Tax Goddess Business Services

What Tax Goddess Business Services does

Tax Goddess Business Services, P.C. is a full-service CPA firm founded in 2004 and headquartered in Scottsdale, Arizona, providing accounting, tax preparation, payroll, and IRS representation services with an exclusive focus on high-net-worth business owners, entrepreneurs, and accredited investors. Its core differentiator is the Strategic Tax Coaching (STC) program, anchored by a proprietary methodology called the Tax-o-rithim Formula, which the firm claims deploys more than 1,800 federal, state, and local tax strategies to minimize client tax obligations. Service offerings are tiered by client revenue — DIY Package ($10,000), Advanced Strategies Package ($65,000), and 10X Wealth Package ($350,000) — targeting clients with $1M+ gross revenue, $300k+ net income, and $100k+ annual tax bills, with an enterprise tier serving clients grossing $100M+ per year.

Complementing the STC program, the firm delivers traditional compliance services (income tax preparation for individuals, LLCs, S-corps, C-corps, and partnerships; payroll processing; multi-state payroll) and specialized offerings including IRS audit representation, the Installment Sales Trust (IST) for capital gains deferral under IRC Section 453, and the Deferred Sales Trust (DST). Go-to-market operates through a Growth Team that books free 30-minute Zoom consultations, a structured three-tier affiliate and partner program paying referral bounties of $250-$25,000 per closed client, and an aggressive content-marketing engine built around TaxGoddessLive webinars, Monday Night Live classes, and more than 30 podcast guest appearances.

The firm is privately held, founder-led by Shauna A. Wekherlien (CPA, MTax, CTC, CTP, CTS), bootstrapped with no external institutional capital, and operates exclusively in the United States. Customer outcomes emphasized by the firm include an average 6.92% annual tax rate for STC clients and over $2.35 billion in cumulative client tax savings. Technology stack consists of standard professional services tooling (TaxDome, Canopy, SmartVault, WeTransfer) and the firm operates a registered trademark portfolio (Tax Goddess, STC, IST) along with FTC Safeguards Rule, WISP, and GDPR-aligned data security practices.

Name

Tax Goddess Business Services

Legal name

Tax Goddess Business Services, P.C.

Website

https://taxgoddess.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Goddess Business Services is a Scottsdale-based CPA firm founded in 2004 that provides tiered strategic tax coaching, tax preparation, payroll, and IRS representation services exclusively to high-net-worth business owners, entrepreneurs, and investors with $1M+ gross revenue.

Ownership category

akta.pro rank

Product category

Tax Strategy and CPA Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213), Other Accounting Services (541219)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Law (BPAHAAAG), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Strategic tax coaching
• Tax preparation services
• Capital gains deferral
• Payroll processing services
• IRS audit representation

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Tax Coaching (STC): Tax Goddess offers tiered tax strategy coaching programs for business leaders and professionals grossing over $100M+, $1M-$100M, and $200k-$1M annually. These are ongoing advisory relationships that provide personalized strategic tax guidance and access to their full suite of tax-reduction strategies.
2. Tax Preparation Services: Full-service income tax preparation for individuals, LLCs, S-Corporations, C-Corporations, and partnerships. Every tax return is customized to the client's specific situation.
3. Payroll Processing Services: Comprehensive payroll outsourcing including quarterly and annual filing, electronic tax payments, direct deposit for employees and contractors, W-2 and 1099 forms, workers compensation, and multi-state payroll support.
4. Partner Referral Bounties: Affiliate partners earn flat-fee bounties when referring clients: $250 for DIY Package, $1,000 for Advanced Strategies Package, and $25,000 for 10X Wealth Package referrals.
5. IRS Issues and Representation: IRS audit representation and tax controversy services for clients facing IRS inquiries, notices, and examinations.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Tax Goddess Business Services is a full-service CPA firm that delivers Strategic Tax Coaching, income tax preparation, payroll processing, and IRS audit representation to high-net-worth individuals, business owners, and entrepreneurs. The firm specializes in aggressive yet 100% legal tax mitigation using a proprietary Tax-o-rithim Formula and 1,800+ IRS-approved federal, state, and local strategies, including capital gains deferral structures such as the Installment Sales Trust and Deferred Sales Trust. Its flagship Strategic Tax Coaching (STC) program targets clients paying $100k+ in annual taxes and is offered in tiers aligned to revenue size ($200k–$1M net, $1M–$100M gross, and $100M+ gross).

