Reviews

Review Details

• Review fromAli H

  Date: 02/06/2025

  1 star

  Ali H

  Date: 02/06/2025

  I wish I would've checked here before I got sucked in to this slimy company. They didn't follow through on a single one of their promises or guarantees. Not only did I throw away thousands of dollars on their fees, the time I wasted on the calls and their Roadmap was ridiculous. I know better, but they have some smooth-talking sales people who have since managed to disappear. Don't give this company a dime.
  

  WealthAbility LLC

  Date: 02/07/2025

  We are sorry to hear that your experience did not meet expectations. We take client satisfaction seriously, and pride ourselves on following through on commitments. If there was a miscommunication or if expectations were not met, wed like to work toward a making things right and help to whatever extent were able with your servicing CPA. We have reached out to the team servicing your account to address the situation. We appreciate your feedback and the opportunity to improve.

• Review from

  Date: 01/09/2025

  1 star

  Date: 01/09/2025

  I will add to the growing # of negative reviews. Although I have been a fan of Toms books and work for sometime, the franchise model (I do not know of any other way to describe the business model) being used for WealthAbility is not working and is very disappointing. I was never informed that Wealthability is a franchise model where I would be assigned an unrelated accounting firm that is basically paying Wealthabiliy for marketing to generate them clients. Also there was a big disconnect on the promises and benefits that I was made at the time I was marketed to and agreed to sign with the Wealthability home office,and the franchisee accountant I was assigned. It appeared the assigned accountant did not understand the deliverables defined or the agreement that was to be delivered to. I made it very clear that a bunch of very general videos and zoom meetings that are standard for everyone would not meet my needs and very specific tax advice for my unique needs was the goal. Also, there was a very big disconnect between Wealthabilities contract and the expected scope of the project the accountant understood. Finally, we had 4 meetings with our assigned accountant and no deliverable was produced. In two meetings the actions were taken and nothing was done prior to the next meeting for progress. In fact the accountant misrepresented himself regarding the time spent reviewing our books My time is to valuable to attend the meetings and just talk with no action. After 8 MONTHS of asking for refund or remediation nothing was done. Wealthability told me to talk to the accountant, the accountant pointed back to Wealthability. No matter how they reply to this review I gave Wealthability many opportunities to either refund my money or propose a satisfactory solution and none was given except for telling me to work it out with the accountant ALTHOUGH my payment and agreement was to Wealthability. No tax savings, no deliverables, no useful information, Very disappointing,
  

  WealthAbility LLC

  Date: 01/13/2025

  Hi *******,
  
  Thank you for your feedback. 
  
  While we understand your concerns, it's our understanding the services  contracted for were fulfilled as agreed.
  

  We understand that there were concerns about the alignment between your expectations and the services provided, and we regret any confusion. The personalized tax advice you sought was given, and we made every effort to address your unique needs.
  
  We truly value our clients and appreciate your understanding. Please let us know if there is anything else we can do to assist you.

• Review fromRenata F

  Date: 09/24/2024

  1 star
  Same here. I was told it would be a lifetime ******** tens of thousands of dollars and you will have accountant service for life. They told me then it was just one year. I thought - how could Ive gotten that so wrong. ( I am not that dumb- I have 15 yrs of postgraduate education). Now I see in the other reviews that I was not the only one that were told it was services foe life.Its a scam.Very confusing info. Associates not responding. Thought I had a call , just to hear I didnt and next available appt is 2 months from now. Dont do it!

• Review fromNilay E

  Date: 08/23/2024

  1 star

  Nilay E

  Date: 08/23/2024

  Wealthability immediately draws up a plan to tell you that they will be your lifetime tax partner. They paint a picture as if you can consult them any time you come up to a point that you need assistance. Yet you quickly find out all they sell you is a bunch of education program that you can easily pick up from *** ************* book already. They even go to a distance to tell you that they will help you buy a ******* for free on taxes. Their plan may work if all the utopic conditions they list are met and if you have $250k laying around. This is such a comical situation how they provide such a lip service. This lip service also gets extended to the *** firms they assign you to. All in all you end up spending more then $5,000 just to get a bunch of training videos. Problem is if I knew how to apply any of these, I would have found the data online anyway. The *** firm you are assigned to agrees to do your taxes for that year. You have to provide every accounting file correctly. The Firm I got assigned DOBA Tax made mistakes and did not allow me take the most returns. You only have 6 one hour sessions to ask questions. Yet during these sessions, they just talk and tell you that you should have submitted your questions ahead of time although their scheduling form does not require this. They told me cost segregation is useless for my case. So, I asked for further advise and they told me about ****** real estate. Next time I asked about that, they explained it wouldn't really work for me and told me I can do oil and gas investments. And this goes on and on. The year after the first, when you go to file tax with them they asked me for $2,000 to file my taxes. I am not an enterprise. We are filing individual joint taxes with my husband. This is outrageous. I wish I read the other reviews here before signing up. It was a complete waste of my $5,000+. I can't believe how they setup their advertisement to make you believe you will actually be getting tax advice.
  

  WealthAbility LLC

  Date: 08/26/2024

  Were sorry to hear that you didnt find value in our educational resources over the past year. Your experience is important to us, and we always strive to improve. We also regret to hear about your experience with the your network firm. Weve passed your feedback along to them and encourage you to reach out directly to their team to address these concerns. If theres anything else we can assist you with, please dont hesitate to let us know.

