Shauna M. Shafer, CPA

Partner-in-Charge of Medical Practices

Shauna M. Shafer

Client service means going beyond the tax return. My goal is to give clients the tools they need to be successful and to help them stay ahead of their competition.

OVERVIEW

Shauna splits her time helping medical firms, high-net-worth clients and mid-market companies with taxation, practices and compliance services. She enables businesses to make the best decisions and plan for a better future.

When you work with Shauna, you can expect a trusted advisor who understands that business doesn't only happen between 9 and 5. She works with her clients on their time, even if it means answering a text at 9 p.m. or 6 a.m.

Shauna likes to camp, hike and spend time in the great outdoors with her husband and three children. She's also an avid reader, and she attends more concerts than any reasonable person should now that she lives in Denver.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant, Colorado (Certificate No. 22965)

Education

  • Bachelors of Science, Accounting — Mesa State College, Grand Junction, Colorado

KNOWLEDGE

Client Work

  • Helped medical industry clients, including medical practices, hospital joint ventures and sole practitioners, with tax compliance, tax planning, accounting, buy-sell agreements, strategic planning and practice transactions.
  • Worked with high-net worth individuals on tax planning, tax compliance and coordination of family offices, financial advisors and attorneys.
  • Experienced with multistate pass-through taxation for mid-market companies, providing income tax compliance, nexus review and coordination with sales and property tax experts.
  • Provided accounting services to medical groups, agricultural producers, oil and gas companies and professional service firms.
  • Assisted with conservation easement planning for high-net-worth clients.

COMMUNITY

Community Involvement

  • Girl Scouts of Colorado, Treasurer