Broker Check

Shaun O'Rorke

Senior Manager

Shaun joined the firm in 2014.

Shaun is an Enrolled Agent with the Internal Revenue Service who has a Master's Degree in Accounting and several years of public accounting experience. He has extensive experience providing tax, accounting, and financial reporting services to clients in a diverse range of industries such as professional services, medical practices, real estate, online businesses, transportation, retail stores, and automotive classifications.

Shaun has a long history of helping business owners and individuals create and execute tax-savings strategies. He is well-versed in foreign reporting requirements and has experience with US Citizens that have foreign business holdings. He also has experience working with employees who have equity-based compensation and robust benefits packages from Fortune 500 companies. This expertise coupled with his experience representing clients before the IRS and DOR easily translates to a value-added experience.

He is proficient on multiple QuickBooks platforms helping businesses setup and maintain their financial records.

A graduate of Merrimack College “Go Warriors” with a Bachelor of Science in Business Administration concentration in accounting, Shaun began his career as a tax accountant and rapidly advanced to conducting audits of global manufacturing corporations, non-profit entities, and several Boston trade unions.

Shaun is an avid marathoner who enjoys traveling with his wife and two energetic boys. He also spends time in the community by volunteering his time coaching basketball at the YMCA and teaching children at his local church.

Shaun is not affiliated with Woodbury Financial Services.