Wholistic Financial Solutions - Reviews

4.4
54 reviews on Google
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Review Insights

Summary of client reviews

Wholistic Financial Solutions has received mixed reviews, with many praising their professionalism and responsiveness, while others highlight significant issues with communication and service quality. Overall, the positive feedback outweighs the negatives, indicating a generally favorable experience for many clients.

😊
60%Positive
😐
0%Neutral
😞
40%Negative

Strengths

  • + Professionalism
  • + Responsiveness
  • + Quality
  • + Knowledgeable staff
  • + Clear guidance

What could be better

  • - Poor communication
  • - Incompetence
  • - Lack of follow-up
  • - Spam emails
  • - Unprofessional behavior

Frequently Mentioned

Professionalism 8Responsiveness 8Quality 8Recommend 7Service 6Tax 6WFS 6Support 5Experience 5Communication 4

Featured Reviews

Stu Horyna
Most Detailed

Catherine's team at WFS (Hoa Luu specifically) have been absolutely fantastic. We were running to very tight timeframes and were under prepared. From the moment Hoa made contact with us it was evident the company culture was based around solutions!At all times Hoa presented us with our options, not sugar-coating or ignoring possible issues/concerns.The level of communication is brilliant and we never felt like "just a customer" or their next invoice.I look forward to engaging with WFS for our future financial services in the future.Top notch, professional, courteous, responsive & proactive and friendly.Thanks TeamStu and PamPositive Responsiveness, Quality, Professionalism, Value

5 August 2022

Fahad Jalil
Latest 5-Star

I’ve had the pleasure of working with Michael and Anna on some very complicated tax matters and returns. They handled everything with professionalism, deep knowledge, and patience. What impressed me most was their ability to simplify complex issues and give me clear guidance I could trust. They were proactive, responsive, and went above and beyond to ensure I was comfortable with every step of the process. I highly recommend them to anyone.

3 October 2025

Anthony
Recent

Excellent tax services from Michael with the knowledge and capability to match. High recommend WFS.

19 September 2025

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Rating

Showing 55 of 55 reviews

Fahad Jalil

Fahad Jalil

5 out of 5

I’ve had the pleasure of working with Michael and Anna on some very complicated tax matters and returns. They handled everything with professionalism, deep knowledge, and patience. What impressed me most was their ability to simplify complex issues and give me clear guidance I could trust. They were...

Anthony

Anthony

5 out of 5

Excellent tax services from Michael with the knowledge and capability to match. High recommend WFS.

TenTen

TenTen

5 out of 5

We have been relying on WfS for many years and keep on coming back. Carl in particular has gone above and beyond is helping us meet our reporting and financial obligations. We recommend WfS to any prospective clients.

Duntroon Car Care

Duntroon Car Care

5 out of 5

I have had the pleasure of having Chris look after my business and personal tax for the last 3 years. I now understand my business better and have 100% confidence in the WFS team, Highly reccomend these guys.

Adam Armstrong

Adam Armstrong

5 out of 5

I have recently started my own small business and the guidance and streamlining set up by Chris has been amazing and allowed for a smooth process to get up and running with both feet planted. The simplicity and the fact they take in to account the goals in which I am aiming for is what I would call ...

Kyle T

Kyle T

1 out of 5

I recently used the tax advisory services here. After 30 minutes, my wife and I concluded the meeting - she would have had us leave earlier, but the sheer randomness of the advice being provided compelled me to ask more questions out of curiosity. Approximately 15 minutes into the meeting the tax ad...

Cal West

Cal West

1 out of 5

I recently used the tax advisory services here. After 30 minutes, my wife and I concluded the meeting - she would have had us leave earlier, but the sheer randomness of the advice being provided compelled me to ask more questions out of curiosity. Approximately 15 minutes into the meeting the tax ad...

Julie Pope

Julie Pope

5 out of 5

Great accounting service.

Jonathan Clarke

Jonathan Clarke

5 out of 5

No written review provided.

M M

M M

1 out of 5

Strongly do not recommend their services.

Showing 1 to 10 of 55 reviews

Rating Breakdown

5
46 (84%)
4
1 (2%)
3
0 (0%)
2
1 (2%)
1
7 (13%)
Based on the 55 reviews published on PropertyGo

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