Tidwell Wealth Management

Financial Planners, Accountants, Financial Advising

2209 Plaza Dr Suite 200, Rocklin, CA 95765

Reviews for Tidwell Wealth Management

Write a review
  • Jun 2023

    I had very high hopes when I first contacted Tidwell & Associates. After explaining my unique tax situation, I was assured in no uncertain terms that I would be walked through every step of the process to ensure everything was properly filed.Tax day came and went, and it took days for me to reach anyone on the phone.Months later, I've now learned that the information I was given was incorrect and that I was almost poised to go into collections due to the misinformation given to me by Tidwell & Associates.Given what I paid for their services, this has been a terrible experience. While I do now have everything that was promised set up, getting any sort of assistance from anyone was like pulling teeth and not all information given to me was correct.Go elsewhere.

  • Mar 2022

    My wife and I met with Mike Wells recently to discuss potential tax issues of a recently deceased relative. Mike took the time to review our situation, ask a lot of questions, then give us a couple of different options on how to proceed. One of those options would even result in not using his company, as the costs outweighed the benefits.We came away from this meeting (a free consultation) with a much better understanding of our options. We were thoroughly impressed with Mike's knowledge and professionalism. He made this a most comfortable and informative meeting.

  • May 2021

    I went in for the first time and dealt with Mike about some IRS issues. He spent almost an hour going over everything and left me with a clear cut plan to move forward. He also explained everything in layman terms so I could understand. He wouldn't accept any payment even after I said that's not fair to him! Guess who'll be doing my taxes from now on? Mikes the best

Photos

Add a Photo
Tidwell Wealth Management
View All Photos

From Tidwell Wealth Management

Tidwell Wealth Management offers integrated wealth management and tax planning services for all stages of life. Leveraging our backgrounds as tax professionals, we provide tax-efficient wealth building advice and portfolio management to ensure that you accomplish your financial and life goals. Our unique team is comprised of financial and tax professionals who are dedicated to assisting individuals and businesses in protecting and growing their wealth.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

walk-ins welcome

Tidwell Wealth Management

2209 Plaza Dr Suite 200, Rocklin

Directions Call Website Suggest an Edit