WealthAbility

WealthAbility

Industry
Location
Founding Date
2016

WealthAbility is a global financial education platform founded by renowned tax strategist and author Tom Wheelwright. Designed for entrepreneurs, investors, and business owners, WealthAbility combines expert-led education with a worldwide network of vetted CPAs and tax professionals. Trusted by thousands of clients across multiple countries, the platform provides proactive tax planning, strategic tax preparation, and wealth-building tools that help individuals legally reduce their tax burden and accelerate long-term financial independence. Through a proven, adaptable system, WealthAbility empowers users to keep more of what they earn, optimize cash flow, and build sustainable, generational wealth as their businesses and investments evolve.

WEALTHABILITY PRODUCTS AND SERVICES

  • Proactive Tax Planning – Personalized tax strategies designed to legally reduce taxes, improve cash flow, and support long-term wealth creation for entrepreneurs, investors, and business owners.

  • Global Network of Specialized CPAs – Access to a vetted international network of tax professionals who specialize in strategic tax optimization rather than reactive tax filing.

  • Tax Preparation and Ongoing Advisory – Comprehensive tax preparation paired with year-round advisory services to ensure strategies remain compliant, efficient, and aligned with evolving tax laws and business needs.

  • Financial Education and Training Programs – Educational courses, workshops, and online programs that teach individuals and businesses how to use the tax code as a powerful tool for building wealth and financial independence.

  • Business Structuring and Entity Optimization – Expert guidance on selecting and managing optimal business structures to maximize deductions, improve asset protection, and support sustainable business growth.

  • Real Estate and Investment Tax Strategies – Specialized tax strategies for real estate investors and asset owners, including depreciation planning, cost segregation, and investment structuring.

  • Asset Protection and Wealth Preservation – Solutions designed to protect assets, reduce liability exposure, and preserve wealth across changing economic and regulatory environments.

  • Retirement and Generational Wealth Planning – Tax-efficient planning strategies focused on retirement readiness and the successful transfer of wealth across generations.

  • Strategy Implementation and Ongoing Support – Hands-on execution and continuous optimization of tax and wealth strategies as businesses scale and financial goals evolve.


ABOUT THE FOUNDER

  • Tom Wheelwright is a leading tax expert, bestselling author, and nationally recognized speaker specializing in partnership and corporate tax strategies.

  • As the founder of WealthAbility, he is responsible for developing innovative tax, business, and wealth consulting services for entrepreneurs and investors.

  • With more than 35 years of experience, Wheelwright has designed sophisticated tax and wealth strategies for business owners and investors across manufacturing, real estate, and high-tech industries.

  • His bestselling book, Tax-Free Wealth, teaches entrepreneurs and investors how to legally and permanently reduce taxes while building long-term financial independence.