Product overview

Tax Goddess Business Services is a full-service CPA firm offering a tiered tax strategy ecosystem anchored by its proprietary Strategic Tax Coaching (STC) program. The service portfolio is structured across three tiers: Tax Strategy Mastery (for enterprises grossing $100M+), Tax Strategy Advancement (for businesses grossing $1M-$100M), and Strategic Tax Coaching (for entrepreneurs netting $200K-$1M). Core compliance services include Income Tax Preparation and Payroll Processing, while specialized products include the Installment Sales Trust (IST) for capital gains deferral and Deferred Sales Trust (DST). The ecosystem is complemented by Tax Goddess Live (webinars/podcasts), IRS Representation services, and a suite of client self-service tools including document management and appointment scheduling.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Tax Coaching (STC) The flagship tax strategy program using the proprietary Tax-o-rithim Formula to help high-earning business owners legally minimize tax obligations through 1,800+ IRS and state-approved strategies. Targeted at entrepreneurs netting $200,000 to $1M annually with tax bills exceeding $100k.
• Income Tax Preparation Fully customized tax return preparation for individuals, LLCs, S-Corporations, C-Corporations, and partnerships, implementing targeted tax strategies to minimize tax obligations while ensuring compliance.
• Payroll Processing Services Payroll outsourcing including quarterly and annual filing, electronic tax payments, direct deposit for employees and contractors, W-2 and 1099 forms, workers compensation support, and multi-state payroll management.
• IRS Issues and Representation IRS audit representation and issue-resolution services leveraging established professional relationships with IRS offices nationwide to proactively handle inquiries, respond to notices, and secure favorable outcomes.
• Installment Sales Trust (IST) Capital gains tax deferral strategy for business owners and real estate investors that allows deferral of capital gains taxes for 10+ years by structuring asset sales through an installment trust; fees are a 1.5% one-time setup and 0.5% annually.
• Deferred Sales Trust (DST) Tax deferral vehicle for capital gains on asset sales, used to legally defer taxes triggered by the sale of appreciated business or real estate assets.

Quantifiable outcome

• Clients save an average of 6.92% annual tax rate through Strategic Tax Coaching program
• +4 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

13 partnerships are on record, tiered minor and core.

