Somewhere, in a beige office, an IRS agent just felt a disturbance in the Force. They don’t know why, but we do 😁.
TAX GODDESS TURNS 22 TODAY!
We didn’t just age a year; we leveled UP. We shattered records, wiped $2.36 BILLION off our clients’ tax bills, took over headlines nationwide, and did it all with the absolute dream team behind us. And to that, we are popping some champagne!🥂🍾
The Number We Can’t Stop Saying Out Loud
$2.36 BILLION. With a capital “B”
We could shout that number from the rooftops all day, but here’s what it actually means: billions of dollars kept in the hands of the founders, business owners, and families who earned it. That’s money reinvested into local businesses, future legacies, new hires, and big dreams. For us, that is the real flex.
Here’s how we got here:
- 2004: Shauna launches Tax Goddess solo from a home office desk with a single phone line, running every single part of the operation herself, driven by the simple, radical belief that proactive tax strategy could completely transform an entrepreneur’s financial future.
- 2014: Shauna wrote her first tax plan, saving her client $26,266/year (this is when she got addicted to saving folks tons of cash!)
- 2022: Crossed $500 million saved for our clients. We threw a small party. Very responsible amount of confetti.
- 2023: $1 BILLION. Turns out $500 million was just the warm-up act.
- 2024: $1.5 BILLION. We stopped being surprised by our own milestones, which is a weird “problem” to have. 😎
- 2025: $2 BILLION. A big, round, extremely fun number to say out loud.
- 2026: We are at $2.36 BILLION and counting!
Every single dollar in that number represents a real win for a Tax Goddess client (a payroll met, an expansion funded, or a legacy protected), and every single one of those wins deserves a toast.
We Also Got Famous-ish (And It’s Been Cool)
While we’ve grabbed big headlines in Forbes and Entrepreneur before, this year was special: we shined a national spotlight on why outdated tax strategy costs entrepreneurs a fortune.
- Yahoo Finance ran our story, Tax Goddess Disrupts CPA Model with Flat-Rate Strategy Tiers to Protect HNW Wealth, putting wealth preservation strategy in front of the biggest financial audiences on the internet.
- Business Deccan followed with a full feature profile: Disrupting the CPA Model: How Tax Goddess Reengineered Wealth Preservation for the Top 15%.
These pieces even landed on the first page of Google News, which felt like getting a gold star from the entire internet. Was there a little bit of screenshotting-and-sending-to-the-group-chat energy in the office that week? Absolutely.
To the Dream Team Behind the Magic
Behind every tax dollar rescued from the void is a team of brilliant, obsessive, and relentless tax strategists, researchers, and support heroes. You don’t go from a single phone line in a home office in 2004 to $2.36 billion saved by accident. It is only possible with a crew that lives for the deep tax code loopholes and refuses to let a single dollar go unprotected. This milestone is for the entire Tax Goddess team.
To Our Clients: This One’s For You 🫶
Here’s the actual heart of it: none of this happens without the business owners who trusted us with something as personal as their hard-earned money. Every dollar in that $2.36 BILLION has your sweat equity behind it. Thank you for letting us be a little obsessive about your taxes so you didn’t have to be.
What’s Next? (Hint: We’re Just Getting Warmed Up) 🚀
22 years in, and we’re not slowing down. The tax code keeps changing, Uncle Sam keeps reaching, and we’re going to keep standing shoulder-to-shoulder with the dreamers, risk-takers, and business owners building the future.
“22 years in, and I still get genuinely giddy handing a client back money they thought was gone for good. That feeling has never once gotten old. Here’s to everyone who made this year, and this milestone, possible. Cheers to 22, and here’s to many more years to come. ♥️”
— Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS (The Tax Goddess)
