*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
8907 Regents Park Dr STE 370
Tampa, Florida 33647
I have for years been using the tax services of a big wealth management firm. At the urging of a close friend, I switched and have worked with Katherine B Smith since the beginning of tax season this year. It was the best financial decision I've made in years! She and her staff are attentive, personable, and knowledgeable [!!!!], just what is needed for the ever tricky negotiations with the IRS. I sleep peacefully at night knowing that with her, I am, indeed, in very, very good hands! My highest recommend
I would recommend Katherine B. Smith CPA to anyone looking for a smart, thorough and very responsive accountant. This is the second year Katherine has done our taxes and for the first time in over 20 years, we got a refund! She's a miracle worker! LOL!! But seriously, Katherine, coupled with her amazing team, are so good at keeping you informed of what's needed, how to best get it to her and where things stand. Great customer service for sure! I really like that you are able to upload documents throug
Katherine has been our accountant for a few years and have done an excellent job with our taxes! She always provides the maximum return and does it within a reasonable time frame. We highly recommend her and her pleasant team!
As a former Certified Public Accountant, I sought out a proficient and dependable tax preparer to handle my financial affairs. Katherine's exceptional expertise, coupled with her streamlined document uploading system and diligent team, has rendered the otherwise arduous task of tax management remarkably seamless and efficient. Her professional acumen shines brightly, offering a smooth and hassle-free experience for both personal and business financial requirements. To have Katherine as your Certified Public
Katherine has been doing our business and personal taxes for over a decade. We have never experienced anything but competent, efficient and thorough service. All accomplished through pleasurable exchanges, not what I hear from our friends and expect when the subject includes paying taxes. I highly recommend Katherine's services if you want it done right and treasure a drama-free, business experience from a calming, dedicated professional.
I had an excellent experience using Katherine Smith as a CPA for my taxes. She is professional and easy to talk to regarding concerns or questions about my taxes. Katherine's assistant Dan was also a pleasure to work with at her office. I highly recommend Katherine Smith and will see her again for my 2021 taxes.
Katherine been with us for nearly a decade including through out of state moves and off season tax issues. Of course, with any CPA, you'd expect to save time on preparing taxes and you'd expect that your taxes are done right, but Katherine brings more. Her system has been fine-tuned and works smoothly. She's responsive, courteous, and professional. Her fees are reasonable. I think you'd have a hard time finding a better CPA. We're grateful to have her on our side.
Katherine Smith, CPA KB Smith Professional Corporation My CPA passed away and I was looking for the same family oriented feel when doing my taxes that I had with him. I got to say that Katherine Smith and her team has been one of the best choices my wife and I made to do our taxes. Her team kept us informed about tax updates and answered all of our many tax inquiries throughout the year 2020. One of the most memorable things I can recall is Katherine?s ability to make you feel present as she explained thin
Katherine came highly recommended by a colleague and close friend last year and I could not be more impressed with her 5-star service, attention to detail and professionalism. Katherine is a pleasure to speak with and always so helpful. I cannot express my gratitude enough to Katherine for the great work she does!
Over 15 years ago I relocated to Florida and found a small ad in a local paper for tax services provided by KB Smith. Katherine is a trusted Fiduciary that provides great service. One of my best hires ever!
My family has benefited tremendously from the professional accounting and financial planning services of Katherine B. Smith, CPA. Her firm has prepared our business and personal taxes for the past decade. KB Smith Professional Corp has helped our business in several areas: tax planning, preparation, record keeping, and financial planning advice. Highly recommended.
KB Smith Tax Return is very professional. They communicated with their clients thoroughly and clearly, answering any questions.
Katherine Smith CPA is excellent. I would highly recommend her as a CPA and for tax preparation. Always a great experience.
I've used Katherine Smith for close to 15 years. She is professional, fairly priced, and one of the nicest human beings you'll ever have the pleasure of knowing. Wouldn't think of using anybody else!
Katherine and Dan are professional, punctual and very detailed. Year after year they consistently handle my taxes as if i?m their only client.
Second year my wife and I have used Katherine as our CPA and again she delivered. Very happy. Highly recommend.
She did an excellent job with my taxes and the communication was superb. I have found my favorite C.P.A. I would highly suggest you calling her and her team.
Had an appointment with Katherine this morning. She addressed our concerns completely and was so helpful. Highly recommend!
Katherine does an amazing job and is very trust-worthy and professional.
Excellent services exceeded our expectations. Easy to communicate with personal attention and provides great results. Highly recommend.
Great accountant. Very nice and always willing to help.
Fantastic service combined with outstanding tax solutions!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.