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New for 2021 Audit Protection - Personal Audit Protection Brochure and Business Audit Protection

Tax & Financial Advisors, Inc. with offices in Clearwater, Spring Hill, and Orlando, we work with businesses in our community to fulfill their purpose by helping them maximize profit, manage cash flow, and minimize taxes through customized small business financial management.

Most small business owners and managers are too busy performing day-to-day tasks to devote the proper time needed to address the financial matters necessary for continued success, but bookkeeping, accounting, and tax planning are crucial to the success of any small business.

Our professional and expert staff prides itself on its responsiveness to our client’s needs while providing a level of trustworthiness and integrity one expects from our business. Together, we can work to ensure that your business fulfills its mission.

We also work with individuals whose tax preparation and planning needs may exceed those offered by typical volume tax preparation firms, or who may have received a tax notice from the Internal Revenue Service and aren’t sure how to deal with it.



Tax & Financial Advisors, Inc.

Clearwater Office - 727-442-1120

2189 Logan Street Clearwater, FL 33765

Map: Directions to our Office

Spring Hill Office - 352-597-1040

15120 County Line Rd, Suite #109

Spring Hill, FL 34610

Map: Directions to our Office

Orlando Office - 727-442-1120

6972 Lake Gloria Blvd.

Orlando, FL 32809



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When it comes to choosing an accounting partner for your expanding business, you won’t find a more dedicated, experienced, or effective partner than Tax & Financial Advisors, Inc. Our team is truly passionate about seeing businesses in our Nationwide community thrive, and we put all of our skills to the benefit of your company.


Shannon A. Shehorn, EA, CFP®

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Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC

Advisory services offered through CL Wealth Management LLC [CLWM]

FINRA's BrokerCheck

200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268

Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of Cabot Lodge Securities LLC.

This does not constitute an offer to buy or sell any security. Investments in securities may not suitable for all investors. An investment in any security may involve risk and the potential loss of your initial investment. Investors should review all “Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance is not indicative of future results. Investment products, Insurance, and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value.

Certified Financial Planner Board of Standards, In. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S

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