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 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
Direct Business Cell: 530-639-0074
Email Shauna – note that email is ALWAYS the best way to reach Shauna 🙂
Heather Ballard, Sales
Heather is a former banker with experience in managing a bank branch. Heather worked hand in hand with Tax Goddess Business Services to come up with DropMyTaxes Program, which has subsequently worked to save businesses millions of dollars.
She is a strong support professional and manager with a BS Special Education & BS Elementary Education focused on Special Education and Teaching from Grand Canyon University. Also an, experienced educator of pre-employment skills to high school seniors with differences.
She enjoys running, riding her bike, and exercise in general. Loves to travel, go camping with my family, and enjoys anything on the water. Other hobbies include sewing, cooking, baking, and spending time with her family.
Timothy Wong, Vice President 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, business operations and manages client relations within the firm.
Timothy spends his free time with his fiancé in their home in Chandler, Arizona where they enjoy spending their days gaming, reading, cooking, fishing, and painting.
Get in Touch with Timothy Wong
Rajendra Parmar, Senior Tax team
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, Intakes Manager
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, Special Projects Coordinator
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.
Yusuf, Marketing & Automation Coordinator
Yusuf is based in Nairobi Kenya and holds a Bachelor of Science Degree in Information Technology from Jomo Kenyatta University of Agriculture & Technology.
He has over 8 years working experience as a Marketing and Automation professional.
Yusuf is in charge of automating workflows and Customer journeys at Tax Goddess Business Services, PC.
His passions include Mountain hiking, traveling and football.
Micheal Ssali, Marketing Assistant
Michael is from Uganda; He holds a Bachelor’s Degree in Computer science from Makerere University Kampala.
He is a social media marketing expert with over 6 years of experience under his belt. Michael Takes care of Marketing and other related Back Office activities in Tax Goddess.
Aside from work, he is a passionate Animal lover and Activist, loves Nature walks, Bird Viewing and Soccer.
Amit Kumar, Bookkeeper
Amit graduated from the University of Delhi. He became a Chartered Accountant, which is the highest form of qualification in accounting in India, at the age of 21.
He has 10 years of accounting experience with successful stints at Deloitte and Ernst & Young.
Amit likes to work closely with clients, helping them keep their financials organized and compliant with the Tax Code.
He is part accountant, part executive, and part geek.
His interests are endless web browsing and reading books.
Chintan Bhayani, Bookkeeper
Chintan is a Chartered Accountant from the Institute of Chartered Accountants of India. He graduated from the Gujarat University with Accounting as his main subject.
He is having more than 5 years of experience in Bookkeeping and Financial Reporting for US clients through working in multiple US Accounting Firms.
His personal interest includes reading books on finance subject, traveling and photography.
MD Faruquzzaman, Bookkeeper
Md graduated in Applied Accounting from Anglia Ruskin University UK, and worked in numbers of companies including multiple US Accounting Firms.
During 5 years of Accounting career, he captured various professional skills Bookkeeping, Payroll and Financial Analysis.
In spare time he loves to spend time with friends and family and watching movies.
His interests are endless web browsing and reading books.
Ajit Kumar Panda, Bookkeeper
He has nine years of diverse experience in international bookkeeping. He has the qualification in accounting and taxation from the Institute of Chartered Accountants of India, which is equivalent to the CPA of USA.
In his spare time, he loves to read books, travel & spend time with family