Judy Shonborn, CPA, CFP®

Tax  •  Accounting  •  Financial Planning

Credentials


I have been operating as a sole practitioner since 1999, providing tax and accounting services to small businesses, self-employed professionals and other individuals.  I am also a Registered Investment Adviser who specializes in "fee-only" financial planning (no products are sold; no commissions or any other payments are received; advice is provided at a flat hourly rate).

Certification:
Certified Public Accountant - 
    Passed exam 1984, certified in Wisconsin 10/87
Certified Financial Planner™ -
    Passed exam 1999, certified 2/03

Education:
Ongoing continuing education (for CPA, CFP®  and NAPFA )
U of WI Milwaukee  - 1991-1997 MBA
U of WI Whitewater - 1980-1984 BA-Accounting

Business Background:
Sole Practitioner -
    1999 to present
Arnow & Associates -
    2000-2006, Financial Planning & Tax
Sunstone Financial Group -
    1995-1999, Mutual Fund Accounting Manager
Wisconsin Paper & Products Co. -
    1991-1995, Controller
Price Waterhouse -
    1984-1991, Audit & Computer Consulting Manager

Professional Memberships:
National Association of Personal Financial Advisors
Wisconsin Institute of CPAs (Chairperson of TGIF
   Accountants' Continuing Education Committee)
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Copyright 2008 Judy Shonborn CPA CFP. All rights reserved.