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April 2024 by Jasmine Hamilton
The front desk is so welcoming with fresh warm cookies every-time we come in. The entire staff is super friendly & knowledgeable.
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October 2022 by Marilyn Farmer
Each year I was with them they charged more. Complained last year on tax prep charges and they cancelled me this year!!
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October 2022 by Dory H.
Jl smith group has done my personal taxes for the last 4-5 years. I just received a letter from you saying in preparation of the upcoming tax season you are advising me that the fee is $750 for prep with consultation or $500 with no consultation. If you no longer want me as a customer this is not the way to go about it. I've started with $99 then up to $150 for tax prep and I didn't mind the increase, I may have even paid a little more because I love supporting local businesses, but now you are increasing prices for personal taxes 3x. I have supported your business by referring my friends and family. Way to go, nice way to weed out your customers. If you no longer want to do mine or anybody else's personal taxes that is fine , you are moving in a new direction. I want to let you know you handled this very wrong. An apology and a referral would have been appropriate to someone who would appreciate my business.I will no longer recommend you.Regards,Dory Hedstrom
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October 2021 by jtfisher11
The calculators are amazing and truly help me manage and take control of my retirement destiny.
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October 2021 by Keith Kuhn
Excellent customer service! Linda is great to work with!
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October 2021 by Bess D
We work with Kelli - very responsive, knowledgeable and helpful!
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October 2021 by Sandy Kish Jordan
Linda, the Director of First Impressions is delightful.
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October 2021 by Dennis Olivares
Very knowledgeable. Very helpful. Good organization.
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October 2021 by Jeanne
Tracy R. is excellent! Highly recommend!
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October 2021 by Dennine Turner
Fantastic quality! Very professional!
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October 2021 by David Harris
Wonderful experience! No complications!
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October 2021 by Angela Kastning
I sought the services of the JL Smith Group to help with some initial financial planning and could not have been more pleased with my experience. The team was very professional and knowledgeable! They helped steer me on the right financial path and we’ve built a great rapport. I definitely trust them and look forward to continuing to use them for other financial services down the road!
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October 2021 by Barry Stewart
I've had my taxes done here past 10 yrs. Very professional and knowledgeable staff. Would like to thank Jeff and Chad with there help with my parents irrevocable trust . They've been a tremendous help with all the paperwork and keeping me advised on all the aspects of the trust.
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October 2021 by Will Vettel
First time getting my taxes professionally done and I couldn’t have been happier with choosing JLSmith. They were better than any experience I could have wanted! Would recommend to any close friend, family member, or even a stranger.
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October 2021 by Jack Schneider
I have been a very happy financial client at JL Smith for the past 5 years. They have also prepared my taxes during that period. I have found them to be very knowledgeable and professional. I have a lot of confidence in their abilities to handle my financial business.
