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CPA Tax Preparation & Planning • Accounting Services • Financial Services
Home Mortgages • Life Insurance
Katherine Smith, CPA, CFP® is a certified public accounting and consulting firm. We identify opportunities, provide solutions and deliver exceptional personal service to small and midsize businesses as well as individuals. Our services include tax preparation and planning for individuals and businesses, as well as accounting and bookkeeping services.
Unlike other accounting firms, we go beyond these traditional services and provide our clients with many other financial services. Our clients have the advantage of having a trusted CPA who knows their overall financial condition, allowing the CPA to guide other specialized professionals who provide them with such services as home mortgages, life insurance, and other financial services.
• All Tax Services - Corporate, Partnership, and Multi-State
• Accounting, Bookkeeping, and Payroll
• Financial Statement Preparation
• IRS Problem Resolution
• Financial Services
• New Business Consulting
Offering the following services to the entire Tampa Bay area to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like QuickBooks.
• Standard QuickBooks Set-up and Initial Training
• Custom QuickBooks Set-up
• Ongoing Technical Support for QuickBooks
• All Tax Services
• Strategic Tax Planning
• IRS Problem Resolution
• Wealth Planning & Implementation
• Budgeting
• Retirement preparation
• Retirement Planning
• Estate, Trust, and Gift Planning
• College Planning
• Mortgages
• Choosing and maintaining the right type of structure (s-corporation, c-corporation, partnership or LLC) for your business.
• Implementing our ongoing quarterly tax planning services to secure the best possible tax position for the available benefits.
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Copyright © 2006 Katherine B. Smith, CPA |