Wellness Fi Client Reviews & Testimonials

WellnessFI has been the best tax accountant agency I can imagine for my LLC and my personal taxes! I’m one of the original clients. I started working with Mickey and then was with Rhonda for a few years. Both were amazing. Very hard working and available and kind even when they were very busy. I am so lucky to be with WellnessFI and look forward to many more years to come. This is the best tax agency for therapists and the wellness community I can imagine.

I’ve worked with Wellness Fi and Nicole for three years and it’s been invaluable. They allow me to stay focused on patient care while they help keep the business side of my practice compliant, optimized, and running smoothly.

Our experience has been amazing and exactly what we needed for years! Thankful for the wonderful team and support we have received.

Excellent bookkeeping services! Also very responsive when you have questions or issues. Highly recommend them!

I am SO happy I started working with WellnessFi. I thought it might be a little pricey for my small business when I had my first consult, but Nicole and the team have saved me way more money than I have spent. I feel like my last accountants had no idea what is going on. I highly recommend WellnessFi!

I have been working with them for a few years and they are attentive, knowledgeable, and has helped me save money with my business. I would highly recommend them.

Very knowledgeable. Helped us understand how to save more for retirement, along with giving us a better understanding of how to manage our money.

I am so grateful for my advisor’s wisdom, experience and prompt response to my seemingly endless questions. I feel confident in my teams management of my business and really appreciate not having to stress over technicalities because I absolutely trust that they’re guide me in the right direction! Thank you Marlon and WellnessFi!

I have been using WellnessFi for my private practice bookkeeping and tax prep. Felipe has been a great resource and advisor for my practice. He’s very informative and quick to respond to any questions or needs I have. I really appreciate how much he has taken off my plate and I highly recommend WellnessFi to other wellness practitioners!

I have been with Wellness Fi for about 2 years, and it has been a great experience. I am a small business owner and therapist, and Eddie, Marlon and the whole team have made bookkeeping and tax season stress free, transparent, and simple! If you are on the fence give them a try. Wonderful team, so happy I found them!

Eddie and Marlon and their team were very professional and helpful. I learned a lot from hiring them and highly recommend their services!

This was our first year having Wellness Fi take care of our taxes and Felipe was a pleasure to work with! He was incredibly responsive, informative and thorough with going through our paperwork and kept in contact the entire time to let us know how the process was going. We’ve already recommended him to other LPC’s and intend on continuing with him in the future.

Eddie and his team have been so very helpful with all of my accounting and tax needs. They are quick and responsive to any questions that I have and are available to speak over the phone when necessary. They provide detailed monthly reports so I know how my business is fairing and how much I need to pay in taxes. I have been using their company for around a year and I am very satisfied.

My business needed help. I know how to be a therapist but I’m not an accountant and I knew the tax man was coming. Eddie helped me get my business finances in more order and get set up so that when the tax man came I was ready, or at least understood that it was gonna hurt but be okay. Wellness Fi was also very helpful during COVID-19 and helped ensure that I knew what help was available to my small business. I highly recommend them to any therapist who wants to run a practice that thrives as a business as well as a support to clients.

I’ve been working with Wellness Fi for almost a year now and I’m so glad to have their support. They’re thorough, responsive and are always available to answer my questions. I’m so thankful to have finally found an accountant team that takes me and my business seriously and gives me clear, accurate advice!

Wellness Fi has helped simplify my bookkeeping and taxes tremendously! I love getting their monthly breakdowns of my income and expenses, net income, and what to save for taxes. I maintain a clear picture of my business’ health, and I’m so much less stressed at tax time. Working with them has made my life 100% easier!

Wellness Fi is absolutely amazing! I was lost trying to keep up with my finances for my practice, Mickey was able to calm my nerves and helped to sort out all of the bookkeeping and tax stuff so I could focus solely on my therapy practice. I would highly recommend them to other therapists!

I have enjoyed my experience with Wellness Fi and my Strategist Nicole B. I have been happy with the service and follow up.

Mickey has been very helpful in making recommendations for my business and guiding me through my questions. He’s always very responsive and a pleasure to work with!

Highly recommend. They are fabulous.