Shavlik Gene CPA

Since 1983, Shavlik Tax & Financial Services has been a trusted name in Long Lake, Minnesota, providing comprehensive tax planning and income tax preparation services. Our firm is built on a foundation of personalized attention and a deep commitment to our clients' financial well-being. While we specialize in individual tax preparation, our expertise extends to a wide range of complex financial matters, including S-Corporation returns, partnerships, sole proprietorships, estates, and trusts.

We believe that successful financial planning starts with a genuine understanding of our clients and their unique financial goals. That's why we prioritize face-to-face meetings to gather all the necessary information for your tax return. This allows us to build a relationship with you, explore all available options, and develop a tailored strategy that meets your specific needs. We strive to create a comfortable and open environment where you feel confident discussing your financial concerns.

Our Dedicated Team of Professionals

Our experienced team of certified public accountants (CPAs), Enrolled Agents (EAs), and financial planners is dedicated to providing you with the highest level of service and support.

Gene Shavlik, CPA, CFP, the founder of Shavlik Tax & Financial Services, has been a steadfast advocate for his clients in Long Lake since 1983. Gene specializes in individual income tax returns and estate planning, helping individuals navigate complex financial matters and ensure a secure financial future.

Ryan Carruth, EA, CFP, joined our team in 2001 and has been a valuable asset, providing expertise in income tax preparation and financial planning. Ryan is passionate about helping clients make informed financial decisions and achieve their long-term goals.

Lecia Connors, EA, brings over 20 years of extensive tax preparation experience to our team, assisting with both individual and business tax filings. She possesses a deep understanding of tax laws and regulations, ensuring accuracy and efficiency in every tax preparation process.

Our Comprehensive Services

We offer a wide range of services to meet your individual financial needs:

• Tax Preparation: We prepare a comprehensive range of federal and state income tax returns for both individuals and businesses, ensuring accuracy and compliance with tax laws.

• Estate Planning: We assist individuals in developing effective estate plans to protect their assets and ensure their wishes are carried out. Our personalized plans address various needs, ranging from simple trusts to complex estate settlements.
• Accounting Services: We provide bookkeeping and accounting services to businesses, keeping track of expenses, revenues, and generating financial reports for informed decision-making.
• Financial Consulting: We offer personalized financial advice to help individuals manage their finances, make sound investment decisions, and plan for retirement.