Info

We strive to maintain client satisfaction by maintaining close relationships with our clients and by providing them with timely and accurate services. We pay tremendous attention to details in order to provide our clients with outstanding professional service. We provide accessibility far beyond what any other firm provides. We understand our clients need assistance from us immediately, not tomorrow or a week from now. We will strive to achieve the absolute best return on investment our clients make in us whether it be through the introduction of valuable tax strategies or providing financial advise and counsel that improves profitability and growth in their business. Katherine Smith, CPA, CFP® earned her Bachelor of Science in Accountancy and her Master of Accountancy from the University of South Florida in Tampa. Katherine has over 15 years of tax and accounting experience in the Tampa Bay area. She is a member of the American Institute of Certified Public Accountants. She is also registered with the Florida State Board of Accountancy and is committed to upholding the highest level of professional standards in the profession. Katherine has been awarded the CERTIFIED FINANCIAL PLANNERÔ designation from the Certified Financial Planner Board of Standards, Inc.