Charlotte, NC Monroe, NC CPA / Moyer, Smith & Roller, P.A.

Mr. Smith received a B.S degree in Accounting with a minor in Finance from Wingate University in 1990.  He achieved high academic standards and graduated with cum laude honors.

Mr. Smith began his career with the accounting firm of Thomas M. Moyer III, P.A., CPA, which is the predecessor to our present firm, Moyer, Smith & Roller, P.A.  Mr. Smith has concentrated his efforts in the firm's accounting and auditing practice and has considerable experience with manufacturing, construction, distribution, mortgage banking, not-for-profit entities and retirement communities.  He has a broad tax background and has advised clients with business valuations, mergers, acquisitions, financial planning, business development and management of internal controls.  He has consulted with start up businesses, growing businesses with financial needs and transitions from existing mature businesses to new owners and/or family members. He has qualified as an administrator? on several estates and has worked extensively with estate planning to meet the needs of our aging clients.

Mr. Smith became a partner in the firm in January of 1995.  On July 3, 1995, he was promoted to Vice President and assumed management responsibilities in the Charlotte office of Moyer, Smith & Roller, P.A.  Since 1995, the Charlotte office has grown from one paraprofessional and two CPA's to two paraprofessionals, three staff accountants and five CPA's.  The Charlotte office continues to pursue controlled growth at the same time providing excellent service and quality of life for our clients, staff, families and friends.

Over the past eighteen plus years, Mr. Smith has served his community in a variety of civic and charitable organizations.  He served as Treasurer of the Monroe Kiwanis Club, Board of Director for Residential Support Services, Inc., President of South Stanly Dixie Youth Baseball League, President of South Stanly Youth Basketball League and Treasurer of the South Stanly Youth Football League.  Mr. Smith is a member of Cedar Grove United Methodist Church, the Charlotte Chamber of Commerce, the NC Association of CPA's and the American Institute of Certified Public Accountants.  He is married with three children and stresses the importance of a balance between work and family.
NC Certificate #21428