Hi,
I would like to add the review here as well for any of other who are interested in joining. My wife and I invest in SFH and I have a regular W2 job. We decided it was time to "fix " our tax filing situation and we bought into the wealthability program. We paid $25k (hurts) in Aug 2022 with the premise of how we will be setup and save so much money.. We were scheduled with a CPA who is good. But beyond that, we had to do everything on our own. Dig up our own attorneys/accountants etc. They gave us their possible referrals but it did not ensure that these guys are good or bad, it did not ensure a single scheduled introduction time. We had to hound some of these companies for appointments and in some matters are still struggling. We are yet to file our taxes for 2022. I received email from wealthability stating that my year had ended and they need monthly payments to continue wealthability from here on, for their live webinars. If I do not continue, they will take all the information that they posted from their live webinars from last year away. So, I cancelled it and they took those away.
We were led to think initially that once we pay $25k, we would be set up with our own personal team starting with CPA but it never happened. If we had to vet each person ourselves, email and call them multiple times to setup appointments, we could have done ourselves.
I agree with lots of other folks here that talking to different CPA would be helpful. I say, even if you spend $2k (going above and beyond) just to meet few CPAs, you still save time. I did try to meet 2-3 CPAs but did not like them. I changed 2 CPAs over the course of last 4 years which simply added to the frustration. Maybe I did not look hard enough!
BTW, no one has called 30 days after getting $25k to make sure everything is going well.
