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Tomoko Shoji, CPA/PFS, CFP

Associate Director of Tax Services

Tomoko Shoji provides income, gift and estate tax planning, consulting and compliance services for high-net-worth families and closely held businesses in the U.S. and abroad.

She has more than 15 years of experience untangling complex tax issues on foreign and domestic trust compliance and planning, FIRPTA planning and IRS examination representation.

Shoji is fluent in English and Japanese.

Areas of Focus

  • FIRPTA planning and foreign investment in US real estate
  • Foreign and domestic estate and gift compliance and planning
  • Foreign and domestic trust compliance and planning
  • IC-DISC compliance and planning
  • IRS examination representation

Education

  • Florida Atlantic University – Master of Science in Accounting
  • Florida Atlantic University – Bachelor of Business Administration

Industries Served

  • High-net-worth individuals
  • Fiduciary services for individuals and trusts
  • Closely held companies
  • Exporters, distributors and manufacturers

Languages

  • English and Japanese

Affiliations