Striving to Exceed Your Expectations!
At KB Smith, CPA, we are dedicated to delivering exceptional personalized service to small and midsize businesses, as well as individuals. Our team of experienced professionals is committed to providing a wide range of financial services that go beyond the standard offerings of traditional accounting firms.
Our Services
Our comprehensive range of services includes:
Business Services
- Business Tax Services: We offer a variety of tax preparation and planning services for businesses, including corporate taxes, partnership taxes, and multi-state taxes. We also provide financial statement preparation, IRS problem resolution, and financial services.
- Accounting, Bookkeeping, and Payroll: We offer customized accounting and bookkeeping services, including financial statement preparation, budgeting, and payroll processing.
- QuickBooks Services: We provide standard QuickBooks set-up and initial training, custom QuickBooks set-up, and ongoing technical support for QuickBooks.
- Incorporation Services: We help businesses choose the right type of incorporation structure, establish and maintain the correct business structure, and provide ongoing quarterly tax planning services.
Individual Services
- Personal Tax Services and Strategic Tax Planning: We offer individual tax preparation and planning services, including IRS problem resolution, budgeting, wealth planning and implementation, retirement preparation and planning, and estate, trust, and gift planning.
- Estate, Trust, and Gift Planning: We provide comprehensive estate planning services, including wills, trusts, and estate distributions, as well as gift planning for transferring wealth to future generations.
Our Approach
At KB Smith, CPA, we take a holistic approach to financial planning and consulting, focusing on individual and business financial needs. We seek to develop long-term relationships with our clients, actively listening to their concerns and goals, and providing customized solutions to meet their unique needs.
About Our Founder
Katherine B. Smith, CPA, is a certified public accountant with over 20 years of experience in the Tampa Bay area. She holds a Bachelor of Science in Accountancy and a Master of Accountancy from the University of South Florida in Tampa. With a strong background in accounting and finance, Katherine has earned numerous professional licenses, including the prestigious CERTIFIED FINANCIAL PLANNER designation, Mortgage Broker, FINRA securities broker, and Life, Health, and Annuities agent.
What Sets Us Apart
We pride ourselves on our professionalism, integrity, and dedication to our clients. We understand the importance of timely and accurate financial services and strive to deliver exceptional results. Our services are designed to provide our clients with peace of mind, allowing them to focus on their business and personal goals, while we handle their financial needs.
Tax Services with Exceptional Expertise
Katherine Smith CPA and her team at KB Smith Professional Corporation have received an overwhelming number of positive reviews from satisfied clients. The reviewers have praised the exceptional expertise, professionalism, and excellent service provided by Katherine and her team.
Streamlined Process and Smooth Experience
Several reviewers have commented on the streamlined process and smooth experience they had when working with Katherine. The team's ability to communicate clearly and attentively to their clients has been particularly noted. The use of a "streamlined document uploading system" has been highlighted as a major advantage, making the tax preparation process more efficient.
Professionalism and Expertise
The reviewers have consistently praised Katherine's professionalism, expertise, and attention to detail. Her ability to explain complex tax issues in a clear and concise manner has been particularly praised. Her professionalism and excellent service have earned her the trust and loyalty of her clients.
Long-Term Relationships and Referenc
The reviewers have mentioned forming long-term relationships with Katherine and her team. Several reviewers have noted that they have been working with Katherine for over a decade, which is a testament to the exceptional service they have received.
Conclusion
The reviews provide a consistent and glowing testimony to Katherine's expertise, professionalism, and excellent service. She has successfully built long-term relationships with her clients, who have come to trust her expertise and appreciate her gentle approach.
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