Shanikwa began her career in 1999 working for State Street Bank (now State Street Corporation) in downtown Boston. In 2000, she transitioned to State Street Corporation’s Global Tax Services division, filing tax reclaims with various foreign tax authorities and sub-custodians.
(a sub-custodian is an institution providing custody services, with respect to securities traded in a particular market or jurisdiction, on behalf of another custodian (e.g. a global custodian) who may not have an operation in that jurisdiction.)
In 2006, Shanikwa entered Northeastern University (Boston, MA) as an Accounting and Finance major, graduating magna cum laude with a Bachelor of Science degree in 2010.
To gain insight critical to a diverse environment she decided to use elective courses to focus on business and organizational structure. Courses taken include (but not limited to): Managing Diverse and Changing World, Organizational Behavior, International Business & Management and Business Strategies.
She continued her education at Northeastern University, and attained a Master of Science in Accounting as well as a Master’s degree in Taxation.
A tax professional since 2002, Shanikwa began as a volunteer for an initiative called Boston EITC Coalition (now Boston Tax Help Coalition) filing income tax returns for low income residents.
Shanikwa is an Enrolled Agent (EA) a Certified Public Accountant (CPA), an online tax instructor for Northeastern University Graduate School of Business and the owner of a tax consulting firm.
Over the past few years, Shanikwa has been working extensively with families, their attorneys and investment advisors as they identify planning opportunities and appropriate filings to ensure they are in compliance with fiduciary filings.
Her firm (an authorized Electronic Return Originator, ERO and IRS Tax Professional e-Services account holder) provides planning and accounting services to assist companies to effectively and efficiently run their businesses.
Areas of focus have been with individuals, whether resident, nonresident or multi-state income tax filings; experience in tax compliance as it relates Corporations, Flow through Entities’, Estates, Trusts and gift tax reporting.
The firm prepares returns, administrative filings, advises and represents corporate entities and individuals worldwide. Shanikwa brings a unique perspective to her clients and students.
She has successfully resolved matters under federal and state (audit) review; drafted petitions and affidavits, including requests for abatement; and handled a number of issues before the Office of Appeals within the Internal Revenue Service and the Massachusetts Department of Revenue.
Shanikwa has provided tax consulting services to various tax accounting firms throughout the South Shore area. In addition, she has worked for regional accounting firms located in Braintree, MA and Milton, MA. She is contracted, as Seasonal Tax Manager, to support, mentor and coach tax advisors/professionals of Intuit (parent company of Proseries, TurboTax and Quickbooks).
Experiences in business has taught her to prioritize and analyze information appropriately and efficiently.
She is an active member of the Massachusetts Society of Certified Public Accountants’ Woman in Accounting Committee, a Board Member of their Educational Foundation and Scholarship Selection Committee, a member of American Institute of CPAs and has worked with the Massachusetts Department of Revenue to improve their services to taxpayers. See Board Service and Outreach
She speaks for professional organizations and higher education institutions throughout the greater Boston area.
To connect with Shanikwa you can reach out to Jarquis at firstname.lastname@example.org.