About Kate Smith CPA
Kate Smith CPA was founded on the belief that every small business owner deserves accounting solutions that save time, reduce taxes, and make life easier. As your CPA firm, we promise to do the heavy lifting on the financial side of your business so you’re free to focus on running it. From bookkeeping, cash flow, and budgeting to money-saving tax strategies, we’ll be in your corner every step of the way to help control expenses and optimize profits so your business can be all you want it to be.
We've had the privilege of working with many amazing clients and would like you to be one of them. Call our Apex, NC CPA firm now at 919-589-7328 or request your free consultation online to discover what we can do for your business.
Kate Smith
Owner, CPA
Kate Smith began her career working in one of the four largest international accounting firms worldwide, focusing on tax compliance, accounting, and auditing. Following that, she successfully partnered with domestic and international companies as well as publicly-held multi-national, billion dollar corporations. Opening her own firm in 2017 allowed Ms. Smith the opportunity to bring her aptitude for large, corporate financial strategizing to midsized businesses.
As a certified public accountant (CPA) and certified tax planner (CTP), her background cultivated a strong foundation in strategic tax minimization, tax compliance, and financial reporting. Ms. Smith then directed her skills with creating unique strategies to businesses, their owners, and high net worth individuals.
Her years of training and experience give her firm’s clients the benefit of an extensive knowledge on a range of issues. She applies these every day, unearthing all opportunities for strategic tax & risk minimization and wealth-building.
Hsuan Jennifer Di
Senior Tax Associate
Raised in the DMV area and graduated from George Washington University with a Masters of Accounting. She is a Certified Public Accountant licensed in Washington D.C. and Maryland. She is a member of the Greater Washington Society of CPAs and AICPA. She began her career at a boutique tax firm specializing in high net worth individuals. She joined Kate’s team in July of 2020. When she’s not working, she enjoys hiking the many trails near her home and scouting out new restaurants.
Nathan Smith
Operations Manager
Originally from Virginia, a career Product Manager in the tech industry, Nathan joined the firm in October 2020. Nathan brings roadmap-building, strategy, and cross-functional team management to the firm in order to deliver a superior customer experience to all of our proactive strategy clients. Nathan is the glue between the business side and the technical side of the firm, making sure our services are meeting and exceeding our clients’ expectations. Nathan enjoys reading, hiking and spending time with his two daughters.