From Counting Stars to Crunching Numbers
How Shauna A. Wekherlien, CPA Became the Tax Goddes
It’s tax season and for most Americans, this is their least favorite time of the year. But for the “Tax Goddess,” Shauna A. Wekherlien, CPA it’s her time to shine.
Shauna is a highly sought-after tax strategist with a reputation built on 20+ years of experience and a team of professionals, 46 strong. Shauna has spent more than two decades implementing innovative tax solutions for businesses and their owners.
Of course, Shauna hasn’t always been the Tax Goddess and she didn’t always want to be a tax expert. In college, Shauna immersed herself in a different celestial realm. Her initial dream was to be an astrophysicist.
That is until she met one…
From Counting Stars to Crunching Numbers
Not only was studying the stars her dream, but she was making it a reality. She was happily pursuing astrophysics as a major in college up until her Junior year.
Then came the friendly probing of a concerned mother. Shauna’s mother posed the question every college student dreads most, “where will this degree take you in life?” So Shauna knew it was time to figure out what her future would look like.
Scheduling a meeting with the head of the physics department, Shauna thought she would get answers, but after staring at the back of his head for 30 minutes, she started to develop doubts. Without even turning around to look her in the eye, the professor told her that she would have to spend 10+years studying and working to make it anywhere in the field.
For Shauna this was a crucial moment in her life. The meeting put her in a tough position. She wanted to use her analytical mind to have an impact on the world around her, but she didn’t want to get stuck in a room with years of solitary work ahead of her.
Shauna then went back to her mother who helped her re-focus by telling her, “you’re great with numbers, let’s go to the engineering or business college.”
The next semester, Shauna enrolled in a tax course at the business college believing it would combine the creativity of numbers with the strategic mind work she loved. She was right and her passion was ignited.
The Numbers Tell The Truth
It turns out Shauna’s passion was helping others navigate the confusing world of taxation.
But studying to become an astrophysicist was not a total loss. Her background provided her with a strong foundation in numbers, which is clearly a skill you want your tax specialist to have.
That gift for numbers allowed Shauna to excel in tax strategy. As she likes to say, “numbers cannot lie and taxes are a giant game of chess, follow the rules to get what you want!”
Shauna turned her passion for numbers into a new dream, to be the top tax strategist in America. After college, she went on to receive her Masters in Taxation from Arizona State University, as well as, her:
- CPA (Certified Public Accountant) (working for the big guys (ex-KPMG))
- Certification to be a Tax Coach
- Certification to be a Tax Strategist
With these strong credentials, she has become nationally known for creating customized tax strategy plans that significantly reduce the tax burdens of her clients. Shauna now ranks in the top 1% of tax strategists in the United States and has saved her clients over $396 million just this past year — a dream realized.
But, you might wonder, what exactly makes her the Tax Goddess?
“I’m one of only 15 Certified Tax Strategists in the U.S. and I’m in the top 1% of all 660,000 CPA’s in the entire USA, specializing in this exclusive field,” says Shauna. “I’m committed to helping business owners, entrepreneurs, investors, and those who just feel they pay too much save huge amounts on their taxes.” The Tax Goddess nickname stuck — her ability to minimize how much her clients owe the IRS when that dreaded tax day rolls around continues to earn her the moniker.
That’s all well and good, but you might also be wondering…
Is It Legal?
If Shauna’s credentials don’t already answer this question for you, let me be the first to tell you — YES!
Shauna has made living coaching, mentoring, and guiding people through how to save big by utilizing legal loopholes that ensure your money stays where it’s wanted, in your pocket.
She says, “I love helping people keep their money for their goals (not those of the IRS)!”
The Tax Goddess is not just her name on the street, it’s also the name of her company. Shauna & her team understand the value of a hard-earned dollar and the deep impact she provides to her clients by maximizing those savings every year.
Specializing in Tiny Tweaks that Make An Enormous Difference
Everyone has a goal in mind when it comes to their finances. For some, it’s getting out of debt. Others want to save for their kids’ college tuition or for their own retirement. Shauna and her team believe in strategically coaching clients to find every last penny, every last strategy, every open option that helps reduce the final tax burden for that specific client and their specific situation. According to Shauna, “being a CPA is great, but tax strategy is more than just recording the numbers in the return, you have to plan, prepare, and be proactive to find the strategies that work — then you can save thousands!” The Tax Goddess approach helps clients save an average of $32,307 per year. By reducing what they owe, families can change the way they look at their monthly finances and have more cash for what they feel is most important in their lives. “I wake up every morning excited to help families get savings like this, to really make a difference in their world” says Shauna.
Shauna’s clients are happy she walked away from a lifetime of counting stars and chose to count numbers instead, so they can avoid the dread of overpaying their taxes each and every year!
Because let’s face it, if you’re excited about tax season, then you are out of this world!
About Shauna A. Wekherlien, CPA, MTax, CTC, CTS, the Tax Goddess:
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, the “Tax Goddess” is an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 20-plus years of experience and implementing innovative tax solutions for individuals and businesses. Shauna has been featured on many news and radio stations (CBS, NBC, FOX, ABC, Sonoran Living, The List, KFNX, KFYI, etc.), as well as in many written publications (CNNMoney, The Arizona Republic, Phoenix Women, AZBiz, etc.). She has won multiple awards for her ingenuity, leadership, and strength as a female leader in Arizona. Learn more about her program here: https://strategictaxcoachingprogram.com/.