The Wealth Wiz - Emeryville, California

Address: 1900 Powell St, Emeryville, CA 94608, United States.
Phone: 5132932877.
Website: thewealthwiz.com
Specialties: Consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of The Wealth Wiz

☎️5132932877

The Wealth Wiz is a consulting firm located at Address: 1900 Powell St, Emeryville, CA 94608, United States. They can be reached at Phone: 5132932877. To learn more about their services, visit their website at Website: thewealthwiz.com.

The Wealth Wiz specializes in Consultant. Their services are designed to help individuals and businesses achieve their financial goals. They offer personalized solutions tailored to meet the unique needs of each client.

Their office is Wheelchair-accessible with both car park and entrance available for people with disabilities. This demonstrates their commitment to providing accessible services to all clients.

According to Opinions: on Google My Business, The Wealth Wiz has received 1 review with an Average opinion: 1/5.

It's important to note that one negative review does not necessarily reflect the overall quality of their services. It's recommended to contact them directly to learn more about what they can offer.

👍 Reviews of The Wealth Wiz

Pubu Zhuoga

1/5

Very dishonest business practice. When I first requested a quote, Lina stated that she needs to review 2020 tax documents to give accurate quote. So I sent her my 2020 tax docs to which she gave a quote of $600-$800, which is already a big range but I decided to give it a try. Lina was very inconsistent, she would give you a timeline before she gets your business, however, after you signed up with her, she would give different excuses such as having other priorities or telling you that you have to wait for your turn etc and change the timeline. What's worrisome is that she is very careless, I found several typos that I needed to correct her, who knows if she had other typos especially with numbers since I am not a tax professional. At the end after she finished tax preparation, she charged me $1190 which is after she gave 25% discount. She also charged items that I did not agree to. The huge difference in fee was a complete shock to me since my tax situation has not changed at all since 2020 and she reviewed my 2020 tax docs before giving me the lower quote. All I can think is this is a complete rip-off. I have also seen similar reviews from other customers which is very worrisome, so I had to file a complaint with CBA, hope other customers will not become her next victim. I would never recommend Lina to anyone, it will be my first and last time using her service.