Business Details
43 Years
experience
Trusted Accounting & Advisory Services in North Carolina
At Smith Leonard, we are a team of experienced accounting professionals dedicated to proactive problem-solving and exceptional client service. Our commitment lies in delivering value-add solutions that simplify operations, enhance financial outcomes, and drive business growth. We prioritize face-to-face collaboration with clients and colleagues, ensuring personalized attention to every engagement. With deep expertise across industries like construction, real estate, and not-for-profit sectors, we provide tailored insights beyond traditional accounting. Our services span tax planning, business valuations, advisory, and succession planning, addressing evolving client needs at every business stage.We leverage cutting-edge technology while maintaining a focus on critical risks and compliance. Our firm combines national resources with a local approachability, fostering a culture where our people are our greatest asset. We serve clients through offices in High Point, Hickory, and Lexington, North Carolina. Our proactive approach extends to anticipating tax law changes, optimizing cash flow, and guiding strategic decisions for expansion, mergers, or exit planning. This philosophy has positioned us as trusted advisors who truly live our commitment to client success.
Services
Audit Services
Tax Planning
Business Valuations
Succession Planning
Mergers & Acquisitions
Cash Flow Projections
Family Wealth Planning
International Tax Services
Employee Benefit Plans
Controller Services
Details
- Year established: 1983
Highlights and features
- We provide industry-specific expertise across 7 key sectors including construction and real estate
- Our team combines national firm resources with local accessibility
- We offer proactive tax planning and compliance services year-round
- We deliver tailored solutions for business growth and succession planning
- We maintain face-to-face collaboration through multiple North Carolina office locations
What people say
Proactive approach
Industry expertise
Personalized service
Value-added solutions
Experienced team
Services
Audit Services
Our audit practice emphasizes transparent communication and risk assessment through frequent client interaction. We employ current technology to evaluate business risks while maintaining personalized attention throughout the audit process. Our approach focuses on understanding each client's unique operations to deliver actionable insights that enhance financial reporting accuracy and regulatory compliance.
Tax Planning
We provide year-round tax strategy development to minimize liabilities and capitalize on legislative changes. Our experts deliver comprehensive tax compliance solutions while identifying planning opportunities that align with long-term business objectives. This proactive approach helps clients optimize their tax positions across all business cycles.
Succession Planning
Our succession planning services address business transition strategies and family wealth preservation. We help owners evaluate exit options, structure generational transfers, and implement philanthropic initiatives while minimizing tax implications. This includes strategic guidance for mergers, acquisitions, and ownership transitions.
Business Valuations
We deliver accurate business valuations for mergers, acquisitions, and strategic planning purposes. Our analysis considers industry trends, financial performance, and market conditions to determine fair market value. These assessments support informed decision-making for business owners and stakeholders.
Controller Services
Our hands-on controller services include payroll processing, bookkeeping, and financial reporting. We provide interim financial leadership and system implementation support to maintain accurate records and facilitate data-driven business decisions for growing organizations.
People
Jeremy
Assurance Partner
Jeremy brings extensive assurance expertise to Smith Leonard, specializing in audit and compliance services. He actively contributes to the firm's growth while delivering value-added solutions to clients across multiple industries.
Questions
What industries does Smith Leonard specialize in?
We focus on construction, real estate, not-for-profit organizations, dealerships, furniture manufacturing, retail, and transportation sectors.
Do you offer tax planning services beyond annual compliance?
Yes, we provide year-round tax strategy development to help clients anticipate legislative changes and identify planning opportunities.
How does your firm approach business succession planning?
We offer comprehensive guidance for ownership transitions, including exit strategies, generational transfers, and merger/acquisition support.
What accounting services do you provide for growing businesses?
We offer controller services, cash flow projections, expansion planning, and financial system implementation for growing organizations.
Where are your office locations?
We serve clients from offices in High Point, Hickory, and Lexington, North Carolina.
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Reviews (1)
Jayme Gervais
Jan 18, 2020
Report
Never go to this place for help. Completely unprofessional, unreliable and only money orientated. They claim they know what they are doing but they did the opposite of what they said would happen. We switched accounts and in less then 24 hours and she fixed our problems / got a head start on additional issues without asking for money. Do NOT recommend.
