Did you know that Tax Goddess just turned 21?!! (I know, I know, we look too young! ;p
While today we are ranked among the top 1% of tax strategists in the U.S., it all began with something much smaller and far more personal.
When it all began, Shauna’s (the Tax Goddess and founder) very first sale was $25 to her best friend (she still has the invoice on her wall of fame in her office!). This modest start was the seed that grew into a global organization serving US business owners and delivering more than $2 BILLION in tax savings.
It’s a story of vision, resilience, and a deep commitment to excellence, which has carried us through two decades of change in tax law, the economy, and the way the world works.
The Early Days
In the beginning, there was just Shauna: One desk, one phone, and an unwavering belief that tax strategy could change people’s financial futures. She set the ball rolling from her home office, running every part of the business herself.
The first turning point came with a bold step: hiring her very first secretary. That decision transformed a one-woman operation into a growing firm. With two sets of hands (and two unique minds), the business began to scale.
Before long, it was time for the first “real” location: a church choir room! Not your typical office space, but it had character and a certain reverence. Shauna’s office sat on the upper level, giving her a playful “goddess” vantage point over … you could say the IRS! It was unconventional, but it worked.
Big Leaps
The years that followed brought more growth and moves. Tax Goddess cycled through three different offices, each larger and better equipped than the last, before taking the big leap: buying our very own 3,000-square-foot building.
For a while, it was everything we had dreamed of. Offices bustled with activity. Meetings happened face-to-face. The coffee pot was never empty.
But then, things started shifting. Remote work became an option, and so many of Shauna’s staff, even while local, wanted to work from the comforts of home. Given it made sense to allow her staff not to commute every day (who wants that!), Shauna walked into the office one day about 6 months later and found only herself and the office manager in! The coffee pot was wasted on staff drinking cups of joe from home! It was then, in 2013, long before the days of COVID-19, that Shauna decided to sell the building and take Tax Goddess fully digital.
More than a change of address, it was also a change of philosophy. By removing physical boundaries, Tax Goddess could recruit the very best talent, no matter where in the world they were.
Going Global
Without the limits of geography, Tax Goddess began recruiting elite experts across the globe to serve our clients.
Shauna, the Tax Goddess, brought on her second-in-command, Rajendra Parmar (a certified tax wiz, CAi, ATC, BCom, MCA), to lead the technical side. From there, the team continued to expand, combining local expertise with a truly global reach.
Today, our clients are supported by specialists who live and work across multiple time zones in the specialty area of tax strategy, tax mitigation, and strategic business planning. This translates into fresh perspectives and creative approaches inspired by diverse markets and industries worldwide.
Tax Saving Milestones
Over the past 21 years, we have hit some jaw-dropping milestones in total tax savings for our clients.
- 2022 – Surpassed $500 MILLION in client tax savings
- 2023 – Crossed the $1 BILLION mark
- 2024 – Reached $1.5 BILLION in client tax savings
- 2025 – Hit $2 BILLION in client tax savings
Each milestone is more than just a figure on a sheet. It is the story of Tax Goddess and the drive and passion of our owner & founder, Shauna, who turned her tax passion into a business that helps lay the foundation for generations of prosperity, wealth, and happiness for the business owners that Tax Goddess supports.
Client Success Stories
Here are some highlight success stories from Tax Goddess clients over the years.
Thriving Through Change
The past 21 years have taught us that change is the only constant. Tax codes shift. Political climates change. The economy rises and falls. And yet, one thing has never wavered: the government is still coming for your taxes – every day, all day. (As the old adage goes: Death and Taxes,…)
The rules aren’t getting simpler. In fact, they are becoming more complex. Just recently, new SALT deduction rules were announced in the One Big Beautiful Bill Act. Touted as a benefit, but only applicable if you earn under $500,000 a year. These are the kinds of nuances that most business owners never hear about until it is too late.
That’s why we have chosen to focus on proactive tax strategy. Once we know a law is really in place (not just the political talk of change), we deep dive, gather all the details, and then ensure that our clients are always in the best position to take advantage of every opportunity and avoid every unnecessary cost. This proactive and communicative approach is how we have thrived through the years.
Culture, Teamwork, and Heart
Behind the numbers and the strategy is a team that genuinely cares. Yes, we are tax strategists. But we are also problem solvers, cheerleaders, and trusted advisors.
We celebrate wins together, whether it is a client hitting their tax savings goal or a team member achieving a personal milestone. We share knowledge because we believe that a stronger team and a stronger connection with our clients create exceptional results.
And we never forget where it all started: that $25 sale. It keeps us grounded, reminds us to appreciate the journey, and fuels our drive to keep moving forward.
Looking Ahead
From a first sale that was barely enough to pay for lunch to a multi-billion-dollar impact, Tax Goddess has thrived by staying adaptable, strategic, and relentlessly client-focused.
We have learned that success isn’t about where you work, but about how you work (do what you say you are going to do), who you work with (our team of trusted advisors here at Tax Goddess), and the value we create (our relationship and advice with our fantastic clients).
As we enter our next chapter, we will continue to push boundaries (legally!), seek out the best talent from anywhere in the world, and devise new strategies to help our clients keep more of their hard-earned cash!
“It has been my joy, my pleasure, and my honor to serve for the past 21 years. I’m looking forward to 20-plus more years of helping business owners and professionals keep more of what they earn! ♥️ 🙂 ”
Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS
