For many business owners, the word “taxes” sounds like a curse word. Or, at a minimum, it can feel complicated and confusing.
But it doesn’t have to be.
At WealthAbility®, we’ve made it our mission to remove the guesswork around taxes so you can permanently reduce your taxes and build your wealth. We’re here to help business owners and investors build safety, protection, and confidence into their finances — all in a fun, easy, and understandable way.
We’re tax strategists who help you build a plan that permanently reduces your taxes by 10% to 40% in the next three months.
Tom Wheelwright, TAX AND WEALTH EXPERT, is a CPA, CEO of WealthAbility®, Rich Dad Advisor, Entrepreneur, International Speaker, Bestselling Author of Tax-Free Wealth and a leading expert on saving taxes and building wealth.
Tom’s work has been featured in hundreds of media outlets, including NPR, Fox News, Forbes, Entrepreneur, The Wall Street Journal, Accounting Today, NBC News, ABC News, The Huffington Post, and more.
Robert Kiyosaki, the best-selling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.”
Tom authored chapters 1 and 21 of Kiyosaki's book The Real Book of Real Estate and contributed to Why The Rich Are Getting Richer.
For more than 30 years, Tom has devised innovative tax, business and wealth strategies for sophisticated investors and business owners in the health care, real estate and technology fields. His professional experience includes Big 4 accounting, where he managed and led the professional training for thousands of CPAs at Ernst & Young’s National Tax Department in Washington, D.C., and serving as the in-house tax advisor for a Fortune 1000 company.
Tom also served as an adjunct professor in the Masters of Tax program at Arizona State University for 14 years, where he created the course for teaching multi-state tax planning techniques and personally taught hundreds of graduate students.
He has his Master’s of Professional Accounting degree from the University of Texas at Austin and his Bachelor of Arts degree from the University of Utah.
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Our Guiding Values
We know that how we approach our work is just as important to our ultimate success as what we do.
We strive to live by our 4 core guiding values every day.
Have fun with it.
Have fun with taxes? At WealthAbility®, we say yes! We believe in bringing the joy to our clients, to our colleagues and to our communities.
Having fun doesn’t mean we’re not serious. Each member of the WealthAbility® team takes personal responsibility for delivering high-caliber results and world-class service for our clients.
Always respect our circumstances, the people around us and what they have to say. Never offer our opinion without first understanding the other person’s point of view and respecting where they are coming from.
You may have heard the old saying, “If it ain’t broke, don’t fix it.” At WealthAbility®, we believe that’s a recipe for staying stuck in the past. We are innovators who routinely question the status quo, looking for new ideas that will benefit our clients.