Charles D. Smith, CPA

Founding Partner

With more than 35 years of experience, Charlie is a recognized leader in real estate and construction accounting. As a co-founding partner of the firm, he provides a broad range of advisory services to real estate developers, businesses, and high-net-worth individuals, specializing in financial planning, tax planning, and negotiating complex business transactions. In addition to his professional expertise, he has hands-on experience owning and managing a large portfolio of real estate properties.

 Call 203-489-0614

Charlie Smith

With over 30 years of experience, Charlie has built a solid reputation as an industry leader in real estate and construction accounting. As a co-founding partner of the firm, he provides a broad range of advisory services to both businesses and high-net-worth individuals, specializing in financial planning, tax planning, and negotiating business sales and purchases. In addition to his accounting expertise, he has hands-on experience owning and managing a large portfolio of real estate properties. 

Charlie is associated with several professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA). 

 Call 203-489-0614

Education

    • Sacred Heart University – Fairfield, CT
      Bachelor of Science in Accounting – 1986
    • University of New Haven – New Haven, CT
      Connecticut Graduate level tax courses

Career Highlights

  • Considered an industry leader in real estate and construction accounting, with additional real-world experience owning and managing real estate properties.
  • Owns and manages several residential and commercial real estate properties, and frequently advises clients on the valuation, purchase, sale, and operation of their properties.

Did You Know?

  • Charlie is a former member of the Supervisory Committee of the G.E. Credit Union and a former Governing Authority for Allume.
  • He is a former Board Member for TEAM, Inc. in Derby, CT and was previously the President of Ansonia’s Valley YMCA. He was previously the Treasurer of Race Brook Country Club.