Alternatives to Wealthability for tax planning
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
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.
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.