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Updated 9 months ago, 02/28/2024
Wealth Ability- formerly ProVision - Tom Wheelwright
I'm looking into some better guidance into tax planning and a new CPA as I grow my real estate business. Has anyone worked with Tom Wheelwright's ProVIsion or now Wealth Ability? I had a consultation with them and have read Tax Free Wealth and think they would definitely be able to help me. Sounds like its a $4k tax planning fee and then they do your taxes as well for an additional fee. Looking for experience with these guys or other suggestions to look into.
Quick Bio:
I live in Iowa and currently have an LLC with rental properties, farm, sell insurance, and have a w-2 job so I just feel as if I'm in need of some good tax planning but also a CPA that has had experience with farmers.