Empowering financial freedom, one client at a time
A Trusted Partner for Your Financial Well-being
At Gale E. Smith, CPA, we believe in personalized guidance and tailored solutions to navigate your financial journey with confidence. With over 30 years of experience providing accounting, tax, and financial planning services, we are your trusted partner in financial success.
Our Expertise
Our services offer a holistic approach to managing your finances, encompassing:
Tax Solutions
- Corporate, partnership, LLC, business, trust and individual tax preparation
- Tax planning and optimization
- IRS and state tax audit representation
- Tax problem resolution
Accounting & Advisory Services
- Business and personal consulting
- Financial planning and goal setting
- New business start-up assistance
- Internal control assessments
- QuickBooks setup, training, and support
Proactive Financial Guidance
- Retirement planning and estate planning
- Social security maximization
- Investment planning and risk management
- Personal financial planning
- Virtual CFO services
More than just numbers
We go beyond just numbers to understand your unique situation and goals. We take the time to listen, address your concerns, and develop a personalized plan that aligns with your individual needs and aspirations. We are committed to transparency, open communication, and building long-lasting relationships with our clients.
Our Values
Our core values guide us in providing exceptional client service:
- Integrity: Adherence to the highest ethical standards and upholding the trust of our clients
- Client-Focusedness: Delivering personalized attention and customized solutions
- Professionalism: Maintaining confidentiality and providing accurate, timely information
- Growth Mindset: Continuously seeking knowledge and refining our skills to better serve our clients
- Community Involvement: Contributing to the economic well-being of the communities we serve
Let's Discuss Your Financial Future
Schedule a complimentary consultation to discuss your financial goals, challenges, and potential solutions with us. We look forward to learning about you and helping you achieve financial success.
Gale Smith CPA: A Mixed Bag of Experiences
Negative Experiences
One reviewer, Claudia Zeng, had a disappointing experience with Gale Smith CPA. According to her, Ms. Smith refused to file tax amendments to correct a previous year's tax return mistake, despite providing clear evidence from the IRS. Claudia expressed frustration with Ms. Smith's unprofessional attitude and lack of knowledge.
Positive Experiences
On the other hand, numerous reviewers had positive experiences with Gale Smith CPA. They praised Ms. Smith's exceptional service, professionalism, and responsiveness. Some noted that she was knowledgeable, helpful, and expert in her field. Many reviewers have worked with Ms. Smith for years, and some have called her their go-to CPA for tax needs.
Feedback and Insights
Reviewers praised the ease of using their document upload system, communication with the Gale Smith office, and Ms. Smith's proactive approach to understanding their situations. Some mentioned her availability during the COVID pandemic and her ability to integrate personal and business finances. Reviewers also appreciated her expertise in tax laws and her ability to provide valuable advice and guidance.
Conclusion
Gale Smith CPA seems to have a mixed reputation, with one reviewer having a negative experience while many others had positive experiences. The negative review highlights the importance of customer service and professional approach. On the other hand, the numerous positive reviews showcase Ms. Smith's expertise, professionalism, and dedication to her clients.
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