Mike,
People ask our team the same few questions before they book a review. Here are straight answers.
"Is it too late for 2026?"
Not yet. Some moves have to be made by December 31. Others can wait until you file. The review shows you which ones are still open for you, while there's time to make them.
If you paid more than $50,000 in federal and state tax combined for all of 2025, discover your #1 tax-planning gap in about 2 minutes.
"Will this get me audited?"
A good plan assumes someone will look at it. Every move is legal, documented and defensible, and your advisor does the documenting. That's the whole method.
"Am I too small for this?"
It's not about size. It's about growth and complexity. A 2025 tax bill over $50,000 is the signal. Why $50,000? If we work together, we want your savings to be a multiple of what the work costs you.
"I'm familiar with a lot of the strategies. I just don't know how to execute them."
Most of our clients had read my book or heard me speak before they came to us. Knowing the ideas is one job. Applying them to your own numbers is another, and that's what our advisors do. They meet with clients every quarter, before the decisions get made.
Our free, 60-minute Tax Strategy Review makes these answers specific to you. It isn't advice; that comes only under a services agreement. If you're a fit and we work together, our goal is to legally reduce your tax bill by 10 to 40% in 6 months or less.
→ Discover your #1 tax-planning gap that may be costing you thousands and see if you qualify. If you do, you'll be invited to apply for your free review, starting with a 15-minute prep call with our team.
Live Tax Free,
Tom Wheelwright®, CPA
Founder & CEO
PLA Software & WealthAbility®
P.S. Review slots are limited. If you want a review before year-end, take the assessment by Friday, November 20. After that, we can't promise one before December 31.
The Tax Strategy Review is free. It identifies opportunities and isn't tax, legal or accounting advice; advice comes only under a services agreement with a TFW Advisors franchise firm. Results depend on your situation and aren't guaranteed.
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