  The WealthAbility **************** Team

• Review fromSarah R

  Date: 08/20/2024

  1 star
  I worked with Wealthability because of their promise to help me with my taxes. Not only did they not help me, they caused me to have my taxes filed late. They, as well as the affiliate they pawned me off on, stopped responding to me completely. They completely ruined my books and forced me to find another accountant in order to get my taxes filed. I have incurred thousands of dollars in fees from my taxes being filed late and thousands of dollars in additional CPA costs to get my taxes completed and books done. I can't believe this company hasn't gone under or been sued yet.

• Review fromNathan W

  Date: 07/19/2024

  1 star
  Since my last review, WealthAbility did contact me but did not do anything about our concerns. We also can not get our WaelthAbility accountant to send us an amendment to our taxes that we never received a copy of when it was originally filed. Legally, they are supposed to provide us with that but will not. I highly do not recommend this company

• Review fromMatthew L

  Date: 04/08/2024

  1 star

  Matthew L

  Date: 04/08/2024

  I am writing to express my deep dissatisfaction and disappointment with the services provided by Wealthability. Unfortunately, the services have consistently fallen short of my expectations, and I find myself in a position where I am not satisfied with them at all. Despite my initial optimism, the continuous disappointments have led me to conclude that the services offered deeply miss the promise and the standards outlined during my initial interactions with ***********************, then *******************, *********************** and the entire Wealthability team including High Country. I formally requested a full refund for the amount paid for the services. ******************* promised to refund me the full amount and never did.I have attempted to report my issues with everyone on the team several times but have not received a response. After submitting a complaint on a survey, **** reached out to me. It's been months, and I have no resolution. It is concerning given that its the end of tax season. I have requested a full refund because Wealthability and ***** promised an Entity Map in the agreement, which I did not receive despite multiple requests. ********************* (High Country) personal tax consulting meetings could have been more helpful, but I could get better info from Turbo Tax and H&R Block. Not to mention he was late to all three meetings (20 mins to the last one) and didn't focus on the Tax-Free Formula Five Steps to ************ Furthermore, he didn't discuss reducing my previous year's taxes or the $500 Deduction Boost. I've attempted to use their services, but they are not delivering what they promised and are now avoiding me. A refund would be a fair resolution, considering the lack of satisfaction and the gap between the promised services and the actual delivered results. Poor service and a complete waste of time and money!
  

  WealthAbility LLC

  Date: 04/24/2024

  We want to address the concerns you've raised regarding your experience with our WealthAbility Network Member. Your feedback is invaluable to us, and we want to assure you that we take your concerns very seriously.First and foremost, we want to extend our sincerest apologies for any disappointment or frustration you've experienced. It is important for us that our clients feel valued and satisfied with the services we provide. Your satisfaction is our top priority.When a refund request falls outside of the 30-day window, it does present challenges. However, our network member had previously attempted to reach out to you to address your concerns and make things right. If you're open to it, we would be more than willing to have our network member reach out to you again to discuss how we can resolve this matter to your satisfaction. Please know that we are committed to finding a resolution that works for you. Our network member is ready to offer their expertise to finalize your service with the utmost dedication and to deliver value that reflects the trust you placed in our company. We would like the opportunity to rectify your situation by dedicating additional effort to provide a service that meets and exceeds your expectations. Additionally, your feedback has prompted us to conduct an internal review to ensure that we are consistently meeting the expectations of our clients. We are dedicated to improving our services and ensuring that situations like this do not occur in the future.Please don't hesitate to contact us directly so we can discuss your concerns further and work towards a resolution together. Your satisfaction is incredibly important to us, and we want to ensure that we address your concerns promptly and effectively.Thank you for bringing this matter to our attention. We appreciate the opportunity to make things right and regain your trust in our services.

• Review fromNathan W

  Date: 08/01/2023

  1 star

  Nathan W

  Date: 08/01/2023

  ***************************** is a really smart man, but his network of accountants did not work well for us. Our accountant said she knew about ** tax law. We spent a ton of $ on Wealthability and then we then spent a ton of money structuring our entities per their guidance. We are now learning that what they told us to do needs to all be undone. It is simply costing us more money than it is saving. All of the asset protection measures they told us to do are being undone by tax code that changed before we implemented their plan. Our Wealthability accountant also missed the fact that she was supposed to file a ** tax return for **. We kept asking her to do it and finally went to her superior. Her manager told us to find a new accountant instead of helping us. The whole experience was supper disappointing. On top of all of that, we paid for bookkeeping that was not complete though we paid for the whole year of bookkeeping.
  

  WealthAbility LLC

  Date: 08/07/2023

  WealthAbility puts its clients first and takes feedback, such as this, very seriously. WealthAbility is currently undergoing conversations with ******************** and is working with Mr. ********* advisor to understand where the possible breakdown of this engagement may have occurred. In particular, how the measures that were recommended are impacting the results. Additionally, WealthAbility is looking at the status of Mr. ********* state tax return and bookkeeping services and is actively working through the details to better understand how to resolve this matter. WealthAbility has a long track record of delivering an outstanding return on investment for its clients and is committed to continue to work with ******************** on a solution to this matter.