About Shawndra
With over two decades of experience in personal client tax services, Shawndra has established herself as a trusted advisor to high-net-worth individuals, entrepreneurs and families with complex tax and financial planning needs. Shawndra’s expertise spans the full spectrum of private client services, including US individual income tax, gift and estate tax, trust compliance, and expatriation issues/planning with an approach that integrates compliance with long-term planning strategies tailored for her clients’ unique circumstances.
Having also been an expat for more than 10 years living in the Netherlands, United Kingdom, and Turkey, her global experience enhances her ability to navigate the nuances of international tax treaties and foreign reporting obligations as well as complex tax issues related to global assets, cross-border estate considerations, and wealth transfers. Shawndra is known for delivering clear advice and maintaining long-term client relationships built on trust, discretion, and technical proficiency. She holds a Bachelor of Business Administration (tax and finance emphases) from Pacific Union College and is an IRS Enrolled Agent.
