This is honestly the worst consulting experience I’ve ever had. I hired this company February of last year. There were some delays in getting my taxes so it took a while to get started, but once we did, they reassigned me to someone completely different. That person‘s response times have been so slow that I have received absolutely no official guidance on how to move forward with anything. I ended 2024 with no tax guidance whatsoever. It is now March 2025, I spent over $6000. And technically still received no official guidance. The person that I was assigned to constantly change their mind with every visit to the degree that I finally told him to send me an official proposal that was written as opposed to an hour circular conversation. I left messages with the company to let them know that I was not happy and never got a response. I am still waiting for the documentation that I requested weeks later. I absolutely do not recommend this company. They are just here to take your money and they do not care who they assign you to. I feel like they believe their webinars are what you’re paying for even though I did not access them as I simply wanted an official game plan. I have used business consulting companies in the past, and this was honestly the least constructive help I’ve ever received. There’s not even a contact number to reach someone in charge. You have to enter data into their website and nobody actually responds.

I purchased this plan as part of my plan to build my knowledge on tax strategy while getting access to CPAs that are like minded in real estate building. I found that the live sessions q&a were helpful, but the CPA they provided me with was negligent. The material can be found in most of Toms books and it’s not worth the money. We were supposed to receive our first year of tax prep as part of the package. The CPA asked to file an extension, which we did and didn’t have a terrible problem with. Then when extension deadline came didn’t file. I confronted wealthability and they absolved themselves from the situation saying it was not their responsibility though they were the ones that provided the CPA connection. What’s worse, my return had me owing IRS 6k. This was not accurate as not all available deductions were taken into account. It took a new accountant only a day to review our taxes and I ended up with 4k refunded to me. Don’t waste your time and money on this product. Toms books are great resources but I feel this is more of a money grab.

Be ready to work and be serious about reducing your taxes. This is a wonderful program to show you how to use entities and strategies to reduce your taxes. It is a step by step process that creates a path for you to get from the very beginning of your journey to the end. If you are already advanced in your tax strategies, then read Tom Wheelwright’s books: Tax Free Wealth and Win-Win Tax Strategy and see if his discussions resonate with you. I think Tom would agree, the most important first step is to understand most of the tax code is written to give you your money back. Do EXACLTY as the IRS says, and you will “pay way less tax, and make way more money”, so says Tom. I will post back here with a follow up when my first tax return is completed using these strategies and let you know just how much money I did save in taxes. Last point: tax strategies and tax structures for asset protection and maximizing tax deductions are not DIY. You need professionals. The professionals I chose are Tom and his team. I’m a real client and I paid real money. If you have someone giving you feedback on his program that has not been client, their opinion is worth what they paid.