Frequently Asked Questions (FAQs)

WealthAbility® is a one-of-a-kind wealth & tax strategy company dedicated to helping business owners and investors permanently reduce their taxes to build wealth faster. Founded by Tom Wheelwright, the best-selling author of Tax-Free Wealth, WealthAbility’s mission is to help our clients build safety, protection, and confidence into their finances in a fun, easy, and understandable way. Our Tax-Free Wealth System is a proven process for permanently reducing taxes by 10% to 40% in 90 days or less.

If you are a CPA or know of a CPA firm that loves helping entrepreneurs and investors, click here to be added to the waiting list and to receive updates.

The call is with a team member who is personally trained by Tom Wheelwright to help identify the best path to achieve your goals.

Your situation is unique. We set aside a specific time devoted to only you, so we can entirely focus on you and your needs.

Submit your completed application online along with your most recent U.S. tax returns at least 1 business day prior to your scheduled time.

Your most recent tax return is a terrific source of information for assessing your tax situation and identifying possible opportunities.

You can upload your documents via a secure interface when submitting your application online. You can fax your documents using our secure fax line at 480.900.2069. If you email your materials, we highly recommend password protecting your documents and providing your password to us separate from the email with your documents.

Our call is designed to help you determine what next steps to take. That may include services from a CPA firm in our WealthAbility® Network, our products, or suggestions to others you may need on your team.  Depending on what was discussed during your call, you may have specific next steps, or another call may be scheduled.

Questions are often more complex than they seem. For example, what entity should I use for my business or investing? Or, is XYZ a good investment? While these questions seem simple on the surface, they can have a huge impact on your overall strategy – one that can be difficult and costly to undo. For this reason, it is our policy to not answer one-off questions. Providing a generic answer can be detrimental to any situation. We want to gain a better understanding of the whole picture.

A wealth strategy is a systematic plan of action to build permanent wealth. It is customized to your needs and your goals. A tax strategy is a systematic plan of action to permanently reduce your taxes, tailored to your specific situation. The most successful wealth strategies include a tax strategy, so tax savings can be leveraged into tax-free wealth.

The WealthAbility® Network is our global network of elite CPA firms (trained by Tom Wheelwright).  The members of the network can provide services to you regardless of where you are in the U.S.

We do not offer any investment advisory services. We suggest scheduling a call so we can assess your needs and goals and we may be able to help you find  someone who can help you with these specific items.

We offer a wide range of solutions to help you achieve your financial dreams.  Fees vary depending on your needs. Please schedule a call, and we can discuss your specific needs.

We suggest hiring a payroll service for your payroll needs. Payroll services are very inexpensive and well worth it to make sure it gets done correctly.