Company Overview
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PS&Co. Partners
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Van Alston
Jeff Anderson
Denise Bendele
Ray Berend
Bill Dimick
Kathleen Fields
Santos Fraga
Hector Frietze
Steve Griffith
Leslie Guajardo
Tanya LaCosse
Mike O'Brien
Robert Notley
Raul Rios
Don Rogers
Carolyn Smith
Lester Sprouse
Anna Swenson
David Waddell
Bill Wisecarver
John Wright
Tom Wright

  
     

 


Carolyn J. Smith, CPA
Partner
carolyn.smith@padgett-cpa.com

Carolyn has over twenty five years of experience specializing in wealth management services, estate planning, and succession planning for high-wealth individuals and business owners and has received the Accredited Estate Planner designation.

PROFESSIONAL EXPERIENCE

  • Estate and succession planning
  • Succession planning for closely-held businesses
  • Individual income tax returns and planning
  • Estate administration and reporting
  • Insurance review and analysis
  • Income tracing under community property laws
  • IRS representation

PROFESSIONAL AFFILIATIONS

  • Accredited Estate Planner
  • Legacy Wealth Coach
  • Stephen Minister
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TSCPA)
  • National Association of Estate Planners and Councils
  • San Antonio Chapter of TSCPA
  • San Antonio Estate Planners Council
  • Individual Insurance Licenses (general lines-life, accident, and health)
  • NASD Series 7 and 66 Securities Licenses