“As a young professional, my most valuable asset is time. Austin with Southwest Tax Strategies really impressed me with his straight-to-the-point communication and use of technology in terms of the client portal. Any forms or signatures that were required could be easily uploaded or signed within the e-portal. While the convenience factor was a selling point on its own, SWTS really made my wife and I feel as though our taxes were in good hands. Austin was thorough and concise in his questions and requests. This was my first year using SWTS and, for the reasons listed, it will not be the last! I truly cannot overstate how happy we were with the service we received from SWTX, highly recommend.“
“Tim is a very knowledgeable, no pressure advisor who truly has our goals and best interest at heart. He's done a great job for our family for many years!“
“Smart Financial helped me gain a lot of business clients. They're customer service is top notch. Jose and Jairus supports me in many ways, including advice and moral support. I am happy to work with the Smart Financial team, and look forward to continued success.“
“I was stopping in at the Camelback Branch on April 15 to fund my IRA before the IRS deadline. I didn't make it and the cashier was closed. A fine young gentleman on his way out stopped and asked if he could help me. It turned out he is a Vice President, Thomas Maher. I was so appreciative of his advice on how to avoid missing the deadline. He is not my adviser, but I would recommend him to anyone looking. Amazing customer service.“
“I want to publicly thank Brett Erickson and his team for their sympathy and support after my son passed away November 30. Not only did they express sympathy and give me time to grieve before gently guiding me in completing documents, but they also sent me beautiful flowers.“
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