2025-10-09T00:09:56.120Z

The feedback, advisory, and guidance was not only needed but a blessing. Ms. Smith makes things that seem impossible plain. She is passionate about what she does, and she walks with you in the process. Very much recommend for anyone looking to progress in life!

2025-09-26T17:08:18.757Z

I first met Bri during the SURGE Community Business Academy Program held by Black Brand at Bloom Coworking Space in Portsmouth, VA, where she was a guest speaker. Since then, she has been instrumental in helping me amend my 2022, 2023, and 2024 tax returns to properly file my business taxes, which also made me eligible to apply for SWaM certification. The entire process was seamless—completed in less than 30 days—with excellent, consistent communication every step of the way.Bri and her team are truly amazing. Their professionalism and support have given me the confidence to move forward, and I’m now starting the process for 2025 with them. Highly recommend!

2025-09-19T19:13:37.636Z

We had a wonderful experience getting our business taxes filed with B.D. Smith Wealth. The process was fast, professional, and stress-free. We highly recommend their services!

2025-04-22T16:15:50.498Z

I was introduced to B.D. Smith Financial Services two years ago. Over the years I have worked with a variety of Financial services teams. Truly none comparitive to the services offered & received here. Educated, Honest, Reliable, Friendly, & Efficient are the words that come to mind in hiring this team. Worth the investment if you want to pursue excellence in your Financial Planning, Tax Preparation, & much more! Thank you to B.D. Smith Financial for all you do. Service with excellence in mind.