Key Takeaways:
- Billions in Documented Savings: Tax Goddess has secured over $2.35 billion in documented client tax savings since 2004, driving average client tax rates down to 6.92 percent.
- Radical Pricing Transparency: The firm replaced the traditional hourly billing model with three transparent, flat-rate tiers ranging from $10,000 to $350,000 for HNW and UHNW individuals.
- The Aggression Scale™: Every tax plan is scored on a proprietary scale and capped at a legal Level 8, allowing clients to deploy structural engineering tactics while remaining audit-ready.
When prospective clients approach Tax Goddess, the process begins with a one-hour consultation to review past returns to determine if the firm can generate massive savings. If not, they state it transparently. Once signed, clients undergo a rigorous 900-line deep dive. In return, they receive a comprehensive map of their financial position, viewed strictly through the lens of tax, laid out like a chessboard. Every legal strategy is evaluated against the firm’s proprietary Aggression Scale™ and ranked by how boldly the client wishes to play.
Since founding the practice in 2004, Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, and her team report over $2.35 billion in documented client savings. By driving the average client tax rate down to 6.92 percent, Shauna cemented her place among the top 1 percent of tax strategists. Out of 660,000 U.S. CPAs, she is one of only 15 holding this elite designation. This provides expertise traditional accountants simply cannot match.
Reengineering the Traditional Accounting Model
Shauna stacked her formal training deep, layering a Master of Taxation and specialist designations on top of her CPA license. Built on rigorous training at high-position consulting firms like KPMG, she grew her practice into a custom consultancy for entrepreneurs, serving both High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families nationwide. She rebuilt the firm around a core conviction: compliance merely tells owners what they owe after the fact, while proactive strategy changes the number itself. Reflecting this transparency, the firm launched an exclusive flat-rate structure, completely replacing surprise hourly invoices.
Clients choose their strategic firepower upfront. The $10,000 Foundation Strategy helps larger businesses wanting a DIY approach or needing immediate savings. The $65,000 Custom Build gives established owners with over $1 million in taxable income three years of hands-on strategy and implementation. At the highest tier, the $350,000 Empire package serves UHNW founders with net worths exceeding $50 million, focusing on complex income and estate planning for multi-generational wealth preservation.
The Chessboard, the Dragon, and the Eight Out of Ten
Every strategy is placed on the Aggression Scale™. A zero means the IRS never calls outside a random audit. A nine is Al Capone territory – you do shady stuff and hope you do not get caught! A ten means jail. Clients dictate their comfort level from zero to eight, but the firm strictly caps plans at Level 8. An eight is perfectly legal, but requires every ‘t’ crossed and ‘i’ dotted to be fully audit-ready.
“Extreme tax savings are never one-size-fits-all,” Shauna explains. “I sometimes call myself a red-headed fire-breathing dragon sitting on top of a pile of gold coins, where each gold coin is a strategy that we can utilize to help a client in the appropriate situation with the appropriate facts and circumstances.”
Structural Engineering for the Top 1 Percent
In an industry flooded with recent pop-up tax firms that spend more on marketing than technical details, Tax Goddess stands apart. Backed by 22 years of constant education and a master list of over 1,800 active strategies, the firm provides elite firepower. Marketing-heavy pop-ups hand out basic cookie-cutter advice that will never drive a client’s average tax rate down to 6.92 percent.
Tax optimization at the top 1 percent is not about finding loopholes. It is about structural engineering. It requires leveraging corporate, trust, property, and partnership law across multi-entity and multi-state frameworks. For Custom Build and Empire clients, this extends into advanced entity structuring utilizing 831(b) Captive Insurance companies, Optimized Gift Trusts, and Section 1202 (QSBS) maximization.
Shauna has carried this disruptive thinking to Forbes and Entrepreneur. Her latest book, The 6% Life, serves as a blueprint for the firm’s legally aggressive approach. Twenty-two years in, Shauna has built the elite credentials, the global team, and the $2.35 billion track record to engineer true, lasting wealth.
About Tax Goddess
Guided by the mission to CRUSH YOUR TAX BILL: Tailored Tax Solutions for Successful Business Leaders, Tax Goddess is led by Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS. Nationally known as the Tax Goddess and featured in Forbes and Entrepreneur, the firm specializes exclusively in advanced, proactive income and estate tax planning for business owners and High-Net-Worth individuals. With over two decades of experience and more than $2.35 Billion in documented client savings, Tax Goddess focuses on legally aggressive tax mitigation, entity structuring, and long-term wealth preservation. For more, visit: https://taxgoddess.com/
