Shauna A. Wekherlien, CPA
Owner
Best fit:
- Small Business Owners
Bio
Shauna A. Wekherlien is the founder of Tax Goddess Business Services and a tax strategist. She holds CPA, MTax, CTC, and CTS credentials and serves business owners, entrepreneurs, and high-wage earners.
Her background includes high-wealth financial planning management at KPMG and business tax strategy and planning at American Express Tax & Business Services. Shauna’s expertise spans business entity and partnership strategy, wealth transfer, and real estate transactions. She has written tax plans and developed strategies for individuals and businesses.
Common situations handled
- Business owners weighing tax and cash-flow decisions
- Business owners and entrepreneurs planning for different stages of business growth
- Business owners choosing tax strategies that fit their comfort with risk
Tax services and planning
- Business tax planning and what-if scenario analysis
- Real estate transaction tax support
- Cash balance plans
- Section 1202 QSBS maximization
- Ongoing strategic tax planning
- Business and investor action planning
- Cost-segregation study tax strategy implementation
Evidence reviewed
Evidence
Published guidance
Shows tax topics the Specialist or firm addresses publicly.
- Supporting source
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- Tax Goddess, Announces Strategic Tax Planning for Entrepreneurs (opens in a new tab)finance.yahoo.com · Public source
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- Interview Series - The Tax Goddess: Shauna Wekherlien, CPA | ScreamingBox (opens in a new tab)screamingbox.net · Public source
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- Author – Shauna A. Wekherlien, CPA , The Tax Goddess | Tax Goddess Publishing (opens in a new tab)taxgoddesspublishing.com · Public source
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- Tax Goddess Disrupts CPA Model with Flat-Rate Strategy Tiers to Protect HNW Wealth (opens in a new tab)finance.yahoo.com · Public source
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- Shauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S. (opens in a new tab)youtube.com · Public source
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- 47: Effective Tax Strategies f… - Work it, Live it, Own it! - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- S1E92 An interview with Shauna The Tax Goddess and Michael A Forman, Public Speaker (opens in a new tab)youtube.com · Public source
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- Tax-Wise Property Playbook: El… - Passionate Living Through Passive Investing - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Shauna A. Wekherlien, Tax Goddess (opens in a new tab)youtube.com · Public source
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- Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches (opens in a new tab)youtube.com · Public source
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- The Tax Goddess Reveals Secret Tax Tips (opens in a new tab)youtube.com · Public source
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- 51 - How to Find An Amazing Ta… - The Concierge CPA - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Legally Pay Less Taxes with Shauna Wekherlien | The Mind of Business Success Podcast (opens in a new tab)youtube.com · Public source
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- The Tax Goddess - AuthorExpertWire Podcast (opens in a new tab)authorexp.jenningswire.com · Public source
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- Apple Podcast：《Do It For Yourself with Stephen A. Taylor, JD, CFP®》〈Importance of Tax Advisors wit⋯〉 (opens in a new tab)podcasts.apple.com · Public source
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- Shauna the Tax Goddess, How Ta… - Social Security: Answers From The Experts - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Shauna A. Wekherlien, Tax Godd… - Live and Lead for Impact with Kirsten E. Ross - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- 49 - The Tax Goddess: The Ulti… - The Home Service Small Business Spotlight - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Tax Secrets For Becoming A Fin… - Awakened Titans Podcast - Lily Patrascu - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Interview With Shauna Wekherlien aka The Tax Goddess {VIDEO} (opens in a new tab)thewritersnexus.com · Public source
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- 249: Save BIG on Taxes Legally… - My Funding Machine - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- The Tax Strategy Every Financi… - Success + Money + Mindset - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Ep 113: Tax Goddess Shauna Wekherlien: Unleashing the Power of Advanced Tax Strategies - Business Legacy Podcast (opens in a new tab)businesslegacypodcast.com · Public source
