Smith CPA and Advisors provides professional accounting and tax services to individuals, entrepreneurs, and small businesses throughout Lexington, KY and Central Kentucky. As a CPA-led accounting firm, we combine personalized service with practical financial guidance to help our clients stay organized, meet their tax obligations, and make more informed financial decisions.
Our services include tax preparation and proactive tax planning, bookkeeping, payroll processing and payroll tax filings, and fractional CFO and business advisory services. Whether you need help preparing your annual tax return, keeping your books current, managing payroll, or understanding the financial performance of your business, we can provide the level of support you need.
For Lexington small business owners, our goal is to be more than an accountant you hear from at tax time. We can provide year-round accounting support and financial insight as your business grows, giving you a trusted CPA who understands both the numbers and the decisions behind them.
Based in Central Kentucky, Smith CPA and Advisors proudly serves clients throughout the Lexington area, while our secure online portal and remote capabilities allow us to work with individuals and businesses across Kentucky and in multiple states.
If you're looking for a CPA or small business accountant in Lexington, KY, contact Smith CPA and Advisors to learn how our tax, bookkeeping, payroll, and fractional CFO services can help you or your business.
Meet the Team
M. Shane Smith, CPA
Shane Smith is a seasoned Certified Public Accountant with more than 20 years of experience in tax preparation, financial leadership, and public-sector accounting. His career spans both private industry and government, giving him a well-rounded perspective on how financial decisions affect organizations at every level.
In addition to two decades of tax practice, Shane has served as a Chief Financial Officer and Director of Finance for a wide range of organizations, including for-profit businesses, nonprofit entities, and Kentucky school districts. In these roles, he has overseen budgeting, financial reporting, audits, compliance, and long-term financial planning—helping organizations remain financially strong while meeting complex regulatory and operational demands.
Shane’s career includes Deloitte, one of the world’s leading accounting and consulting firms, where he gained deep experience in audit and financial analysis. He also worked with the Kentucky Auditor of Public Accounts, providing him with firsthand insight into government accounting standards, transparency requirements, and audit processes.
This combination of public accounting, government oversight, and hands-on financial leadership allows Shane to offer clients practical, strategic, and compliant financial guidance. Whether assisting individuals with tax planning or guiding organizations through complex financial challenges, he is committed to delivering clarity, accuracy, and results.
Amy M. Smith, CPA
Amy M. Smith is an experienced Certified Public Accountant with a career spanning nearly three decades in tax preparation and public-sector financial leadership. She earned her CPA license in 1996 and has been preparing individual and business tax returns since 1995, helping clients navigate complex tax requirements with accuracy, confidence, and care.
For more than 28 years, Amy has served as a Director of Finance and Chief Financial Officer for multiple Kentucky school districts. In these roles, she has overseen budgeting, financial reporting, compliance, and long-range financial planning, ensuring fiscal stability while meeting strict regulatory and public accountability standards.
Throughout her career, Amy has worked closely with independent auditors, providing documentation, responding to audit inquiries, and helping guide districts through annual financial and compliance reviews. This hands-on collaboration has given her deep insight into audit expectations, internal controls, and financial transparency.
Amy’s combination of long-term tax experience and public-sector financial leadership allows her to bring a practical, detail-driven, and highly reliable approach to every client engagement, whether assisting with tax planning, compliance, or financial strategy.
