Kate Smith, CPA PLLC

Strategic Tax Planning & Accounting Advisors

Tax Planning

Proactively Strategize to maximize growth

Kate Smith CPA PLLC accounting firm provides successful businesses and high net worth individuals with strategy and proactive measures, which maximizes business potential and offers the ability to grow their wealth and reinvest profits directly back into their communities. We work with local companies in Apex, Cary, Durham, Chapel Hill, Raleigh, and Virtually across the country.

Initial Discovery Conference

In-depth review of the client’s situation to reveal opportunities and outline recommendations for moving forward.

Pro-active Planning

One-on-one sessions with our founder and team throughout the year to accurately assess and refine strategy as it happens. Together we don't just record history, we make history.

Select Services

Our firm understands our niche clients, business owners in the medical and real estate industries, and has cultivated a customized approach to offer services with personalized attention.

Tax Preparation

For quarterly and annual filings, zeroing in on deductions, then applying strategies to enhance future tax position.

About the Firm

Your Team Of Trusted Accountants

The Kate Smith CPA PLLC difference includes an in-depth understanding of leveraging proactive tax strategy into business profitability. More than just a tax preparer, or a standard accounting firm, Kate Smith CPA PLLC’s team includes both a certified tax coach and a certified public accountant. 


Learn More About Taxes


Fully Virtual Firm with a Base of Operations in Apex, NC

1457 Kelly Rd, #108

Apex, NC 27502

Tel: 919-589-7328

Serving Apex, Cary, Durham, Chapel Hill, Raleigh, and Beyond

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