Tax and accounting

Shannon & Marquard, APC

Over 50 years of Accounting Experience

 

OUR SERVICES

person's handing holding a pen and preparing to write

Tax Preparation

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.

monthly calendar

Tax Planning

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.

person's hand counting and stacking money coins

Bookkeeping

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.

ABOUT US

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.

Shannon & Marquard team photo, standing outstide office - Jeremiah, Pamela, Jeanne, and William
 
 

CONTACT US

Our Address

5230 Carroll Canyon Rd.

Suite 102

San Diego, California 92121

Contact Info

Tel: (858) 558-5550

Fax: (858) 558-8970
Email: info@sdtac.com

Our Hours

Monday - Friday

9:00 AM - 5:00 PM

Closed on all major holidays

Contact Form

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