At Creese, Smith, Hune & Co. LLC, now a part of Herbein + Company, Inc., we are committed to providing exceptional services and innovative solutions to help our clients succeed with confidence. With our merger with Herbein, we are now part of a leading CPA advisory firm with 14 offices and a global reach through our membership in Allinial Global.
Our History
Creese, Smith, Hune & Co. LLC was formed in 1996 by David L. Smith and James R. Hune, both seasoned professionals with over 60 years of combined experience in public accounting. We started as a full-service accounting firm with a focus on building close client relationships and providing personalized attention to our clients. Over the years, we have grown and evolved, but our commitment to our clients has remained unwavering.
Our Services
We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our accounting services include financial statement preparation, budgeting, and financial planning, as well as audit and assurance services. Our tax services include tax planning, preparation, and representation, as well as tax planning strategies to minimize liabilities and maximize cash flow. Our advisory services focus on building long-term value for our clients, including financial record-keeping, procedure evaluation, and strategy development.
Our Approach
At Creese, Smith, Hune & Co. LLC, we believe in the value of relationships. We view every client relationship as a partnership, and we are committed to providing personalized attention and tailored solutions to help our clients succeed. We invest in ongoing education and training to stay current with the latest developments in accounting and taxation, and we leverage technology to provide efficient and effective services.
Our Values
Our values are centered on our commitment to our clients, our community, and our profession. We believe in building long-term relationships, providing exceptional service, and making a positive impact in our community. We are dedicated to helping our clients achieve their goals and succeed with confidence.
Mixed Reviews for Financial Professionals
Negative Experiences
A concerning review from Ronald Cypher Md warns potential clients to be cautious when dealing with a particular financial advisor. The reviewer alleges that the advisor is not transparent, withholds critical information, and misrepresents themselves as being part of a reputable company. Furthermore, the reviewer claims that the advisor has been reported to regulatory agencies for misrepresentation and harmful advice.
Positive Experiences
On the contrary, several reviewers have had extremely positive experiences with their financial advisors. Kevin Giza praises Amanda Kelly for her professionalism and timely advice, highly recommending her services. Chris Berk has been a long-time client of Creese, Smith, Hune & Co. and has only positive things to say about the firm's commitment to technology, security, and customer service. The reviewer praises the entire team, stating that they would not consider going anywhere else for their tax needs.
Defending a Colleague
In a separate review, Tracey Creese comes to the defense of a colleague, stating that they are honest and that anyone who says otherwise is simply greedy.
