866.467.5809 CS@ProVisionWealth.com

Frequently Asked Questions (FAQs)

General

How soon can I get started with services?

The first step is to participate in our free consultation to determine how our services can best help you with your needs and goals. After your consultation, you can engage us immediately for services. The first meeting with your ProVision strategist is typically 3-4 weeks after you engage us as there are items we request you do before your first meeting. And, time is needed to review your file to best match you with one of our strategists. Your assigned ProVision strategist then requires time to review your file before your first meeting.

What are ProVision’s fees?

Our fees vary depending upon your needs and the specific services we deliver. Please participate in our free consultation so we can determine the services that best match your needs and goals.

Can ProVision refer me to tax advisors / CPAs in other states?

We have clients all over the United States and the world. We are able to provide our services to you regardless of where
you are in the U.S.

Can ProVision refer me to tax advisors in other countries?

We do have contacts in other countries (not all countries). We are happy to share that information with you. When we share this information, it is your responsibility to learn more about the contact and the services offered. We recommend you do your own due diligence to make sure this is a good fit for your team. Please complete a contact us form to request this information.

What is a wealth strategy and what is a tax strategy?

A wealth strategy is a systematic plan of action to build permanent wealth. It is customized to your needs and your goals. A tax strategy is a systematic plan of action to permanently reduce your taxes, also customized to your specific situation. The most successful wealth strategies include a tax strategy so tax savings can be leveraged into tax-free wealth.

How does ProVision work with my attorney?

We make our recommendations and with your authorization we will discuss them with your attorney. We strongly recommend having your attorney involved in your tax strategy.

What’s the difference between ProVision’s products and ProVision’s services?

Our products include online courses on specific topics that are key in a wealth and / or tax strategy. Our products also include monthly subscriptions with direct access to ask Tom your questions.

Our products provide the educational foundation to build your wealth and /or tax strategy. Our products are included in all of our strategy services. The specific products included depend on the service. Our services build on the foundation provided in our products and provide one-on-one attention to your strategy from a ProVision strategist.

For more information on our online courses and subscriptions, visit Wealth Strategy U. Wealth Strategy U is ProVision’s online financial education resource.

Where can I purchase ProVision’s products?

All of our products, including online courses and subscriptions, are available at WealthStrategyU.com. Wealth Strategy U is ProVision’s online financial education resource.

Services

What services does ProVision provide?

We provide wealth and tax strategy services in addition to many other services, including U.S. tax return preparation. Our services extend to many different areas including estate planning, entity selection, maximizing deductions, asset protection (coordinated with your attorney), exit strategies, business planning and much more.

Does ProVision provide international services?

Yes, we have clients in over 15 countries. Our international services include wealth strategy services as well as coordinating the U.S. portion of your international tax strategy.

Does ProVision provide payroll services?

We suggest hiring a payroll service for your payroll needs. Payroll services are very inexpensive and well worth it to make sure it gets done correctly. For current recommendations on payroll services we suggest please contact us.

Does ProVision offer investment advice or make investments for me?

We do not offer any investment advisory services. We suggest participating in our free consultation so we can assess your needs and goals and refer you to someone who can help you with these specific items.

Does ProVision provide tax return preparation services?

Yes, we provide U.S. tax return preparation services. Our goal is to legally minimize your taxes based on your specific facts and circumstances. In order to do this, we must do more than just tax return preparation. For this reason, it is our policy to only prepare tax returns for those who have completed tax strategy services with us or will be completing tax strategy services with us.

Does ProVision provide bookkeeping services?

We suggest outsourcing your bookkeeping to a professional bookkeeper. In some cases, if the activity of your business or investing is simple, then you can do it yourself.

For clients who have been through our strategy services, we offer a service to look at your bookkeeping on a regular basis to make sure it is on track with your tax and / or wealth strategy.

Does ProVision offer assistance with investing in tax liens?

We do not offer any investment advisory services. We suggest participating in our free consultation so we can assess your needs and goals in order to provide recommendations to someone who can help you with these specific items.

If ProVision doesn’t offer investment advisory services, then how does ProVision help me with my wealth strategy?

ProVision works with you to create your wealth strategy. Creating your wealth strategy is the first step in identifying investment criteria that fits with your goals. A wealth strategy provides a system that answers the question “Is XYZ a good investment for me?” In addition, creating your wealth strategy includes identifying others you will need on your team, including those with specific investment expertise or specific licensing.

Free Consultation

Why does ProVision offer a free consultation?

Our goal is to help you identify your path to your financial freedom. Your situation is unique. Our free consultation is designed to help you determine what next steps to take. That may include our services, our products or referrals to others you need on your team.

Who conducts the consultation?

The consultation is with one of our Client Relations Managers. Our Client Relations Managers are trained by Tom Wheelwright to help identify the best path to achieve your goals.

How quickly can I schedule my consultation?

We schedule and set aside a specific time devoted to only you so we can completely focus on your situation. Consultations are scheduled as requests come in so it is best to schedule your consultation as soon as possible as our wealth consultants’ calendars tend to fill up quickly.

Why is it required that I complete the ProVision organizer?

In order to gain a better understanding of your questions and address your goals in the most efficient manner possible, it’s important that we understand your specific situation. The information requested of you is extremely important and helps us determine where you are and how we can best answer and fulfill your needs. The organizer provides us with this key information.

When do I need to provide my completed ProVision organizer and U.S. tax returns?

Your documents must be received 1 business day prior to your scheduled consultation.

How long does the consultation last?

The consultation is 30 minutes and may last up to 40 minutes.

What if I just need one question answered?

Wealth and tax questions are often more complex than they seem. For example, what entity should I use for my business or investing? Or, is XYZ a good investment? While these questions seem simple on the surface, they can have a huge impact on your overall strategy – one that can be difficult and costly to undue. For this reason, it is our policy to not answer one-off questions until we have a better understanding of your whole picture. Providing a generic answer can be detrimental to any situation. We want to gain a better understanding of the whole picture.

Will I get my specific tax or wealth questions answered during the consultation?

Our Client Relations Managers are not CPAs and do not provide tax or investment advice. For this reason, our Client Relations Managers are unable to answer specific tax or investment questions but they will help to identify the best path to achieve your goals.

What consultation times are available?

Consultations are scheduled Monday through Friday between 9 AM and 5 PM MST (U.S. time zones). If you are unable to meet during these times, please let us know and we will do our best to accommodate your needs.

Why do I need to provide my U.S. tax returns?

Your most recent U.S. tax returns provide us with information to help us assess your tax situation and identify possible opportunities.

How will I know that the documents I send ProVision are secure?

You can fax your information to our secure fax line at 480.467.4444. If you email your documents, we highly recommend password protecting your documents and providing your password to us separate from the email with your documents. It is also an option to upload your documents to us via a secure interface when completing your organizer online.

What happens after the consultation?

Depending on what is discussed during your consultation, your wealth consultant may discuss specific steps with you or there may be a follow up consultation scheduled with your wealth consultant.

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