General Info

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.