About Us
Why Choose Us?
Your Partners in Tax and Retirement Success
Shasha Tax & Retirement is a boutique firm founded by a husband-and-wife team with 42 years of combined experience. Tired of seeing America’s middle class sidelined by those with elite financial teams, we created a better way. Unlike big firms chasing assets or tax-only focus, we blend expert tax planning and retirement planning to secure your future—tailored just for you.
Why Choose Us?
– Tax Planning Expertise: Reduce liabilities, maximize deductions, and craft a tax strategy that lasts.
– Retirement Planning Mastery: Budget, save, invest, and retire confidently with a custom financial plan.
– Holistic Approach: We integrate tax and financial strategies to align with your life goals—because a strong retirement needs both.
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.
With decades in tax representation and finance at large and small firms, we saw the gaps—and filled them. Our mission? Empower you with comprehensive, personalized plans that break financial restraints and build wealth. We don’t just serve—we educate, teaching you to manage your money and taxes so you thrive long-term, using us as your trusted resource.
Tax & Retirement, Hand in Hand
A solid financial future hinges on smart tax and retirement strategies. Let us simplify the complex, cut your stress, and help you enjoy life—not just endure it. Ready to take control?
Contact Shasha Tax & Retirement today for your free consultation and start building the future you deserve!
Providing Integrity when no one is looking.
Building trust through transparency.
Advancing relationships with honesty.
A partner you can rely on, always advising with care.
To empower individuals and small businesses with expert tax representation, forward-thinking tax planning, and holistic financial solutions—bridging the gap to a secure, thriving future for all.
Through our dual expertise as Tax Advocates and Financial Planners, we equip individuals and small businesses to prioritize life, family, and growth with confidence and ease.