We believe mission-driven entrepreneurs are the lifeblood of this nation and that the playing field is, and has been for thousands of years, significantly tilted against them to the advantage of large corporate interests.

 

 

Wheelwright Manahan exists to level the playing field for mission-driven entrepreneurs in order to allow them to expand their missions and serve more good in the world.

Katie

Tom Wheelwright CPA

Partner

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Karen Manahan  CPA

Partner

Karen drives the day-to-day activity of the firm. A CPA with a Masters of Tax from the University of Illinois, Karen’s strength lies in her knowledge of the tax law combined with a strong sense of duty to get the job done right the first time. Karen is the force behind all the systems used to assist clients with their wealth and tax planning as well as their income tax returns. In her free time, Karen and her family enjoy spending time outside in their garden or playing disc golf.

 

Katie Williams Hague, Esq., CPA

 

Tax Manager

Katie’s education commenced at the University of Texas at Austin, where she graduated in 2003 with a Bachelor of Arts in Economics. Katie proceeded with her education at the University of Texas School of Law, where she earned her Juris Doctorate degree in 2006.  In 2014, she earned her Master of Science in Accountancy from San Diego State University. Before her career in accounting, Katie practiced as an attorney in the Los Angeles area, gaining experience as a civil defense attorney and a plaintiffs’ asbestos litigation attorney.  She began her career in tax accounting at Ernst & Young LLP in 2015 prior to joining Tom and Karen’s team in 2017. Katie is admitted to practice law in California and Texas (Inactive) and is a licensed Certified Public Accountant in California and Arizona.

 

Raymond Tan    CPA

Tax Manager

Since 2014, Raymond has been serving small businesses and high-net worth individuals in tax planning, consulting, and compliance. He attained his bachelor’s degree in Accounting from the University of Arizona, Eller College of Management and is a CPA in the state of Arizona.  Originally from Los Angeles, Raymond was raised in Tempe, AZ. In his free time, he enjoys competitive chess, dominating fantasy football leagues and spending time with his loved ones.

       Brad Mason        CPA

Tax Manager

Brad graduated from Colorado State University – Global Campus with a Master’s in Professional Accounting. He has been helping clients in the public accounting sphere since 2016. He enjoys the constant learning involved in the tax and accounting world, which allows us to best serve our clients. In his free time, he enjoys golfing and staying active.

 

  Tavan Skaggs   

CPA

Tax Senior

Tavan graduated with a bachelor’s degree in accountancy from the University of Illinois Springfield. He been a licensed CPA in the state of Illinois since 2018. Tavan is also an amateur real estate investor (officially as of tomorrow technically) who enjoys weightlifting, reading, gaming, and spending time with family and friends

Daniel Rosano

 

Tax Staff

Daniel graduated from the University of Alaska Anchorage with a bachelor’s degree in Accounting & Business Management. He has worked in public accounting since early 2020.  In his free time, he enjoys boxing, taking Latin dance classes and traveling.

Gyanna Guillermo

Tax Staff

Gyanna graduated from Barry University where she obtained a bachelor’s degree in accounting and minor in Philosophy. She took a risk and drove from Miami to Arizona and has loved it ever since. She is passionate about helping clients with their tax and accounting needs. In her free time, she enjoys traveling and spending time with family.

Ted Heims

Paralegal

Ted has been an entrepreneur for the better part of his professional career, having owned several companies, and having been a speaker on the seminar circuit nationally on negotiations. In 2013 Ted followed his passion for the law and received his Paralegal Certification from the University of Nevada. Ted has since been a legal consultant, working with attorneys in virtually all 50 states. Ted is a voracious reader and loves research for the fun of it.

Kaylee Madrigal

Administrative Assistant

Kaylee is originally from the NW suburbs of Chicago. She has 20+ years’ experience managing client centric operations in the service industry, working in the fast-paced film industry, and being involved in theatre for over 20 years. In her spare time, she loves spending time with her 3 children, paddleboarding, and being a student of the world.

 

Shannon Kaufman

 

Chief Operating Officer

Shannon is a seasoned COO that leads the daily business operations and implements company-wide strategies. Shannon graduated from the University of Minnesota with a business and finance degree. Most of her career was spent running hotels throughout the United States.  Minnesota Vikings fan through and through.

