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Reviews for Tidwell Wealth Management

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  • June 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... read full review

  • March 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

  • Tidwell Wealth Management

    2209 Plaza Dr Suite 200, Rocklin

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