WealthFit

WealthFit

Reviews Summary

The reviews overwhelmingly praise WealthFit for its comprehensive, actionable real estate and wealth-building education. Users highlight the platform's high-quality training materials, knowledgeable instructors, and practical step-by-step guidance suitable for both beginners and experienced investors. Many appreciate the user-friendly format, valuable tools, and supportive community, calling it a worthwhile investment that surpasses traditional education. The few critical notes mention minor technical issues quickly resolved by responsive staff. Overall, reviewers express excitement and confidence in applying the learned strategies.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
QuickBooks

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
QuickBooks

Contact Information

Address

3033 Bunker Hill St

San Diego, California 92109

Customer Reviews

I signed up for the free trial and then I wanted to cancel my membership, but I cannot find anywhere on the website to cancel my membership and I sent an email but I haven't heard back and I just got charged a second time. I don't know how to cancel my membership, which is really frustrating. It should be easy to find on the website.

The staff is great! So far they have had excellent positive response time for any needs you may have. Excellent step by step program with coaches there to lead you in the right direction. There are many great videos and webinars that are very helpful in showing you how to use the tools needed in making your business successful. Going to the three day workshop and signing up with WealthFit is the best decision I've ever made.

WealthFit is a very helpful program. The trainers are very concise and the tools & downloads are very useful. This program has been a great source of information even for an experienced investor like me. Thank you for all your hard work in putting this program together. Looking forward to going through the rest of the classes and am excited to see what's next.

My membership with wealth fit is extremely valuable to me because I am interested in constantly learning about The real estate investment industry. The videos from wealthy investors who started out like me , are very helpful and inspirational. Joining wealth fit is the best decision I've made since creating my LLC. I recommend it 100%!

So i started this journey on learning how to invest In real estate a short time ago and i found WealthFit through following Fortune Builders and it's has been the best decision I've made it's easy step by step videos is well worth the monthly subscription. Give it a try especially if your new like me and need the boost to go take action...

Very pleasant feeling I have been having since I signed up a few days ago. Awesome team members and they are well grounded in the field of Real Estate Investment. I am very very pleased and excited with all of what I have been learning. Many Thanks.

I am a newbie and am so excited to be a part of this new community of entrepreneurs. They are teaching so very much and making it simple to understand. All my free time is now spent learning and listening to these people. I absolutely love it!

I just completed my first wealthfit profit system and I'm so excited that I found this program. It's interesting because it makes you stop and analyze yourself and your shortcomings but also motivates you to push yourself to achieve your goals. I'm looking forward to continuing to learn more and more about this real estate investment business and I would encourage anyone who is interested in really becoming an entrepreneur in this market to invest in your education with this program. Good luck to all and

WealthFit is a fantastic resource for those seeking to improve their overall health and work towards a Wealthy future. From financial, mental and physical wellness, entrepreneurial training and insight, its all here! Great support and every interaction has been professional and helpful!

As a licensed Real Estate Broker, I have utilized many training platforms to complete my continuing education training . Beyond, the required classes, I also look for ways to broaden my overall knowledge. The Wealthfit platform Is by far one of the most comprehensive, robust, and interesting course work available with all sorts of subjects like Investing in Real Estate, Managing and Making Money, Getting out of Debt, Life Style Choices and so much more!

Finally a real blueprint of great information to get you going in the right direction. I have always wanted to dabble in real estate. The information is well presented with pdf and documents that gives you a step-by-Step approach. I am excited to start this new chapter as a newbie to wholesaling!!! Thanks to all of you for Wealthfit!!

WealthFit provides great information and financial education. The instructors are very knowledgeable and have experience in real estate investing. I recommend WealthFit to those are looking to build your confidence in real estate investing.

Wealthfit has been a blessing to me because it gathers a bevy of information and places it at my fingertips and allows me to learn from the various courses at my own pace. At 55 yrs of age... the world has changed tremendously and at a rapid pace and with the addition Covid-19; to be honest I did not know how to get back in the arena and fight til I had enough to retire. Wealthfit changed all of that and gave me a glimpse of what awaits me if I apply myself with ?fierce focused determination? as taught by L

The amount of resources and materials available I feel are of tremendous value and will provide the solid foundation needed to launch a business. I have only completed the start-up and the first day of the four day training and have already learned quite a bit. I am in high hopes that wealthfit is the Cornerstone of My Success.

I became aWealthfit member in late 2018. I completed my first wholesale deal within a year of signing up, going to the live 3-day training (pre-COVID) and watching dozens of the extremely thorough videos available with the membership. I had zero background in REI, but this program has great teachers that explain even complex material in easy-to-grasp terms, there are tons of real-life examples, and the tools are very intuitive and empowering. I especially appreciate that they don't make promises about becom

Great tool for beginners and advanced investors. I would reccomend wealth fit to all who is thinking about getting into real estate investing for sure. The staff are excellent and provide great service to students.

WealthFit is an incredible tools to help people like myself to achieve their goals and become successful in the Real Estate business, following the step by step process to create your business and present yourself to other investors as a business professional. That is why I would extremely likely to recommend a friend.

Excellent information for the investor who wants to be ahead of and more effective than the competitor in their market area. Having done small investments and marginally profitable ventures, this course will improve my life and all associated venture

Great training course you should not miss. It the best guide to success. I will recommend FortuneBuilders to all those who want to build their own fortune. Dreaming of wealth is not enough. Learning and working very hard are the ultimate means to building wealth. FortuneBuilders are giving me the knowledge. It is entirely up to me to transform my dreams into reality. And I will, because I have all the tools I need. Thanks to FB !

