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    Landing Point Financial Group

    3.7 (3 reviews)
    Closed 8:30 am - 5:00 pm

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    Services - Landing Point Financial Group

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    JL Smith Holistic Wealth Management - JL Smith of the JL Smith Group is a CEP®, Certified Financial Fiduciary®, CLTC & CEO & Founder of Clarity 2 Prosperity & C2P Enterprises

    JL Smith Holistic Wealth Management

    (4 reviews)

    If it were possible to leave a fraction of a star, this company deserves it…read more Horrible communication/follow-up. After dropping all the paperwork off for Kelli to prepare our taxes, it took dozens of phone calls and several emails to finally get the taxes filed over two months later. No follow up, no phone calls apologizing for the unprofessional handling of the same. IRS contacts us to discuss underpaid taxes, tried to contact Kelli again... non-responsive. IRS contacts us again now with a much higher unpaid taxes amount, again no response from Kelli until she finally relented sending a two sentence email: you'll have to deal with the IRS yourself. Huh? That was your work, folks. Contacted the office manager, Suzanne, who responded with equal nonchalance and unprofessionalism: don't know what you want me to do for you. Lesson learned, folks. I'm not sure who you're helping, but it won't be me any longer.

    Jl smith group has done my personal taxes for the last 4-5 years. I just received a letter from…read moreyou saying in preparation of the upcoming tax season you are advising me that the fee is $750 for prep with consultation or $500 with no consultation. If you no longer want me as a customer this is not the way to go about it. I've started with $99 then up to $150 for tax prep and I didn't mind the increase, I may have even paid a little more because I love supporting local businesses, but now you are increasing prices for personal taxes 3x. I have supported your business by referring my friends and family. Way to go, nice way to weed out your customers. If you no longer want to do mine or anybody else's personal taxes that is fine , you are moving in a new direction. I want to let you know you handled this very wrong. An apology and a referral would have been appropriate to someone who would appreciate my business. I will no longer recommend you. Regards, Dory Hedstrom

    Landing Point Financial Group - investing - Updated May 2026

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