Is it too late for 2026?

Short answer: not yet. Plus straight answers on audits, and on whether you're too small. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

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. WealthAbility, 2402 S Rural Rd, Ste 203, Tempe, Arizona 85282, United States Unsubscribe Manage preferences

Why "buy a truck" isn't a tax strategy

The law rewards investing on purpose. Buying what you don't need isn't that. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Mike,   It's November. The year-end advice is coming: "Buy a truck before December 31."   A truck your business needs is a fine deduction, and 100% first-year depreciation is now permanent. But spending a dollar you didn't need to spend, to save part of it in tax, still leaves you poorer. That's a shopping trip, not a strategy.   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.   I think of the tax law as a set of incentives. It rewards people who do what the government wants done: build businesses, hire, invest and provide housing. Do those things on purpose, document them, and the law works for you.   That's where our goal to save you 10 to 40% in 6 months or less comes from.   The incentives have names: How your business is set up, and how you pay yourself How your retirement plan is designed Depreciation, including cost segregation on real estate Real estate investments Family members on payroll, doing real work Timing: when income lands, and when expenses do   Every move is legal and documented, so it can be defended if anyone asks. Boring, on purpose.   Our free, 60-minute Tax Strategy Review identifies which of these may fit your situation. 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. WealthAbility, 2402 S Rural Rd, Ste 203, Tempe, Arizona 85282, United States Unsubscribe Manage preferences

What's missing from the return you just signed?

A missed deduction leaves no trace. Here's what reviews keep finding. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Mike,   Someone checked your 2025 return for what's on it.   Did anyone check it for what's missing?   A missed deduction leaves no trace. The return still balances and still gets filed on time, and nobody sends you a letter about tax you didn't have to pay.   If you paid more than $50,000 in federal and state tax combined for all of 2025, find your #1 tax-planning gap in about 2 minutes.   Here's what our team keeps finding on returns like yours: Passive losses stuck on the return, unused, for years A QBI deduction that should have been taken and wasn't An S-corp election that never took effect A building depreciated the slow way, with no cost segregation study Property or a business held in the wrong entity   None of these shows up as an error, so each one repeats every year until someone catches it.   "I didn't know I was tangled till just now," one client told our team, after his review turned up a problem with how his property was owned.   That's what our free, 60-minute Tax Strategy Review is for. Bring your 2025 return, and our team at TFW Advisors reads it with you, looking for what's missing. 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. WealthAbility, 2402 S Rural Rd, Ste 203, Tempe, Arizona 85282, United States Unsubscribe Manage preferences

[INSIDER ALERT] Our Prices Are Dropping. Every Day.

Welcome to lower prices, every day.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ­­­­­­­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­  ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­  ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­ ­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­ ­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­ ­­­­­­­­­­­­­­­­ ­­­­­­ ­­­­­­­­­­­­­­­­­­­­­­  ­­­­­­­­­­­­­­­­­­

Book & Play for our Lowest Prices Ever

We wanted you to be the first to know we’ve heard you loud and clear. You love the fun of Topgolf with family, friends and colleagues, but you’ve said our prices were just too high. Well, we're doing something about that. We're keeping all the things you love about Topgolf, but our prices are going low. Not just a little bit lower: our lowest prices ever. Every single day of the week, at every U.S. Topgolf location. While everything else is getting more expensive, the price of fun is going down. Come Play Around! Book A Bay

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Topgolf Tucson 4050 W Costco Pl Marana, AZ 85741 Venue Details

"Lowest Prices Ever" and similar claims refer to Topgolf's standard hourly game play bay prices at U.S. Topgolf venues effective N‌ovember 9, 2‌026. The claim is based on a comparison of the simple average of standard hourly game play list prices at all U.S. Topgolf venues open at the time, for all hours from 9 ‌a‌.‌m‌. to 12 ‌a‌.‌m‌., Mo‌nday through S‌unday, against the same average for prior Topgolf hourly pricing as reflected in Topgolf’s historical pricing records. Because the claim is based on a system-wide average, the price for a particular venue, day, or time may not be lower than every price previously offered at that venue, day, or time. The comparison is to standard list prices only and does not include past promotional, discounted, or package pricing. Prices vary by venue, day, and time and are subject to change without notice. Higher pricing may apply on select dates, including F‌ather's D‌ay, T‌hanksgiving D‌ay, C‌hristmas D‌ay, and N‌ew Y‌ear's E‌ve. Walk-in pricing may be higher than reservation pricing at select venues. Claim applies to standard game play pricing only and does not apply to food and beverage, corporate or social event packages, memberships (including Practice Pass), Topgolf Live, Topgolf Lounge, Toptracer ranges, Topgolf Swing Suite, arcade games, or non-U.S. venues. Prices do not include applicable taxes, fees, or service charges. $6 Account Activation Fee applies for first-time players.

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"Am I doing this right?"

You're making real money now. It's a fair question, and it has an answer. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Mike,   Three things clients have told us, word for word:   "Am I blindly missing, like, huge deductions?"   "I know we need to do something. I just don't know what."   "I don't know what I don't know."   If one of those has crossed your mind at 2am lately, it isn't a sign you're doing something wrong.   It's a sign you outgrew your setup.   When you were earning less, a preparer was all you needed, and a blind spot cost you a few hundred dollars. Now your income, your business or your investments have grown, and the same blind spot costs far more. The stakes changed. The setup didn't.   Whether you're doing this right is a fair question, and the answer starts with your own numbers.   Our free Tax Strategy Review is a first look at them. In 60 minutes, our team at TFW Advisors goes through your current strategy with you and identifies your top opportunities to save on your tax bill. It isn't advice; that comes only under a services agreement. If there's a fit, we'll also talk about what working together looks like. 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.   If you're a business owner or investor and you paid more than $50,000 in federal and state tax combined for 2025 (the whole year, not just the October check), start with our 7-question Tax Strategy Assessment. In about 2 minutes, it shows you the planning gap that may be limiting your options right now.   → Discover your #1 tax-planning gap that may be costing you thousands and see if you qualify for a free review.   If you qualify, you'll be invited to apply for your free Tax Strategy Review. First comes a 15-minute prep call, where we collect your documents and match you with one of our senior advisors.   Not sure yet? Reply with the question on your mind. Replies go to our team, and someone will get back to you.   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. Why the $50,000 bar? If we work together, we want your savings to be a multiple of what the work costs you. Below that, the math usually doesn't work yet.   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. WealthAbility, 2402 S Rural Rd, Ste 203, Tempe, Arizona 85282, United States Unsubscribe Manage preferences