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Updated 9 months ago, 02/28/2024

User Stats

6
Posts
4
Votes
Rylan Zwanziger
  • Nashua, IA
4
Votes |
6
Posts

Wealth Ability- formerly ProVision - Tom Wheelwright

Rylan Zwanziger
  • Nashua, IA
Posted

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.

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