Important Notice

At Tax Goddess, we prioritize providing personalized service and attention to each of our clients. To ensure that we give you our undivided attention and the highest level of service, we operate primarily by appointment.

While we value communication and are here to assist you, please note that we do not regularly monitor incoming phone calls. Instead, we encourage you to schedule an appointment with us using our convenient online booking system. This allows us to dedicate the necessary time and resources to address your specific needs and inquiries.

To book an appointment or get in touch with our team, please visit our Growth Team page and use the available contact options. If you prefer to communicate via phone, you may leave a voicemail, and we will make every effort to return your call promptly.

Thank you for your understanding and cooperation. We look forward to the opportunity to assist you!

Frequently Asked Questions

It will depend on what you want us to do for you. As a potential client, we will want to see copies of your most recently filed income tax returns – preferably the last 3 years. If you are a new business client, we will also want to see copies of your most recent financial statements. Depending on the type of engagement we are undertaking, we may also want to see your wills and estate plans, business agreements, insurance documents, investment and bank statements, employee benefit statements, divorce or separation agreement, and anything else you think might be relevant. As a new tax client, we will also ask you to prepare a Client Organizer which we can send to you in advance of our meeting.

No, we do not provide Sales and Use Tax Returns preparation services.

At Tax Goddess, we specialize in advanced tax strategies to legally maximize tax savings for 6-, 7-, and 8-figure business owners and entrepreneurs. Our core areas include:

  • Strategic Tax Coaching (STC): A deep dive into your tax history to uncover missed opportunities and create a tailored tax-saving playbook.
  • High-Net-Worth Tax Planning: Focused solutions for clients paying over $100K in taxes, ensuring compliance while maximizing savings.
  • Specialized Tax Solutions: Expert tax strategies in real estate, business exit planning, and family wealth building.

Yes, we provide comprehensive tax planning. We focus on advanced tax strategies tailored for high-income entrepreneurs and business owners, aiming to minimize tax liabilities legally. Our flagship program, Strategic Tax Coaching (STC), reviews past tax returns, identifies missed opportunities, and provides a detailed playbook to reduce historical and future tax burdens. On average, our STC clients pay a yearly tax rate of just 6.92%. To date, we’ve saved our clients over $1.68 BILLION in taxes.