S. "Simone" Smith, CPA

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Introduction

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 47 times

Background checked

License verified

4 employees

5 years in business

Payment methods

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, Square cash app, Stripe, and Zelle.

Social media

Facebook, Instagram

Top Pro status

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

2022

2021

Featured Projects

4 photos

Reviews

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

Exceptional 5.0

29 reviews

5

97%

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Read reviews that mention:

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

Michele D.

May 7, 2022

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Hired on Thumbtack

I love Simone! We have used her the last couple of years! She’s an expert consultant, friendly, and professional! I would definitely recommend!

Individual Tax Preparation

Joseph A.

Apr 19, 2022

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Hired on Thumbtack

I worked with ShaQuita Smith on filing my 2021 taxes. I’m absolutely impressed with her professionalism, attention to detail, and communication. My taxes were filed promptly and at an affordable rate. Would love to do business again next year!

Individual Tax Preparation

Jill J.

Feb 15, 2022

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Hired on Thumbtack

I'm so glad I found Simone at K. White & Co Express Tax Preparers. She was so professional, patient, and communicated very thoroughly with me. I never looked forward to doing my taxes, but Simone really made the whole process seamless. Thank you so much, and I'll definitely be using your services in the future.

Business Tax Preparation

Sherry Y.

Oct 25, 2021

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Hired on Thumbtack

Simone responded within moments of my first inquiry on Thumbtack. We arranged a time to speak on the phone for the first time and her call came in exactly at the time she told me to expect it. She was friendly and personable from the first conversation. She makes herself available whenever I need her. So thrilled to have connected with her and look forward to continuing to work with her on an ongoing basis.

Business Tax Preparation

Credentials

License

License Type: CPA – Certified Public Accountant (NC)

License verified on 10/29/2024

Background Check

Shaquita Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our Individual Tax preparation fee starts at $495 (simple returns, W2 income only), and starts at $695 for more complex returns. Our Business Tax Preparation fee starts at $1,495. All other accounting services are offered at $250/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?
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.

S. "Simone" Smith, CPA

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