Smith has authority to represent individuals and businesses before the Internal Revenue Service. He has many years of experience in tax preparation and planning. Companies use his services for financial statements, modeling, and software implementation as well. He received his CPA certification in 1999, and he holds a bachelor’s degree from San Jose State University with a master’s in taxation from California State University-Hayward. Smith also is a Certified Managerial Accountant and Certified Internal Auditor.