We go beyond simple tax preparation, getting to know who you are before making recommendations.
We look for opportunities to reduce your tax liability, search for deductions you might be missing, analyze new tax law and how it applies to your situation, and ensure you're setup accurately for the next year.
We can help you plan for and make educated decisions on big life events such as buying a home, investing in a rental property, starting a new business, and determining the right business structure.
We will look at your options, evaluate your situation, and make suggestions as to what's in your best interest, how you can minimize your tax liability, and ways to protect yourself.
We have certified bookkeepers available to help manage your business finances and ensure there are no surprises during tax season.
We'll track your business income, assets, and expenses, including reconciling your bank records, credit card transactions, loan statements, and more.
Shannon & Marquard, APC is a family-owned tax and accounting firm based in San Diego, California. They believe in developing relationships with their clients, delivering personalized service, and finding the best possible strategy for your unique situation.