Needs Assessment | Taxgoddess.com

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Why would you choose to work with Tax Goddess?

We have saved our clients over $740 Million in cold hard cash (and counting!) and we've got the stats to prove it.

Tax Goddess is ranked in the top 1% of Strategic Tax CPAs in the entire USA! (Top 15/660,000 CPAs) as recognized by the AICTC.

We are proactive, aggressive (within the law), and communicative with our clients.

We want to work with clients who want these types of results for themselves and want to work with a top-ranked CPA firm to get them.

WHAT TO KNOW ABOUT TAX GODDESS:

We do what it takes to ensure you are paying the least tax, are protected from audits, and are "taken care of" in all aspects of our services for you.

We are a concierge level CPA firm meant for people who just want it done.

At Tax Goddess we like to ensure that we are being clear, direct, and upfront with all prospective clients. We believe that a relationship built on clear ground is the best way to build a long-term relationship (our favorite!).

Business owners, Entrepreneurs, Self-employed, 1099 contractors, Investors
Individuals who want someone to "just take care of it" (and trust those they choose to hire to do so!)
Individuals who are at least semi-fluent in technology (online, digital, etc.)

Below are the major points we have heard are important to incoming prospective clients when choosing to work with Tax Goddess.

We are an all-digital firm. This means that all meetings are held via phone, digital format (Skype, Zoom, Facetime, GoToMeeting, etc.), texting, Slack, and communications often happen via other digital formats. These methods are predominant within the way we work with clients. If you not technically inclined, we may not be the best fit for you.

NOTE: Our owner, Shauna, does live in Scottsdale, Arizona and would love to have you over for coffee if you are ever in the neighborhood!! 🙂

We have team members all over the world. This means that you may get an email at 2am! 🙂
We take the security of our clients and their information very seriously. With that being said, our team has implemented security requirements beyond those of a normal CPA firm standard of care to ensure that you and your information are beyond safe & secure.
We require a lot more detail than other CPA firms. We will ask you questions that no firm has ever asked before, and ask for more backup documentation and information than anyone ever has before. We do this to ensure that you are saving every last penny and getting the return on your investment in our services. By providing this extra data, we can help ensure that you are receiving top-notch information, tax savings, and technical advice.

Needs Assessment: How can we be AWESOME for you?

Tell us about your needs & background so we can be prepared to help!

Why would you choose to work with Tax Goddess?

WHAT TO KNOW ABOUT TAX GODDESS:

We can't wait to start!