Skip to content
×
PRO Members Get
Full Access
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
ANNUAL Save 16%
$32.50 /mo
$390 billed annualy
MONTHLY
$39 /mo
billed monthly
7 day free trial. Cancel anytime.
Level up your investing with Pro
Explore exclusive tools and resources to start, grow, or optimize your portfolio.
~$5,000+ potential annual savings on vetted partner products
10+ deal analysis calculators with ready-to-share reports
Lawyer-reviewed leases for every state ($99/package value)
Pro badge for priority visibility in the Forums

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
Followed Discussions Followed Categories Followed People Followed Locations
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated almost 3 years ago on . Most recent reply presented by

User Stats

1
Posts
2
Votes
Tony Sorensen
  • Livermore, CA
2
Votes |
1
Posts

Alternatives to Wealthability for tax planning

Tony Sorensen
  • Livermore, CA
Posted

I have been considering Tom Wheelright's company Wealthability. The startup costs are significant for what the value being provided appears to be. Additionally, there are almost no reviews that I can find. Are there any recommendations for alternative companies that cover all states throughout the country and lean in order to maximize tax advantages? 

Most Popular Reply

User Stats

169
Posts
90
Votes
Janet Behm
  • Accountant
  • West Jordan, UT
90
Votes |
169
Posts
Janet Behm
  • Accountant
  • West Jordan, UT
Replied
Tony, Specialized knowledge doesn't come cheap.
All of these services have more tax and financial advantages as you increase in 'cash-flow.'
If you are tap dancing around 100K to 300K per year, do an internet search for a local Certified Tax Coach/Planner.
They are engineered to do Tax Strategy for a set dollar bid and an assurance of substantial savings.

Loading replies...