Shaw Financial Services

Specialties

Over 40 Years Experience in Tax Preparation, Tax Planning, Pension Plans, Living Trusts, Insurance Planning, Financial Planning, Employee Benefits, Electronic Filing, Efile, Charitable Planning, Bookkeeping

and representation of clients in audits and Offers in Compromise.

History

Established in 1984.

For over 40 years Mr. S has worked hard for his clients. His business has expanded from referrals more than any other source. He studied to achieve the necessary licenses to become one of the most valuable advisors to his clients.

He has achieved the status of receiving not only a Masters in Business but also a PhD in finance.

Meet the Business Owner

Richard S.

Business Owner

From 1984 until the present, our office has focused on tax savings and employer benefit programs. Our focus is to save taxes for individuals and corporations with incomes from 100,000 to 10,000,000 per year.

Since 1980 to the present we have developed new and unique structures for wealth accumulation and tax savings. Mr. S has lectured throuhout the USA to CPAs, Attorneys & Financial Planners.

Drawing upon our tax and pension experience from 1980 until today we continue to developed new strategies that even in today’s complex tax and wealth preservation market win the acclaim of CPAs, Attorneys and financial advisors

Affiliations

National Assoc. of Enrolled Agents

CA Assoc. of Enrolled Agents

Board of Certified Financial Planners

Mr. S Education

PhD — Finance, Income and Estate Planning, as well as Employee Benefits

MBA — Finance & Accounting

BA –Queens College, New York

Personal

Richard lives 10 minutes from his office, has 2 daughters and 4 grandchildren