Shasha Tax & Retirement, LLC is a boutique firm started by a husband and wife team with over 35 years of experience who believe the middle class of America has been getting left behind by those who have the additional resources to hire teams of attorneys, tax professionals, and financial professionals to instruct, make decisions on their behalf, and/or structure their taxes & finances so that they are better equipped to be safe and grow.
We specialize in tax representation, tax preparation and planning, to help our clients create a tax strategy for their future inclusive of; reducing tax liabilities and making the most of deductions available. We additionally specialize in finance, helping our clients with budgeting, saving, investing, and retirement planning. We believe that to be fully rounded for the future, our client’s should integrate their tax strategy in with their financial strategy and long term life goals. By bringing both our specialties together we have created a place where our clients can address where they currently are, embrace their future aspirations, and create a strategy that will carry them through the rest of their lives. We believe that a good financial future is dependent on both a sound tax and financial strategy in order to retire well.
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