Steve SmithCPA, JD
Steve joined BMSS in 1994 and is a senior member of the tax department, managing the tax quality control process for the firm. Steve predominantly focuses on technical tax needs in the areas of S corporations and partnership taxation with an emphasis on transactional work encompassing the life cycle of a business: formation, ongoing operations, mergers and acquisitions, dispositions and liquidations and the impact on the owners of the business.
Over the years, Steve has assisted countless clients with their accounting, tax and consulting needs. Steve has assisted clients with IRS controversy work, including examinations, administrative appeals and collection matters. For example, he guided a high-net-worth individual client through an IRS exam of his personal return, which included numerous business and rental activities. The examination resulted in a no-change report being issued by the IRS despite several significant issues originally raised by the examining agent before being ultimately resolved in favor of the taxpayer.
Steve is often described as friendly, helpful, knowledgeable and always available. He attributes his success to his caring nature and willingness to put in the hard work. Always having an interest in business and taxes, Steve felt a tax practice in public accounting would be the best utilization of accounting and law degrees.
Raised in Montgomery, Alabama, Steve now lives in Mountain Brook with his wife, Robin. They have three daughters, two granddaughters, one dog and four grand-dogs. When Steve is not at the office, he also enjoys reading, exercising, fishing, kayaking, shooting sports and small woodworking projects to express his creative skills in a tangible way.
- University of Alabama
- Juris Doctor
- Bachelor of Science in Accounting, summa cum laude
- American Institute of Certified Public Accountants (AICPA)
- Tax Division
- Alabama Society of Certified Public Accountants (ASCPA)
- American Bar Association (ABA)
- Taxation Division
- Real Property Trust & Estate Law Division
- Alabama Bar Association
- Annual Federal Tax Clinic
- Past President, 2015
- Board Member
- Birmingham Tax Forum
- Past President, 2006
- Former Board Member
- Arlington Study Group (Estate Planning Professional Group)
- University of Alabama Alumni Association
- Beta Alpha Psi
- Beta Gamma Sigma
- Certified Public Accountant (CPA)
- Juris Doctor (JD)