• Gangaraju Hanumaiah (RightTaxMate)minorImplementation/ SI/ Consulting PartnerCEO and Founder of RightTaxMate, an Enrolled Agent admitted to practice before the IRS. Listed as a preferred vendor for tax services.
• Steve Welker, CPAminorImplementation/ SI/ Consulting PartnerReputable accounting firm based in Chandler, AZ with over 20 years of experience providing straightforward tax and accounting solutions.
• Jenn Myers, CPA (Copper Peak Financial)minorImplementation/ SI/ Consulting PartnerCPA at Copper Peak Financial located in Chandler, Arizona, serving clients across multiple states with bookkeeping, accounting, and tax compliance services.
• Victoria Bellomo (Rosacci Law Firm)minorImplementation/ SI/ Consulting PartnerAttorney at Rosacci Law Firm, listed as a preferred vendor for legal services.
• Jonathon M. Morrison (Frazer Ryan Goldberg & Arnold LLP)coreStrategic or Co-development PartnerSenior Partner at Frazer Ryan Goldberg & Arnold LLP, consistently ranked Arizona's #1 Tax Law firm. Certified Specialist in Estate Planning, Trust & Probate Law. Featured expert on the Tax Goddess estate planning blog, author of advanced tax solutions including Optimized Gift Trust (OGT), Optimized CLAT (OCLAT), and Marital Multiplier Trust (MMT).
• Bill BlackminorImplementation/ SI/ Consulting PartnerPension administration professional with over 45 years of experience providing consulting and marketing for pension services throughout the United States.
• Clay OgdenminorImplementation/ SI/ Consulting PartnerCaptive insurance specialist known for genuine relationships and steady guidance in navigating complex insurance challenges.
• Randy Sadler (CIC Services)minorImplementation/ SI/ Consulting PartnerPrincipal at CIC Services for seven years, consults with business owners and CFOs on formation of captive insurance programs.
• Bill Smith (ELB Consulting)minorImplementation/ SI/ Consulting PartnerCost segregation specialist passionate about helping owners, developers, and investors mitigate federal tax liability through forensic fully engineered cost segregation methodology. Also offers R&D Tax Credits, EPAct 179D/45L Energy Tax Certifications.
• Derek W. Kaczmarek (Kaczmarek & Jojola)minorImplementation/ SI/ Consulting PartnerTax litigation attorney representing individuals, businesses, trusts and estates against the IRS and state/local taxing authorities in tax litigation, audits, and collection matters.
• Peter Sondergaard (The Sondergaard Group)minorGTM or Marketing PartnerFormer Gartner executive vice president and keynote speaker. Founded The Sondergaard Group for executive advisory and serves as chairman of 201.ai AI platform company. Available for interviews and panels.
• Ben J. HimmelsteinminorImplementation/ SI/ Consulting PartnerAward-winning business lawyer concentrating in business litigation, commercial transactions, and dispute resolution with focus on medical, dental, technology, and startup businesses.
• Brian Sanders (Arizona Education Scholarship Foundation)minorGTM or Marketing PartnerExecutive Director of Arizona Education Scholarship Foundation Corporation. Listed as trusted partner in the community involvement/social responsibility initiatives.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wright Ford Young & Co. California-based CPA firm focused on tax strategy and planning for high-net-worth individuals and business owners, with a similar premium-tiered service model. Directly comparable to Tax Goddess in target customer (HNW owners) and proactive tax advisory positioning.
• Wiss & Company: Mid-Atlantic CPA and advisory firm with a dedicated private client and HNW tax practice serving business owners and entrepreneurs. Similar in size and service philosophy to Tax Goddess, focusing on proactive tax strategy for owner-operated businesses.
• Citrin Cooperman: National CPA and advisory firm with a private client services group and strong HNW tax planning practice. Directly comparable to Tax Goddess in target market (HNW owners, entrepreneurs) and in the bundling of tax strategy with compliance services.
• Sax LLP: Mid-Atlantic CPA and advisory firm with a private client and HNW practice providing tax planning, wealth advisory, and compliance to business owners. Directly comparable to Tax Goddess in client profile and emphasis on proactive, strategic tax services.

Broad incumbents

• Andersen Tax (Andersen): National tax and advisory firm with a strong high-net-worth and private client practice, offering proactive tax planning, entity structuring, and wealth strategy. Larger and more diversified than Tax Goddess but competes for the same HNW advisory relationships.
• Withum Smith+Brown: Top-30 U.S. accounting and advisory firm with a dedicated Private Client Services group serving HNW individuals, families, and closely held businesses. Overlaps with Tax Goddess on tax strategy, entity planning, and family-office-style advisory.
• CohnReznick: National advisory, assurance, and tax firm with a strong private client and closely held business practice. Competes with Tax Goddess for tax strategy engagements from HNW owners and operates in adjacent tax controversy services.
• BDO USA Private Client Services: BDO's Private Client Services group serves high-net-worth individuals and family offices with tax planning, wealth structuring, and advisory. Significantly larger scale than Tax Goddess but directly comparable in service mix for HNW clientele.
• Eide Bailly: Top-25 U.S. accounting firm with a private client and HNW practice offering tax strategy, estate planning, and business advisory. Comparable to Tax Goddess on target customer and proactive tax planning offering, with much broader geographic reach.
• HBK CPAs & Consultants: Top-50 U.S. accounting firm offering tax, assurance, and advisory with a dedicated private client services practice. Comparable to Tax Goddess on HNW-focused tax planning, with broader service lines and multi-office footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TaxGoddess
• YouTubeyoutube.com/channel/UCyaKEndOmUohZ-Rpre2_law
• Facebookfacebook.com/thetaxgoddess
• LinkedInlinkedin.com/company/2734122
• Instagraminstagram.com/thetaxgoddess

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax Goddess Business Services