1. SM Financial Services

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Roseville, CA

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SM Financial Services

4.2 (5 reviews)
Open • 9:00 am - 5:00 pm
Updated over 3 months ago

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Services - SM Financial Services

Accountants

Bookkeepers

Audit and conflict resolution support

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Recommended Reviews - SM Financial Services

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4 years ago

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2 years ago

Serge is very professional and knowledgeable! We really appreciate that he tried to solve and solved all the issues we had.

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6 years ago

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6 years ago

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7 years ago

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FC360

FC360

(22 reviews)

This review has been a long time coming... and now that tax season is finally over, I can rest easy…read moreknowing everything is taken care of and correctly. I've been a client of FC360 for almost 3 years now and utilize them for tax planning, business tax filing, personal taxes, wealth management, and having a supportive environment for me to discuss my financial plans. The truth is, when I was looking for a general CPA for my local business in 2016, I wasn't looking for the right things. I made a spreadsheet containing these qualifiers; price, convenience, up-to-date, well staffed, years in business, and desire to do business. Although these are all great prerequisites to choosing the right FA/CPA/bookkeeper, I did not anticipate how FC360 would make me slide and drop that spreadsheet onto the trash bin. Never have I felt so comfortable that my finance team knew my short term and long term goals like the back of their hands. Henry and Louis spent 3+ hours with me on my first meeting to get to know everything I had going on and committed it to memory without needing to review (ever). To validate this, I have a lot going on but the bulk of it being small businesses that I knew how to operationally run, but was terrible at accounting and bookkeeping for. Henry made quick work of all of the businesses and with some back and forth about the nature of my local businesses, he was well on his way breezing through all the forms and taxes, on schedule. What's one of the most rewarding experiences about visiting my accountant (never thought I'd be saying that), is to see the growth of their business as well. I've witnessed a business that was smaller than mine flourish in a matter of years and far surpass mine without losing touch with their ability to cater to the every need of their clients. I'd like to mention that I have increased my business by over 3 fold since going with FC360, and I attribute much of that to their help. Lastly, they throw networking events every now and then which are wonderful. Chatting with the other clients of the wealth management programs is a pleasure and provides me a slight kick in the behind to schedule a meeting with FC360 to take even more calculated, but fruitful, risks!

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

SM Financial Services - accountants - Updated October 2026

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