Business Details
39 Years
experience
Your Reliable CPA Partner in Beavercreek, OH
Shannon & Company & Company has been a trusted name in accounting and financial services since 1987, dedicated to empowering individuals and businesses in Dayton, Ohio. Our team of Certified Public Accountants (CPAs) specializes in tax planning, business accounting, and QuickBooks support, offering personalized solutions to reduce liabilities and achieve financial goals. As a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs, we uphold the highest standards of professionalism and expertise. Our services extend to IRS representation, corporate tax filings, and strategic financial guidance, ensuring clients receive accurate, compliant, and forward-thinking advice.With over 30 years of experience, we combine technical proficiency with a client-first approach, helping businesses streamline operations and individuals navigate complex tax landscapes. Our Certified QuickBooks Pro Advisors provide tailored software training and support, ensuring seamless financial management for growing enterprises. At Shannon & Company & Company, we prioritize transparency, ethical practices, and long-term client relationships, positioning ourselves as a cornerstone of financial excellence in the community.
Services
Tax Services
Bookkeeping
CPA Firm
QuickBooks Support
Tax Planning
IRS Representation
Business Accounting
Financial Consulting
Payroll Services
Audit Services
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of experience in accounting and tax services.
- Our team includes Certified QuickBooks Pro Advisors for specialized software support.
- We are members of the American Institute of CPAs for industry-leading standards.
- We provide personalized tax planning to minimize liabilities and maximize deductions.
- Our CPA-certified professionals offer IRS representation and audit assistance.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants
Services
Tax Services
Shannon & Company & Company provides comprehensive tax preparation for individuals and businesses, ensuring compliance with evolving tax laws. Our CPAs specialize in minimizing liabilities through strategic planning, audit representation, and year-round tax advice. Clients benefit from personalized guidance tailored to complex financial situations, including corporate returns, estate taxes, and IRS dispute resolution.
Bookkeeping
Our bookkeeping services ensure accurate financial record-keeping for businesses of all sizes. We manage daily transactions, payroll, and financial reporting, allowing clients to focus on growth. Certified professionals use advanced tools like QuickBooks to maintain organized records, streamline tax preparation, and support informed business decisions.
QuickBooks Support
As Certified QuickBooks Pro Advisors, we offer tailored software training, setup, and troubleshooting. Our team helps businesses optimize QuickBooks for cash flow management, invoicing, and financial reporting. Services include data migration, custom template creation, and ongoing support to enhance accounting efficiency and accuracy.
CPA Services
Shannon & Company & Companys CPAs deliver expert financial consulting, including tax planning, business strategy, and compliance audits. We assist with investment planning, retirement accounts, and business entity selection, leveraging deep expertise to guide clients toward long-term financial stability and growth.
IRS Representation
Our CPAs provide professional IRS representation for audits, tax disputes, and compliance issues. With extensive experience in resolving payroll tax penalties and complex filings, we advocate for clients to achieve favorable outcomes while ensuring adherence to federal and state regulations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, financial consulting, and QuickBooks support tailored to small businesses.
Are you a certified QuickBooks ProAdvisor?
Yes, our team includes three Certified QuickBooks Pro Advisors for expert software training and support.
Do you offer IRS audit representation?
Yes, our CPAs provide professional IRS representation for audits and tax dispute resolution.
How can a CPA help with tax planning?
A CPA can minimize tax liabilities through strategic planning, identify deductions, and advise on long-term financial decisions.
What areas do you serve?
We primarily serve Dayton and Beavercreek, Ohio, with clients across the state.
How do I schedule a consultation?
Call us at 937-426-5089 or fill out our online form to book a free consultation.
Reviews (6)
J. C.
Mar 16, 2021
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Critical: Responsiveness Called the office to set an appointment to resolve a tax issue. Receptionist who answered phone said she would return my call after speaking with Shannon. I never received that call.
Keith Jenkins
Jan 01, 2021
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Jan Shannon and her team are all-stars in my book. They saved me from serious tax situations and are highly competent in the services they provide. They are totally awesome!
A. S.
Nov 05, 2020
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Jan has been doing my taxes for over 15 years, always professional, kind and courteous. Jan and staff complete our taxes quickly and make filing a breeze.
Kathy Smith
Apr 27, 2020
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I've been a client (personal and business) of Shannon and Company for 30 years. Jan and her staff provide an excellent level of service. Highly educated in personal and business tax and stays on top of all the changes. If you have a question or need advice, you will always get a quick response. Shannon and Company is highly regarded by their clients as well as accounting peers and financial advisers. Highly recommend this firm!
Donovan Teel
Apr 26, 2020
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Jan has done my taxes for 8 years. Despite me always being last minute her and all of the staff have been patient and extremely helpful assisting me to get things done. They go the extra mile to take care of their clients.
Jergen Vonvegenstron
Mar 25, 2020
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They overcharge for a service I could have done myself. She faked complexity, and I ended up actually doing over half the work myself. If I were a millionaire with 5-10 businesses, I could accept what she charged me, but I'm a small-time guy TRYING to build businesses, she saw my net worth, and realized she could charge more. It's for those very reasons that business owners have such difficulty getting off their feet. This type of thing is parasitic and infuriating. I was expecting HALF of what she ended up charging me. I was not satisfied with her service. I'll just do it myself next time.
