Shea Tax & Accounting, Inc.

Business Description

We specialize in all areas of tax planning, reporting and support. We also include comprehensive wealth planning and financial advisory services. We also provide tax preparation, audit representation, tax strategy and implementation. Tax strategy implementation involves wealth planning, investing and asset management for both business and individual. We also specialize in accounting system design and setup, for business and individuals. We also handle business accounting needs including financial statement preparation and review, system technology and business consulting.

Business Licensing Information

Frequently Asked Questions

General Questions

Do you have a customer satisfaction or refund policy?

Financial Planners

What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How many clients do you currently manage?
Will you be the only person working with me?
Do you offer any guaranteed results?
How much risk should I be willing to take?
Have you ever been charged with any breaches?

Life Insurance Agents

What carrier(s) do you represent?
Are there any pre-existing conditions that you can not cover?
How long does it take to complete the application and approval process?
Is there a maximum age that you can insure?

Accounting Services

What services do you provide? What are your specialities?
What are your qualifications? What professional certifications do you have?
How do you charge for your services?
Why should we use you for our accounting needs?

Financial Advisors

Why should I choose you as my financial advisor?
How do you charge for your services?
What is your experience? How many clients do you currently manage?
What financial institution(s) do you represent?

Business Tax Preparation

Will you come to our location?
What are your rates?

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• Do you have a customer satisfaction or refund policy?
  Yes, satisfaction is guaranteed. 100% refund policy if not satisfied.
• What are your qualifications? What is your education background?
  Client oriented. The customer needs are the focus, I provide support, advice and guidance.
• How are you compensated? How will I pay for your services?
  Approximately 150
• If you are going to manage my account, will you obtain my permission every time you buy or sell something?
  I will be your main contact, I partner with AXA Advisors and you may also work with them from time to time.
• How many clients do you currently manage?
  I can bill you for my services, or receive commissions from the products we implement.
• Will you be the only person working with me?
  Yes
• Do you offer any guaranteed results?
  I offer guranteed customer satisfaction in my practice. No one can guarantee financial sucess, but I will ensure that you are a satisfied customer.
• How much risk should I be willing to take?
  As much as you are comfortable with.
• Have you ever been charged with any breaches?
  No
• What carrier(s) do you represent?
  Several
• Are there any pre-existing conditions that you can not cover?
  Every case is looked at independently.
• How long does it take to complete the application and approval process?
  We strive to make the process as efficient as possible. Every case is unique.
• Is there a maximum age that you can insure?
  It depends on the type of insurance requested.
• What services do you provide? What are your specialities?
  Tax preparation, business accounting, tax planning, wealth planning, estate planning and many others.
• What are your qualifications? What professional certifications do you have?
  I have previously worked for the IRS as a Criminal Investigator and I am a licensed CPA in Colorado.
• How do you charge for your services?
  I prefer to charge a fixed amount per month for a mutually agreed upon list of services. I guarantee that you will be satisfied with our accounting services or your fees are refunded.
• Why should we use you for our accounting needs?
  I have extensive business and tax experience to draw upon.
• Why should I choose you as my financial advisor?
  I am a CPA. I have passed the Series 6 securities exam and I am licensed in Life, Health and Disability in the State of Colorado.
• How do you charge for your services?
  Accounting and Financial Planning. Many different accounting areas, including tax, tax planning, business consulting, accounting technology, financial statement review and audit, and many others.
• What is your experience? How many clients do you currently manage?
  Approximately 150
• What financial institution(s) do you represent?
  Many
• Will you come to our location?
  Yes
• What are your rates?
  Variable

Work Samples