CPA Firm Our firm is based in Westlake Village, California, in Ventura County. Our clients are primarily in Ventura and Los Angeles Counties although we serve clients in many states throughout the Nation. We have been practicing public accounting and financial planning since 1973. "PFS" (Personal Financial Specialist) is a financial planning designation awarded only to CPAs who have sucessfully completed an examination and met the necessary experience requirements of the American Institute of Certified Public Accountants. We take great pride in the strong relationships that we have with our clients. We work hard to earn their respect and trust. Investment Services Investment advisory and portfolio management services using no-load mutual funds are done on a "fee only" (meaning without commissions) basis through our registered investment adviser firm "Mark Smith Financial Services." To learn more, click Contact Us.