Business Details
Trusted Accounting and Tax Services in Tampa
At Katherine B. Smith CPA, we are dedicated to providing comprehensive accounting, tax, and financial consulting services tailored to the unique needs of small and midsize businesses as well as individuals. With over 20 years of experience in the Tampa Bay area, our firm combines deep industry expertise with personalized service to deliver actionable solutions that drive financial success. Our team, led by Katherine B. Smith, CPA, focuses on proactive tax planning, strategic financial guidance, and exceptional client accessibility, ensuring clients receive timely and accurate support. We differentiate ourselves by offering a holistic approach that extends beyond traditional accounting, integrating financial planning and specialized services to address the full spectrum of client needs. Our commitment to excellence is reflected in our ongoing quarterly tax planning, IRS problem resolution expertise, and customized QuickBooks support, all designed to maximize client ROI.Backed by Katherine's extensive background in accounting, financial planning, and regulatory compliance, we prioritize transparency, ethical standards, and long-term client relationships. Our mission is to empower clients with the knowledge and tools necessary to achieve their financial goals while maintaining the highest level of professional integrity. By staying ahead of evolving tax laws and leveraging technology-driven solutions, we position ourselves as a trusted partner in our clients' financial growth. Our dedication to continuous improvement and client-centric service has established us as a reliable choice for businesses and individuals seeking expert financial guidance.
Services
Business Taxes
Personal Taxes
QuickBooks Services
Incorporation Services
Accounting & Bookkeeping
IRS Problem Resolution
Financial Planning
Payroll Services
Tax Strategy Consulting
Quarterly Tax Planning
Highlights and features
- We offer over 20 years of tax and accounting experience in the Tampa Bay area
- Our CPA provides personalized, year-round financial guidance and tax planning
- We deliver customized QuickBooks setup and ongoing technical support services
- Our team holds multiple financial certifications including CPA and CFP designations
- We prioritize accessibility with prompt response times for urgent client needs
Associations and certifications
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Business Taxes
We provide comprehensive business tax services including corporate, partnership, and multi-state tax preparation. Our proactive quarterly tax planning helps businesses minimize liabilities while maximizing investment opportunities. With expertise in evolving tax regulations, we deliver strategic guidance to optimize financial outcomes for Tampa Bay area companies.
QuickBooks Services
Our QuickBooks specialists offer setup, customization, and ongoing support for businesses in Tampa Bay. We provide tailored solutions from initial implementation to advanced feature training, ensuring accurate financial management. Our services help business owners streamline operations while maintaining compliance with accounting standards.
Incorporation Services
We guide clients through selecting and establishing optimal business structures including S-Corps, C-Corps, partnerships, and LLCs. Our services cover entity selection analysis, formation documentation, and ongoing compliance requirements. We help Tampa businesses implement tax-efficient structures that align with their financial goals and liability protection needs.
IRS Problem Resolution
Our firm specializes in resolving complex IRS issues for individuals and businesses. We handle tax audits, collection disputes, and compliance matters with proven strategies. Our Tampa-based CPA leverages deep knowledge of tax code to negotiate favorable resolutions while maintaining strict adherence to regulatory requirements.
Financial Planning
We offer strategic financial planning services covering retirement, estate, and college planning. Our certified professionals provide personalized guidance on wealth preservation and growth strategies. By integrating tax planning with investment strategies, we help Tampa clients achieve long-term financial objectives through comprehensive, customized solutions.
People
Katherine B. Smith
CPA
Katherine B. Smith, CPA, holds a Master of Accountancy from the University of South Florida and has over 20 years of local tax expertise. Formerly a CERTIFIED FINANCIAL PLANNER and licensed mortgage broker, she brings comprehensive financial knowledge to her Tampa-based practice, focusing on personalized accounting solutions.
Questions
What accounting services do you offer for Tampa businesses?
We provide full-service accounting, bookkeeping, and payroll services tailored to Tampa businesses, including financial statement preparation, reconciliation, and customized QuickBooks support to improve operational efficiency.
How can your tax planning services benefit my business?
Our proactive quarterly tax planning helps businesses minimize liabilities through strategic timing of deductions and credits while ensuring compliance with evolving tax regulations in Tampa Bay.
Do you handle complex IRS issues?
Yes, we specialize in resolving IRS problems including audits, collection disputes, and tax debt negotiations for both businesses and individuals in the Tampa area.
What makes your QuickBooks services unique?
We offer customized QuickBooks setup, training, and ongoing technical support tailored to Tampa businesses, ensuring the software meets specific operational needs while maintaining accurate financial records.
How do you approach financial planning for individuals?
We provide comprehensive personal financial planning covering retirement, estate, and college planning, integrating tax strategies to maximize wealth preservation for Tampa residents.
What areas do you serve?
While based in Tampa, we serve clients throughout the Tampa Bay area with accounting, tax, and financial planning services tailored to local business needs.
