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She is the mind behind the average ~$30,000/year savings for DIY clients. She literally wrote the book on low-tax life (The 6% Life) which beat out Think & Grow Rich, by Napoleon Hill, 3 weeks running!
You came to Tax Goddess ready for transformation. You are a high-performing entrepreneur (minimum $100K+ Net Profit), and your ambition is to keep your wealth, not hand it over to the government. We respect that drive.
If you didn’t meet the initial minimum requirements for our full, team-guided STC Package, it simply means you need the proven foundation and discipline to maximize those advanced strategies.
The traditional accounting system often leaves profit to chance. You feel that stress every time you realize your average tax rate is hovering around 23%, all because your current advisor is focused on compliance, not proactive, aggressive wealth strategy.
This package is your essential entry into elite tax strategy. It is the same IRS-compliant, expert-designed plan used in our larger engagements, empowering you to execute the plan yourself, save big, and immediately begin building the necessary structure to qualify for our full team-guided coaching in the future.
This package is for the self-driven entrepreneur ready to independently implement foundational strategies and claim an immediate, verifiable ROI:
Your Investment
$10,000
(one-time fee)
Anticipated Average
Annual Savings
~$30,000
Average Tax Rate Reduction
5%
(from 23% to 18%)
This is not a generic checklist; it's a personalized, professional engagement. The core of your investment is the customized strategy we create on your behalf:
Foundational Strategies: We deliver a set of proven, IRS-compliant strategies.
Custom To-Do List and Action Steps tailored to your unique financial situation.
Tax & Legal Code Backup: Every strategy is supported by the actual tax and legal code. This is your compliance shield, ensuring your moves are defensible.
We set you up for success with direct guidance on implementation:
One 2-Hour Strategy Meeting: You receive one tactical meeting with the Tax Goddess team to review your customized plan and answer any implementation questions.
Access to Resources: You get access to general tax knowledge updates for all business owners.
Profit First Jumpstart: One month of free access to our Profit First E-Course, taught by Shauna herself!
The goal is immediate ROI and lasting wealth impact:
Anticipated Average ROI: You can expect an average of ~$30,000 per year in tax savings.
Strategy Longevity: The strategies are designed to provide savings for an average of three years.
Tax Rate Reduction: Clients typically see their average tax rate drop from 23% to 18%, a 5% reduction.
We helped a family-owned coffee shop owner who paid $10,000 for this exact DIY plan.
They leveraged foundational strategies like home office deductions, equipment depreciation, and child wage structuring. Result: They saved $32,467 per year.
Results may vary depending on individual circumstances and are not guaranteed.
Listen directly to clients who found the strategy they needed to transform their tax burden:
If you decide to upgrade to the $65K STC Package within six (6) months of your initial purchase, 50% of the price you paid for the $10K package will be credited toward the $65K fee.
You immediately earn $250 for each referral who signs up at this level.
This service is perfect for those ready to independently implement. Your success depends entirely on your action and timeliness.
| Commitment | Detail | Investment |
|---|---|---|
| Financial Minimums | $100K+ Net Profit; $25K+ cash to invest. | Payment: Full payment ($10,000) is required upfront. |
| Effort Level | You must be ready to independently implement the strategies. | 60-80 hours for self-implementation. |
| Support & Risk | No support is available once the plan has been delivered. | Required Response Timeline: You must respond to all requests for information within a three (3) business day timeframe. |
| Client Duty | You are responsible for timely execution of all recommended actions. | Failure to act may result in reduced or forfeited savings. |
We understand that a $10,000 investment is significant. If you are not ready to dive into the deep strategy, you must still arm yourself with the essential knowledge that separates the average business owner from the elite wealth builder.
The 6% Life, by Shauna A. Wekherlien, CPA
This Amazon Bestseller provides the core mindset and foundational principles needed to understand the difference between basic tax preparation and aggressive, legal tax strategy. Get the foundational knowledge today so you are ready for the blueprint tomorrow.
Price: $10,000 (One-Time Fee)
With Much Tax Love, The Tax Goddess Team
TaxGoddess.com | 602-357-3275
It is a “Self-Driven” coaching project that provides a professional “what-to-do” for tax savings (Custom Action Steps), designed for small business owners who prefer to handle the “how-to” implementation themselves to save on professional fees
Small businesses with at least $100,000+ in Net Profit and a minimum of $25,000 in liquid cash available to invest in the recommended strategies.
