“I am so thankful for the help and support I received from Shannon & Associates handling the estate and income taxes and the trust funding on my husband’s estate. I highly recommend them.”
- Alice Nelson

Additional Services

While we’re known for our expertise in the fields of accounting, auditing, taxes, employee benefits and accounting software, we offer a broad range of other services to complement your business’s financial needs. That’s because we function not only as your accounting firm but your management consultant as well. Our supplemental services include:

Business succession planning: We’ll do your succession planning and transactions without the need for an outside appraiser.

Other accounting and financial services include:

  • Estate tax compliance
  • Mergers and acquisitions
  • Fraud prevention and efficiency
  • Employee recruitment
  • Organizational structure analysis
  • Strategic planning
  • Cash flow projections
  • Due diligence
  • Financing options
  • Management and CEO consulting
  • Wealth management
  • Cost segregation

For more information about any of these management consultant services, simply contact us.

Shannon & Associates is committed to your success.