gibbons
Office Manager
Phone 951-686-3608 ext. 102
Email Georgia@MCampbellCPA.com
Allison Harlow
Receptionist
Phone 961-686-3608
Email Allison@MCampbellCPA.com
Debbie Morris
Tax Accountant
Phone 951-686-3608 ext. 103
Email Debbie@MCampbellCPA.com
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.”
