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Matt Smith, CPA, CFE

Tax Associate Director

  • Role

    Tax Associate Director

  • Service

    Tax, Accounting and Financial Outsourcing

  • Industry

    Healthcare, Dental Practices


  • Lexington, KY

  • Direct Line: 859.425.7774

Professional Experience

Matt’s area of practice consists of tax planning and compliance services, accounting services, business management consulting, and fraud prevention consulting. Matt provides value to his clients by minimizing tax liabilities with tax planning strategies, increasing profitability with management suggestions based on budgeting, benchmarking, and other financial analysis, and by listening, understanding, and working together to resolve problems and achieve goals.

Matt focuses primarily on healthcare entities such as dentist- and physician-owned practices, and the related dentist and physician owners. He is a frequent speaker at industry events on topics related to tax planning, practice management, cash flow, and best practices for dental and physician practices.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Association of Certified Fraud Examiners

Community Involvement

  • White House Clinic, Board Member
  • Madison County 4-H, Volunteer
  • Assisted with Volunteer Income Tax Assistance on Transylvania University campus
  • Habitat for Humanity, Past Participant


Bachelor of Business Administration in Accounting, 2005, Eastern Kentucky University, Richmond, Kentucky

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