BBB Business Review
BBB Accredited Business since 07/31/2006
The Smith Group Tax & Wealth Advisors
Phone: (803) 649-6645Fax: (803) 641-9629149 Crepe Myrtle Ct, Aiken, SC 29803-7543 Send email to The Smith Group Tax & Wealth Advisorswww.tsgwealth.com
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BBB Accreditation
A BBB Accredited Business since 07/31/2006
BBB has determined that The Smith Group Tax & Wealth Advisors meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised The Smith Group Tax & Wealth Advisors' rating include:
- Length of time business has been operating.
- Complaint volume filed with BBB for business of this size.
- Response to 1 complaint(s) filed against business.
- Resolution of complaint(s) filed against business.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Problems with Product / Service | 1 |
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 1 |
Complaint Details | Definitions | BBB Complaint Process | File a Complaint
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Georgia Insurance Commissioner2 Martin Luther King Jr Dr SE Ste 704 West Tower,
Atlanta, GA30334-9000
(800) 656-2298
http://www.gainsurance.org
Type of Entity
Corporation
Incorporated: July 2003, SC
Contact Information
Primary Contact: Mr. Carl Smith (President)Ms. Pearline Smith (Executive Vice President)Mr. Naresh Sharma (Vice President of Taxation)Number of Employees
8
Business Category
Taxes - Consultants & Representatives, Tax Return Preparation, Insurance Companies, Financial Planning Consultants
Products & Services
Company offers tax planning services including tax return preparation, financial planning services, insurance services.
Alternate Business Names
CP Smith Enterprises, Inc.BBB Program Participation
This company has agreed to use special procedures including arbitration, if necessary, to resolve disputes through their participation in the following programs: BBB Identification, BBBOnLine. This allows the company to display a distinctive sealin its offline advertising and on its websiteIndustry Tips
Automobile InsuranceAvoid Abusive Home-Based Business Tax Schemes
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Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Fraudulent Health Insurance a Growing Problem
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Selecting a Financial Planner
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
LocationsX
1 Locations
-
149 Crepe Myrtle Ct
Aiken, SC 29803-7543(803) 649-6645Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Central Georgia & the Central Savannah River Area. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*The Smith Group Tax & Wealth Advisors is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Taxes - Consultants & Representatives
Automobile InsuranceAvoid Abusive Home-Based Business Tax Schemes
BBBTips on Putting Together a Budget
Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Fraudulent Health Insurance a Growing Problem
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Selecting a Financial Planner
Travel Insurance - Is it Necessary?
Will Your Auto Insurance Weather the Storm?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.