WealthFit training is well presented with clarity, allowing a student of real estate investing to be aware of a fair range of opportunities available for success. A seeker of real estate investing can sense that WealthFit will guide you, regardless of where you are financially, right now, to attain your future financial success.

I first signed up 6 days ago and so far the experience been excellent with the videos that I've been looking at very informative and educational specifically Target making money and all the steps to make your progress as easy as possible so far I've had one session with one of the life coaches and looking forward to my second session a couple weeks what I appreciate most so far is the way in which they conduct their business and encourage you to do exactly the same there's a lot of businesses out here that'

So credible!!! From the app to the website to the actual training courses, totally worth it. The content builds confidence and reassures users how to properly start investing in real estate and entrepreneurship.

Thank you Andy and staff of Wealthfit you all are great!! Finished The 4- Day Quick start Training, Awesome Video training and tools. The Wealthfit system is great thanks again

Great company! They have weekly conference calls and a slew of online training courses from successful people that have done what we want to do. Very valuable, actionable information.

I am very pleased with my purchase of WealthFit. There is literally a wealth of information at your fingertips. I can't wait to dig in and utilize everything I learn!

Financial education is the most needed skill in this new age world, and wealthfit provides that skillset and many others, such as an investor mindset, articles, audio interviews and many other resources. I highly recommend to invest your time and money in wealthfit.

This is really an awesome start!! I'm learning step by step on a simple way. I can't wait to start applying all things I had learn and the new practices to come. Love you guys!!

I am loving wealth fit right now so far!! Everyone is very educated and make things so understandable. They are genuinely great people and I can't wait to be a part of this team!!

The videos are a great tool. The constant communication and care this team has is awesome. I know for sure they won't let me fail. Thanks for everything

Just getting stared with wholeselling ans selling properties getting the gist of everything has been exciting for me. i am looking forward to being vary successful in this endeavor. I am feeling vary good about all of this.

Wealthfit has an awesome abundance of resources and information to get us on the right track in our business. We would be lost without you. Thanks for being there.

Great wealth of information from the greatest teachers and from some of the most accomplished in the industry. This program is definitely worth the investment. Thank you Than and team!

The information provided by the well versed and experienced staff is beyond beneficial. I am proud and honored to be a part of the community and I hope to grow my business with there backing to reach my goals.

Love that WealthFit have all the tools and stratergies in learnig how to boost your finances in the real estate bussiness. Looking for a brighter future in 2020. Thanks so much for your help.

I love the transparency and the willingness for the team to work with me. I know that I have much work to put in as this business is mine, however, I am confident that the reward will be great!!

As an member of WealthFit, they provide you with so much knowledge in researching information in Real Estate Investing, I'm just excited being apart of this community

Very inspiring, knowledgeable, and Refreshing. My team and I are eager to learn more from this company! It has changed our way of thinking and our lives!

I have learned so much in the Andy Tanner presentation I listened to. I am looking forward to listening to some more of the presentations to soak up as much education as I can.

The course was very insightful. Lecture was straight to the point and touched on matters that a lot of other teachers fail to highlight

Wealth Fit is a great community full of people who want to grow and see their lives improved! Highly recommended!

I am very excited about being apart of Wealth Fit and can't wait to grow by business. I'm looking forward to all the think I am going to learn from this. #GETACTIVE

The repair estimator class was very informative and has helpful tools on how to conduct a repair estimate for rehabbing a property.

Excited and motivated to keep going with the courses. New to the whole real estate game but so far feeling confident.

There is a wealth of knowledge in the videos, will be going to review my note. I want to put some of these practices and concepts to work tomorrow

If you are serious about learning to invest in real estate the professional way....you absolutely should add WealthFit to your toolbox!

Great learning tools that fit into my busy schedule! Just started and already learned tons in two sessions!

great lesson taught about wealth building and money management on a whole. Information that anyone from any position in life can use!

Its a very affordable program that's easy to get into, it offers a community and as much information as I could need. I only wish it had a mobile app

WealthFit is the only platform that the various contributors really goes deep into the different aspects of building wealth.

WEALTHFIT is "the # one" program , well explained and very comprehensive accessible to anyone, do not waist time and enroll

I just watched the first video in the series. I found it concise and informative. Definitely worth the investment

Me and my wife loved getting free courses and I learned some really beneficial stuff.

They are the best at what they do and teach and the education that their provide are phenomenal and great people overall.

WealthFit has been very helpful to me with my journey to real estate. Thank you.

Very well formatted and user friendly. A wealth of information thoughtfully presented. Highly recommended.

The Wealth of lessons are marvelous! Thank you for all that you teach me as a person.

Thank You For Your Response And Your Great Understanding God Bless You And Have A Great night.

Just started today I can already see how this will educate me. I will update when I learn more.

Great weekend, great information, Dave Seymour is a great host

Wealthfit is an awesome platform which I highly recommend!

This course is awesome, The teachers are super!

Just finished my first training and looking forward too more.

Learning from the best is the right investment to make, and your team is the best!!!!

Priceless information and education for entrepreneurs, and at a very affordable price.

Had some trouble with this but they were quick to solve the problem

Great info on everything you need to know!

I recently joined it is giving me motivation.

Loving the information and they make it plain!

It more valuable than traditional education.

Great training on NEGOTIATION. THANKS, THAN.

Great information and support team!

Very economical quality training.

An outstanding interactive learning experience

Professional and very informative!!!! Excellent

awesome, very informative.

Staff were fantastic.

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.