Smith CPA Consulting PLLC - Tax & CFO Advisory

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    Accounting & Tax

    Charlotte, NC

    Smith CPA Consulting PLLC provides comprehensive tax preparation and CFO advisory services for businesses and individuals in Charlotte. Led by experienced CPAs, the firm specializes in tax strategy, financial planning, and business accounting to help clients optimize their financial position and navigate complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues

    Ideal for: Business owners seeking CFO advisory, individuals with complex tax situations, growing companies needing financial strategy

    Service area: Charlotte, NC and surrounding areas

    What Sets Smith CPA Consulting PLLC - Tax & CFO Advisory Apart

    CPA-Led Expertise: Staffed by certified public accountants with deep knowledge of tax strategy and financial advisory.

    CFO Advisory Services: Provides strategic financial guidance and CFO-level consulting for growing businesses beyond standard tax preparation.

    Comprehensive Tax Solutions: Handles both individual and business tax preparation with proactive planning to minimize tax liability.

    Individual Tax PreparationBusiness Tax ServicesBookkeeping ServicesCPA CertifiedIRS Audit Representation
    CPA ServicesTax PreparationCFO AdvisoryBusiness AccountingFinancial Planning
    Google Rating
    5.0 ★ (9 reviews)
    Phone
    (980) 250-0517

    Location

    Address: 1213 W Morehead St, Charlotte, NC 28208

    Phone: (980) 250-0517

    Website: kwfinancialsvcs.com

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    Last updated April 21, 2026

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