Professional Services

In today’s rapidly changing business environment, professional service firms are challenged by more demands than ever before. In addition to being a firm that can provide a full range of audit, review, and compilation services for financial statements, a strong tax and business accounting firm relieves much of the pressure and allows our professionals to work as a team to help our clients achieve their business goals.

Peter Shannon & Co. has spent decades providing services to professional service firms, including law firms, and helping them successfully overcome the financial challenges they face. We assist our clients with the financial and business decisions of today and aid them in anticipating any obstacles they may encounter well into the future.

At Peter Shannon & Co. we use a team approach to ensure our clients receive personal attention. Our passion for personal service and our knowledge of professional service firms distinguishes us among other service providers. We believe we can help our clients run their firms in the most efficient, cost-effective manner. Our goal is to offer a comprehensive range of services carried out by a team of committed professionals with years of experience. Some of our services include:

Tax and Accounting Services

  • Audits, reviews and compilations of financial statements
  • Entity and ownership structuring
  • Compensation, residency and multi-state planning
  • Retirement and benefit plan consulting
  • Corporate, partnership, fiduciary, individual and gift tax returns
  • State and local tax planning

Consulting Services

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

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