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Liz Smith

Liz Smith is a veteran practitioner with over 13 years of experience in public accounting, specializing in guiding businesses through every stage of their financial journey — from inception to dissolution. With a strong background in trust administration, tax planning, and compliance for pass-through entities, she brings a wealth of expertise to the table. She also has extensive managerial experience in project management, and hands-on experience with IRS controversy resolution. This background ensures her clients receive strategic, informed guidance to navigate complex financial landscapes.

Expertise
  • Individual Income Taxation
  • Partnership/LLC Taxation
  • Business process management
Education
  • Graduated from Arizona State University with a B.S in Accountancy and a M.S in Tax and Financial Planning from Widener University.
Featured In
  • Pennsylvania Institute of Certified Public Accountants CPA Journal
  • BKA Content
  • The Ascent (now known as Motley Fool Money)
Highlights
  • Served as Chairperson for the PICPA’s Editorial Board
  • Wrote and reviewed technical submissions for audit, tax and general industry standards
  • Spent 6 years as the Accounting Careers & Lifestyles column coordinator for digital and print publications
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