2026-08-05T07:10:08.822Z

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.

2026-08-02T21:19:48.275Z

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.

2025-11-14T18:00:32.106Z

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

2024-11-15T19:41:07.448Z

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

2024-11-11T03:32:34.383Z

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!

2024-11-06T18:55:14.705Z

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.

2023-07-12T15:29:39.219Z

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

2022-12-23T18:46:56.881Z

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!