Frequently Asked Questions (FAQs)

Scheduling a Call

Who will I be talking with on the call?

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

Why do you require a scheduled time?

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

How do I prepare for the call?

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

Why do I need to provide my U.S. tax returns?

Your most recent tax return is a terrific source of information to assess your tax situation and identify possible opportunities.

How will I know that the documents I send are secure?

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 documents, we highly recommend password protecting your documents and providing your password to us separate from the email with your documents.

What happens after the call?

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

How long does the call last?

The call is approximately 30-40 minutes. We suggest you allocate an hour on your calendar.

What times are available for a call?

Calls are scheduled for Monday through Friday between 9 AM and 5 PM MST (U.S. time zones). If you are unable to meet during these times, please let us know and we will do our best to accommodate your needs.

Why do I have to fill out an application?

The information requested in the application assesses where you are and where you want to be.  This helps us answer your questions and properly guide you in the direction to be in total control of your financial future.

When do I need to submit the application and my tax returns?

Your documents must be received 1 business day prior to your scheduled call.

Will I get my specific tax or wealth questions answered during the call?

Tax or investment advice is not provided during the call. The call will identify the best path to achieve your goals.

PRODUCTS & SERVICES

What is the Tax-Free Wealth Network™?

This is our global network of elite CPA firms that are trained by Tom Wheelwright and his team. They are the only CPAs in the world certified to help others apply the Tax-Free Wealth principles in their business.

What if I just need one specific tax question answered?

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 undue. 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.

What is a wealth strategy and what is a tax strategy?

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, also customized to your specific situation. The most successful wealth strategies include a tax strategy so tax savings can be leveraged into tax-free wealth.

Can you refer me to tax advisors / CPAs in other states?

Tax-Free Wealth Network™ is our global network of elite CPA firms (trained by Tom Wheelwright).  The members of network are able to provide services to you regardless of where you are in the U.S.

Do you offer investment advice or make investments for me?

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

What is the cost of your products and services?

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.

Do you provide payroll services?

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.

How soon can I get started with services?

The first step is to schedule a call.  After the call, we can immediately coordinate you working with a member of our Tax-Free Wealth Network™. Then, your first meeting is typically in 3 to 4 weeks.

Can you prepare my tax return?

Tax-Free Wealth Network™ is our global network of elite CPA firms (trained by Tom Wheelwright).  The members of our network are able to prepare tax returns regardless of where you are in the U.S. When a member prepares your tax return, the goal is to legally minimize your taxes. The best way to do this is to have a tax strategy in place.  For this reason, our members only prepare tax returns for those who have (or will be) completed tax strategy services with.

Do you provide international services?

Tax-Free Wealth Network™ is our global network of elite CPA firms (trained by Tom Wheelwright).  The members of our network have clients in over 15 countries. The international services include wealth strategy services as well as coordinating the U.S. portion of your international tax strategy.

Can you refer me to tax advisors in other countries?

We do have contacts in other countries (not all countries). We are happy to share that information with you. When we share this information, it is your responsibility to learn more about the contact and the services offered. We recommend you do your own due diligence to make sure this is a good fit for your team. Please submit a contact us form to request this information.

If you don’t offer investment advisory services, then how do you help me with my wealth strategy?

Creating your wealth strategy is the first step in identifying investment criteria that fits with your goals. A wealth strategy provides a system that answers the question “Is XYZ a good investment for me?” In addition, creating your wealth strategy includes identifying others you will need on your team, including those with specific investment expertise or specific licensing.

Do you provide bookkeeping services?

We suggest outsourcing your bookkeeping to a professional bookkeeper. In some cases, if the activity of your business or investing is simple, then you can do it yourself.