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Client Reviews on SmartSpot

    • 4.2
  • 10 Reviews

Most helpful positive review

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By Tim Ryan Apr 22, 2019

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Most helpful critical review

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By Carston Cooper Feb 22, 2019

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Friendly and accurate tax preparers. They corrected errors from previous preparers and kept me compliant every year since. I highly recommend.

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These ladies are professional, knowledgable, and simply awesome!

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Husband and I just returned from here, having filed for 2018, and Kathy was wonderful. We came here last year as well, and she made filing a breeze, even with our somewhat complicated situation. We'll definitely be back. Thanks, Kathy!

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These ladies are very professional and knowledgeable. They are also so much fun! Coming in to take care of business is always a pleasant experience!

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To echo a previous writer's comments.... Unprofessional and down right rude behavior. Shockingly disappointing experience. I still can't believe the childish end to our business relationship. I requested previous tax returns to provide to my bank for a loan and they wanted to charge me $50 per Tax Return for a PDF copy! A PDF copy!!! They don't even have to print paper. Do not be deceived by their seemingly "kind" and "fun loving" demeanor. I fear writing this because their threats are so ugly and their tempers are so vengeful, but I wish someone had warned us before getting involved with this organization professionally. I hope it doesn't happen to you, but if it does you will have been warned if you read this.SmartSpot: In response to your reply - if you saw my comment, I put "to echo a previous writer's comments". This would mean that yes, I did use information from a past post that shared the same feelings as mine which is perfectly fine to do. Also, I have paper copies of my previous returns but all I needed was a PDF version and figured you might have easy access to that. When a client pays you hundreds of dollars to file their return, it is pretty sad that you want to gouge them for another fee per tax return to just have a PDF copy. You would think that a 30 minute tax return that someone pays hundreds of dollars for would cover your time and their "use" of your "software/cloud storage" costs. To say that you would need to "fire up" the software as if it was on some 1990 computer in this day and age is laughable. It would take you no longer than 5 minutes to help someone out but you choose to stiff someone so you can get more money. I wish you the best of luck but I will definitely never recommend you and I hope people see how you will rip them off if they need help.

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Have been going to SmartSpot for years to have my complex taxes done. Would never go anywhere else!

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I'm self employed and my husbands income majority comes from commission. My business covers two states. Tax time for us is a dreaded event like most people. I mentioned to a friend that I wanted to find someone who could be a strong adviser. She recommended Smart Spot. It was a week prior to the deadline when our appointment occurred. The office is decorated with vibrant cheerful colors. A dog greeted us and then curled up in a dog bed. My stress level deflated immediately. In 45 minutes, Kathy gave me some of the best advice, best cup of coffee and a competence that will earn her referrals. I am so glad we found this place.

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I highly recommend SmartSpot for all of your accounting needs. I have been getting my taxes done by them for years and have recommended them to a handful of people who now use them too. Because of the staff's combined knowledge, I never worry about whether my taxes are correct or not. The atmosphere is relaxing, which is welcome in what can be a stressful activity.

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When I first met Kathy & Eileen I was immediately impressed with their vast knowledge of the tax codes. I'd been using a CPA (with a Masters in Taxation) and then a Tax Attorney and frankly was hesitant to work with them as they are neither an attorney or a CPA. Ultimately I decided to give them a shot. They reviewed my last 3 years returns and found several discrepancies. We filed amended returns resulting in significant tax savings. I have used SmartSpot for tax preparation for 5 years now and have found their service to be both reliable and proactive! About a year ago, I began using them for payroll and general bookkeeping. They are nothing short of amazing. After 41 years in business, I have never been more on top of my business finances! As an added bonus, it's actually FUN to work with them. They are both dependable and forward thinking. These ladies know their stuff! I have referred them to many friends and business associates and have never had anyone be less than delighted! I recommend them without hesitation!

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Horrified by the promises that were not kept and the unprofessional, down right rude behavior of both owners. Shockingly disappointing experience. I still can't believe the childish end to our business relationship. They left us hanging and refused to respond to professional requests for needed information to reestablish our bookkeeping with our new accounting professionals. Do not be deceived by their seemingly kind and fun loving demeanor. Once they can't fulfill their promises they completely cut you off and turn into complete tyrant adversaries who you won't even recognize. I fear writing this because their threats are so ugly and their tempers are so vengeful, but I wish someone had warned us before getting involved with this organization professionally. I hope it doesn't happen to you, but if it does you will have been warned if you read this.

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