About Us

pic of the front cornerTax & Financial Advisors, Inc. offices are located in Countryside/Clearwater, Spring Hill, and Orlando, Florida providing Tax Return Preparation and IRS Representation, Notary Service, Accounting for Small Businesses including Quick Books Support, Financial, and Estate Planning.

Shannon Shehorn, the President of Tax & Financial Advisors, Inc. is a Certified Quick Books Pro Advisor, Enrolled Agent (EA) "Enrolled to represent taxpayers before the Internal Revenue Service", Certified Financial Planner™ (CFP®), and has over 30 years of experience preparing tax returns & business accounting. Her combined skills and experience enables her to see your whole financial picture, ensuring you are taking full advantage of every allowable tax deduction.

Since its inception, our firm has served its customers with a combination of professional expertise and personalized service. With a dedicated team of qualified accounting professionals on staff, our aim has been to provide the widest range of tax, accounting, payroll, and business services you are likely to need. At Tax & Financial Advisors, Inc., you can count on not simply bringing your taxes and other accounting needs to a friendly staff member, but on forming an ongoing relationship with a trusted business advisor.

Shannon established Tax & Financial Advisors, Inc. to provide efficient, expert solutions to businesses and individuals. While our services include Financial Planning (including Estate and Retirement Planning), Accounting Services, Tax Return preparation for individuals, Businesses, Estates and Trusts, and Non-Profit Companies. We also offer business consulting and a host of specialty services that cater to the unique needs of our clients. Our friendly, knowledgeable staff members are educated in accounting issues and tax laws that impact our clients.

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

FINRA's BrokerCheck

Advisory services offered through CL Wealth Management LLC [CLWM]

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