Strategic Wealth Preservation

Stop Losing Your Clients' Wealth to the IRS.

Partner With a Top 1% Tax Strategist.

We don’t steal clients. We don’t kill deals. We create liquidity, elevate your reputation, and build highly reciprocal, deeply profitable partnerships.

Start Your Partnership Application
View Strategic Tiers
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The Liquidity Advantage Turning Financial Deal Killers into Capital Creators

The Elite Difference.​

Let’s address the elephant in the room. If you are a Wealth
Manager, Estate Attorney, Business Consultant, or Insurance
Specialist, you probably dread the phrase: “Let me run this by my
CPA.” Why? Because traditional accountants are historically deal-
killers. They delay timelines, offer generic advice, and often advise
clients to pull cash out of your investments to pay the IRS.

Tax Goddess is different. We are not a traditional tax preparation
firm. Led by Shauna, a nationally ranked top 1% tax strategist, our
elite team focuses entirely on aggressive, 100% legal, and
compliant tax mitigation for High-Net-Worth (HNW) and Ultra-
High-Net-Worth (UHNW) entrepreneurs.

Instead of draining your clients’ capital, we create liquidity. When
we wipe out a 6- or 7-figure tax liability, your clients have more
money to reinvest in their businesses, create more jobs, and fund
the wealth vehicles you manage.

Why the Best in the Business Partner With Us

Elevate Your Reputation

Aligning with Tax Goddess distinguishes your services in the marketplace. You get to be the hero who introduced your client to a team that saves them an average of $30K to $250K+ per year, while helping them avoid common IRS headaches.

The Reciprocity Rule (We Protect Your AUM/Deals)

When our tax strategies require a financial product, legal entity, or investment vehicle to execute, we refer the client directly back to you to do the work. We keep the client in your ecosystem.

Highly Lucrative Economics

Whether you want to be a hands-off Affiliate earning lucrative flat-fee bounties, or a highly integrated Strategic Partner sharing revenue, our structure is designed to boost your financial future.

Which Tier is Right for You?

LOW-TOUCH

1. The Affiliate Partner Program (APP)

How it Works:
You introduce HNW clients to our team for tax strategy, and you earn a flat-fee bounty based on the STC Package the client purchases:

MEDIUM-TOUCH

2. The Vendor (VP)

How it Works: You introduce HNW clients to our team for tax strategy, and you earn a flat-fee bounty based on the STC Package the client purchases: The Financials: Operates on a standard, performance-based revenue-share model for the first year of that client's services.

High-Touch & Collaborative

3. The Strategic Partner (SP)

How it Works: A deeply integrated, two-way relationship where we co-create wealth plans, cross-promote, and actively trade priority referrals. The Financials: Features our "Strategic Exemption," allowing you to completely offset standard revenue-share fees by sending reciprocal client referrals back to our team.

Are We a Match? (The Filter)

By partnering with Tax Goddess, you’re not just joining a referral network—you’re aligning with a movement to empower and uplift the economic backbone of our community.

Our strategies are not for everyone. We only partner with rockstar professionals who operate at the highest level of white-glove service. Our ideal mutual clients are business owners and entrepreneurs who:

  • Gross at least $1 Million to $2 Million+/year
  • Take home (net) at least $300k+/year
  • Are paying at least $100k/year in US taxes
  • Are okay with being aggressive yet 100% legal
  • Are ready to take action and implement massive tax savings

If you have the momentum, the capacity, and the client base to play at this level, we want you in our network.

Fill out the Discovery & Alignment Questionnaire below to begin.

Help Us Help You

Thank you for your interest in becoming a Partner with Tax Goddess! You’re probably reading this thinking, “Great, another tax firm that’s going to complicate my deals or delay my timelines.”

We get it.

The industry is full of deal-killers. We exclusively do high-level tax strategy to create liquidity and remove friction for your clients. We want to be your secret weapon.

We want to make sure we set you up for success as a partner! Please complete this to the best of your ability. We use this information to help build marketing materials for you, cross-promote you, and see if our operational capacities and standards align.

