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Teri Shaw

Mba, Enrolled Agent at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Self-Employed</span>
Intro Book
Seasoned tax professional with expertise in tax research, accounting, and financial planning.
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Location
San Francisco, California, United Sta...
Skills
  • Tax Research
  • Accounting
  • Tax Returns
  • Tax Accounting
  • Tax
  • Show all
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Bio

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Teri Shaw is a seasoned tax professional with 30+ years of experience in tax research, accounting, and financial planning. She has a Master of Business Administration (MBA) from Northwestern University and has worked in various roles, including as a Master Tax Advisor at H&R Block and a Financial Planner at Protected Investors of America.

Experience

  • Self-Employed
    • Mba, Enrolled Agent
  • Self Employed
    • MBA, Enrolled Agent
      • Nov 2013 - Present

      Tax Preparation and Planning

  • H&R Block
    • San Francisco Bay Area
    • Master Tax Advisor
      • Jan 1999 - Dec 2013
      • San Francisco Bay Area

      Prepared over four thousand personal, small business, estate and trust tax returns over a 15 year period.

  • Protected Investors of America
    • San Francisco Bay Area
    • Financial Planner
      • Apr 1997 - Jan 2003
      • San Francisco Bay Area

      Provided financial planning services to numerous clients including creating comprehensive financial plans, portfolio design, individual stock, bond and fund selection and tax planning advice.

  • BPH Financial Services
    • San Francisco Bay Area
    • Mortgage Broker
      • Feb 1994 - Dec 1996
      • San Francisco Bay Area

      Arranged personal mortgages with major lending institutions

  • H & R Block
    • Greater Los Angeles Area
    • Security Pacific National Bank
      • Jun 1984 - Jun 1993
      • Greater Los Angeles Area

      First Vice President, managed the Northern California Real Estate Owned, Litigation and Loan Workout office in San Francisco, CA. Previously a Vice President in the Real Estate Lending Group of the Commercial Banking Division.

  • Security Pacific Bank
    • First Vice President
      • 1986 - 1992
  • First National Bank of Chicago
    • Greater Chicago Area
    • Assistant Vice President
      • Jun 1972 - Mar 1984
      • Greater Chicago Area

      Relationship Manager in the Real Estate Lending Group in the Commercial Lending Division.

Education

  • 1976 - 1978
    Northwestern University - Kellogg School of Management
  • 1968 - 1972
    Cornell College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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