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    Smith Financial Services

    3.0 (4 reviews)
    Closed 9:00 am - 6:00 pm

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    TLP Advisors & Tax-Pros

    TLP Advisors & Tax-Pros

    (2 reviews)

    Have been going to Traci for years and have always had a great experience (even when we owe the…read moregovernment tons of $$ lol). Efficient and accommodating to our schedule. Highly recommend!

    I have been a long time client of theirs for almost 10 years if not longer. In the past they have…read morebeen an amazing company to work with and have always went above and beyond. This time around, the lack of professionalism was appalling at best. Typically I'm not the type to leave a review nor tarnish someone's name but this time is far different. We had dropped our tax documents off almost a month ago and I needed to provide some follow up information. At this point like we had always done in the past, they would just plug this information in and move forward. However the response I got back was " Nate, Glad you do not read the news and you think you are our only client. Please come pickup your documents and find another preparer. Thank you Traci L Pack, EA TLP Advisors & Tax-Pros Office: 330.467.0392 / 330.467.0974 Fax: 877.483.9893 Website: taxpros-tlp.com" Now coming from a standpoint of another professional in a field that is also inundated with our every changing world amidst a pandemic, I understand how hectic things can be. To respond to one of my patients with such lack of professional candor is entirely unacceptable. I would never mistreat my clients, patients, or patrons in such a manner. I hope this was an oversight or just a bad day that shined through by mistake. I will follow their request and acquire a true business professional to handle my CPA needs from this day forward. I am fully aware I am not your only client, and to insult my intelligence is disgraceful. Remember in the future to treat your clients with respect instead of belittling them!

    Smith Financial Services - accountants - Updated June 2026

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