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- The Tax Goddess' Smart Strateg… - Real Estate Lowdown - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- How To Minimize Taxes And Maxi… - Journey to Multifamily Millions - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- 1543 - Tax Strategy is Like A … - The Thoughtful Entrepreneur - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Tax Goddess Shauna Wekherlien:… - Business Legacy - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- How to Get to 0% in Taxes with… - Investor Mama - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Episode 45 | Smart Tax Strateg… - Living Richly with Curo - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
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- Shauna A Wekherlien | Live and Lead for Impact Podcast with Kirsten E Ross (opens in a new tab)podcast.defeatthedrama.com · Public source
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- Shauna A. Wekherlien, CPA with Tax Goddess Business Services - Business RadioX ® - (opens in a new tab)businessradiox.com · Public source
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- 304 Shauna A. Wekherlien, Tax Goddess | Live and Lead for Impact Podcast with Kirsten E Ross (opens in a new tab)podcast.defeatthedrama.com · Public source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Search Details | NASBA (opens in a new tab)ald.nasba.org · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- The "100-Hour" Cheat Code: Wipe Out Your Income Tax Legally (opens in a new tab)youtube.com · Public professional directory
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- Stop! Your LLC Is Costing You $9,500 Every Year💰 (opens in a new tab)youtube.com · Public professional directory
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- Client Stories: How Tax Goddess Transformed Businesses & Reduced Tax Stress (opens in a new tab)youtube.com · Public professional directory
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- Our Team | Tax Experts by Tactical Tax Strategies (opens in a new tab)steptax.com · Public professional directory
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- LLC Owners How to Pay Yourself & AVOID the $10,000 Tax TRAP! (opens in a new tab)youtube.com · Public professional directory
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- How Tax Goddess Helped Us Save Thousands: A Real Client's Success Story (opens in a new tab)youtube.com · Public professional directory
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- Taxation Of An LLC: How It ACTUALLY Works (opens in a new tab)youtube.com · Public professional directory
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- Strategic Tax Coach vs. CPA (opens in a new tab)youtube.com · Public professional directory
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- How Tax Goddess Helped a Business Owner Save 70-80% on Taxes | Real Client Success Story (opens in a new tab)youtube.com · Public professional directory
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- 5 Reasons To Convert To Roth NOW (opens in a new tab)youtube.com · Public professional directory
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- Welcome to Tax Goddess! | Taxgoddess (opens in a new tab)taxgoddess.com · Firm website
- Supporting source
- Shauna A. Wekherlien, CPA | Taxgoddess (opens in a new tab)taxgoddess.com · Firm website
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- Two Billion in Tax Savings: Shauna 'The Tax Goddess' Wekherlien on the OBBB (opens in a new tab)realestateunderground.buzzsprout.com · Public source
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- Tax Code Strategies: Cutting Taxes & Building Empires | Vital Wealth (opens in a new tab)vitalwealth.com · Public source
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- How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes … (opens in a new tab)podpage.com · Public source
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- Advanced Tax Strategies From the Tax Goddess (opens in a new tab)moneytreepodcast.com · Public source
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- Amazon.com (opens in a new tab)amazon.com · Public source
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- Meet Shauna Wekherlien – CanvasRebel Magazine (opens in a new tab)canvasrebel.com · Public source
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- 236: How to Work with a Tax Strategist — Scarlet Thread Consulting (opens in a new tab)scarletthreadconsulting.com · Public source
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- Hooked On Startups | Shauna Wekherlien - The Tax Goddess! (opens in a new tab)hookedonstartups.com · Public source
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- Tax Goddess Team | Taxgoddess (opens in a new tab)taxgoddess.com · Firm website
- Supporting source
- Tax Strategist & Tax Consultant - Tax Goddess Business Service ® (opens in a new tab)taxgoddess.com · Firm website
Client evidence
Reviewed client feedback and case studies provide additional context about working with this Specialist. They do not affect Authority Status.
Evidence
Client feedback sources
Shows where public client feedback or testimonials were reviewed.
- Supporting source
- Tax Goddess, Announces Strategic Tax Planning for Entrepreneurs (opens in a new tab)finance.yahoo.com · Public source
The release attributes a review to Tim Lyons of ProFit Marketing Solutions describing tax savings he says followed his consultation with Shauna and Tax Goddess.