Than Merrill

Than Merrill

Reviews Summary

The reviews overwhelmingly praise the 3-day Fortune Builders workshop as highly informative, well-structured, and transformative. Attendees highlight the engaging, knowledgeable instructors who deliver valuable real estate investing insights with passion and clarity. Many describe it as life-changing, offering practical systems for success, tax strategies, and mindset shifts. The energy and support from the team are frequently commended, with participants feeling motivated and equipped to pursue real estate investing. While one reviewer withheld a perfect rating, the consensus emphasizes the workshop's exceptional value, often exceeding expectations. Several note it's worth far more than the cost, with many planning to join advanced programs. The event is widely recommended for both beginners and experienced investors.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

3033 Bunker Hill St

San Diego, California 92109

Hours

Sunday Closed
Monday 7AM-5PM
Tuesday 7AM-5PM
Wednesday 7AM-5PM
Thursday 7AM-5PM
Friday 7AM-5PM
Saturday Closed

Customer Reviews

Fortune Builders 3 days workshop was absolutely phenomenal and very interactive. Everything was just nicely structured and organized. Ryan was very great teaching and made the workshop very educational in a professional manner, which i really appreciated. Walter was also very nice during the interview and through out the workshop. Generally i will give a 100% for the 2 days i attended. The staff were super friendly and helpful.

The 3 Day workshop was definitely a defining moment in our lives! We were not able to get started with Mastery yet, but we have by no means been left high and dry! Lots of follow up to help us get started however we can . The mindset teaching was one of my favorite things to learn and I will continue to work on it and many other things as well. Look forward to becoming one of the Fortunate Builders success stories in the near future!! Thank you everyone for caring and helping with my future!!!

I attended Fortune Builders 3 day Real Estate Workshop in Baltimore. I loved the energy and enthusiasm. The workshop was very informative. I met a lot of wonderful people. It has changed the way I think, and is the beginning of a new journey for me. In my opinion, it is well worth the investment in time and money. I highly recommend Fortune Brothers! Thanks Everyone, Kelly

We went to the 3 day workshop in Phoenix. It was such a great experience for us. We learn so much!! Dave Seymour was great!! Very knowledgeable, down to earth and it was nice that he was able to relate to us and share some of his life experiences. We left very motivated!! We know this is a process it's not going to happen over night. We are ready to invest in ourselves to make this happen! We want to be a part of the mastery family! Thank you to the great team we had!! I would recommend anyone to go to this

I found the workshop to be very informative and more in depth than another one I went to. The presenters and all involve were very professional and courteous. They also made it fun and relaxing. Given the scope of tools that are made available beyond the workshop, I would definitely pay for when funds become available. I commend Than, his partners, and team with the valuable work that goes into a program such as theirs. I would definitely recommend Fortune Builders to my family, friends, and viewers of this

Learning the concepts that were taught during my 3 day workshop was nothing but amazing. The information that is shared with you will change your mindset from technician to entrepreneur. I am truly honored to have attending this weekends past workshop, my commitment and dedication and using the right systems is what will change my lifestyle. And I would not have gained this knowledge without this wonderful workshop. And biggest shot out goes to our instructor Mr. Nate Harris you my friend was awesome wit

I thoroughly enjoyed my experience at the three day event! By the end of the event I was so excited and inspired to start my own business! The speaker Ryan was very knowledgeable and loved how he incorporated real life experiences, it made it feel more personable. Before my husband and I went to the three day event he was the one that was interested in starting with real estate investing, however after this weekend it was me that wanted to start our business the next day! I love learning new information and

I recently attended the 3-day live event in Fort Worth, TX and I must say that it was the most influential live training event that I have ever attended. Our Speaker was Ryan Burk and his delivery was absolutely phenomenal and I think he's an amazing speaker that is not only committed to his own success but is committed to the success of others as well. I came to the 3-day event just wanting to know how to flip houses and had no idea that I'd be gaining so much more valuable information. Not only did I lea

Attended the three day workshop and it was a great experience! The staff and presenter were fully engaged with everyone they spoke with and worked really hard to make the event fun, hands-on, and as educational as possible. Would absolutely recommend attending a workshop or looking into the Fortune Builders program.

