Wealth Preservation Strategists LLC

12 Reviews

Average: 5 out of 5 Stars

4780 Ashford Dunwoody Road
Suite A 540-140
Atlanta, GA 30338
United States
952-222-5436

gave Wealth Preservation Strategists LLC 5 stars

2/07/20

Matt is the BEST! I had a CPA file my trust return it was filed wrong and I got audited. The IRS claimed the trust owed Capital Gains on the sale of a property that was sold out of the trust. Not only did Matt prove to the IRS the trust did not owe over $400,000, the IRS had to REFUND the trust over $350,000. A total valuation of over $750,000! I highly recommend Matt Jennings for his specialized expertise and experience.

-- John D. J

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