Are you ready to
experience the world’s
first strategic tax
advisory franchise?

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Embrace your tax-free future.TM
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Tom Wheelwright
Tom Wheelwright

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TOM WHEELWRIGHT®

CPA, TFW ADVISORS™ CEO, RICH DAD ADVISOR,
2X BEST-SELLING AUTHOR & WORLD-RENOWNED TAX EXPERT
7 years with Ernst & Young
3 years at Ernst & Young National Tax Department
14 Years as ASU Masters of Tax Adjunct Professor
30 years building and training CPAs
45 Years Advising Entrepreneurs

Our mission is clear:

Everyone deserves to be financially independent of employers, Wall Street and the government. TFW Advisors™ is dedicated to providing access to the tools, tax preparation, education, and teams that will empower people worldwide to create their own financial independence. Enjoy the fruits of investing the way the government wants you to, reducing your taxes while increasing your wealth. TFW Advisors™ offers support and resources to help you cultivate and enjoy the fruits of your financial freedom.

Our mission is clear

Have you ever thought about what you truly want?

Do you crave a one-off tax break or the lasting fulfillment of a tax-free life?™ Are you just looking for short-term tactics or a comprehensive strategy that will serve you into the future?
While others offer temporary solutions, TFW Advisors™ excels in long-term strategic partnerships and enduring success.

Have these questions arisen about other services you’ve considered?

How do I know you can save me money?
We won’t know until we have reviewed your goals and your tax returns. Our proprietary software will provide immediate feedback on what you might do differently now, and our advisors can evaluate what you can do differently in the future.
What happens if I get audited?
Having a professional on your team will allow you to sleep at night without worrying about an audit. Our tax professionals are experts in handling IRS audits, and your sole obligation will be to provide information to your advisor.
What additional costs can I expect for legal and additional services outside of TFW Advisors™?
Our job is to maximize your bottom line by reducing costs and increasing simplicity. We will work closely with your other advisors, including legal advisors, to achieve this. We may also be able to recommend trusted advisors in many situations.
What if we start and find out we can't make any changes?
We won’t accept you as a client unless we truly believe we can make a difference. Remember, only you can reduce your taxes and increase your wealth. Our job is to show you how to do it and guide you along the way. This is a partnership. If you want to change your tax situation, you have to change your facts™. Our job is to explain which facts you can change to reduce your taxes and build your wealth.
I'm worried that once we finish talking, I won't have the same level of communication.
Our advisors all work on a flat fee, concierge basis. This means you will have access anytime you need, typically with no additional charge. It also means your advisor will be proactive in setting up meetings and helping you implement your wealth and tax strategy.
I want to and need to do this, but I'm worried about the cash flow to engage.
We make it easy with a flat, monthly fee that covers tax advice, tax returns, and other tax matters. There is no big up-front fee. Our job is to help you increase your cash flow, and in many cases, that can happen within the first month or two. The quickest way to increase your cash flow is to reduce your taxes. Our job is to help entrepreneurs like you raise tax-free capital from the government so you can do more to accomplish your personal and business missions.
It’s essential to consider the broader value of partnering with a dedicated advisory firm. TFW Advisors™ is committed to transparent communication, ongoing support, and a holistic approach to financial independence.

We thrive when partnering with our ideal clients, and our services aren’t for everyone.
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We are entrepreneurs serving entrepreneurs.

We understand the unique challenges and opportunities of building a successful business because we’ve been there ourselves. Our job at TFW is to raise capital for you from the government (through tax reduction), so you, the entrepreneur, can do more for your customers and your business.
WEALTH
STRATEGY
TFW Advisors™ develop comprehensive tax planning strategies tailored to your business needs.
TAX
STRATEGY
We secure government incentives and subsidies to minimize your tax burden while you build your wealth.
ASSET PROTECTION
STRATEGY
We employ income shifting strategies to utilize lower tax brackets within your household.
LEGACY
STRATEGY
Our team helps manage capital gains to ensure they are taxed at favorable rates.

Our proprietary system leverages strategies like these, empowering entrepreneurs like you to live a Tax-Free Life™, allowing you to focus on growing your business and achieving financial independence.

If you meet the qualifications to become a TFW Advisor™ client, your next step will be to schedule a 30-60 minute meeting with our client service team to discuss your specific needs and challenges. This personalized consultation is designed to provide in-depth insights into our systems and strategies and how they can be tailored to work for you and your financial goals

Why your success matters to us.

Your success is the cornerstone of our mission at TFW Advisors™. We believe that when your business thrives, it not only benefits you but also contributes to a stronger, more resilient economy and allows you to accomplish your mission to your customers.

To that end, we offer tailored tax strategies across a wide array of industries.

Technology Startups

Technology

As a technology startup, you want clear guidance on how to raise capital through government tax incentives, how to reduce your taxes while you operate, and how to avoid capital gains tax when you sell. Strategic planning aligned with your goals and expert advice on managing cash flow will help you grow while ensuring full compliance with the law.

