- Lexington, KY
- Direct Line: 859.425.7773
David Smith, CPA
Tax Director
Professional Experience
David’s practice consists primarily of servicing and advising closely-held and family-owned businesses and their owners, including high-net-worth and ultra high-net-worth individuals. 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.
David has more than 30 years of extensive experience serving clients with complex tax issues. He began his career with KPMG (1987-1996), then continued at Barr Anderson Roberts, PSC (1996-2015) and joined Dean Dorton in 2016 through a merger. He is an active community member, serving on various boards and committees throughout the region.
Professional Activities
- 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
Community Involvement
- Bluegrass Community Foundation, Finance Committee
- Greater Lexington Apartment Association, Board Member
- Shriners Hospital for Children, Corporate Council
- Trinity Christian Academy, Leadership Council
- 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
- University of Kentucky Alumni Association, Lifetime Member
Education
- Bachelor of Science in Accounting, magna cum laude, 1989, University of Kentucky, Lexington, Kentucky Beta Alpha Psi Accounting Honorary, Dean’s List