Initial Tax Strategy Consulations


We review your prior returns, up to date financials, and a completed questionnaire. Any mistakes and missed opportunities are identified.

We will discuss how much you spend in unnecessary tax money every year

You will receive a planning project fee quote. If the tax saving potential is significant, you decide if you would like to move forward with the tax plan project.

If the tax saving potential is low, we would not recommend the up front project.

We sit down with you to go over every recommendation we found for you. We discuss each idea, and the potential tax savings. We select which ideas to keep, and which to pass on

We give you step by step instructions on how to implement the plan. This is when the savings are realized. Immediate tax savings from quick implantation of short-term ideas & long-term Ideas will be monitored until ready to implement

Sign up for our tax return prep and tax planning maintenance package so that we can monitor your tax plan for effectiveness on an ongoing basis and alert you to any new opportunities. We meeting with our clients on a regular basis to be your partner in tax planning proactively

Are you paying more than you absolutely have to?

Everyone knows the challenge in finding a reliable accountant, and that’s why I started Kate Smith CPA, PLLC. Whether you need help with taxes or with a business, I’m ready to take on all of your tax preparation and accounting demands. Working with me, you can rest assured your financial matters will be handled with care. Explore my site to learn more about my areas of expertise.

Proactive Tax Planning Year-Round

Full Service CPA Firm

Offering a wide range of services

Kate Smith CPA, PLLC offers all the resources you need to be a responsible citizen in terms of finances. Often, accounting issues result from lack of information. I’ve gained expertise and experience in related fields so I can properly advise clients on their finances. I carefully advise clients on all taxes and other accounting issues in order to avoid errors and make sure important documents are filed on time. Explore my site to learn more about my areas of expertise.

Compliance And Risk mitigation

With years of experience and a diverse skill set, I’ve handled the accounting needs of a variety of clients. With my licensed accounting dexterity, I’ll have all your finances running smoothly so you’ll stay out of trouble. Whether you’re looking for someone to support you through tax season or you need a person to handle your finances, I’m ready to work with you. Explore my site to learn more about my areas of expertise.

Tax Preparation