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 growth their wealth and reinvest profits directly back into their communities. We work with companies in Apex, Cary, Durham, Chapel Hill, Raleigh, and Virtually.

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 this niche client 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


2500 Regency Parkway

Cary, NC 27518

555 Fayetteville Street, Suite 200

Raleigh, NC 27601

Tel: 919-589-7328

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

© All rights reserved Kate Smith CPA PLLC