Shannon Culek

Background

About Shannon Culek

While I don’t dream about accounting software at night, I am passionate about my work. That's because I am a small business owner and a real estate investor myself, so I understand the rewards, but also the heartache and stress of finances and taxes. Using my knowledge and experience in these fields I offer my clients peace of mind by helping them manage their finances, keep their books and records organized and current, and deliver the best tax strategies for their unique situations. Common solutions I provide clients include the following: • Helping small businesses and investors set up and streamline their bookkeeping processes, including importing historical data for an accurate and up-to-date financial picture • Advising real estate investors on the tax advantages of various legal entities, so they can choose the best fit for their investment style and approach • Forecasting future revenue and expenses to estimate quarterly taxes and plan cash flow • Assisting small businesses and investors with planning expenditures and investments to reduce tax liability and increase available cash to grow their business • Preparing year-end tax-basis financial statements that maximize allowable deductions based on the specifics of the company or investor • Tax preparation for individuals, small service-based businesses and real estate investors My philosophy is to get to know each of my clients and make them feel welcome and appreciated. I want my clients to feel like they can ask me any question and reach out when they need me. I need to understand your tax and business needs to deliver the best solution for you and your business, but I always enjoy it when clients become friends along the way.