I strive to provide excellent and comprehensive service to my clients. To do this, I seek to identify opportunities, assist with challenges and ultimately be an integral part along my clients’ path to financial success.
Experience and Expertise
Brian joined Shannon & Associates in the fall of 2015 and has 7 years of experience overall in public accounting. In that time Brian has taken on a some of the firms larger clients and assisting them with complex tax planning and compliance. What particularly intrigues him is diving into complex tax situations and developing a tax efficient solution for his clients. Brian also provides assistance with the firms internal tax training and development as well as presenting emerging tax updates for CPA groups and industry professionals. Brian works most often with closely held business and individuals, with experience in succession planning and also in tax services for estates and trusts.
In the fall of 2018, Brian completed his Masters in Taxation which provides him with the knowledge and framework to assist clients with their most complex issues.
Keeping an eye towards the future and anticipating client’s needs is a must in effectively helping clients make decisions in a tax efficient manner. Whether they are a startup or an established business, there are many different avenues to consider that not only accomplish their goals in paying the least amount of tax legally required, but also their non-tax goals such as growth, expansion, and succession planning. Brian strives to be a thought leader for his clients and play an essential role in their continued success.
Certifications, Memberships, and Involvement
- Certified Public Accountant - 2016
- Washington Society of Certified Public Accountants (WSCPA), member
- The American Institute of Certified Public Accountants (AICPA), member
- Bachelor of Arts in Accounting (Washington State University)
- Masters of Science in Taxation (Golden Gate University)
When not in the office, you’ll find Brian……
…..hunting, fishing, boating and enjoying the outdoors with his wife and son.