The 3 day workshop was wonderful! Ryan Carmody, did an amazing job teaching the class. He covered so much information, it really could have easily been a 4 day workshop. It was so intense, I didn't even leave the room for restroom breaks, until the official breaks, because I was afraid I would miss something. Not only did we learn a lot, but we also did small group activities to help us further grasp many of the key concepts that were taught. Most importantly, Ryan gave us specific steps we could leave fro

I attended the 3 day event in Trevose, PA. Ralph Plumb was our guess speaker and he was phenomenal. He not only had us engaged during the entire learning process but he also made it fun and made us laugh. He shared his knowledge and expertise on a level that will not only save me a lot of time and research but information I would have never considered. The teaching that was provided has truly allowed me to see the bigger picture and plan and create a foundation that I can build from. I am truly blessed to

I attended a 3 day workshop in Arlington, Virginia (September 1-3) and was amazed at how much information I didn't know I didn't know about real estate. I had very basic knowledge about real estate and went in with an open mind to learn more. It was very informative and educational. Fortune Builders had a great presentation team that delivered the information in an easy to understand manner and was really motivating and inspiring with their individual stories of how they got to where they are today. Leaving

I spent my last money to attend this 3-day event and hoped that it would somehow change my life. IT DID!! Ryan, our speaker, delivered above and beyond what I could have ever expected. He was genuine, compassionate, and very FUN! In this short amount of time, my faith, vision, and understanding in Real Estate was greatly elevated! One of the things I loved most about the event was the atmosphere...I remember feeling slightly uncomfortable being around so many "business people"... But Carlos, and the ot

On October 20 - 22 I had the great pleasure of attending the Fortune Builder three day workshop. I attended with an open mind to find out more about what I thought would be information on flipping houses but ended up being so much more. The information provided was a life changing experience. Throughout the entire presentation the speaker (Seany Mac) would make comments about coming the next day and the next. The truth is that with the information being presented I was intrigued for wanting more and wan

Fortune Builders conducted an amazing 3 day workshop. If you are interested in real estate then you need to attend at least one seminar. Even if you are not interested in real estate after attending this workshop you present way to gain generational wealth. My wife and I were on the fence about real estate until we attended the 3 day workshop and i honestly can say that it was one of the best decisions we have made towards my financial education. Thanks again Fortune Builders!!!!!

I really enjoyed the 3day workshop. It was one of the most life changing events I've ever been to with the help of Mr. Lee. He represented fortune builders very well, I'm actually devastated for the workshop to be over because I enjoyed it that much. Thanks to Than for creating fortune builders ,and giving regular everyday people a chance to live and learn a greater way of life. I greatly appreciate the opportunity to attend because it's worth it.

I recently attended Fortune Builders 3 day workshop in Miami, Fl which was amazing words cannot express how much I loved it! I got more than what I expected. It was so informative not just about real Estate investment but also for my personal life as well. Nate who was our speaker who was super amazing by the way challenged us to come out of our Norm and get up and step out. It was awesome you really have had to be there to truly understand. Thank you so much Than and all of Fortune Builders.

My wife, my cousin and I attended the 3 day workshop. We love the live energy that the speaker John and the team brought to the workshop. There was a lot of overwhelming information that we were introduced to that gave us a different insight on how we should look at life. We were given an opportunity to work with one of their Business Adviser to help us get on track to pursue our goals of investing in real estate. Thanks and God Bless

Thanks to Than and the Fortune Builders Team for sharpening my thoughts and enhancing my ability to live a financially free life while still enjoying the beauty of having control of my own time. The three days workshop was indeed a magical eye opener for me and give me the sense of approaching the issues that confront me differently. By using their formulas and approaches taught me, I've been able save myself a great time and a lot of money.

The 3 day seminar was great! Learn a lot, motivational, Fortune Builders really has an awesome system. I am ready for my next step so looking forward to be a part of Mastery. Great job! And thank you!

I attended the 3 day Real Estate Workshop and was astounded by how much information they give you to help improve your current real estate investment business or start a new one. I came away from the experience feeling that I received a more useful, relevant & profitable education in 3 days than I did from my years in college. Thank you to the Fortune Builders team for a truly rewarding and encouraging experience!

The 3 day event with Fortune Builders was informative and information packed!!!! If you are serious about learning and investing in real estate, attend this workshop which covers numerous topics about successfully investing. The workshop inspired me to believe in what I wanted to do, talked about multiple streams of income, building long term wealth, types of capital, systems and so much more. I can't forget the speaker for the weekend, Ralph Plumb who was phenomenal!

