Broker Check
Trevor Smith, CPA

Trevor Smith, CPA

Financial Advisor

About

I am seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.

Education

In 2017, I graduated from State University of New York at Fredonia with a Bachelor of Science in Public Accountancy and Business Administration with a concentration in Finance

Designations

I hold Series 63, 65, 7 licenses.

I have an active CPA (Certified Public Accountant) license with the state of New York

Years past

Was a Volunteer Income Tax Assistance (VITA) grant program is an IRS initiative designed to support free tax preparation service for the underserved

Part of New York State Society of CPAs as a student member

Out of Office

In addition to my career as a CPA / Advisor, I'm an avid golfer and fitness enthusiast. My wife, Rachel, and I are proud season ticket holders for the Buffalo Bills, sharing unforgettable moments cheering for our team. We're also passionate supporters of the Buffalo Sabres. These experiences add a dynamic balance to my life, and my genuine love for helping clients succeed is my driving force.