Professional Services

Serving the professional service industry for over 50 years has allowed us to develop an in-depth understanding of the issues and changes facing the industry. It is this understanding and the reputation that position Peter Shannon & Co. to deliver results to our professional service clients.

Overview

In today’s rapidly changing business environment, professional service firms are challenged by more demands than ever before. We assist our clients by providing full range of accounting services and strong tax expertise to provide proper financial advice so our clients can achieve their business goals.

Our client relationships are built through frequent and open access to our partners. With Peter Shannon & Co., you will be advised by professionals who not only understand the importance of high quality service, but who also have a vast array of expertise.

Accounting Services

  • Audits, reviews and compilations of financial statements
  • Entity and ownership structuring
  • Compensation, residency and multi-state planning
  • Retirement and benefit plan consulting

Tax Services

  • Corporate, partnership and individual tax return preparation & e-file
  • State and local tax planning
  • Proactive identification of industry-unique tax planning opportunities

Consulting Services

  • Internal control, financial checkups and management reviews
  • Compensation Studies
  • Transaction planning and structuring
  • Succession planning