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.
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.
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.
Nikki Petryshyn
Tax Staff
Nikki graduated from Ramapo College of New Jersey with a bachelor’s and a master’s degree in Accounting. Nikki enjoys going to movies, hiking and playing guitar
Gyanna Applewhite
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.
Jaquelyn North
CPA
Tax Senior
Jaci graduated from Colorado State University – Global Campus with a Master’s in Professional Accounting. She started her career in public accounting in 2021 at Eide Bailly LLP before joining the Wheelwright Manahan team. She became a licensed CPA in the state of Arizona in February of 2023. She was a pole vaulter on the track and field team in college for both U of A, and the University of Kansas Jayhawks from 2006-2011. As a busy mom of three, she likes to hike or spend time with family and friends in her spare time.
James Barten
Tax Staff
James grew up in a town called Wauconda, which is a Northwest Suburb of Chicago. In 2019, he moved to Arizona to pursue higher education at Arizona State University. He graduated with a Bachelor’s in Accountancy and a minor in Real Estate. Continuing into graduate classes at ASU, he earned a master’s degree in Taxation and Data Analytics. In his free time, James pursues his passion of cars and works on his collection of old Hondas.
Al Salaver
Tax Staff
Al grew up most of his life in Arizona after arriving from the Philippines in 2008. He graduated from Grand Canyon University with a Bachelor of Science in Accounting. After taking a year-long break from school to gain more exposure in public accounting, he decided to go back to GCU and earned his Master of Science in Accounting. He has a passion for powerlifting and loves to spend his time with his fiancée, family, friends, and his car.
Vivian Yang, CPA
Senior Tax Manager
Vivian is an experienced Senior Tax Manager with over fifteen years of experience in public accounting. She is a licensed CPA in AZ and holds a master’s degree in accountancy. Her background is working with high-net-worth clients and small businesses in tax planning and compliance. She appreciates every opportunity to help clients find solutions to their tax needs and to work with them to help achieve their financial goals.
She loves hiking and routinely practices yoga outside of work. She also volunteers at Ballet Arizona when her schedule permits. Her favorite thing to do is to play and nap with her cat Leena.”
Parker Kaufman
Tax Coordinator
Published Professional
A Known Expert
Decades of Experience and Innovative Passion
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.
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.
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.