Smith CPA Consulting PLLC

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About

Hello! ShaQuita "Simone" Smith, here and I am a North Carolina Certified Public Accountant (CPA). My office is located Charlotte, NC and we offer both in-person and virtual services. My team and I collectively have over 30yrs of experience in Accounting and Finance. I enjoy being a source of knowledge regarding IRS tax rules and regulations, GAAP, financial analysis, and overall financial management. Though I have many strengths, I must admit that helping individual and business clients structure the best strategy to minimize their tax liability is what I enjoy most! Our software and technical expertise include QuickBooks, Excel, Corvee Tax Planning and Sage100 to name a few. We also offer payroll services via partnership with ADP for small to medium size businesses.

Overview

Hired 50 times

Background checked

4 employees

7 years in business

Business hours

Sun7:00 am - 11:59 pmMon7:00 am - 11:59 pm

Payment methods

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, and Zelle.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2022

2021

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

I work remotely (phone or internet)

Doesn’t offer: My customers travel to me, I travel to my customers

Projects and media

Reviews

Customers rated this pro highly for work quality, responsiveness, and professionalism.

Exceptional 5.0

30 reviews

5

97%

4

3%

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Read reviews that mention:

Sarah P.

Jan 27, 2025

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Hired on Thumbtack

Working with Simone brings me relief when it comes to filing my taxes. She is thorough, does quality work, is professional, easy to talk with and she takes the time to explain everything clearly, which I always appreciate. It’s been wonderful working with Simone over the last two years and I look forward to working with her in the future.

Smith CPA Consulting PLLC's reply

Hi Sarah! Thank you for the kind words. The feeling is mutual as I truly appreciate your kindness, and how proactive you are in providing all details needed to complete your return each year! I'm looking forward to catching up with you soon!! Thanks again!

Individual Tax Preparation

Tommy D.

Oct 15, 2024

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Hired on Thumbtack

Individual Tax Preparation

Julie G.

Apr 4, 2021

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Hired on Thumbtack

Individual Tax Preparation

Nicole W.

Aug 11, 2021

•

Hired on Thumbtack

Individual Tax Preparation

Charles W.

Mar 21, 2021

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Hired on Thumbtack

Individual Tax Preparation

Credentials

Background Check

Shaquita Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our Individual Tax preparation fee starts at $695. Our Business Tax Preparation fee starts at $895. All other accounting services are offered at $275/hr. with potential discounts depending on the length and scope of the project.
What is your typical process for working with a new customer?
New client engagements always begin with a free consultation to discuss your specific tax or financial services needs to ensure that I can meet or exceed those needs, and to most importantly ensure that we are both a good fit to partner together on your project.
What education and/or training do you have that relates to your work?
Smith CPA Consulting PLLC (f.k.a. KW Financial Services PLLC) is a registered North Carolina CPA firm. I am the firm's Managing Partner, and our team collectively has more than 20+ years of experience within Accounting & Finance.

Smith CPA Consulting PLLC

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