Diane Kennedy tax services

[John]

Have any of you personally used Diane Kennedy's services? We're looking for a new CPA for both our personal and business finances. I'd appreciate any comments, positive or negative, from people who have actually used her services. Feel free to PM me if you'd rather not post publicly.

Thanks!

 

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[TaxGuy]

Before she left these forums and even after she held a very high reputation. Not sure if she does one on one accounting, however, her business model of selling her expertise instead of her time is something I have been trying to turn my dad on to as he is a CPA with over 35yrs of experience and is still caught in the trading hours for dollars business model.

With that in mind, my dad is currently living/working in the West Valley Phoenix-area and still has clients back in Chicago, if you can PM me with your info(city/state you live and type of biz/personal return) I can see if he can help you with your tax needs

 

[MJ DeMarco]

I follow her postings on Facebook and her advice/commentary/news has always been rock solid; also very business centric which is especially important to us business owners.

 

[Russ H]

We worked w/DKA for years-- our contact was Tom Wheelright (meeting w/Diane is pricey, and in most cases, not necessary).

Tom's firm withdrew (amicably) from their arrangement w/DKA, and stared ProVision. We're still with them.

They're expensive, but also offer wealth coaching, which we found invaluable. Key to coaching is you've GOT to put in the TIME and WORK-- they can't do it for you. If you don't do the work (and do it HARD), it's just like taking $10,000+ and flushing it down the toytie (not recommended for aspiring fastlaners).

Feel free to PM me if you have specific questions (although, chances are I'm just going to suggest you call ProVision and talk to them!).

-Russ H.

 

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[randallg99]

can you describe in more detail the services ProVision provided?