—   Embracing the Past while Building for the Future   —

Our Services

At Peter Shannon & Co., we provide a wide range of accounting services to our individual and business clients.  For financial statement preparation, we can compile your financial records into professional, GAAP (Generally Accepted Accounting Principles) compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.  In addition to the basic financial statements, we can prepare tailor-made financial reports that can be a useful tool for management in order to make financial decisions.  Our accountants can help you in choosing the best suited and most cost-effective options to meet your specific needs.

We also assist individual and business clients with the preparation of income tax returns and other returns required by Federal and State governments, and offer electronic filing services for income tax returns.  Our tax related services further extend to retirement planning, estate planning, education planning, and other business and individual financial planning.  We keep current on new tax laws and legislation, and our experienced staff is available year-round to identify tax planning opportunities to minimize your current and future tax liabilities.

§ Financial Statements and Audits

§ Record-keeping and Reports

§ Tax Planning and Preparation

§ Financial Services

§ Financial and Estate Planning

§ Computer Selection and Use (including Quickbooks)

§ Business Sales and Acquisitions

§ Pension and Profit Sharing Plans

§ Lease-Buy Decisions

§ Business Expansion

§ Real Estate Sales and Acquisition

§ Projections, Budgets, Goals

§ Retirement Planning

§ Inventory Control Systems

§ Insurance Review

§ Management Consulting Services

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