Kim Smith

Kimberly works with small to medium-sized businesses across a variety of industries—including timber farms, wholesalers, and manufacturers—as well as individual clients ranging from moderate to high net worth. She has extensive experience supporting high-wealth family groups with complex structures involving multiple partnerships and trusts. Kimberly oversees tax law compliance, process implementation, e-filing systems, and IRS e-services, while also developing client-facing content on emerging tax changes, such as FinCEN’s BOI reporting requirements. Known for her proactive approach, efficiency, and responsiveness, Kimberly is a results-driven professional who keeps clients informed and ahead of deadlines.