We've used Shannon as our accountant for going on four years. She's helped us navigate multiple changing tax situations - marriage, homebuying, tax reform, a baby, and more. She is an absolute joy to work with. She helps brainstorm how those changes affect our tax filings and how best to plan for the following year. She's saved us hundreds of dollars (and lots of headaches) through her expertise. We recommend her to anyone we know and look forward to working with her for many years to come.

We have had Shannon prepare our federal and state taxes for the past several years. Although our taxes are complicated with filing separately some years and jointly others, she is very thorough and diligent, ensuring all tax codes are followed and we benefit the most from our income taxes. We would highly recommend Shannon and her services for your future tax and investment needs. She’s the best!

Shannon has been my tax preparation professional for three tax seasons; she is experienced, accurate, knowledgeable, professional, responsive, and secure. It is reassuring to have a CPA like Shannon who will answer all of your tax related questions at any time during the year. She has advised me on a variety of issues such, but not limited to, RMDs and accurate withholding amounts that have arisen over these last several years. As a professional on her own she is not encumbered with the low inertia of a Firm. I recommend her highly without reservation.