You want to be able to grow both in the U.S. and abroad. Complying with international tax reporting requirements and minimizing risk with the IRS are essential. As a TFW Advisors client, you’ll have full access to our proactive tax professionals who will keep you up to date on current tax regulations and incentives. Our extended network of Tax-Free Wealth Professionals™ will be available to complete your team.

E-Commerce

E-Commerce

E-Commerce businesses are a great way to bring products to market quickly and scale fast… provided tax laws and obligations don’t get in the way.

At TFW Advisors™, you’ll find expert guidance on navigating both income and sales tax compliance across various jurisdictions while maximizing profitability. You’ll benefit from our proactive approach and proven system for long-term tax and wealth strategies, keeping you ahead of the curve. And you won’t ever have to lose sleep at night worrying about IRS audits or whether you are paying more tax than necessary.

Real Estate

Real Estate

Investing in real estate is THE best investment from a tax incentive standpoint in almost every country and especially in the U.S.

TFW Advisors™ has a network of Tax-Free Wealth Professionals™ with deep expertise in helping investors like you maximize your tax benefits as you invest in properties that create significant Tax-Free Wealth™. We’ll use our proven system to help you navigate depreciation, like-kind exchanges, low-income and energy tax credits and more.

Health Care

Health Care

Medical and wellness businesses face unique tax challenges, including navigating complex regulatory requirements and managing significant investments in inventory, equipment, and facilities.

TFW Advisors™ has a network of Tax-Free Wealth Professionals™ with a proven system that will guide you in turning these challenges into permanent tax savings so you can focus on providing exceptional care. While you are caring for your patients, we will care for you and your financial success by guiding you in creating your own Tax-Free Wealth™.

Dentistry

Dentistry

Entrepreneurial dentists have an exceptional opportunity to build Tax-Free Wealth™.

At TFW Advisors™, our Tax-Free Wealth Professionals™ can guide you as you start or buy a practice, design your entity structure, and maximize your tax deductions throughout the life of your business. We’ll help you explore tax credits and integrate real estate or other tax-incentivized investments into your business and wealth strategy.

Manufacturing

Manufacturing

The government often sends mixed messages to manufacturers, hitting them with complex regulations while also offering numerous tax incentives. At TFW Advisors™, we specialize in helping you navigate this landscape with ease.

Our Tax-Free Wealth Professionals™ will identify the best tax credits for your operations, maximize your deductions and enhance your cash flow for reinvestment. You’ll gain strategic insights that boost your business and drive sustained growth.

Retail

Retail

Retail businesses face a constant stream of new tax laws and shifting market dynamics. The TFW Advisors™ team offers comprehensive support to help you tackle these challenges head-on.

Our Tax-Free Wealth Professionals™ are experts in tax compliance as well as identifying tax incentives related to inventory, equipment, payroll, benefits, and facilities. We will help you implement a tax and wealth strategy that aligns with your business goals and keeps you ahead of the curve. Our extensive network of financial and legal professionals will be available to complete your business and wealth-building team.

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Your achievements are the truest testament to our dedication and expertise.

Our clients are truly the cornerstone of everything we do. Your unique challenges and ambitious goals drive us to continuously innovate and refine our services, enabling us to deliver tailored tax solutions that make a real difference. We remain committed to fostering long-term partnerships built on transparency, trust, and mutual success. We take immense pride in seeing your businesses thrive.

If you are curious about how we stand apart, please see what makes TFW Advisors™ different. arrow

5 stars

“The sessions that you get with your CPA that are part of the cost, are invaluable. The education piece of the consults priceless.”

Trenton Harrell, RN | Oak Ridge, TN
Owner of Patriot Assisted Living
5 stars

“I think the best part about TFW Advisors™ is getting answers to questions that I have had for years. An extra benefit is getting things done! - which has improved my business and marriage.”

Guy Garcia
5 stars

“Learning so much. Finally feel like I have the right team in place to achieve financial goals. Wish I made the move to TFW Advisors™ sooner!”

Matt Tunney
Tom Wheelwright

“A lifetime of knowledge from advisors who have spent a lifetime of learning.”

Tom Wheelwright®, CPA, is a tax and wealth expert and a serial entrepreneur dedicated to helping people make way more money and pay way less taxes. As a Rich Dad Advisor and the CPA for Robert Kiyosaki, he is an internationally recognized speaker and the bestselling author of Tax-Free Wealth and The Win-Win Wealth Strategy. His businesses WealthAbility®, TFW Advisors™, PLA Software, and Wheelwright Manahan Family Office—provide the education, tax preparation, tools, and teams that enable people to achieve financial independence from employers, Wall Street, and the government.

Tom has spoken on stages across six continents to over 100,000 entrepreneurs, small business owners, and investors. To date, more than 244,000 business owners, entrepreneurs, and professional investors have used his system to reduce their taxes by 10% to 40%. He also hosts the popular podcast The WealthAbility® Show with Tom Wheelwright® CPA. Tom and the TFW Advisors™ team are ready to help you achieve your financial goals with innovative strategies and personalized support.

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Learn to build generational wealth by permanently lowering your taxes with the Tax-Free Wealth book!

Tax-Free Wealth
TAX-FREE WEALTH
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