Katherine B. Smith CPA

Katherine Smith CPA earned her Bachelor of Science in Accountancy & her Master of Accountancy from the University of South Florida in Tampa. She has 20+ years of tax & accounting experience in the Tampa Bay area, & is a member of the American Institute of Certified Public Accountants. She has earned many financial & professional licenses, including the prestigious CERTIFIED FINANCIAL PLANNER(TM) designation, Mortgage Broker, FINRA securities broker, and Life, Health, & Annuities agent. We strive to achieve the best return on investment for our clients whether it be through the introduction of valuable tax strategies or providing financial advise that improves business profitability.