All About You
Tell us about yourself so we can get to know who you are and your style!
First Name *
Last Name *
Email *
Company Name *
Best Phone Number and Type *
(Cell, office, etc.)
Website URL *
Format: https://example.com
Address *
Street, Line 2, City, State/Province, Zip Code
How did you come to know about us? *
Other

Business Leverage & Experience

We need to know the actual size of the engine we are plugging into. We only partner with operators who have real momentum.

Industry and How Long Have You Been Rock'n This Profession? *
Why are you a rockstar in your industry? *
What special skills, knowledge, and products can you bring as a Partner? *
Tell us about any sales-related background you have. What have you done in the sales realm so far? *
How many NEW clients can your firm realistically handle and successfully onboard every month without sacrificing your service standard? *
What does your team structure look like? *
e.g., Solo operator, dedicated assistants, full back-office
What happens if you win the lottery or get hit by a bus tomorrow? What is your firm's continuity and succession plan to ensure our shared clients are not left stranded? *
Describe your current contact/client base (size of base, industries of base, etc.) *
Describe your perfect client (industry, size, personality, what else?) *

The "Tax Goddess" Alignment Check

Our strategies are aggressive yet 100% legal, and designed for business owners/entrepreneurs with: Gross revenue of $1M+/year, Take-home (net) of $300k+/year, paying at least $100k/year in US taxes, and ready to take action

What percentage of your current client base fits this specific criteria?
0% - 100%
When your best client gets hit with a massive capital gains event or an unexpected 7-figure tax bill, what is your current default solution? *

Marketing & Digital Expertise

Old School or High Tech? Let's see how we can cross-promote.

How digital are you? *
What type of marketing efforts do you do? *
Frequency of marketing efforts? *
What marketing services/programs do you use? *
What is your current list reach? *
What social media platforms do you use? How many followers for each? *
Describe how you intend to go about promoting the Tax Goddess products & services: *
Please send us the most recent Google Analytics Report for your website *
Maximum file size: 20 MB

Partnership Dynamics, Benefits & Expectations

We want this relationship to be as beneficial to you as it is to us! As a partner, you gain access to growth opportunities, cross-promotional marketing (flyers/videos created at your request), direct education with our team, and private scheduling links for priority access.

Which relationship style are you actually built for? *
How do you currently market your other referral partners? How do you support each other in your relationship? *
If things go sideways or mistakes are made, how do you make it right? Describe your firm's work quality guarantee or standard of care. *
We require proof of white-glove service. Are you willing and able to introduce us to 3 live, current UHNW clients of yours so we can verify your execution?** (We will not contact them without your explicit permission). *
Let's make sure we are on the same page regarding expectations!
- You will always treat clients & customers with respect & honesty. We are direct and upfront, and we expect the same.
- We expect open lines of communication to present a united front.
- We know we are not the right fit for all clients (digital-only, high-ticket tax strategy). We are happy to share commissions from our other partners for smaller clients.
- We expect you to participate! (Events, Calls, Training). We will do the same to grow our businesses!
- We expect partners to keep us primarily in mind. The number of referrals is not as important as the quality, fit, and overall awesomeness.

This is a basic overview of our expectations. What do you expect from our team to help you succeed? Share your answer below.
What do you expect from our team to help you succeed? *

Personality & Vibe Check

How serious of a person are you? *
On a scale of one to ten, how would you rate your positivity level? *
1 and 2 as Doom and Gloom AND 9 and 10 as Butterflies and Rainbows
Final Notes
Our team will review your responses and get back to you regarding moving forward. We are very open & direct and want our relationship to be in the best interests of all parties involved.

If we feel this is a good fit (and you do too!) we will move forward once we have reviewed your application.

We are looking forward to having an AMAZING relationship with you moving forward!!!

THANK YOU for your time and interest in becoming a Partner with Tax Goddess!

Shauna A. Wekherlien, The Tax Goddess

With much tax love! Shauna A. Wekherlien, CPA, MTax, CTC, CTS, the Tax Goddess

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