Theresa Smith

CPA

Director, Tax

Services: Private Client Services

Industries: Consumer Business, Financial Services, Professional Services, Real Estate, Technology, Wine & Agribusiness

Project name

Theresa Smith has nearly two decades of public accounting experience, which she uses to support BPM’s Tax team based out of the San Jose office.

As a Director in BPM’s Private Client Services group, Theresa supports high net worth clients, as well as assists closely held businesses and their owners with tax planning and compliance.

Theresa’s background includes supporting clients with tax returns, accounting assistance, tax provisions, federal and multistate tax compliance. She also supports clients with managing and reviewing financial statements for closely held entities, as well as preparing and coordinating IRS/FTB audit information.

As a South Bay native, Theresa has spent her entire public accounting career supporting clients who live and operate near Silicon Valley and understands the complexities and niches that come with the territory.

Theresa Smith holds an active CPA license in California.

Interesting tidbit

When Theresa isn’t in a BodyCombat group exercise class, she’s cheering on the sidelines as an ice hockey and soccer mom.

Certifications

Certified Public Accountant

Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education

BS/Accounting – San Jose State University

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