Restore order to your life and achieve financial peace.
At Gale E. Smith, CPA, we are committed to providing high-quality, personalized financial guidance to individuals and businesses in Bellevue, WA. Our team of experts, led by Certified Public Accountant (CPA) Gale E. Smith, offers a wide range of services designed to help our clients achieve financial peace and success.
Our Services
We understand that every client has unique financial goals and challenges. That's why we offer a comprehensive range of services tailored to meet the specific needs of individuals, businesses, trusts, and non-profit corporations. Our services include:
- Tax preparation and planning
- Business consulting and tax planning
- New business start-up, including entity selection
- Internal control checkup for businesses
- IRS and state tax audits
- Retirement and estate planning
- Maximizing social security benefits
- QuickBooks setup, training, and tune-up
- Advisory services, including new business formation and internal controls
- Personal financial planning, including retirement, college, and estate planning
- Virtual CFO services, including business planning and financial management
Our Expertise
With over 30 years of experience, Gale E. Smith, CPA has established herself as a trusted expert in the field of accounting and financial planning. Her expertise in tax preparation, financial planning, and investment advising has earned her the designation of Personal Financial Specialist (PFS). Our team's commitment to excellence, combined with our extensive knowledge and experience, enables us to provide our clients with comprehensive, proactive, and personalized financial guidance.
Our Mission
Our goal is to be your safe harbor, a place where you can bring all of your financial concerns. We strive to provide a comforting and supportive environment where our clients can feel confident and secure. Our mission is to help our clients achieve financial peace and success by offering expert guidance, personalized service, and comprehensive solutions tailored to their unique needs.
What Our Clients Say
Don't just take our word for it! Our clients have praised our services, citing our professionalism, courtesy, and ability to explain complex financial concepts in a simple and straightforward manner.
Overview of Reviews
The reviews are mostly positive, with 10 out of 11 reviewers giving a 5-star rating. The one negative review highlights a bad experience with the CPA, Gale Smith.
Positive Experiences
The majority of reviewers praise Gale Smith and her team for their excellent service, responsiveness, and knowledge. They appreciate the proactive approach, timely communication, and personalized attention. Many reviewers have been using her services for years, and some have even referred friends and family to her.
Areas of Strength
- Responsiveness and communication
- Knowledge and expertise in tax law
- Personalized service and attention to individual needs
- Proactive approach and guidance
- Trustworthiness and reliability
Negative Experience
One reviewer, Claudia Zeng, had a terrible experience with Gale Smith, citing a refusal to amend a previous year's tax return mistake, despite providing evidence from the IRS website. This reviewer found the CPA to be uncooperative and argumentative.
Areas of Improvement
- Handling of mistakes and complaints