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1543 – Tax Strategy is Like A Chessboard with Tax Goddess’s Shauna A. Wekherlien, CPA
Media Type |
audio
Categories Via RSS |
Business
Entrepreneurship
Management
Marketing
Publication Date |
May 12, 2023
Episode Duration |
00:16:28

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Owner of Tax Goddess Business Services, PC, Shauna A. Wekherlien, CPA.

Connecting with Shauna offers significant benefits, including expert tax advice and personalized strategies. Her extensive experience and innovative tax solutions have saved businesses and individuals millions of dollars. Shauna simplifies complex tax concepts using plain language, making it easier for clients to understand their tax situation. She provides customized solutions tailored to each client's unique goals, ensuring optimal financial outcomes.

Shauna's scenario planning expertise helps clients make informed decisions, maximizing their business potential. By working with Shauna, you gain peace of mind knowing your tax matters are handled by a top professional, allowing you to focus on other aspects of your life or business. Her media recognition speaks to her credibility and success in the taxation field.

About Shauna A Wekherlien: Shauna is a Certified Public Accountant (AZ) with a master’s degree in Taxation. She is ranked in the top 1% of the country's Tax Strategists (per AICTC). Before starting her own company, Shauna had gained experience and sharpened her skills working with leading corporations such as KPMG and American Express.

With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $741 million.

Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!

About Tax Goddess Business Services, PC: Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.

Tweetable Moments: 

2:19 - “The highest tax rate in the country is California at 63%.”

10:18 - “The way I look at tax strategy, you have a chessboard, okay? And you have lots of little different pieces. The more options you have, the better it is, and the easier it is to play the game because you have 50 different ways to get the cat.”

Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:

Want to learn more? Check out Tax Goddess Business Services, PC website at

https://taxgoddess.com/

Check out Tax Goddess Business Services, PC on LinkedIn at

https://www.linkedin.com/company/tax-goddess-business-services-pc/

Check out Tax Goddess Business Services, PC on Twitter at

http://twitter.com/TaxGoddess

Check out Tax Goddess Business Services, PC on Instagram at

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Owner of Tax Goddess Business Services, PC, Shauna A. Wekherlien, CPA.

Connecting with Shauna offers significant benefits, including expert tax advice and personalized strategies. Her extensive experience and innovative tax solutions have saved businesses and individuals millions of dollars. Shauna simplifies complex tax concepts using plain language, making it easier for clients to understand their tax situation. She provides customized solutions tailored to each client's unique goals, ensuring optimal financial outcomes.

Shauna's scenario planning expertise helps clients make informed decisions, maximizing their business potential. By working with Shauna, you gain peace of mind knowing your tax matters are handled by a top professional, allowing you to focus on other aspects of your life or business. Her media recognition speaks to her credibility and success in the taxation field.

About Shauna A Wekherlien: Shauna is a Certified Public Accountant (AZ) with a master’s degree in Taxation. She is ranked in the top 1% of the country's Tax Strategists (per AICTC). Before starting her own company, Shauna had gained experience and sharpened her skills working with leading corporations such as KPMG and American Express.

With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $741 million.

Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!

About Tax Goddess Business Services, PC: Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.

Tweetable Moments: 

2:19 - “The highest tax rate in the country is California at 63%.”

10:18 - “The way I look at tax strategy, you have a chessboard, okay? And you have lots of little different pieces. The more options you have, the better it is, and the easier it is to play the game because you have 50 different ways to get the cat.”

Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:

Want to learn more? Check out Tax Goddess Business Services, PC website at

https://taxgoddess.com/

Check out Tax Goddess Business Services, PC on LinkedIn at

https://www.linkedin.com/company/tax-goddess-business-services-pc/

Check out Tax Goddess Business Services, PC on Twitter at

http://twitter.com/TaxGoddess

Check out Tax Goddess Business Services, PC on Instagram at

https://www.instagram.com/thetaxgoddess/?hl=en

Check out Tax Goddess Business Services, PC on Facebook at

https://www.facebook.com/thetaxgoddess

Check out Shauna A Wekherlien on LinkedIn at

https://www.linkedin.com/in/taxgoddess/

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