The 3 day workshop was so informative and definitely gave me that extra motivation to go for my goal. I would say anyone interested in real estate investing and need some true insight of valuable information then u need to go to a fortune builders workshop. No regrets keep up the good work Than Merrill and all his team and associates in providing such a valued weekend full of awesome information and great speaker Lee Escobar and his team to deliver it.

I had a fantastic time. The workshop was very uplifting and heartfelt. My wife and I attended and it was one of the best, of not the best decisions we could have made. The speaker, Lee escobar, knew how to keep the attention of the crowd and really got through to us! If you have not attended one yet, I encourage everyone to take a fortune builders seminar and change the way you think today!!

My wife and I recently attended the Than Merrill 3 day workshop in Boston. We arrived Friday morning expecting to learn things, but had no idea that this much information could be passed on to the attendees in the small 3 day window. Our eyes were opened to so many different ways to plan and succeed in so many arenas. The trainer; Ralph Plumb was so well versed and passionate about his training that there was no way you could leave after the event without being optimistic about your future. I recommend thi

I had an amazing opportunity to go to a 3-day seminar with FortuneBuilders! Hands down, best 27 hours I've ever invested in furthering my education. Cole Hatter was the speaker, he was engaging and well educated. In 27 hrs between 3 days, he never stopped to look at notes, forgot what he was gonna say, or lost his train of thought. This guy is the real deal! I would recommend this class to anyone looking to expand their horizons and learn how to further your personal and financial experience. Totally worth

It was a lot of information to receive but it was well worth the time and money. My wife and I were pleased with how thought out the course was how it was delivered to keep you engaged. Our presenter was Nate Harris and he poured his all into giving us what he thought we needed to hear to motivate us to take action. It worked! We are now members of the Jumpstart Mastery Program and are looking forward to out first deal. Thank you Than, Nate, and the Fortune Builders family.

I had the awesome opportunity to attend the 3-day seminar and it was incredible! One key point that was reiterated over and over again was ?changing your mindset? and that is so true. I learned so much invaluable information that I've already started applying to my day-to-day life so I can't wait to see how things go with my future endeavors! Thank you so much for sharing your wisdom and I look forward to working with you in the future.

This 3 day event was AMAZING!!! I loved the energy from John, he was awesome as well as the others on the Team. John was so nice and made me feel very comfortable and encouraged to pursue my dreams. I am so excited to continue on this journey with Fortune Builders. Looking forward to the great achievements ahead!! Thank you Than, John, Dee Dee and Fortune Builders!! See you all soon.

I had an amazing time. Thank you for putting together an eye opening, hope building, fun experience workshop. This literally blew my mind learning the stuff you guys shared. I loved how detailed and professional your Mastery Program tools are. I just don't see how a person can go wrong using the tools you have graciously put together with countless time and money. Thanks again, and God bless Steve Ramirez Denver, CO

The 3 day workshop was invaluable! It was fun, motivating, but above all informative. The tax info they give you alone is many times more valuable than the cost of the class.. and that's not even talking about all the techniques and systems they give you for house flipping!

I would like to say, I attended Fortune Builders event, this past weekend. It was Epic for me, Sean and the entire staff were phenomenal. Unfortunately I was not a candidate for the program this year, but they encourage me and given me tools on what to do from here, especially Sean. The knowledge that I gained has motivated me even the more to complete my goals. I appreciate the time and experience that we shared. A wonderful experience!

It was one of the best experience I ever had in my life. The presentation and Energy of Lee was excellent and the system seems impressive. Thanks for the invitation to the preliminary 2 hours class and then the 3 days class. I believe these two events and the success stories shared by past students have changed my perspective in life and how to live to the fullest.

i have had experience in some Real Estate Investing and taken many self-development courses in the past. I did not have high expectations for this course, in fact was considering whether or not to stay after the first morning. I was an "I already know this". To my surprise, this course was extremely well delivered by an very professional speaker. It was jam packed full of actual useful information, on exactly how to get started, options, tips and new viewpoints that I had never considered before! This

The three day seminar that I attended the week of April 21-23 in Maine was life changing and amazing. I will start by saying that Dina, the presenter, and the staff showed their warmth through out the seminar by demonstrating true empathy and encouragement to all of us present. The development of the teachings and techniques were presented in such a way that it made everything seem possible to accomplish, not easy, but possible. The inspiration behind every lesson taught me that this is the time. This is

