“SMB does a great job for us, and they have shown us the value of their commitment to our business and to the little things: truthfulness, working hard on our business, and paying attention to the tax laws that keep changing. The hardest thing about being an accountant is learning other people’s business. It’s not all gross and net, they have to understand how your business operates. SMB does that for us. They have been a true partner to us, give us great advice, and we have a great relationship.”

“Affordable housing is a niche, and SMB understands it at a depth most firms simply don’t. They stay ahead of legislative changes, investor reporting expectations, and compliance updates—often solving issues before we even know they exist. Their expertise gives us absolute confidence that every audit is handled right the first time.”

“Having known Jake for several years, I have come to respect his opinion and appreciate his willingness to be honest with me, even if that means a different opinion than mine. When it comes to money management, I want an accountant who guides me and also stands behind the decisions we come up with. I highly recommend working with SMB CPAs.

“Chris and the SMB team have been instrumental in helping our small non-profit organization through several financial projects. They have organized a quarterly process for our tax and financial report preparation that added accuracy and efficiency to our process. The value they have brought to our organization far exceeds the incremental expense for an outside accounting partner.”