Shasha Tax & Retirement is a boutique firm started by a husband and wife team 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 and tax 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.

We have both had long careers in our fields (42 years of combined experience) working for both large and small companies and we realized that in all of them, they were either focused on preparing taxes, or if investments; getting ‘assets under management’. We genuinely want to help people break out of their current restraints and help them reach their goals. By working together we believe we can create a full and comprehensive plan for all our clients that are tailored to them specifically and help them implement those strategies. 

We also believe in “Teaching a man to fish” instead of “Giving a man a fish”. Part of our mission is to educate our clients so they, over time, can become more self sufficient on their own. We teach people how to apply what we help them with, so they can continue to implement and use us as their resource for future questions as their lives, and future goals, change. 

We fundamentally believe that we can help the middle class become better equipped to handle the foundations of money and taxes so they can focus more on enjoying life instead of being stressed through it. 

Tax & Retirement go hand-in hand.