skip to Main Content


Many American taxpayers approach tax seasons with grim resignation. The task of tax filing has to be done, and you have to get it right. Knowing this, you begin to track down receipts, necessary forms, and documents to beat the tax-filing deadline.

You want to ensure that you are not getting IRS problems, you want to ensure you are not paying beyond what is necessary, and don’t we all want nice refunds?

While this can be an overwhelming period for many, the help of a tax strategist makes it incredibly easier. Unfortunately, figuring out the intricate details of tax filing would be an inefficient use of your time. Besides, you are likely to lose more money if you remain reluctant to consult a professional tax strategist to help you navigate your tax prep.

tax strategist

Does everyone need a professional tax strategist?

Not everyone can spend ample time and resources to sit for hours with a tax strategist. Not everyone needs to. If you only need help with your income taxes, with consideration for your 401(k) or 403(b) retirement plan and other general IRS clauses, then consulting a tax advisor online should suit you fine.

Our processes at Tax Goddess are created to give you quality tax services and a seamless experience.

Book a FREE consultation

Everyone needs a good CPA or Tax Strategist, especially people with complex tax situations. They run businesses, pay employees, or invest in the stock market or in cryptocurrency. They own real estate, receive payments, and /or donate to charity organizations. In this case, there would be several clauses to pay attention to. Thus, they would need more personalized help beyond what DIY tax prep software offers.

Yet, there are no rigid rules to what each person needs in their tax filing. Some taxpayers with complicated tax situations are very familiar with what their business entails, so they can prepare their taxes single-handedly or, at best, with the help of a tax advisor online. Also, some simple-income taxpayers need to hire a CPA or a tax strategist to make sense of their deductible taxes.

A hired tax strategist does more than prepare your taxes as a high-earning investor. Your investment planning starts with your potential tax liability in mind. This would help you gain more in unexpected refunds, tax delays, and reductions. Also, note that hiring a tax preparer online is wise. It helps you navigate your liabilities without a physical consultation. As a result, you get to save time, save some money, and better grasp your own finances.

Here are some more factors to help you determine if you need to hire a tax strategist and if a tax preparer online would suit you fine.

  • If you are self-employed or run several businesses and investments with different areas of income and expenditure, then a tax strategist would help you take the stress of tax filing off your hands. There would be an array of tax reductions and tax-free possibilities for you to explore. But, if your income is less than $72,000 and from a single source, you can quickly consult a tax advisor online. In fact, you can use the IRS-provided Free File to file your taxes for free (better to use an expert, though).
  • If you are already muddled up in tax penalties for previous defaults, then getting a professional tax strategist would be the right call to get to the root cause of your tax liabilities.
  • If you have enough knowledge about tax filing, with no changes from the previous tax season, then consulting a tax advisor online would be suitable for ensuring that there are no loopholes you’ve missed.
  • If you hold stocks or bonds in tax-advantaged accounts such as 401(k) plans, 403(b) plans, or individual Retirement Accounts, you would need a tax strategist to help you clarify how best to grow your money. You would also need a tax strategist to know when best to make a withdrawal based on your financial history. For periodic checks, a tax preparer online is your best bet.

Conclusively, choosing the right tax strategist could be the difference between a chaotic tax filing or tax season, and a successful one. Everyone needs a Tax Strategist for all the ease and expertise that comes with using their services.

Tax Goddess can be your one-stop ‘shop’ for money-saving tax strategy, effective tax planning, and filing.

Get on a call with us now. Call

Headed by Shauna A. Wekherlien (CPA, Masters in Taxation, and Certified Tax Coach), Tax Goddess is a tax and accounting firm that specializes in tax reduction, audit assistance, and accounting services. As a top 1% CPA in the US, what sets us apart from other CPAs is our cutting-edge system in which our team of professionals, we are a team of experienced tax professionals who will work with you to develop a customized plan to reduce your taxes while creating the most-effective financial plan possible.

Over the past twenty years, we have helped individuals and business owners from across the US keep more of their hard-earned income by saving a total of $423,984,402 and counting. 

You can book a free consultation here to discuss all tax-related queries and get expert advice from our tax professional. Book here

Also, our YouTube channel is a goldmine for tax updates and tax reduction strategies. Watch clients’ success stories here.

Subscribe to our newsletter to stay updated with the secret strategies that we share.

Back To Top
×Close search