Fortune builders is true to their name... I attended the 3 day training and it was a mind blowing Experience. I would recommend Everyone to attend. The financial education was Impeccable, Clear, and Precise! I appreciate the Opportunity. They don't discriminate it doesn't matter your race, size, education level, bank account status they are for building people and giving back showing and sharing to the world a proven system that works if you Implement what they have already laid out and overcame! On a scale

This has been nothing but the greatest experience I've had at the 3 day event. The information was well taught by John! They introduced how the market works and what the steps were to become an investor. It was very inspiring being that I am new into this Realm. Their adviser were very pleasant and willing to help you in every way to be successful. This should be taught in high school. Great job Than team and fortune builders for shedding some light on how investing works. I will be apart this market with t

The information that I received at this three day coaching convention was the best one that I ever attended. Being a realtor for many years did not give me the information that I received about investment and different ways of investment. To anyone thinking about attending this three day workshop you will come away with more knowledge than you can imagine. If coaching can help you get their I encourage you to attend, you won't be sorry.........

The 3 day workshop in Baltimore was very informative. Our instructor Ryan Carmody was insightful, passionate, and explained the information in terms that allowed us to fully comprehend and retain all that was given. The program that Than and his team have created, is amazing although a little expensive, but if followed and utilized, would put us on a path to success! I've read other reviews, and some people feel scammed, but my advice is if you pay the amount of money for this 3 day class, you should be aw

Hi my name is Joe Carlson my fiance and I attended the fortune builders 3 day work shop and it changed our way of thinking. There was so much information that it blew our mind! After hearing all the new information it made me start to think about my life in a whole new direction. Nate Harris was such a great speaker and made learning so fun that I forgot that I was in a class to learn. Everything that he shared with the class got me and my fiance' Stephanie so pumped and ready to start our own adventure in

This group of people are a class act! They were so nice an welcoming. I attended their 3 day workshop and learned some priceless information. The class is over and they are still assisting me in reaching my financial goals. My favorite thing about this group is they have an excellent set of standards/ morals. They do not just make money and keep it all for themselves; they give back and invest in the communities! I go to training's, professional developments and seminars every year and this is the best one

I thoroughly enjoyed the Workshop. It was very informative concerning real estate. Several Pieces of information or very helpful for my other business, which has nothing to do with real estate. They gave several ideas on how to do things differently from what I was doing. All in all, it was a very informative and enjoyable weekend. I would absolutely recommend this workshop to anyone who is interested in getting into the field of real estate.

Fortune Builders was by far the most informational (knowledge) and inspirational real estate seminar I have ever attended. I recommend everyone to attend because even the decade old investor can learn more to make more. I look forward to joining the Mastery in the near future. Sean McNichols was entertaining while filling us with knowledge to improve our lives and grow a legacy for our children. Thank you for doing what you do and sharing with everyone. Paying it forward. Rock & Lucinda

I would like to take this opportunity to share my experience attending the 3 day Fortune Builders class that was recently in Chicago. As soon as you were greeted from getting your name badge, to the time the class started, the team from Fortune Builders were very excited, and motivating. Throughout the next 3 days the motivation did not loss any energy, but in my opinion increased. The knowledge and experience with regards to the team representing Fortune Builders out of this world. I cannot count how many

I really enjoyed the 3 days workshop I attended with my sister in Chattanooga, TN. I would of applied for the Master Program but my husband did not support my decision. I feel if he had been through the workshop with me he would understand what a good system you and your team have put together. Looking for the next time you offer it in the Chattanooga area. Hopefully I can get him there with me. My sister and I learned a lot and felt as if we had been to business school each day. Lee Escobar did a grea

Lots of great information, also lots of marketing for their mastery program. The information I gained was incredibly beneficial to my life and my future. Even if I do not attend the mastery class, $197 is well worth the foundational knowledge that was shared. It was difficult to take notes! The speaker would get sidetracked at times but I stuck with the point he was trying to make, and he always came back to it! I served in the military for 7 years, I had some terrible experiences working with some bosses t

Overall it was a great 3 days training. I learned a lot. Jon was absolutely incredible. I came in with a mindset to do wholesale and reinvest in rental property. After attending the training i feel very confident in pursuing my goal. I want to thank you and your staff for putting such a great program together to help our community.

