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

Boutique CPA Firm

Offering a wide range of services

Kate Smith CPA, PLLC offers the resources you need to maximize profits and minimize taxes and risk. Explore my site to learn more about my areas of expertise.

Compliance And Risk mitigation

With years of experience and a diverse skill set, our Firm has handled the accounting needs of a variety of clients. Whether you’re looking for someone to support you through tax season or you need a person to handle your accounting, we are able to provide superb customer service. Explore the site to learn more about our areas of expertise.

Tax Preparation