Tax Representation & Retirement Planning
Tax Services
Financial Planning
SHASHA TAX & RETIREMENT is your trusted firm that specializes in providing the middle class with the same type of resources available to the wealthy to secure a better financial future. Our experienced team specializes in expert tax strategies and tailored retirement planning, helping you maximize savings and minimize stress. From optimizing investment portfolios to mastering complex tax laws, we deliver personalized solutions with a client-first focus. With proven expertise and a commitment to your success, we’re here to guide you every step of the way.
Our firm delivers expert tax preparation, representation, and advice, paired with comprehensive financial planning. We serve individuals, businesses, and corporate employee groups with a holistic approach—ensuring your taxes and finances work together seamlessly. At Shasha Tax & Retirement, combining tax planning and retirement planning under one roof means smarter, and simpler financial solutions for you. No more juggling separate advisors; we see the full picture, spotting opportunities others miss. From minimizing tax burdens to securing your nest egg, our integrated approach delivers peace of mind and a cohesive plan. One firm, one vision—your future, optimized. Trust us to simplify the complex laws and regulations, safeguarding your financial future.
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Tax and Retirement Go Hand-In-Hand
Our Services
Individual & Business Tax
- IRS Representation
- Preparation of Unfiled Income Tax Returns
- Offers in Compromise
- Payment Plans
- Financial Hardship Plans
- Wage Garnishment/Bank Levy Releases
- Penalty Reduction
- Audits
- List Payroll Tax Issues
- IRS Appeals
- ... And More
- Individual / Personal
- Financial Planning
- Budgeting and cash flow management
- Investing & Portfolio analysis
- Education planning
- Retirement Planning
- ... And More
- Employer
- Group Education Meetings for Employees
- Retirement Plan Benchmarking
- Retirement Plan Analysis and Recommendations
- Retirement Plan Fee Analysis
- ... And More