Laurie Smith, CPA

Partner, Tax

Laurie is an accomplished Tax Partner, distinguished as a leading expert in our Family Office practice. Specializing in serving high-net-worth individuals across various industries, she brings a wealth of knowledge and experience to navigate the complex landscape of tax regulations with finesse. Laurie goes beyond traditional tax services, adopting a holistic approach to address the unique financial needs of affluent clients.

Her expertise lies in meticulously addressing individual and fiduciary compliance requirements, excelling in developing comprehensive tax strategies aligned with the personal and family goals of her clients.

With a client-centric approach, Laurie establishes lasting relationships built on trust. Serving as a strategic partner for her clients, she not only offers technical expertise but also a keen understanding of the personal nuances that come with managing significant wealth. Laurie’s dedication to excellence and her role as a trusted advisor make her an invaluable asset to our firm and a go-to expert for high-net-worth individuals seeking unparalleled guidance in tax planning and compliance.