Shaun is a CPA candidate with a Master's Degree in accounting and over eight years of public accounting experience serving closely held businesses and their owners. He has extensive experience providing a variety of tax, accounting, and financial reporting services to clients in a diverse range of industries such as professional services, medical and dental practices, commercial real estate, residential construction, online businesses, transportation, retail stores, gas stations, and towing companies. He also has a long history of helping business owners and high net-worth individuals create and execute tax-savings strategies. Shaun also has IRS representation experience and enjoys educating clients on the complexities of tax law.
A graduate of Merrimack College, Shaun began his career as a tax accountant and quickly progressed to conducting audits of manufacturing corporations, non-profit entities and various unions. He is an expert at QuickBooks helping businesses setup and maintain QuickBooks, giving business owners confidence that their accounting information clearly reports their activity in an easy to read format.
Shaun is also a marathoner who enjoys spending time with his loving wife and two young boys and making improvements on his home. He also likes to volunteer his time at local civic organizations and church.
* Not affiliated with Woodbury Financial Services, Inc.