Our CPA and the Tax Goddess team

 

Shauna A. Wekherlien, CPA (AZ), MTax “Tax Goddess”

Shauna Wekherlien, CPA, is the owner of Tax Goddess Business Services, PC. She has her Masters Degree in Taxation from Arizona State University, which is ranked third in the country for it’s Taxation program. 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 was recently featured on ABC’s Channel 15 “Tax Talk” as one of the programs Tax Experts, has written articles in the magazines Phoenix Women and AZBiz, and has won the Make Mine a Million Award for a Female Owned business that will gross over $1 million before the year 2010. She is highly active in the local Scottsdale community chamber, and sits on the Board of AZ Sales Pros, a training organization for International Sales Professionals. She is an educational Tax Professional who loves to see the light bulb turn on for those she teaches in her community and for her own clientele. 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 also available to speak for your organization or at your corporate event.  Click here to see Shauna’s Speakers Profile or book her for your event here.

 

She has her brown belt in Northern Shao-Lin Kung Fu, is semi-fluent in Spanish, and loves to Travel! She also has 2 dogs, Thor and Mavi, who are her favorite little “monsters.”

Shauna Wekherlien
CPA, Masters in Taxation, the Tax Goddess
602-357-3275 X11
Email Shauna

Tina Wahl, Head Bookkeeper

Tina Wahl has worked in the accounting field for many years. She has seven + years of experience in bookkeeping and tax preparation, as well as five years experience with payroll and HR. She lives with her artist husband, two intelligent and talented sons, and three not-so-intelligent dogs. In her spare time, she enjoys cooking and writing novels.

Tina Wahl
Bookkeeper
602-357-3275 X13
Email Tina

Jason Rush, Bookkeeper

Jason has over 13 years experience as a full charge bookkeeper and manager in retail, construction and aerospace manufacturing. He was 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”.

Jason Rush
Bookkeeper
602-357-3275 X18
Email Jason

Roger Marshall, EA, Tax Preparer/Consultant

Roger Marshall, an Enrolled Agent (or EA) is a tax professional recognized by the United States federal government to represent taxpayers in dealings with the Internal Revenue Service. He offers you nearly three decades of professional experience in public accounting and tax preparation.

Roger Marshall
Tax Preparer/Consultant
602-357-3275 X14
Email Roger

 

 

Ronda Stewart, Operations

Ronda,  a former small business owner, believes top-notch customer service is a must! A ‘people person’ by nature,  Ronda enjoys maintaining an upbeat, friendly office.   She moved from Washington state in 1997 to escape the cold and snowy winters. She and her husband cherish their time with 5 year old daughter and her ‘older sister’ Indy who is a 10 year old aussie/lab mix.

Ronda Stewart
Operations
602-357-3275 X12
Email Ronda

 

 

Carla Gubka, Operations

Carla has over 25 years of professional experience.  She has joined us after several years as a stay at home mom, while partnering with her husband in their professional web services business. She has lived in the valley her entire life, living in Cave Creek for the past 17 years. She lives with her husband, two loving teenage sons and two spoiled dogs. She enjoys DIY home decorating, cooking and is an accomplished cake artist. Carla’s first devotion is to her family and she considers our clients to be a part of the family

 

602-357-3275 X 16
Email Carla

 

Holly Jo Johnson, Tax & Bookkeeping

Holly Jo Johnson
Holly Jo has over 15 years accounting experience, including owning her own firm. She lives with her husband, three children and an unknown number of animals of all shapes and sizes. Doug and her spend their weekends with the family doing petting zoos, pony rides and hay rides throughout the state. Her and her husband spent time volunteering for a number of non-profit groups that support agriculture/rodeo and that way of life.

Holly Jo Johnson
Tax & Bookkeeping
602-357-3275 X17
Email Holly Jo

 

Gail Friend – Administrative Assistant

Gail FriendGail 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.

 

602-357-3275 X 12
Email Gail