Shaw Tax & Financial Services, LLC

When working with us, you’ll benefit from a transparent, client-friendly pricing structure: Customized Quotes: Our fees are tailored to the complexity of your tax situation and the specific services you need. Multi-Year Discounts: We offer special discounts for clients who file with us over multiple years, adding even more value to our service.

When working with a new tax client, my process is designed to be clear, personalized, and stress-free. Here’s how it typically works: Initial Consultation: We start with a one-on-one meeting—either virtually or in person—to discuss your financial situation, answer any questions you might have, and outline the steps ahead. Document Collection: I guide you through gathering all the necessary documents. Whether it’s income statements, receipts, or previous tax returns, I’ll ensure we have everything needed for an accurate filing. Detailed Review & Strategy: With your information in hand, I review your documents in detail. I focus on identifying every possible deduction and credit to maximize your refund or minimize your tax liability. Tax Preparation & Filing: Once we’ve reviewed everything together, I prepare your return. I make sure it’s fully compliant and accurate, and then file it promptly on your behalf. Ongoing Support: My commitment doesn’t end at filing. I’m available year-round to answer any questions, help with tax planning, and ensure you’re prepared for future tax seasons.

With over 20 years of dedicated experience in the tax industry, I have built a solid reputation working with top firms such as Liberty Tax Service and Jackson Hewitt. My career has allowed me to serve a diverse clientele, from individuals to small business owners, by providing tailored, accurate tax solutions that maximize deductions and ensure compliance. In addition to my extensive professional background, I hold a Bachelor’s of Science degree in Business Administration from. My academic achievements, combined with years of hands-on experience, have equipped me with a deep understanding of complex tax regulations and the expertise to guide clients through every step of the tax process. This blend of practical experience and formal education drives my commitment to excellence and my passion for helping families and businesses achieve financial success

I got started in taxes because I saw an opportunity to make a real difference in the lives of families. Witnessing the stress and confusion many faced during tax season, I realized that providing clear, accurate, and compassionate tax assistance could help ease their financial burdens. My passion for helping families has driven me to create a service that not only maximizes deductions and ensures compliance but also supports families in achieving a more secure financial future.

Over the years, I’ve had the privilege of working with a diverse range of clients—from individuals seeking personalized tax planning and maximized deductions to small business owners looking for expert guidance on compliance, expense tracking, and strategic tax planning. Whether you’re managing personal finances or steering a small business, my experience ensures that you’ll receive customized, effective solutions tailored to your unique needs.

I recently assist a client to file her 2016-17 tax returns and maximize her business deductions and refund.

When looking for a tax professional, consider these key points: Experience and Credentials: Look for a professional with a solid track record and the right certifications. Ask about their background, specialties, and if they’ve worked with clients in situations similar to yours. Transparency and Fees: Ensure their fee structure is clear from the start. A trustworthy professional will explain all costs upfront without any hidden charges. Communication: Choose someone who is responsive and willing to explain the process in simple terms. Good communication is essential for understanding your tax situation and making informed decisions. Client Reviews and References: Check reviews or ask for references. Hearing from other clients can give you confidence in their reliability and quality of service. Availability: Consider whether you need year-round support or just assistance during tax season. A professional who is available beyond filing time can help you plan for future tax events.

Before meeting with a tax professional, consider these questions to ensure you’re prepared and can get the most out of your consultation: What is my overall tax situation? Identify your sources of income (employment, self-employment, investments, rental properties, etc.) and any major financial changes that occurred during the year. What documentation do I need to bring? Think through all relevant documents such as W-2s, 1099s, expense records, receipts for deductions, previous tax returns, and any notices from the IRS. Have I experienced any major life changes? Consider events like marriage, divorce, the birth of a child, or a new business venture, which could all affect your filing status and eligibility for deductions or credits. What deductions or credits might apply to me? Reflect on whether you qualify for specific deductions like home office expenses, education credits, or medical deductions, and gather supporting documents. What are my goals for working with a tax professional? Decide if you need assistance with tax planning, maximizing refunds, handling audits, or simply ensuring accurate filings. What questions do I have about fees and services? Consider asking about fee structures, what services are included, and whether remote or in-person consultations are available, based on your preference and needs.