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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.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2022
2021
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
30 reviews
5
97%
4
3%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Sarah P.
Jan 27, 2025
•
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
Exceptional CPA with Premium Service and Technology Integration
Simone made filing my taxes a breeze! After some issues with my previous CPA firm, I was really impressed with how smoothly everything went. She went out of her way to get business transcripts from the IRS, which was a huge help. I also loved how she incorporates technology into her services—it made everything so much easier to manage. It’s clear she offers a premium service, and I’m excited to keep working with her. If you’re looking for a CPA who’s professional, efficient, and ahead of the curve, I highly recommend Simone.
Individual Tax Preparation
Julie G.
Apr 4, 2021
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Hired on Thumbtack
Simone was amazing to work with! She offered a free consult to review my needs/questions and quoted a very fair price. She was extremely communicative and responsive and walked me though all the steps she used on my complicated multi-state return. Thank you Simone for making taxes actually enjoyable, highly recommend to anyone looking for tax preparation.
Individual Tax Preparation
Nicole W.
Aug 11, 2021
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Hired on Thumbtack
I am so thankful that I came across KW Financial Services in my search for tax preparation services. I had multiple tax years that needed attention and Simone did a fantastic job on them. Throughout the process, she handled everything with professionalism and her attention to detail is amazing. She is very knowledgeable and made herself available to answer all my questions and put me at ease. I will be utilizing her services for many tax years to come. I highly recommend her.
Individual Tax Preparation
Charles W.
Mar 21, 2021
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Hired on Thumbtack
The service was top notch! I could discern from speaking with Ms. Simone that she really cares about doing the best tax preparation she can. Along with taking time to educate and ensure that I understood my tax situation as well. I really learned things I did not know or fully understand about taxes from the conversations we had. I also appreciated the response time when I reached out with a question or concern as well as the updates on the process of the tax return. I plan on using her service again and I recommend this service to anyone.
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.
