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Smithers & Southerly




The relationship between the Smithers & Southerly Group and their clients is built on a foundation of trust. It must be nourished and protected keenly. The strength of a relationship based on trust can withstand great tests and serves as the foundation for great accomplishment. Realizing that trust must be earned, they pledge to conduct their practice in conformance with not only the industry's high ethical standards, but also the higher calling of their own consciences.
 
At Smithers & Southerly, they commit that the work performed on behalf of their clients will be the product of their best effort, based on superior training, superior education and the superior Burdette Smith Group process of review. They further pledge that the work will be done in a timely manner. They commit that all client materials entrusted to their care will be subject to their strict confidentiality standards. Commitment to their clients, their profession and their pride in doing a job right is a pledge they make unconditionally.

Smithers & Southerly offers tax Planning and Preparation Corporate and individual in comprehensive year round services assuring correct compliance. Financial Reporting Compilation, Audit and Review with accurate financial reports enabling both corporate and nonprofit entities to more knowledgeably plan and evaluate trends; qualify for financing; determine levels of charitable funding and accurately report financial position to investors.

The Company also provides Accounting Support Services, Estates and Trusts Planning and Administration thoughtful and thorough planning to assure that an estate or trust is set up to provide for loved ones, with attention to minimizing tax and legal repercussions. Business Succession Planning, expert planning for ownership succession of closely held or family held businesses. Consultative Services with concise professional guidance for business management on issues of analysis, growth, merger, acquisition and compliance issues.

At Smithers & Southerly, The Company mission is to always strive for excellence in providing services to clients, create rewarding career opportunities and maintain sound professional, business and financial standards.

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