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ProVision, PLC
- Financial Services
- Tempe, AZ
About this business
We accelerate the financial freedom of entrepreneurs by designing, implementing & reporting tax, business & wealth strategies. The strategies we use are normally reserved for major corporations because they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result. At the core of our approach is a long-term vision for your financial and business future. That's why your strategy will be designed for years, if not decade... read more
Location details
1501 W Fountainhead Pkwy Suite #650, Suite #650, Tempe, AZ, 85282, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Have been working with this company for 7 years. Great company willing to go the extra mile to provide Tax Advisement and Strategies.
Don’t pay them for their services! Read Tom’s book and then hire your own local CPA for any additional support. The $15,000 service that I paid for is not worth the value that was provided. I had already read Tom's book. I'm shocked that they are charging for this service. I essentially paid someone to read me the highlights of Tom’s book. This is very disappointing!!! The salesperson over-promised the $15,000 service and it’s a complete rip-off. I don’t know how they can charge for this service. I had already invested so mu... read more
Have had a 7 year relationship with this company and for the most part a good one, however this year I have been stuck with an unexpectedly LARGE tax bill related to negligent advisement from one of the Partners of this CPA firm. Through this mess I became aware that this firm is no longer owned by Tax and Wealth Strategist, Tom Wheelwright (the founder). Originally a 5 star company that appears to have lost its direction. The partner took no responsibility and left the communication and clean up of my tax mess to a subordin... read more
RecommendedWe have been working with Casey Meyeres for almost two years now and are very pleased with the results. He has walked us, step by step, through building a comprehensive tax and wealth strategy. He takes the time to listen and only then makes recommendations based on his knowledge and expertise. Until we met Casey we didn't realize how powerful a tax strategy is when it comes to building wealth quickly. We now have a plan that gives us a clear path to financial freedom and the peace of mind that comes from knowing we are on t... read more
Tim Gertz and the Provision Team are incredible! We do not use that word lightly. We have always received personalized attention. Our unique tax planning needs have been discussed in detail and various strategies have been offered to us. We have even been taught how to invest differently so that we can maximize the tax code. Tim always reminds us “Change your Facts in order to change your Tax.” And with Tim Gertz, we will continue to intelligently change our FACTS.
Tim is amazing! While many, if not most, tax strategists will tell you why something can't be done, Tim is knowledgable at providing creative solutions to every situation that we have enquired about. Tim was able to clearly articulate solutions in ordinary language that we could understand, and helped us to layout the best path forward. I highly recommend ProVision and a consultation with Tim. You will be glad that you did.
Working with Provision gave me the sense I finally had a strong accounting team that I could rely upon. They have allowed me to focus on my business rather than spending so much time figuring out how to manage our finances and taxes issues.
Wish I found these folks sooner! They've done a great job explaining their strategies and the reasoning why.
I have been working with Scott Snow for 10+ years. Scott and his team have been a pleasure to work with and have saved me hundreds of thousands of dollars in taxes over the years. I give Scott and his team the highest recommendation! Thanks for your help!
Frequently asked questions about ProVision, PLC
How is ProVision, PLC rated?
ProVision, PLC has a 4.7 star rating with 113 reviews.
When is ProVision, PLC open?
ProVision, PLC is closed now. It will open tomorrow at 8:00 a.m.
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