CSM+M, An Accountancy Corporation
We strive to provide a quality product, professional knowledge and a level of service that keeps the client satisfied and confident. We want to know our clients as next door neighbors and build good relationships and work to keep them strong and healthy.
Shareholders and Principals
Judy Chiao Smith, CPA
Judy received her Bachelor of Business Administration Degree from the University of California at Berkeley with a specialization in accounting. She is a California CPA, and began her career with Arthur Anderson & Co. in San Francisco, first in the audit and small business department, and then later in the tax department. Judy's experience includes business and financial consultation, tax planning and compliance, auditing, litigation support and general accounting services for a wide variety of clientele. Judy has been involved with all aspects of our practice since joining our firm in 1980.
Gregg Smith, CPA, PFS
Gregg graduated from the University of California, Berkeley in 1975 with a B.S. degree in accounting. He holds a Certified Public Accountant license in California and is an AICPA Board Certified Personal Financial Specialist (PFS). After finishing at Cal, Gregg began his career with Ernst & Ernst (now Ernst & Young) in San Francisco. Gregg currently serves on a national task force charged with editing and validating the CPA/PFS exams for the American Institute of CPA's. Gregg has spent his career working with complex taxation and financial planning issues.
Alice W. McMullin, CPA
Alice received her Bachelor of Business Administration Degree from San Francisco State University with a specialization in accounting and has continued her education with selective Masters in Taxation courses at San Francisco State University and Golden Gate University. Prior to becoming a California CPA, she had over several years of experience in the private industry. Since joining our firm in 1990, Alice's experience includes auditing, tax planning and compliance and a wide range of accounting, business, and information systems consulting.
Susan M. McGuire, CPA
Susan holds a Masters in Taxation from Golden Gate University in addition to a Bachelor of Business Degree with a specialization in accounting from the University of San Francisco. She is a California CPA and began her career with BDO Seidman in San Francisco, working with medium-size businesses in both the audit and tax areas. Susan later worked for Lautze & Lautze, a regional firm in the Bay Area where she had more emphasis in audit of small and medium-size businesses as well as employee benefit plans and private schools. Since she joined our firm, Susan has expanded her tax practice to round out her ability to service the small and medium sized businesses and their owners in all aspects of accounting, tax and consulting arenas.