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All Forum Posts by: Will Smith

Will Smith has started 0 posts and replied 1 times.

Tax, SDIRAs & Cost Segregation

Post: Wealth Ability- formerly ProVision - Tom Wheelwright

Will SmithPosted
  • Posts 1
  • Votes 0

I just got off initial phone consultation with them and was quoted over 29k for our small business and 1 real estate rental holding. 

In addition they mentioned the following  additional annual fees:

2500 ongoing consultation

1500 corporate filing returns

1000 personal returns

what do they base their setup fees on as this is a massive swing from averaging 4-15k to now over 29k?

0 Votes