Shauna A. Wekherlien, CPA (AZ), MTax, CTC, “Tax Goddess”
Shauna Wekherlien, CPA, MTax, CTC 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 (1/5 in AZ currently) trained to lower your taxes to the bare legal minimum. She 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 alike.
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. She is highly active in the Scottsdale community, 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!)
She speaks a little bit of Spanish, loves to Travel, and has 3 dogs, Thor (her horse), Mavi (Shy one), and Shade (the Baby) who are her favorite little “monsters.”
CPA, Masters in Taxation, Certified Tax Coach, the Tax Goddess
Direct Business Cell: 480-823-7038
Email Shauna - note that email is ALWAYS the best way to reach Shauna
Tina Wahl, Head Bookkeeper
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.
Direct Business Cell: 480-823-7079
Jason Rush, Bookkeeper
Jason has over 13 years experience as a full charge bookkeeper and manager in retail, construction and aerospace manufacturing. He is originally from the Chicago area, but has called Arizona home for 32 years. Jason enjoys sailing and sitting on the beach, and has “an embarrassing number of rescued cats.”
Direct Business Cell: 480-823-7087
Carol Meihsner, Bookkeeper
Carol has over 25 years of bookkeeping, HR and administrative experience as both a business owner and employee. She moved to Arizona from Illinois in 1984. She has one husband (a chef), one daughter (in San Francisco) and one old dog (15). She enjoys fine food, the Desert Botanical Garden and reading.
Business Cell: 602-357-3275 – ask for Carol
Gail Friend, Head Administrative Assistant
Gail has over 20 years of customer service and admin experience. She is a native of Arizona, has two daughters, three grandkids and too many cats. In her spare time she enjoys sewing, drawing and designing jewelry.
Business Cell: 602-357-3275 – ask for Gail
Additional Administrative staff include: Gwen (Intakes), April (CTC / Tax Planning), and Annette (Office)