Shannon has practiced public accounting since 2015. She provides tax planning and compliance services to privately held businesses and their owners, specializing in individual taxation.

Shannon’s primary focus is on individuals and families with partnership and flow-through investments in real estate, manufacturing, and closely held operating businesses. She has experience in trust and estate planning, individual tax planning for post-transaction wealth, and charitable planning tax strategies.

• Member, American Institute of Certified Public Accountants
• Member, California Society of CPAs

• BA, accounting, Sonoma State University