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Last Updated April 1, 2025

Client Reviews on SmartPlan Investing
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- 3.7
3 Reviews
Feedback:
To the previous review, SmartPlan Investing does not do taxes. Your review was written on the wrong company.
Feedback:
Thank you for being you! The staff at SmartPlan Investing treats you like family from the moment you walk in the door. We have been using them for the last few years and love them!
Feedback:
i found that that when they perform tax services they take so long to do the taxes and even file for extensions that are not necessary and have recommended many times to clients to pay the IRS in advance taxes they think could be owed and with us we did not owe and also, they are not competitive in their pricing for their services
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