Growth Amplifiers
Growth Amplifiers
Growth Amplifiers
Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien
19 minutes Posted Mar 3, 2026 at 7:28 pm.
Welcome and Guest Intro
Origin of Tax Goddess
Why Partnerships Matter
Client Triggers to Refer
Matching Risk and Trust
Specialize to Grow
Referral Systems That Work
AI for Future Focus
Connect and Closing
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19:00
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Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien | Growth Amplifiers
On Growth Amplifiers, host Rashana interviews Shauna, the “Tax Goddess,” a top-ranked US tax strategist and founder of Tax Goddess Business Services (2004), about proactive, legal tax strategy and how CPAs can better serve clients through strategic partnerships. Shauna shares her path from astrophysics to tax, compares tax planning to chess, and explains why specializing beats trying to do everything. She outlines key triggers that signal clients need deeper strategy (e.g., bringing Wall Street Journal articles or outside investment pitches), stresses aligning “aggression levels” between CPA, client, and strategist, and recommends including the CPA in strategy calls to build trust and protect relationships. They discuss referral partnerships, “inspect what you expect,” and a practical AI step using Google NotebookLM to match tax strategies to client situations. Shauna directs viewers to taxgoddess.com.