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SMA Financial Inc

★★★★★★★★★★5.03 Google reviews✓ Verified on GoogleIRS PTIN
CPA Firm in Irvine, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 747 times

Contact Information

Address20 Truman St #201
Irvine, CA 92620
Map and directions
Phone(949) 559-0499
Websitesmafinancialinc.com
LinkedInCompany page
CategoryCPA Firm · Tax preparation service, Bookkeeping service, Certified public accountant
Servicesbookkeeping, tax preparation

About SMA Financial Inc

SMA Financial Inc is a cpa firm in Irvine, California offering bookkeeping, and tax preparation. Early Google reviews give it a 5.0★ rating from 3 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the Irvine average of 4.5★ across 372 rated firms.

Hours

Monday9AM-5PM
Tuesday9AM-5PM
Wednesday9AM-5PM
Thursday9AM-5PM
Friday9AM-5PM
SaturdayClosed
SundayClosed
Google rating breakdown5.0 · 3 reviews
5★3
4★0
3★0
2★0
1★0

Aggregate review counts from Google.

Details

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Requires appointments
  • Recommends appointment

Questions about SMA Financial Inc

Where is SMA Financial Inc located?
SMA Financial Inc is located at 20 Truman St #201, Irvine, CA 92620.
What are SMA Financial Inc's hours?
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact SMA Financial Inc?
You can reach SMA Financial Inc by phone at (949) 559-0499, and through its website.
What services does SMA Financial Inc offer?
SMA Financial Inc is categorized as a cpa firm, offering bookkeeping, and tax preparation. Contact the firm to confirm current service offerings.
Is SMA Financial Inc registered with the IRS?
SMA Financial Inc appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.

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Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.