All Forum Posts by: Brad L.

Agreed speaking is best reached out to discuss. Thank you.

Quote from @Samia Moughanni:

@Carol Lam I agree, he has great books out there with great content that are definitely worth reading! Tom gets drawn into these WealthAbility and ProVision complaints because he is the CEO of both companies. If he wanted his business practices to be different, than they would be. 

Past 2018 is there somewhere you are you seeing Tom is CEO of both companies? 

Provision is a different company, a really good company IMO but Tom is not involved with them just to clarify if that helps. 

@Karina Lucid - I'm glad you found a solution that worked for you a great tax strategist is a godsend and I'm glad you're in good hands. Be sure to check out some of our positive reviews as well, they are out there I swear it I've overseen 6,000 engagement in my career I haven't always gotten them right admittedly! But I do have references from happy clients, friends, family... ugh, well not my kids don't trust a word they say :-) Be well!

@Glen Wiley - Glad to hear it thank you for the kind words! 

(copy/pasting from other thread full disclosure - sorry always seems odd to me not doing original composition LOL)

@Samia Moughanni - Hi Samia! I disagree with your version of events but your feedback and experience with us is relevant.

This was beyond our 30 day full guarantee and satisfaction policy when we were informed by you of your demand for something outside the contract well after that period. You had one desired outcome that was outside of the parameters of what we were able to make a reality. Those are the only facts I will share in this case and anything outside of that would be unprofessional.

I can assure you the employees involved in trying to help are good people that were doing their best to try and help solve the problem and didn't have any malicious intent. I should probably give some highly corporatized reply or something, but honestly seeing Alan and Kirt's names drawn into a public forum is hurtful to me. If nothing else I take responsibility for that and will work to improve our communication systems between our franchisees, client success and sales team that's valid.

As I have done before I'm a big fan of transparency and this forum, and will happily talk to anyone that has concerns about how we do business. In addition to that I love accounting and tax and love helping people and pointing them in the right direction even if our model isn't a fit for them hit me up any time! FYI we've changed our approach entirely and have lower fee initial entry points to avoid the challenges of long term project based arrangements so we can catch issues much sooner. This situation surely would have benefitted from this indeed.

All the best!

#bringback100%bonusdepreciation

(copy/pasting from other thread full disclosure - sorry always seems odd to me not doing original composition LOL)

@Samia Moughanni - Hi Samia! I disagree with your version of events but your feedback and experience with us is relevant.

This was beyond our 30 day full guarantee and satisfaction policy when we were informed by you of your demand for something outside the contract well after that period. You had one desired outcome that was outside of the parameters of what we were able to make a reality. Those are the only facts I will share in this case and anything outside of that would be unprofessional.

I can assure you the employees involved in trying to help are good people that were doing their best to try and help solve the problem and didn't have any malicious intent. I should probably give some highly corporatized reply or something, but honestly seeing Alan and Kirt's names drawn into a public forum is hurtful to me. If nothing else I take responsibility for that and will work to improve our communication systems between our franchisees, client success and sales team that's valid.

As I have done before I'm a big fan of transparency and this forum, and will happily talk to anyone that has concerns about how we do business. In addition to that I love accounting and tax and love helping people and pointing them in the right direction even if our model isn't a fit for them hit me up any time! FYI we've changed our approach entirely and have lower fee initial entry points to avoid the challenges of long term project based arrangements so we can catch issues much sooner. This situation surely would have benefitted from this indeed.

All the best!

#bringback100%bonusdepreciation

Quote from @Account Closed:

While we are not allowed to promote as accountants on BP, I will say we offer a very similar service but are more hands on as we are not at the size they are. We also do it for much less cost right now. 

Totally cool Zachary, asking for a friend but please don't price yourself too low now okay? Of course I'm kidding, go get em there's such a need for more great CPAs and accountants that are passionate about what they do plenty of room for sure!

(copy/pasting from other thread full disclosure - sorry always seems odd to me not doing original composition LOL)

@Samia Moughanni - Hi Samia! I disagree with your version of events but your feedback and experience with us is relevant.

This was beyond our 30 day full guarantee and satisfaction policy when we were informed by you of your demand for something outside the contract well after that period. You had one desired outcome that was outside of the parameters of what we were able to make a reality. Those are the only facts I will share in this case and anything outside of that would be unprofessional.

I can assure you the employees involved in trying to help are good people that were doing their best to try and help solve the problem and didn't have any malicious intent. I should probably give some highly corporatized reply or something, but honestly seeing Alan and Kirt's names drawn into a public forum is hurtful to me. If nothing else I take responsibility for that and will work to improve our communication systems between our franchisees, client success and sales team that's valid.

As I have done before I'm a big fan of transparency and this forum, and will happily talk to anyone that has concerns about how we do business. In addition to that I love accounting and tax and love helping people and pointing them in the right direction even if our model isn't a fit for them hit me up any time! FYI we've changed our approach entirely and have lower fee initial entry points to avoid the challenges of long term project based arrangements so we can catch issues much sooner. This situation surely would have benefitted from this indeed.

All the best!

#bringback100%bonusdepreciation

(copy/pasting from other thread full disclosure - sorry always seems odd to me not doing original composition LOL)

@Samia Moughanni - Hi Samia! I disagree with your version of events but your feedback and experience with us is relevant.

This was beyond our 30 day full guarantee and satisfaction policy when we were informed by you of your demand for something outside the contract well after that period. You had one desired outcome that was outside of the parameters of what we were able to make a reality. Those are the only facts I will share in this case and anything outside of that would be unprofessional.

I can assure you the employees involved in trying to help are good people that were doing their best to try and help solve the problem and didn't have any malicious intent. I should probably give some highly corporatized reply or something, but honestly seeing Alan and Kirt's names drawn into a public forum is hurtful to me. If nothing else I take responsibility for that and will work to improve our communication systems between our franchisees, client success and sales team that's valid.

As I have done before I'm a big fan of transparency and this forum, and will happily talk to anyone that has concerns about how we do business. In addition to that I love accounting and tax and love helping people and pointing them in the right direction even if our model isn't a fit for them hit me up any time! FYI we've changed our approach entirely and have lower fee initial entry points to avoid the challenges of long term project based arrangements so we can catch issues much sooner. This situation surely would have benefitted from this indeed.

All the best!

#bringback100%bonusdepreciation

@Samia Moughanni - Hi Samia! I disagree with your version of events but your feedback and experience with us is relevant.

This was beyond our 30 day full guarantee and satisfaction policy when we were informed by you of your demand for something outside the contract well after that period. You had one desired outcome that was outside of the parameters of what we were able to make a reality. Those are the only facts I will share in this case and anything outside of that would be unprofessional. 

I can assure you the employees involved in trying to help are good people that were doing their best to try and help solve the problem and didn't have any malicious intent. I should probably give some highly corporatized reply or something, but honestly seeing Alan and Kirt's names drawn into a public forum is hurtful to me. If nothing else I take responsibility for that and will work to improve our communication systems between our franchisees, client success and sales team that's valid. 

As I have done before I'm a big fan of transparency and this forum, and will happily talk to anyone that has concerns about how we do business. In addition to that I love accounting and tax and love helping people and pointing them in the right direction even if our model isn't a fit for them hit me up any time! FYI we've changed our approach entirely and have lower fee initial entry points to avoid the challenges of long term project based arrangements so we can catch issues much sooner. This situation surely would have benefitted from this indeed. 

All the best!

#bringback100%bonusdepreciation