Oct 09 2024 25 mins
Shauna Wekherlien, the Tax Goddess, is a two-time published author and the Founder of Tax Goddess Business Services, a fully digital firm with a skilled team worldwide that have saved their clients over $1 billion in taxes - a testament to her meticulous approach and the trust she's built in the industry.
Shauna shares her incredible journey from studying astrophysics to becoming one of the nation's leading tax strategists. With a passion likened to a strategic game of chess, she recounts the story of how her career began by helping her mother with an IRS issue, ultimately leading to her passion for the field.
Her expertise, once reserved for top corporations, now empowers small businesses and entrepreneurs to optimize their tax strategies. As one of only 15 certified tax strategists in the U.S., Shauna and her team collaborate seamlessly with clients' financial teams, crafting robust, compliant tax plans.
Just a hint of the gold shared in this episode:
• Her firms unique strategy to keep audits minimal
• Navigating the complexities of real estate and mortgage note industries
• The aggression scale of tax filings and how to tailor your specific risk tolerance
• Strategic tax planning to transform your financial and generational wealth
Shauna's insights are a masterclass in maximizing tax benefits while staying on the right side of the law, with a fresh perspective on tax strategy, making it relatable and actionable.
Connect further with Shauna Wekherlien, the Tax Goddess at https://taxgoddess.com or LinkedIn https://www.linkedin.com/in/taxgoddess/.
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