Tax Strategies & Consultations

Shantelle joined the financial services industry in August 1998. Shantelle is the Advisor.Investments Team Leader and coordinates the daily operational activities of the office. In addition, she is a member of our Client Relations, Compliance and Tax Departments. As a member of our Client Relations department, she assists retirees in completing their retirement paperwork and through the transition process. As a member of our Compliance department, she maintains our compliance records and calendar. As an Enrolled Agent, Shantelle is admitted to practice before the Internal Revenue Service and is authorized by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service. She is a member of the National Association of Enrolled Agents. As a member of the Tax department, she prepares annual tax returns, tax projections, estimated tax payments, research and consultations.