Our Services

Tax Services



  • Individual Tax Returns
  • Business Tax Returns
  • Estate, Gift & Trust Returns
  • Out-of-State and Multi-State Returns
  • Personal & Business Tax Planning
  • Non-Profit Tax Returns
  • Audit Protection
  • Tax Problem Assistance

Financial Planning Services

___________________________________ CFP-1

Shannon A. Shehorn, CFP®Email: shannon.shehorn@clsecurities.com

  • Financial Planning Including Retirement and Estate Planning
  • Investment Review & Analysis
  • College Savings Plans
  • Annuities and Mutual Funds
  • 401(K) Rollovers
  • Life Insurance

  • Financial Statements
  • Bank Reconciliations
  • Calculation of Monthly Payroll Tax Deposits, Quarterly Payroll Tax Reporting
  • Employer's Federal & State Unemployment Tax Reporting
  • Employee's W-2 Forms, W-3
  • Quick Book Advising
  • Sales Tax Calculation and Electronic Reporting
  • Tax Planning
  • Free Business Consultations

Other Business Services Offered:

  • Corporate or LLC Set Up with State of Florida
  • EIN Number Registration with IRS
  • Sub S Elections with IRS, if applicable
  • Enrollment in E-Service with IRS for EFTPS or E-File
  • Enrollment/State of Florida for Electronic Filing/Payment of Sales Tax & Unemployment Tax
  • Notary Service

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

FINRA's BrokerCheck

Advisory services offered through CL Wealth Management LLC [CLWM]

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

Tax & Financial Advisors, Inc. is not controlled by or a subsidiary of CLS or CLWM.