David Smith, CPA

Director of Tax Services
Director of Tax Services


David’s practice consists primarily of servicing and advising closely-held and family-owned businesses and their owners. These services include income and estate tax planning, strategic planning, business consulting, succession planning, and compliance services (e.g., accounting, financial statements, and tax returns). David also serves other professional service organizations such as attorneys, engineers, physicians, veterinarians, and other consultants. Some of the particular industries that he concentrates in are retail, wholesale and distribution facilities, manufacturing, equine, various service businesses, estates and trusts, and funeral homes.

American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
CPA Associates International, Past Tax Committee and Family-Owned Businesses Committee Member
PDI Global, Tax Newsletter, Past Editorial Board Member

  • Woodford Community Christian Church, Past Finance Committee Chair, Past Treasurer and Deacon
  • Woodford Christian School, Past Finance Committee Member, Past Board Member and Treasurer
  • United Way of the Bluegrass, Past Volunteer
  • March of Dimes, Past Volunteer
  • Greater Lexington Apartment Association, Board Member
  • University of Kentucky Alumni Association, Lifetime Member

Bachelor of Science in Accounting, magna cum laude, 1989, University of Kentucky, Lexington, Kentucky
Beta Alpha Psi Accounting Honorary, Dean’s List