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Updated about 5 years ago on .
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HELP! Looking for top notch, wealth planning tax strategy firm
I have been talking to Tom Wheelright's firm, WealthAbility, and the cost is $15K to get started which is expensive and the agreement they make you sign is 100% one sided basically giving you no protection the product they offer is worth the money. I'm looking for any other option that is equally or even close to as good as what they offer. I'm looking for a long-term partnership with a top shelf tax and wealth strategies focused in real estate. Any recommendations would be greatly appreciated.
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First of all find a firm that has a mix of CPAs and tax lawyers who have a CPA themselves, or preferably an LLM in taxation. This should afford you access to the absolute highest quality of tax planning perspective. As for what it costs you to get there that beats me. I am informed Godfrey Kahn around here is going to make $10k-20k on your even basic wealth planning, if not more. As far as a long term relationship, do not propose to the first beautiful person you see. Try finding a tax advisor you like first by doing some smaller business with them first. Like have them start an LLC for you or file your taxes.