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.
In-depth review of the client’s situation to reveal opportunities and outline recommendations for moving forward.
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.
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.
For quarterly and annual filings, zeroing in on deductions, then applying strategies to enhance future tax position.
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.
Wealthy & successful business owners can use pension plans to save significant taxes, and now even more so post-tax reform. How Does it Work? Pensions,
Q: What is the employer credit for paid family and medical leave? A: This is a general business credit employers may claim, based on wages paid
What does filing an “extension” do? • An extension is a form filed with the IRS to request additional time to file your federal tax
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
