Business Details
Trusted CPA Services for Individuals and Businesses in Louisville & Shelbyville
At R Lee Shannon, we bring 35 years of dedicated experience to individuals and businesses seeking expert accounting and tax solutions in Louisville and Shelbyville. As a family-owned and locally operated firm, we prioritize personalized service, ensuring every client receives tailored guidance to maximize refunds, minimize liabilities, and navigate complex tax matters. Our team holds memberships in the National Association of Tax Professionals and the Kentucky Society of CPAs, underscoring our commitment to professional excellence. We specialize in tax preparation, IRS audit representation, bookkeeping, and business startup services, with a proven track record of delivering reliable, client-focused results.Our deep understanding of federal, state, and local tax regulations ensures clients receive accurate, compliant solutions. With two convenient locations, we offer a free 30-minute consultation to new clients, reflecting our dedication to accessibility and transparency. Our approach combines technical expertise with a personal touch, ensuring clients feel supported at every stage of their financial journey.
Services
Tax Preparation
Business Taxes
IRS Audit Representation
Bookkeeping Services
Business Startup Services
Payroll Services
QuickBooks Support
Financial Statement Preparation
Sales Tax Reporting
Tax Planning
Highlights and features
- 35 years of experience in accounting and tax services
- Family-owned with local expertise in Louisville & Shelbyville
- Free 30-minute consultation for new clients
- Experienced in federal and state tax audits
- Personalized service tailored to individual and business needs
Associations and certifications
- National Association of Tax Professionals
- Kentucky Society of CPAs
Services
Tax Preparation
Our tax preparation services cover federal, state, and local income taxes for individuals and businesses. We ensure accurate filings for 1040 personal taxes, 1041 fiduciary returns, and multi-state tax compliance. With 35 years of experience, we focus on maximizing refunds while maintaining strict adherence to regulatory requirements.
IRS Audit Representation
We provide expert representation during IRS audits, handling both federal and state-level proceedings. Our team responds to tax correspondence and advocates for clients' interests, leveraging decades of experience to navigate audit complexities and minimize potential liabilities.
Bookkeeping Services
Our bookkeeping services include QuickBooks support, monthly/quarterly file reviews, and sales tax reporting for small businesses. We maintain organized financial records to ensure accurate reporting and informed business decisions, with secure hosted environment options available.
Business Startup Services
We guide new businesses through setup processes, including entity selection, tax ID applications, and payroll systems. Our services cover federal/state tax registration, business classification advice, and financial planning to establish a strong foundation for new ventures.
Payroll Services
Our payroll services handle tax calculations, filings, and compliance reporting for businesses of all sizes. We ensure accurate employee payments and regulatory adherence, integrating seamlessly with existing accounting systems to streamline payroll processes.
Questions
What services does R Lee Shannon offer?
We provide tax preparation, IRS audit representation, bookkeeping, payroll services, business startup consulting, and financial statement preparation for individuals and businesses.
Do you offer a free consultation?
Yes, we provide a free 30-minute consultation for new clients to discuss their accounting and tax needs.
How experienced is your team?
Our team has 35 years of combined experience and holds memberships in the National Association of Tax Professionals and the Kentucky Society of CPAs.
Can you assist with business tax audits?
Yes, we specialize in IRS audit representation and have extensive experience handling federal and state tax audits.
Are you available for small business clients?
Absolutely. We offer tailored services for small businesses, including payroll setup, tax planning, and QuickBooks support.
Where are your offices located?
We have two locations serving Louisville and Shelbyville, KY, providing convenient access for local clients.
