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Free · A 5-Minute Self-Audit · From Tax-Free Wealth

If Your CPA Hasn't Asked You These 12 Questions, You're Probably Overpaying the IRS

Tom Wheelwright trains tax advisors to ask all 12. Check the box beside every one your CPA has actually asked you in the last 12 months, then count them up. Your score tells you whether someone is planning your taxes or everyone is just reporting them.

Business Owners Served
Years Advising Entrepreneurs
CPA
To Robert Kiyosaki
6
Continents Spoken On
What's Inside
  • The 12 questions a real tax advisor asks, covering your situation, your money, and the relationship itself.
  • Why each question matters to your bill. Every one comes with the reason it exists, so you can see what a missing question is costing you.
  • A score out of 12 that tells you whether you have a tax advisor or a tax preparer. Different jobs, priced accordingly.
  • Bonus: the interview list. 10 questions worth asking any prospective advisor, and what to listen for in the answers.
Tom Wheelwright with Robert Kiyosaki
Tom Wheelwright, CPA · Rich Dad Advisor on taxes
Tom Wheelwright, CPA
Author of Tax-Free Wealth · Founder, WealthAbility

Robert Kiyosaki's personal tax advisor and the Rich Dad Advisor on taxes. Tom has spent decades building CPA firms, and these are the 12 questions he trains tax advisors to ask every client.

"It is not how much your tax preparer charges you that matters. It is how much your tax preparer costs you."

Rule #22 · Tax-Free Wealth
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Tom Wheelwright speaking to an audience of business owners
Why These 12

Filing and planning are two different jobs

A preparer reports what already happened. By the time they open your file, the year is closed and every decision that moved your bill is already made.

An advisor starts with questions, because the tax you pay depends on your facts, and facts can only be changed while they are still in front of you.

These are the 12 questions Tom teaches advisors to ask. Score yourself, and you will know which one you have been paying for.

Find out what your CPA never asked you

5 minutes, 12 questions, and a score that tells you where you actually stand.

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Provided for educational purposes only. This checklist is general education about the tax advisory relationship. It is not tax, legal, accounting, or investment advice, and it does not create an advisor-client relationship. Tax outcomes depend on your own facts and circumstances and on law that changes frequently. Consult a qualified tax professional about your situation before acting on anything here.

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