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

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Tony Sorensen
  • Livermore, CA
2
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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? 

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Janet Behm
  • Accountant
  • West Jordan, UT
91
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173
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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.

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