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Updated about 3 years ago on . Most recent reply

Naheed Ansari's profile image
Naheed Ansari's profile image
Naheed Ansari
  • Member since Mar 30, 2021
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Naheed Ansari's profile image
Naheed Ansari's profile image
Naheed Ansari
  • Member since Mar 30, 2021
Connect
Naheed Ansari
1
Votes |
1
Posts
General Landlording & Rental Properties

WealthAbility client charges

Naheed Ansari
Posted

Hi, 

I just finished introductory meeting with WealthAbility CPA and he told me that client intake fee is $19.5K for lifetime membership. Tax preparation annually is separate charge of $1000-1500.. Isn't that too steep of a charge? Please comment.

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