WealthAbility S Rural Rd, Tempe

WealthAbility Reviews

• L

  Lida Tohidi
  1

  It has been a nightmare working with the WealthAbility team. We worked with Noah Bacon and Lisa Corbitt. We have always filed taxes early prior to working with the WealthAbility team. It is now 2+ months past the deadline. Not only has their team not filed our business or personal taxes, they have not responded to any requests from us. Now we have a couple of letters from the IRS, and we have been left to fend for ourselves. Go with literally anyone else, not the WealthAbility team, they are unprofessional and unreliable.

  Response from the owner

  Hi Lida, thank you for your open and honest feedback. We apologize that your experience didn't meet your expectations. We strive to be as thorough as possible when reviewing each client’s portfolio to provide a tax advisor that will best meet their needs. We are concerned to learn that those needs were not met. A member of our team will be reviewing your case with your advisor and then we will be reaching out to you so we can better understand how we can rectify this situation for you. We value client feedback and are always open to discussing ways we can improve.

• S

  Steven Brooks
  5

  It is rare to find, but Tom and the team are absolutely the best at what they do. In a short time working with Tom, my knowledge and education in the taxes space has skyrocketed which has given me a huge confidence boost as a business owner. WealthAbility is absolutely the best of the best!

• A

  Adventures In Learning Guam
  5

  We are very grateful to Wealthability!!! As entrepreneurs my wife and I are constantly improving our systems. Tom and his team saved us hundreds of hours in research and helped us connect with the professionals we needed to grow our businesses effectively and efficiently. They are worth every penny and more!!

• N

  Nick Pastermack
  5

  Great information and the network of CPA's and other professionals has really helped me go to the next level!

  Response from the owner

  Thank you Nick! We really appreciate you and we look forward to seeing you continue along the path of building your wealth goals!

• C

  Candie Cintron
  5

  I've learned a lot from the Wealth Ability Course and the monthly Lives(where we get to hear other people's questions) and Tom's recommended solutions. This has helped me ask better questions to my CPA and gain more confidence and knowledge in my tax strategy|wealth building goals! Thank you to Tom and his great team!

• T

  Thomas Burns
  5

  Tom Wheelwright and the team at Wealthability are magicians. The first year I worked with them, they made my taxes disappear! They are knowledgeable, proactive and beyond competent.

• B

  Brooke Stone
  1

  You will get huge checklists and pre-made templates sent to you from your assigned WealthAbility CPA. I have no idea how any Real Estate professional can grow & mangage their business while meeting the demands of these checklists. The expense of the service ($10-$15K) that we paid for is not worth the investment compared to what was provided. It's interesting that they ask for your previous tax records prior to telling you how much they are going to charge you. Their salespersons are great at making big promises. The Accountant they set us up with was a complete joke. We have since had to find another qualified Real Estate CPA that could provide us with quality service and clear communication. We are believers in investing back into our business. This was one of our least favorite investments into our business. Our expectations were not met.

  Response from the owner

  Hi Brooke, We pride ourselves in being thorough when reviewing each client’s portfolio to provide a CPA that will best meet their needs. We apologize and are concerned we did not meet those needs last August. A member of our team will be reaching out to understand how we can rectify the situation and make things right. We value client feedback and are always open to discussing ways we can improve.

• J

  John Moriarty
  5

  I have been in the financial service industry since 1995. I consider myself an entrepreneur who understands the "business of money." I recently began an affiliation with WealthAbility and the experience has been transcendent! Tom Wheelwright is the most knowledgeable CPA I have met and his ability to educate someone about how income taxes "really work" is refreshing. The staff at WealthAbility are all extremely helpful and look to add value in every single interaction with clients. I am so happy I invested my time, talent, and capital into the WealthAbility Network in order to create a WIN-WIN-WIN environment for my clients, tax team, and myself as a business owner.

• I

  Insight Out Alignment
  5

  Great quality work! This business is a great place to learn and grow and be in charge of our decisions on wealth which includes all areas of life. It helps us gain the knowledge that is required to make more informed decision that can be passed on. Working with a team who are there to serve. Thank you for this platform which enables us to be empowered. We are not being given fish, we are taught how to fish with all the strategies.

• B

  Brett Miller
  5

  Tax Free Wealth is such a stimulating book that sets the stage for participation in Wealthability. As a builder by trade creating a foundation of rock solid knowledge achieved through team work sets the stage for financial stability. One must first secure themself prior to helping others! very excited for the future with this team!