Discover How Strategic Tax Coaching Using a Proprietary Tax Reduction Blueprint Has Saved My Clients Over $25,147,587 and Counting... and the 100% FREE Step You Need to Take Now to Join Them

 
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Are you fed up with paying more than you should on taxes and watching your hard-earned cash drain out of your bank account each year?

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Is your CPA unhelpful and unimaginative, leaving you with the same old tired strategies and reactive planning?

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Do you get angry seeing your money being wasted, leaving you with less and less to reinvest into growing your business, take advantage of new opportunities, and spend on your loved ones?


If You're Sick Of Paying More Than You Need To In Taxes, Then This Will Be The Most Important Information You Read All Year

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With Strategic Tax Coaching from the Tax Goddess, we make it our mission to help you reach YOUR financial goals. Finding a CPA you can trust and build a long-term relationship with is hard enough. Forget the fact that most CPAs are only trained to report the information you provide; not dig for more savings. At some point, though, most business owners wonder…am I really getting all of the deductions I deserve?

That’s why we have created the Tax Reduction Blueprint - the trusted analyzation and integration plan that pinpoints the exact methods business owners should implement to ensure they keep as much of their hard-earned money as possible.

Whether you are saving for a new home, retirement, college for the kids, or a trip of a lifetime, our Tax Reduction Blueprint will allow us to work together to determine the exact plan of action for you to realize your goals and dreams.  

Using The Missed Opportunities Matrix, we search for nearly 300 commonly-overlooked tax strategies to determine a starting point for your potential savings. We discuss what we have uncovered during a FREE 15-minute consultation call.

When you understand the sheer volume of missed opportunities and allow us to continue our search for savings, we move on to our second step, the Deep Savings Examination Process. With a lot of back and forth question and answer sessions, we determine your future goals and dreams while scouring your financial statements and determine your comfort level of aggressiveness when creating a new approach to securing your financial future.  

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We ensure you stay motivated and engaged with our 3x ROI (Return On Investment) Process. Now that we understand your goals and are completely apprised of your financial obligations, we are able to provide you with a complete plan to ensure you get 3x ROI (or MORE) on your initial investment with us. We will provide you with a detailed plan of action, back-up documents, calculations, a checklist and our undivided attention to help you stay on track to reaching financial success.  


 
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Hi, I'm Shauna Wekherlien, and I'm known as the "Tax Goddess"!

Why? 

- I'm one of only 500 Certified Tax Coaches in the entire country, and I'm proud to be in the top 1% of this exclusive field. 

- I'm committed to helping as many people as possible save HUGE amounts on their tax bill. (We help our clients save an average of $32,307 per year!)

I know you work extraordinarily hard for your money, and I want to see you benefit from the blood, sweat, and tears you've been into your business.

 

Tax Reduction Blue Print

MISSED OPPORTUNITIES MATRIX

  • Analyze previous two years of tax returns for nearly 300 commonly- missed opportunities
  • Prepare preliminary report and discuss potential tax savings
  • Set up FREE 15 minute appointment to discuss cost versus savings
  • Decide if you want to move forward with plan

DEEP SAVINGS EXAMINATION PROCESS

  • Interaction between the Tax Goddess team and client is imperative during this stage
  • Dive deeper into your current financial situation
  • Determine future goals and dreams
  • Decide how aggressive you would like to be when securing tax savings

3x ROI PROCESS

 

  • Deliver 70-500 page strategic tax plan based on information gained during the two earlier stages
  • Cover Letter provided detailing each step of your plan
  • Back-Up section included that explains every idea listed in the cover letter, explains pitfalls, provides IRS code references and court cases to support the deductions, and a section that includes extra little ways to save even more!
  • Calculations from professional retirement, financial planning and charitable planners included as needed
  • Checklist to ensure you do not miss a step on your way to save 3x ROI
  • Delivery session to discuss your plan and next steps

Private Client Group Overview

At SharpePoint Private Client Group, we help you identify and define the retirement you envision, and develop strategies to help you pursue your life, however you may define it. We take a comprehensive approach to financial planning, creating strategies that incorporate investments, retirement planning, asset and tax management, insurance and estate conversions unique to your own situation.

As we create your unique plan, we learn about your goals, your investment history and risk tolerance. This helps us offer insightful guidance to strategically manage and protect your assets. Once you are satisfied with the plan we propose, we implement your strategy and make adjustments as the financial landscape changes or your priorities or goals evolve over time.  Most importantly, we simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to helping you meet your retirement income needs, desires and expenses, maintaining lifestyle choices and priorities, ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals. 


insurance Group Overview

Protecting yourself, loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning.  Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.

At SharpePoint, risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective recommendations to provide you with the peace of mind you seek. Our team of professionals has relationships with numerous insurance companies to cover your life insurance, long-term care, and disability insurance needs.  Additionally, we specialize in income distribution planning with the use of Fixed, Indexed, and Deferred Income Annuities.

With our aging population, long-term care insurance is at the forefront of many of our clients' minds. Many factors go into the decision of whether or not to buy long term care insurance, and our experienced team assist client's with the decision making process as well as the best fit for their lifestyle.


Services:

Legacy Planning & Charitable Giving

Estate Planning

Education Planning

Retirement Planning

Insurance & Risk Management

Investment Management

Tax Strategies

Advanced Planning Strategies


Investment Philosophy

We provide long and short-term strategies focused on addressing our clients’ financial and life goals—helping to prepare you for both the best of times and the worst of times.

Our team of local investment professionals uses a disciplined wealth management approach—while seeking to achieve clients’ investment goals and expectations.

Our investment philosophy is based on a number of fundamental principles, including conducting exhaustive research on the investments and managers we recommend to our clients.