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We are a team comprised of a seasoned CPA, energetic tax savings experts, hardworking bookkeepers, and other finance gurus with awesome personalities. We are not your standard tax firm. Not only are we crazy passionate about keeping more cash in your pocket, you will find our approach refreshing, and the quality of work – second to none!

Shauna A. Wekherlien,  CPA (AZ),  Masters in Taxation,  Certified Tax Coach, Certified Tax Strategist, “Tax Goddess”

Shauna A. Wekherlien, CPA (AZ), MTax "Tax Goddess"Shauna Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum  and is in the top 1% of Tax Strategists in the country.

Shauna is an author, speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 16+ years of experience and implementing innovative tax solutions for individuals and businesses.

Shauna has been featured on many news and radio stations (CBS, NBC, FOX, ABC, Sonoran Living, The List, KFNX, KFYI, etc) as well as in many written publications (CNNMoney, The Arizona Republic, Phoenix Women, AZBiz, etc). She has won multiple awards for her ingenuity, leadership, and strength as a female leader in Arizona. Active in the Scottsdale community, Shauna sits on Boards for professional organizations, as well as donates time and resources to the local Arizona animal shelters and societies. She is an educational Tax Professional who loves to see the light bulb turn on for those she teaches, mentors, and guides. She truly is a “Tax Goddess.”

Shauna’s background is in:

  • High Wealth Financial Planning Management (KPMG),
  • Small Business Tax Strategy and Planning (American Express – Tax & Business Services), and
  • Wealth Transfer and Business Entity Strategy.

Her areas of expertise include:

  • Tax structures and partnerships / S-corporations (How to Setup, Deal with, and Operate S-Corps, Partnerships, Sole Proprietorships, and C-Corps)
  • Cash flow / entity fund management (Making sure your bottom line is as high as possible!)
  • Real Estate Transactions (Foreclosures, Short Sales, Investing, Fix & Flips, Real Estate Professional Status)
  • LLC management (Determining how to move money between entities for the minimum tax owed or largest refund possible!)

Shauna is available to speak for your organization or at your corporate event. Contact Us to book Shauna for your next event!

She speaks a little bit of Spanish, loves to Travel, and has 3 dogs, Mavi (Shy one), Shade (the Baby), Eos (the destroyer of water sprinklers!) who are her favorite little “monsters.”

Get in Touch with Shauna Wekherlien
Office: 602-357-3275
Direct Business Cell: 480-823-7038
Email Shauna
 – note that email is ALWAYS the best way to reach Shauna 🙂


Timothy Wong, Operations Overlord

Timothy Wong, VP of Operations

Timothy is an Arizona native who graduated from the Arizona School of Real Estate and Business. He has been managing firms for decades while helping their businesses to grow organically, healthily and with sustainability. He is also very knowledgeable in the areas of Tax Assembly and manages client relations within the firm.

Timothy spends most of his time with his fiance in their home in Chandler, Arizona and enjoys cooking, fishing and painting.

 

Get in Touch with Timothy Wong
Office: 602-357-3275
Email Timothy

 


Tina Wahl, Bookkeeping Monarch

Tina Wahl has worked in the accounting field for nearly fifteen years. While her specialty is bookkeeping, she is also very knowledgeable in the areas of sales and use tax, payroll, and tax preparation. She lives in the West Valley with her talented and artistic husband. She is the proud parent of two sons in college and four very spoiled, rescued dogs. In her spare time she loves writing, cooking and hiking.

Get in Touch with Tina Wahl
Office: 602-357-3275
Direct Business Cell: 480-360-4644
Email Tina


Heather Ballard, Client Delight Ambassador

Heather Ballard, Brand Manager

Heather Ballard has a ten year background in financial banking, where she managed a bank branch for over six years. She specializes in customer service. Heather is from Louisiana and has three children, two boys and one girl. In her spare time, she loves to go camping with her family and be on the lake fishing with her husband. Her dream is to one day travel the world.

Get in Touch with Heather Ballard
Office: 602-357-3275
Direct Business Cell: 480-823-7087
Email Heather


Rajendra Parmar

Rajendra has nine years of diverse experience in Business Process Outsourcing in International Accounting and Taxation services. He has qualification in accounting and taxation from the Institute of Chartered Accountants of India, which is equivalent to the CPA of USA.

He likes to read the books, conduct independent research in the evolving trends in the industry.

Ashutosh Khamar

Ashutosh has an experience of over 8 years working with the back office team. He is responsible for completing the back office projects

His interests include traveling, reading, computer programming and sports.


Nirav Vakil

Nirav is responsible for back-office projects. He has an experience of over 6 years working in the retail companies in UK and 4 years working in Import-Export in India.

His interests include traveling, Movies and sports.

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