Smith, Thomas R.

Thomas R. Smith

Tax and Advisory Partner

EDUCATION

  • Barton College – B.S. Accounting

Community Involvement

  • American Institute of Certified Public Accountants – Member
  • North Carolina Association of CPAs – Member
  • State Chartered Bank ($9 Billion; Sold in 2017) – Former Director and Audit Chairman
  • Davidson County Economic Development Commission – Former Chairman
  • Davidson Progress – Vice President
  • Davidson County Community College Foundation – Director Emeritus
  • J. Smith Young YMCA – Past President
  • UNC School of the Arts Foundation – Past Treasurer
  • First Presbyterian Church, Lexington – Elder
  • Davidson County Planning Committee for Senior Services – Board Member
  • Davidson County Industrial Park Committee – Board Member
  • Lexington Area Community Foundation – Board Member
  • Lexington Education Association, Project Potential – Board Member

Meet Tom

Tom was the founding partner of Smith McWhorter, a tax and business services firm based in Lexington, NC that merged with Smith Leonard in January 2014.  He brings to the team a wealth of knowledge and leadership, particularly as the head of Smith Leonard’s real estate practice.

Tom and his wife Sandra have lived in Lexington for the past 50 years. They have two grown children, including tax partner Aimee McWhorter, and three grandchildren. You will find Tom enjoying being a granddad, whether in Lexington or at the coast, including attending horse shows, athletic events, and having fun at the beach.

Highlights

  • Over 45 years of experience serving individuals and privately-held companies
  • Industries served – real estate, construction, distribution, and retail
  • Specialties include – tax and estate planning for high net worth individuals, deal structures, financing alternatives, and business consulting
  • NC CPA License #7118
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