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New for 2019 Audit Protection

Personal Audit Protection Brochure and Business Audit Protection

For more than 15 years, Tax & Financial Advisors, Inc. has been serving the needs of businesses and their owners in Florida's Tampa Bay Area and across the globe by helping them navigate a complex tax environment. Whether planning for anticipated transactions, solving complex tax problems or in making sure our clients are in compliance with the various tax jurisdictions in which they operate, our credentials are the result of years of hands-on experience. No matter what your business structure or what industry you operate in, we have the experience and knowledge necessary to ensure that your business is limiting its exposure to federal, state, and local taxes and maximizing its earning potential.

Tax & Financial Advisors, Inc.

Clearwater Office - 727-442-1120

2189 Logan Street Clearwater, FL 33765

Map: Directions to our Office

Spring Hill Office - 352-597-1040

15120 County Line Rd, Suite #109

Spring Hill, FL 34610

Map: Directions to our Office

Orlando Office - 727-478-7335

6972 Lake Gloria Blvd.

Orlando, FL 32809


Life is fluid and constantly changing. In the global business environment, things can change even faster. Businesses and their owners are in a constant state of change and adaptation as they respond to the multitude of internal and external pressures of the global economy. Current U.S. and international tax laws create even more challenges for businesses as there are special rules that apply depending on a business' organizational structure and industry.

Experience matters, and this is what Tax & Financial Advisors, Inc. offers to business owners.

Shannon A. Shehorn, EA, CFP®

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Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC

Advisory services offered through CL Wealth Management LLC [CLWM]

FINRA's BrokerCheck

200 Vesey Street, 24th floor, New York, NY 10281, 888.992.2268

Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of Cabot Lodge Securities LLC.

This does not constitute an offer to buy or sell any security. Investments in securities may not suitable for all investors. An investment in any security may involve risk and the potential loss of your initial investment. Investors should review all “Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance is not indicative of future results. Investment products, Insurance and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value.

Certified Financial Planner Board of Standards, In. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and in the U.S


Our clients appreciate that our focus is on them. Here's what they've said about us...

Tax Center

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Check Tax Refund

Click here to quickly find the status of your tax refund...