Trevor Smith
Manager
“I aim to build lasting relationships by providing clients with tailored guidance and insights to help them achieve their goals.”
Trevor Smith has nearly seven years of public accounting experience. He specializes in tax planning and compliance, primarily serving high-net-worth individuals and their families, as well as partnerships and trusts. Trevor also works with a variety of other clients, including private equity funds, search funds and privately owned small businesses.
Trevor has a comprehensive understanding of financial accounting and extensive knowledge of foreign tax reporting and compliance for individuals. He has represented both businesses and individuals before the Internal Revenue Service and state tax agencies in resolving tax audits and assessments.
Trevor is also a contributor to the organization’s Thought Leadership articles.
Professional Affiliations and Civic Involvement
- New York State Society of Certified Public Accountants (NYCPA)
Accreditations
- Certified Public Accountant (New York)
Education
- Western Connecticut State University, Bachelor of Business Administration degree in Accounting

