Shayla Kane
Tax Manager
Based in Lakewood Ranch and serving clients in Sarasota and Bradenton Shayla Kane brings a highly responsive and service-driven approach to tax preparation and planning for personal returns. Her work is rooted in both professional discipline and personal values, shaped by her upbringing as the daughter of a small business owner in the plumbing industry, where she learned the importance of hard work, reliability, and taking care of clients the right way.
Shayla’s Christian faith plays a meaningful role in how she approaches her work—guiding her commitment to integrity, compassion, and doing what’s right for each client. She also has a heart for caring for individuals with special needs, which reflects her patience, attention to detail, and genuine desire to serve others.
She specializes in helping clients navigate the tax side of retirement and income planning, working closely with advisors to ensure strategies are implemented clearly and efficiently. Shayla is particularly effective with clients who want more than basic filing—those who want to understand how their investments, income decisions, and tax strategies all work together.
Client profile: Retirees, married couples, and executives seeking responsive, efficient tax preparation with a strong understanding of Roth conversions, IRMAA planning, and tax-aware investment strategies.
When clients typically reach out:
Preparing for retirement, evaluating Roth conversion opportunities, managing IRMAA thresholds, or looking for a tax professional who is prompt, organized, and easy to work with.
Why clients choose Shayla:
Clients appreciate her responsiveness, clear communication, and ability to make complex tax concepts feel straightforward—without sacrificing accuracy or thoughtful planning.
Shayla Kane is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this Individual is in no way related to Cetera Wealth Services, LLC or its registered representatives.