I attended the 3 days workshop fortune Builder event in Cedar Rapids July 20-22, with Dave Seymour instructor, who was very informative and knowledgeable.he explained the benefits for investing in real estate and shared with as his experience with so much fun. This event went beyond my expectation and definitely cleared my vision and allowed me to see the big picture of real estate. I'm very fortunate to have been part of this event and truly I recommend it for anybody who wish to build their foundation on

I attended the 3 day seminar for Fortune Builders with my husband and was pleased and surprised at the amount of information they shared on how to start and work your real estate business. Than and his partners have laid the ground work and are willing to share what they have learned through trial and error so you don't have to. My husband was skeptical going to this event but went to support my dream. He definitely saw the vision by the end of the seminar and we are glad we went.

Than, I and my Wife, thoroughly enjoyed the 3-day presentation. We have attended various Real Estate presentations over the last 20 years. Most often other shows left a key part missing. The systems included in yours were very complete and the instruction was superb. We will be following up with your trainer, Lester Scott. We're expecting to meet our goals and change our lives.

Aloha everyone, My husband and I attended the 3 Day Workshop on May 4,5 and 6, 2018 here on the Island of Oahu. It was super amazing. My husband and I were totally blown away. There was so much knowledge and wisdom that was poured out to us, that our minds were totally blown. Ry Ry (Ryan)who was our speaker is such an Awesome & Amazing teacher. He has taught us not only how to Invest in Real Estate but he taught us how to change our mindset from having a Consumer Mindset to having an Investors Mindset wh

This was the most informative RE workshop I've ever been too! And I have been in real estate since 2005. The presenter was very knowledgeable and he made sure that he explained everything so that even beginners could understand. I feel like this workshop changed my life!

What an amazing experience! This 3-day workshop was one of the best investments that I've made yet! Ry-Guy's energy was awesome, he kept the entire room engaged. I can't wait to take the next step.....this is just the beginning.

I thoroughly enjoyed this ENTIRE real estate presentation. I have never sat in a training or meeting that lasted as long as this and stay awake, enthused, attentive and interested the entire time. The information was excellent! I couldn't believe how much I learned about real estate! Of course, I can't leave out the best part of the class which was our instructor John DeJulio. He was amazing! Very smart, very funny, and creative in his approach to relay the information. With so much information, I'm so glad

The Harrisburg Workshop was a Great! Expert instructors sharing their Fortune Builders success system in an informative and entertaining style. Amazing how hard they worked to address all questions from a large knowledgeable group. I have worked several deals on my own and made some mistakes that cost time and money. Was shown the "back office" and a member support system that no doubt would've saved me time and money. They have a system for any type of real estate plan. I believe with hard work, commitment

WOW! My wife and I had an amazing time at the 3 Day Workshop! I'm still not exactly sure how they fit in all of the knowledge you get into just 3 Days! Dave Seymour was high energy and taught us with vast wisdom!! The team was amazing and very helpful answering an questions we had! You will be missing out if do not attend!! Thank you guys for everything!

My husband and I attended the workshop and were very impressed with the entire weekend. The information was very helpful and presented in a fun interesting and receptive manner. It was a true learning experience and we look forward to diving right in and getting started.

This workshop was amazing I am still in awe of it. It is an amazing company and very supportive I am so happy that I came across the facebook ad to attend the 2 hour workshop. Best decision I have ever made, cannot wait to grow and be as great as some of the people I've met with fortune builders. Awesome company and an even more awesome team..you guys are amazing!

I learned a lot of really good information about real estate investing. Fortune Builders has some great tools to make building a business easier. I'm really glad I was able to attend all 3 days. I made some new friends in the process as well. Nate and the team of advisors at the event were all very helpful and friendly. Thanks for putting on such a great seminar!

I do not regret attending this 3 day workshop/seminar in Honolulu, Hawai?i. I was lucky enough to be invited by a good friend. It was captivating, insightful, and enjoyable. I would recommend this to anyone looking for change, knowledge, and the education needed to pursue investments. There were people of all ages, and different careers (even realtors/real estate agents) that all gained knowledge within 3 days. The first day within itself was eye opening! I would do it again!

Than Your 3-day seminar was educating and informative. I never give 5-star rating because nothing is ever really perfect. Nothing against you or the organization you and your partners have created. Dina is one of the most exciting and energizing speakers I've ever had the pleasure of learning from. I could only wish that I were able to join your master class sessions now; but be it understood, once Jessica and I can afford to, we will come to join you so that we can learn from the MASTERS. I thank you for t

I attended a 3 day work shop last week in Grand Rapids,Michigan. I went to learn more about real estate and flipping houses. I was blown away of how they taught about the power of leveraging money. Dina Buchanan did a phenomenal job of teaching! I'm very grateful to be a part of this family. Professional,amazing but still personal!

