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SATYA BRATA SHAW
| CPA, MBA
TAX&FINANCIAL
ADVISOR — EXPERT STRATEGIST
DEDICATED ESTATE TAX REDUCTION ADVISOR

At Satya Brata Shaw Florida, we're here for your financial planning, retirement planning, insurance planning and tax planning needs. Turn to us with confidence and sit back as we meet your needs and exceed your expectations.

Client Client Client Client
25+
Years Experience

Satya Brata Shaw — a Florida-certified advisor helping clients navigate financial planning, retirement, insurance, and tax needs for over 25 years.

Financial consultation team
Financial advisor consulting
Tax planning session
A+
• SINCE - 1998 • FLORIDA LICENSED CPA
25+
Experience
Florida
About Satya Brata Shaw

About Satya Brata Shaw
CPA, MBA, Financial Consultant
& Advisor, Florida.

Welcome to Satya Brata Shaw, providing expert financial consulting and advisory services for businesses, entrepreneurs, investors, companies seeking financial advisory, and high-income professionals. We help you make confident financial decisions, improve performance, and achieve long-term growth with clear, strategic guidance to navigate financial complexity with clarity and confidence. Our expertise covers Financial Consulting, CPA & Accounting Advisory, Business Financial Strategy, Investment Advisory, and Financial Planning. Choose us for experienced leadership that combines CPA & MBA expertise with practical financial insight, a strategic approach focused on growth and stability, and client-focused, tailored financial solutions. As your trusted advisory, we provide professional, transparent, and reliable guidance. Looking for professional financial consulting in the USA? Schedule a Consultation Today.

25+

Years of Licensed Financial
Advisory Experience Meeting
Client Needs in Florida.

SATYA BRATA SHAW SOLUTION: Full Array of Financial, Tax & Retirement Planning Services.
Abstract Finance
FINANCIAL TAX PLANNING RETIREMENT INSURANCE
FLORIDA LICENSED CPA ADVISORY ESTATE PLANNING
Awards & Portfolio

RECOGNIZED ACHIEVEMENTS & TRUSTED
MILESTONES OF SATYA BRATA SHAW CPA.

Satya Brata Shaw Award
Community Recognition
AWARD & HONOR
2023
GSTB Gala Dinner
Gujrati Samaj Of Tempa Bay
HONORED GUEST
2022
Tower Radiology Center
Tower Radiology Center
FINANCIAL TALK
2021
Consul General Welcome Event
Consul General Event
EVENT ORGANIZER
2020
25 Years in Finance
25 Years in Finance
MILESTONE & LEGACY
25+
SERVICES
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06
SERVICES
SERVICES
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01
GET STARTED
Tax Planning

TAX PLANNING & PREPARATION

Expert tax planning and preparation services to minimize your tax burden while ensuring full compliance. We handle income tax filing, personal tax planning, and sales tax services — keeping you on the right side of the law while paying no more than necessary.

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Retirement Planning

RETIREMENT PLANNING

Comprehensive retirement planning including asset protection, estate and trust management. We help you set up the trusts, estate planning documents and specialty products you need to enjoy a secure retirement and maintain the comfort of knowing your family is provided for.

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03
Insurance Planning

INSURANCE PLANNING

We help you select the right insurance products for more security in the present and peace of mind for the future. Turn to us for whole life, term life, universal life, long-term care insurance, health insurance, and disability insurance products you should not be without.

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Financial Planning

FINANCIAL PLANNING

Comprehensive financial management ensuring your money always works hard for you. We handle your financial planning so that your finances are always in order. You work hard for your money — so it should work for you too. We're here for your complete financial freedom.

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Investment Management

INVESTMENT MANAGEMENT

Specialized investment management covering mutual funds, stocks, bonds and fixed indexed annuities. We use just about any investment vehicle type approved or available today — including time-tested solutions and modern new products to optimize your portfolio growth.

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Estate Planning

ESTATE & TRUST PLANNING

Protecting your assets and securing your family's financial future through careful estate and trust planning. Our comprehensive approach ensures your wealth is properly managed, protected, and transferred in accordance with your wishes and Florida law.

Our Planning Process

OUR FINANCIAL PLANNING
PROCESS & SOLUTION

We provide comprehensive financial, retirement, insurance and tax planning services designed to help you achieve financial freedom and lasting security.

STEP 01

Initial Consultation

Initial Consultation
STEP 02

Financial Analysis

Financial Analysis
STEP 03

Custom Planning

Custom Planning

WATCH VI D EO

Coming Soon...

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