Clare M. Shaw Email and Phone Number

I am a CPA in private practice for 19 years as well as an Investment Advisor Representative with Avantax Investment Services℠. I work closely and continuously with my business and individual clients. Business clients may need to plan for retirement, buy-sell agreements, life/disability insurance, or need financial statements, various payroll or sales tax returns, and/or their federal, state, or local tax returns prepared, among others. Working, in a holistic approach, I analyze business objectives and coordinate them with your personal objectives. We develop solutions to support you in achieving those goals and monitor them to insure they continue to support your objectives.Individuals and families also need to be concerned about retirement planning, family risk management, and education planning, just to name a few. And, of course, federal, state, and or local income tax returns need to be prepared and I provide that service. As with businesses, it is important to address the individual and the extended family when recommending solutions that fit your life.If you have a desire for someone to partner with you to pursue your financial goals, then please reach out to me.Specialties: Financial Planning and Investing, Financial Statement Compilations, Accounting, Bookkeeping, Corporate and Individual Tax Preparation, Inheritance Tax Return Preparation.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information.