Than Merrill?s 3-day workshop was amazing! The presenter, Dina Buchanan, was awesome, high energy, and extremely knowledgeable on the Fortune Builder?s systems and tools. Dina and her team of real-estate professionals provided the best learning experience I have had in years! I highly recommend this class to anyone who is serious about starting their own business and becoming a successful real-estate entrepreneur!

Attending the 3 day Fortune Builder workshops were very informative and empowering. The instructor gave me many useful tips to build on my future business. If you have the opportunity to take the course I encourage it highly.

I attended the Fortune Builder's three day workshop in Troy, MI in Feb 2018. The event for me was life changing. It was motivating and captivating. It laid the foundation and introduced Real Estate concepts and building blocks that will help me to create my own Real Estate investing business. The speaker John DeJulio was excellent as well as all the other Fortune Builders Associates that were there at the event. Thank you all so much and I appreciate the spark that Fortune Builders has ignited in me to achi

I was impressed with all the different ways to find money, customers, tax savings, the checklists and systems. It's very diversified and the fact that investors are willing to lend so easily. I've done a couple of deals myself but no where near this program will take me. I would recommend that anyone looking to do any kind of real estate transaction take this 3 day seminar. It's worth much more then what they are asking. I'm very excited to get going with this program. I still have a lot to learn. Thank you

This 3-day workshop was one of the most empowering experiences I have encountered, a plethora of information. I learned a lot on financial literacy that is NOT taught in the classroom and I have "three degrees"! I thank you Than Merrill and your team for doing me such a service. For anyone contemplating whether to attend......JUST GO!!! Kimberly H. Charlotte NC

Excellence in action! The class was enlightening to say the least and greatly exceeded my expectations. It was very informative and answered so many questions I've had about not only real estate, but business as a whole. For myself, the best part of having questions answered is the new questions that arise. That, to me, is invigorating. My mind has been racing every since. Comparing this class to my college courses, I would put this class as one of my top favorites. And I had some pretty awesome professors.

Admittedly, I had some initial reservations regarding the workshop and the proposed benefits of attending. However, the information I received at the workshop was invaluable. I could hardly wait to share the benefits of attending the workshop and joining up with Than and his team to many of my friends and family. Who lacks interest in taking steps to achieve financial freedom? Everyone else, those who earnestly desire to be financially free really will benefit from attending this workshop.

If you want to see and understand the perspective of an investor, the 3 day FortuneBuilders- workshop meets that goal head-on. No matter what level you are on, the information you receive is very important and should be applicable to your situation as an investor, real estate agent, business owner or user of the systems that are discussed during the presentation. Lee gave a great presentation. He shared his experience as a novice to becoming an accomplished investor who managed to survive and thrive by imp

The FortuneBuilders 3 day workshop was very inspiring and informative. I learned more in 3 days than I have in six months of independent study. Thank you John DeJulio for being such an awesome and engaging teacher and coach. I appreciate the factual, motivating opportunity to learn from other coaches who have done the work and are invested in helping newcomers succeed. I look forward to learning more and joining as a mastery student.

I had a life changing experience at the Fortune Builders seminar. My eyes were open to real Financial Freedom. The information that was given was worth more than what I paid. I will be there at the next meeting in East Texas,so,I can get into mastery. So please if you can attend,do so you won't regret it,

Thank you so much for the opportunity to attend such an informative 3 day work shop. It really opened my eyes to quite a few possibilities I couldn't have imagined before! Your workshop team was awesome! A wonderful group of energetic positive people just trying to make a difference in people's lives! Thanks again for this experience!

I am in awe of the education and value my wife and I have received at the 3-Day Workshop. Even though we were not able to join the FB Mastery, it was so damn valuable of the education we got that I believe is more than the cost of the workshop. This will forever impact our lives from this day forward. We couldn't get in the Mastery so they gave us advice and they followed up and made sure we were on the right track so we can then become students of FB Mastery. Don't think about the cost of the workshop but

As someone who is new to real estate, this event was very good! It was an energetic and fun learning atmosphere. I learned a lot! Sean Katona did a wonderful job of keeping the room upbeat and attentive throughout the event. Great job Sean! When I found out about the Mastery Program I thought to myself YES I need to get into that! I could be taken by the hand and shown step by step, with support, how to do this right. Unfortunately the price point was to much for me to take advantage of the program. All

I attended a 3-day Fortune Builders workshop last weekend in Boston, MA. I'll admit, I came in somewhat guarded, but I left a true believer. To be clear, I did not learn everything I need to know to become a successful real estate entrepreneur but I, surely, learned enough to see that, with additional education and guidance, there is a very real, credible and accessible path to unlimited success. I'm in . . .