You may still join, but your ROI might be lower. We set this threshold because our average DIY client saves ~$30k/year, making the $10k investment clearly profitable.
STC is a project that delivers a written plan with legal backups. GPS is a retainer for live, high-level brainstorming calls with no written deliverables.
No, these programs serve different purposes and cannot be combined or stacked.
No. This program is for tax strategy, not filing. You must still work with a CPA to file your annual returns
Yes. If you upgrade within six (6) months, 50% of the $10k fee already paid will be applied to the new package.
It means you are responsible for the 60–80 hours of labor required to set up the strategies yourself.
Yes, you can earn $250 for each referral who signs up at the $10k DIY level.
Success depends entirely on your follow-through. Historically, clients see their tax rate drop from 23% to 18% when strategies are fully implemented.
Examples of some of the common strategies include home office deductions, equipment depreciation, and structuring wages for family members.
For every strategy we recommend, we provide the specific IRS code sections so your local CPA can verify the legality of the move without doing their own research.
Yes, if it fits your profit level (usually $75k–$100k+), entity structure planning is a core component.
They are generally designed to provide savings for an average of 3 years before needing a significant update due to tax law shifts.
We provide an anticipated average ROI of ~$30,000/year, but your actual savings depend on your specific income and implementation.
No, this is a foundational plan. Complex international or multi-generational wealth strategies are reserved for the $350k tier.
Yes. The Task Guidance meeting is the perfect time to review your customized plan and ask specific “what-if” questions. So come prepared with your questions!
The $10k package does not include updates for future tax law changes.
No. STC is a proactive strategy, not reactive compliance or back-tax resolution.
Yes, you will receive the Custom action steps and in some cases additional backup documentation for the strategies provided.
You may need to engage third-party professionals (like an estate attorney or specialist) at your own expense for certain legal documents.
Plan for 2–3 hours of onboarding/planning and 60–80 hours for self-implementation.
The $10k tier does not include post-delivery support (outside of your (1) 2 hour review meeting). You would need to upgrade to the $65k tier for ongoing guidance.
We provide the tax code backup to help them feel comfortable. If they still refuse, you are responsible for finding an execution partner who will (we do have referrals if you need help finding someone)
No. We provide the “how-to” blueprint, but you must set up the payroll or hire a service to do it.
Yes. Accurate record-keeping is your responsibility to satisfy IRS requirements.
You are solely responsible for meeting IRS deadlines; missing them may result in reduced or forfeited savings.
It depends on your situation, we may request to review your accounting records to review your data before creating your plan.
Yes, as long as you oversee the work, but the 60–80 hour commitment remains, and you and your Assistant are aware that your plan is only as good as your implementation and follow-through
Tax Goddess is absolved of liability arising from your actions or omissions in the implementation phase.
One (1) 2-hour “Task Guidance & Q&A” meeting with the Tax Goddess team.
No, meetings are structured as focused sessions and cannot be split or shortened.
We do not schedule meetings during May 1–31, December 15–January 23, or any Friday.
Blackout periods are strictly enforced. One-time exceptions are rare and at TGBS’s sole discretion
No. Client-side recording is not allowed to protect proprietary strategy methods.
No. We do not provide written recaps for the $10k DIY tier.
We recommend scheduling at least 3–4 weeks in advance.
Meetings begin and end on time; your session will still end as originally scheduled.
Yes, sessions are limited to the client, their legal spouse, or legal owners of the entity.
You may receive support only during the creation of your plan.
No, audit defense is not included in the $10k DIY Package
Federal law requires this consent for us to use your tax information to create your plan and share it with vetted 3rd-party vendors.
It means your data consent remains valid until you formally terminate services.
Yes, we evaluate their security and have nondisclosure agreements (NDAs) in place.
No. The program is prepaid, non-refundable, and considered 100% earned upon signing.
Unused meeting time expires at the end of your 12-month term and does not roll over.
No, the program is non-transferable.
No, we do not sign or file returns prepared by other firms.
We will work with you to reschedule within a reasonable time frame.
No, non-owners or team members may attend only if the primary client (owner) or their spouse is also present. They may attend as observers but cannot lead the discussion.
Yes, the timeline for deliverables of your ToDo’s for the DIY package is 1 month . Because strategies depend on IRS deadlines, immediate action is required once the plan is delivered to achieve potential savings for the current tax year. Your meeting may be scheduled promptly thereafter.