Shawaunna Middleton

Shawaunna's specialization is in international tax, an area that has always intrigued her. She enjoys international travel and often meets expatriates along the way, always wondering how they managed to make their global lifestyles possible. During college, she studied abroad in England and took an international business course, which solidified her desire to pursue a career that would allow her to experience other cultures in her daily life.

She values getting to know her clients and understanding their communication styles to deliver answers to their questions or concerns in a way they will clearly receive and comprehend. Whenever she is unsure about something, Shawaunna promptly consults with experts who can assist, ensuring her clients know they are working with the best advisors available. With the strength of her network, she is confident in her ability to support clients in all aspects of their business needs.

Beyond tax planning and compliance, Shawaunna focuses on helping her clients navigate the constantly changing tax laws and ensuring no deduction goes overlooked. As companies grow and evolve, their tax liabilities often change as well. This can feel overwhelming to many business owners, but Shawaunna provides reassurance by staying current on all available savings opportunities and guiding her clients toward strategies that minimize their tax burden. Shawaunna has in-depth expertise serving clients who conduct business on a global scale. She is dedicated to helping these clients develop a comprehensive global tax strategy that maximizes opportunities across borders and enables seamless operation across all areas of their business.

Clients often describe Shawaunna as very responsive and knowledgeable. They appreciate that she puts them at ease by taking on challenging tasks and completing them in a timely manner, sparing them from having to deal directly with the IRS. The most rewarding part of her job is helping clients resolve problems they had no idea how to handle, relieving their stress and providing assurance that a solution will be found.

Shawaunna is devoted to advancing the financial success of her clients and supporting the growth of their businesses. She takes the time to understand each client's complete financial picture to offer advice on matters that can improve their bottom line.

About Shawaunna

• Lander University, Bachelor's of Science, Accounting
• University of South Carolina, Master of Accountancy, Business Measurement and Assurance
• Shawaunna enjoys traveling, learning about and exploring other cultures, and cooking classes.

Professional Memberships and Community Involvement

• American Institute of CPAs
• World Affairs Council of Charlotte
• University of South Carolina Alumni Mentorship program for undergrad and graduate students