We had a great weekend with the Fortune Builders team team, in AZ last weekend! I've worked in real estate for several years, and still learned so much from the investment perspective. The entire team was extremely knowledgeable and energetic (important for a 3-day weekend). I came away from the boot camp with tons of practical knowledge, that I am able to put in practice right away! Thank you!

Attending the workshop this weekend has changed my life in so many positive ways. I'm so excited to go after my dreams and my successes, It is time for me to mind my own business and stop building somebody else's... These 3 days classes has taught me the techniques and " System " that been in place on how to create wealth investing in real estate. I was so grateful to be part of Fortune Builders classes design to help investors like me to take our business to the next level. I wanted personally to take

Wow! What a wonderful, exciting, moving experience! This was a very much needed investment of my time and energy. I left this 3 day workshop feeling inspired to make life changing moves to positively impact my family and prayerfulky my community for generations to come. I am very thankful for the opportunity to witness and learn as much as I did in such a short time. From financial education to real estate unvesting. Thank you Than Merrill, Nate Harris, Leonard, Bob, Adriu, Hope, Mary Ann, Jeff, and Stepha

The 3 day seminar in Blue Springs was amazing! I learned so much those three days, things I never knew about real estate, heck quite as its kept I didn't know anything about real estate. This has opened my eyes to the limitless possibilities in real estate I have so much information running through my head and that's okay it's good information. Ryan Burk was awesome along with the rest of his team.

Me and my husband just attended the three days events workshop in Salt Lake City, Utah and Nate Harris as the speaker made an excellent job! Its a great , very informative and motivate the participants to think big from technical to entrepreneurs thats a once of a kind life changing event. We love his enthusiasm and thank you Than Merrill for like Nate Harris said once you find that great mentor dont let it go and embrace it for lifetime.

I attended the 3 day class in Memphis Tn. I wasn't expecting to learn so much about not only real estate, but about life and different ways to view it. Lee Escobar, the speaker, was very passionate about what he was doing, and he made sure everyone understood everything. Fortune Builders go above and beyond on supplying you with the tools to start. Thanks for this awsome program, keep it up!!!

Than I just wanted to say I really enjoyed the three day workshop. It was wonderful very informative, I learned so much from the instructor and other people that were there to help. I can't wait to learn more! Thanks for everything and am looking forward to working with fortune builders.

I attended the Internet Intensive Boot camp in Baltimore Maryland, April 2017. The name says it all. From day one, we were treated to a fantastic, energetic learning experience - from the extremely knowledgeable instructor Bob McIntosh to the support staff in the room - all were truly caring, responsive to our questions and supported us every step of the way. We learned from each other as each participant brought his or her own experience and shared with all of us. The handouts and learning material wil

Having always wanted to learn about real estate, after hearing Than's post on the radio I decided I would try to pick up as much knowledge as I could from this. After the first seminar I was looking forward to expanding my knowledge in real estate at the 3-day workshop, but I was not expecting to learn as much as I did in 3 days.. Being financially frugal I hesitated on paying for a minute, but nothing worth while is free, and after the first day I left feeling like I got my money back already.. Investment

Jon Steingraber and the entire Fortune Builders team presented a very motivating and eye opening 3 day workshop. Self improvement begins with the desire to learn and grow. Knowledge is power and does not become powerful unless implemented. I appreciate the perspective and ethical presentation on proper real estate investing. Jon was an amazing speaker and hit it out of the ball park! Highly recommend this work shop experience to all who desire financial independence and success and want to inspire others to

I truly enjoyed myself at the 3 days seminar in Miami. Jon Steingraber was our speaker and he is extremely knowledgeable. I tried to absorb everything like a sponge. There was so much information. I could only imagine how great their mastery course is. Thank You fortune Builders!

WOW! What an amazing experience I had attending the 3-Day Real Estate Workshop. I learned so much and left wanting to learn more. This is the positive change I needed in my life. Thank you Fortune Builders for such a motivating experience.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.