Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Dayton, OH
Shannon & Company & Company has been a trusted partner for financial and tax services since 1987, serving individuals and businesses in Dayton, Ohio. Our team of Certified Public Accountants (CPAs) brings decades of experience in tax preparation, business accounting, and QuickBooks support, ensuring clients receive accurate and strategic financial guidance. As a proud member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants, we uphold the highest standards of professionalism and continuing education. Our commitment to personalized service has made us a leading CPA firm in the region, helping clients navigate complex tax situations, optimize financial operations, and achieve long-term growth. We specialize in tax planning, IRS representation, and business advisory services, leveraging our expertise to minimize liabilities and maximize returns.Our three Certified QuickBooks Pro Advisors provide tailored software solutions, training, and support to streamline accounting processes for small and mid-sized businesses. With a focus on transparency, reliability, and client-centric solutions, we empower clients to make informed financial decisions. Our decades of experience in corporate and individual tax returns, estate planning, and compliance ensure clients receive comprehensive, error-free services. We pride ourselves on building lasting relationships through integrity, expertise, and a dedication to exceeding expectations in every aspect of financial management.
Services
Tax Preparation
QuickBooks Support
Bookkeeping Services
IRS Representation
Business Accounting
Details
- Year established: 1987
Highlights and features
- We have over 30 years of experience serving individuals and businesses as a qualified Certified Public Accountant.
- We are a proud member of AICPA, the largest member association representing accountants in the world.
- Our office has three QuickBooks Pro Advisors who can offer strategic insight into your business.
- We offer qualified tax planning for individuals and businesses to minimize tax liability.
- We provide professional bookkeeping services to maintain accurate financial records.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants
What people say
Expert tax services
Personalized financial guidance
Reliable QuickBooks support
Accurate tax preparation
Strategic planning
Services
Tax Preparation
Shannon & Company & Company provides comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our CPAs identify deductions and credits to minimize liabilities while offering strategic planning for future tax years. With expertise in corporate, partnership, and estate tax returns, we deliver accurate, timely filings tailored to each client's unique financial situation.
QuickBooks Support
As Certified QuickBooks Pro Advisors, we offer tailored support for businesses using QuickBooks software. Our services include setup, training, troubleshooting, and optimization to streamline financial operations. We help clients implement efficient bookkeeping practices, automate tasks, and generate reports that provide actionable insights for better business decisions.
Bookkeeping Services
Our professional bookkeeping services ensure accurate tracking of financial transactions, accounts payable/receivable, and payroll management. We maintain organized records to simplify tax preparation, improve cash flow visibility, and support informed business decisions. Clients benefit from timely, error-free financial reporting and reconciliation services.
IRS Representation
Shannon & Company & Company provides expert IRS representation for audits, collections, and tax disputes. Our CPAs advocate on behalf of clients to resolve issues efficiently, negotiate payment plans, and minimize penalties. With deep knowledge of tax law, we protect clients' interests during audits and ensure compliance with regulatory requirements.
Tax Planning
We develop customized tax planning strategies to reduce liabilities and optimize financial outcomes. Our services include year-round tax advice, retirement planning, investment analysis, and business entity structuring. By anticipating changes in tax laws, we help clients implement proactive measures that align with long-term financial goals.
Questions
What is bookkeeping?
Bookkeeping involves recording and organizing financial transactions to maintain accurate business records, essential for tax preparation and financial decision-making.
Who needs a CPA?
Anyone seeking expert financial advice, tax planning, or representation before the IRS benefits from a CPA's specialized expertise and licensing.
Do I need to file an estate tax return?
Federal estate tax returns are required only if the estate exceeds $5.49 million; Ohio repealed its estate tax in 2013.
How much does tax preparation cost?
Costs vary based on complexity; we provide custom quotes after reviewing your financial situation during a consultation.
What is the difference between an accountant and a CPA?
CPAs have additional education, pass rigorous exams, and can represent clients before the IRS, unlike unlicensed accountants.
What QuickBooks services do you offer?
We provide QuickBooks setup, training, troubleshooting, and optimization services to help businesses maximize software efficiency.
