Employee Benefit Plan Testimonials

What Our Employee Benefit Clients Have To Say About Us


“For over a decade, Smith Leonard has been one of our most valued business resources and we can count on them to keep us abreast of the increasingly complex reporting requirements regarding our benefit plans.  They have a friendly and experienced staff and are consistently responsive to our needs, while making the audit process as painless as possible.”

Mr. Bill Morrison, COO & CFO
E.J. Victor, Inc.

“We enjoy a great, long-standing relationship with Smith Leonard, PLLC.  Their staff are knowledgeable, professional, responsive, and flexible, and work with us to ensure all deadlines are met.”

Mr. Kelly Smith, CFO
Replacements, Ltd.

“The firm of Smith Leonard has performed our 5500 audit on our qualified profit sharing plan for many years.  The firm has always been professional and very helpful in preparing us for the challenges of meeting all ERISA requirements, both old and new.  Also, if there are discrepancies found, Smith Leonard has always helped us get compliant and assisted in developing new and accepted practices. 

In closing, I would recommend the firm of Smith Leonard to any business that is looking for a well-informed, professionally staffed organization.”

Mr. Doug Brannock, Vice President
Vaughan-Bassett Furniture Company, Inc.

“Smith Leonard’s team has the experience and current knowledge to complete our benefit plan audit in an efficient and effective manner.”

Mr. Walt Lockamy, Assistant Controller
Insteel Industries, Inc.

“We appreciate the quick, convenient, responsive and professional service that your firm has provided for both our 401k plan and ESOP over the years.  And you can quote me on that!!!”

Mr. David Allen, Controller
ABCO Automation, Inc.

“We have worked with other firms that are much larger than Smith Leonard.  However, we have not found one that compares to the service that they deliver.  They are responsive to our needs, deliver a quality product, and most importantly, offer suggestions on how we can improve our company.  We’ve finally found the relationship we’ve been looking for.”

Mr. George Revington, President
Home Meridian International

“Smith Leonard’s knowledgeable and professional staff completes our benefit plan audits on a timely basis with minimal interruption to our daily business.”

Mr. Dave Wisniewski, Director of Finance
Home Meridian International

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