 

 

Erik Oswald

Finance Specialist

Erik Graduated from Northern Arizona University with a degree in Business Finance and got an MBA from Western Governors University. He enjoys the day-to-day financial work required to keep a company up and running and working to better the company’s finances. In his free time, he likes running and playing sand volleyball.

Bailey Virtue

CPA

Tax Senior

 

Bailey received her Bachelors of Business Administration and Master of Science in Accounting from Texas A&M University in 2019. Since then, she has been in public accounting, helping high-net-worth individuals with tax compliance. Born and raised in Houston, TX, Bailey now lives in Columbia, MO where she enjoys hiking, baking, and trips to the park with her dog, Tobi.

Mayra Rodriguez

CPA

Tax Manager

Mayra attained her Bachelor of Science in Accountancy degree from Arizona State University in 2008 and is a licensed CPA in the state of Arizona. She has been serving businesses and individuals in tax compliance, tax planning, and consulting since 2006. In her free time, she enjoys traveling and spending time with friends and family.

Published Professional

Tom is a regular commentator in the field of taxes and contributes regularly in major professional journals and online resources. Tom’s work has been featured in hundreds of media, including Forbes, Wall Street Journal, Washington Post, Market Watch, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman News.

A Known Expert

Tom’s book, Tax-Free Wealth is the ultimate guide to tax strategy and has been a perennial best seller on Amazon for over 5 years. Donald Trump selected Tom to contribute to his Wealth Builders Program, calling Tom “the best of the best.” Robert Kiyosaki, bestselling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.” Tom has contributed to several of Robert’s books, including The Real Book of Real Estate, Rich Dad Success Stories, Who Took My Money, Unfair Advantage, Why A Students Work for C Students, and the recently released book on entrepreneurship entitled, More Important Than Money (authored by all of the Rich Dad Advisors). Tom was Robert’s adjuvant (primary contributor) on his latest book, Why The Rich Are Getting Richer.

Decades of Experience and Innovative Passion

For over 35 years, Tom has been studying the tax law and entrepreneurship and devising innovative tax, business and wealth strategies for sophisticated entrepreneurs and investors. As a member of the Ernst Young National Tax Department in 1986, Tom was a key contributor to EY’s guide to the 1986 Tax Act. He was the Tax Advisor to then-Fortune 500 company, Pinnacle West Capital Corporation and founded and expanded the international CPA firm, ProVision. Now, Tom focuses his efforts on key, select clients with an emphasis on permanent tax reduction and dynastic wealth building. Tom is also a popular speaker and writer on tax and wealth strategies around the world, regularly speaking in Europe, Asia, Australia, South America and South Africa as well as many speaking engagements in the U.S.A. And he has been a key contributor to publications explaining the major business tax reform recently enacted by the U.S. Congress.

Have you read Tax-Free Wealth yet?

How To Build Massive Wealth by Permanently Lowering Your Taxes

Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you.

Finally! A tax book that lifts the veil for everyone!

My tax preparer was very impressed with the book. She knew some of the strategies in the book because she does them for her wealthiest clients. But, it never occurred to her that they also work for the working middle class who are looking to move upwards financially. I am very enthusiastic about the positive changes I am making in my financial life.

Bryan Yen

Amazon.com Review

Never thought taxes could make me want to earn more money!

Tax-Free Wealth actually got me pumped with ideas on how my family could make more money and pay less taxes. Those with an entrepreneurial spirit will get pumped about Tax-Free Wealth. If you work for someone else and aren’t interested in real estate, investing, or owning your own company, don’t waste your money – this book is not for you.

B. Waddill

Amazon.com Review

Finally, the “Rich Dad” Principles Are Clear

If you feel as if you are missing a piece of the puzzle toward building wealth – then you must read this book. This book ties all the Rich Dad principles together and demonstrates how and why they work to build vast wealth over a lifetime—and beyond—for generations to come. I truly understand now why the old adage of “the rich just keep getting richer” is so true: the tax code.

Andrew Stock

Amazon.com Review

Tom Online
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