All Forum Posts by: Tom Wheelwright

@Dani Patel

Glad to hear things went so well and we appreciate your business!

@Dan Mielke 

I apologize for that experience Dan, our team will follow up with you immediately address your questions and point out our No Questions Asked Money Back Guarantee for you.

@Jim Duncan 
I can certainly have my team follow up with you to clarify. Sorry for any confusion.

Hi @Naheed Ansari, 

We aim to be the best investment our clients can make and approach tax planning from an ROI perspective as opposed to a commodity service. That said, our system and approach isn't for everyone and we understand that. If you have questions on how and what goes into the process, our team members will be happy to walk you through it as thoroughly as needed to understand if this is a good long-term fit for both the CPA and you. I wish you the best and hope to see you on our WealthAbility Live call someday!

-Tom

Hi @Russell J. Maxey,

First of all, thank you and I’m honored that you have chosen to use the WealthAbility system and work with our CPAs. As you mentioned, the key to an effective tax strategy is to be proactive, and congratulations on getting on the path. Welcome aboard the team! They will take great care of you, I’ll look forward to hearing you on tonight’s WealthAbility Live call. Best – Tom.

Thank you for the recommendation, @Damon Cameron Jr! @Shawn S. chapter 23 of Tax-Free Wealth is all about how to find the right tax advisor. Not all tax advisors are created equal, so it's important to find someone who understands that the tax law is a series of incentives for investors and business owners and embraces the law as an opportunity to permanently reduce taxes. I hope this helps you find a CPA that's a great fit for you!

Hi Jeff, 

I appreciate your feedback, I know it can be frustrating and different situations require different solutions.The prices of those solutions can vary based on the situation. In my time serving clients I always wanted to let them know what to expect. The last thing we would want is to set an expectation that left you with a bad experience.  I hope our staff was transparent in how the investment into a tax strategy can fluctuate and the reasons for that. I encourage you to speak with our team until you fully understand it and are comfortable and make the best decision for you and your business. 

Warmest Regards,

Tom

@Dwight Pilgrim, Thanks for reaching out to us. Jospeh is a great member of our team but it sounds like it might not have been the best fit. Reviewing past returns is not a problem we do that as part of our initial assessment. I'll have one of my team members follow up with you on that. And you're 100% correct it's all about the ROI from your tax advisor! Thanks again for you time and consideration it's always appreciated.

@Eric Buckland

Thank you for providing your feedback, I sincerely apologize if our services did not satisfy your expectations.

I am having our client relations team reach out you and try to solve this for you and better understand what may have went sideways on this. I really apologize for the inconvenience and we’ll look forward to talking this over with you personally and getting it resolved. I've known Jonathan and Matt for years I'm sure there was no ill-will and we'll get this addressed for you.

@Pranav G.

I really apologize for that experience. I'm not sure what may have happened there, as busy as it can get no excuses are acceptable there. We take security of documents extremely seriously as well, I will also make sure that your information is permanently deleted. Thanks for your consideration and all the best in finding a great CPA that knows real estate!

@Eric Buckland

Thank you for providing your feedback, I sincerely apologize if our services did not satisfy your expectations.

I am having our client relations team reach out you and try to solve this for you and better understand what may have went sideways on this. I really apologize for the inconvenience and we’ll look forward to talking this over with you personally and getting it resolved. I've known Jonathan and Matt for years I'm sure there was no ill-will and we'll get this addressed for you.