Shannon Gellman, EA, is a senior manager and an experienced tax professional who has been providing taxation services since 1995, specializing in tax compliance and tax preparation for nonprofit organizations, businesses, and individuals.
As an Enrolled Agent, she has extensive expertise in federal and state tax regulations and prepares complex individual, corporate, and nonprofit tax returns while ensuring clients meet evolving tax reporting requirements.
Shannon works closely with nonprofit organizations to support tax compliance and regulatory reporting, including the preparation and management of nonprofit tax filings such as Form 990 and related schedules.
She also oversees the preparation of employee benefit plan tax returns and assists organizations with compliance related to retirement and benefit plan reporting requirements. Through her years of public accounting experience, Shannon helps nonprofit leaders and business owners maintain accurate tax reporting, meet federal and state filing obligations, and strengthen financial oversight through proactive tax planning and compliance support.
