Client Testimonials

"You have done more for me in one year than I have had done in the past 10 years!"

Bryan J. ~  Frisco, TX

"Seriously, I appreciate everything that you have done for me this year. I feel like I have a better understanding of my finances and have more pieces of the puzzle in place than ever. You have done more for me in one year than I have had done in the past 10 years! You are awesome!!!” 


"Had I decided to work with Jeramy two years prior, I would have saved tens of thousands of dollars."

Chris H. ~ Frisco, TX

"Jeramy Smith helped me to immediately realize additional savings I had not accounted for and he helped me implement a plan to reduce my tax exposure. Had I decided to work with Jeramy when we had our introductory meeting two years prior, I would have saved tens of thousands of dollars. My company and my family now have a strong road map to achieve financial success in both the short and long term” 


"I'm so grateful for your thorough explanation and patient guidance."

Patty R. ~ Dallas, TX

" I am so grateful for your thorough explanation and patient guidance through a daunting process! You are gifted in what you do...Have a great week...you just made mine!"


"Jeramy's advice was invaluable in helping my startup become profitable from the beginning."

Sharon O. ~ Frisco, TX

"As I was preparing to start a new business, Jeramy guided me through the entire process of deciding which type of entity to register as so that I could maximize my tax deductions and optimize my cash flow. His advice was invaluable in helping my startup become profitable from the beginning. I appreciate that he is well-read on current tax topics and calls me when I can benefit from new changes to the tax codes. I couldn't do it without him!