Has anyone used Wealthability CPA Services
After this year's tax bill I need to do something different to reduce my tax liability. I reached out to the Tom Wheelwright CPA group "Wealthability" I spoke with the representative and he said all the right things, agreed with some of the strategies I had already planned on implementing this tax year and added some new ones. My concern is the service is quite expensive for the first three months where they help you plan you strategies for investment path. I am wonder if anyone has used them and how was your experience? Was it worth the investment?