Shannon M. Sweeney, CPA
215-354-0500 - Ext.41
Shannon M. Sweeney is a graduate of Council Rock High School South (2011), Temple University (2017) with a Bachelor of Science in Business Administration with a concentration in Accounting.
She is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) and the American Institute of Certified Public Accountants (AICPA).
At ITFP, Shannon assists with accounting and bookkeeping for individuals and small business owners. She is responsible for preparing business and individual tax returns, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Shannon provides support to the financial planners with investment management research and analysis, and she acts as a liaison with financial institutions to gather information. In addition, Shannon assists the office manager with insurance applications, as well as with client follow up and interaction. Shannon is responsible for carrying out various special projects as needed.
Her Certified Public Accountant (CPA) designation was conferred by the Commonwealth of Pennsylvania, Department of State, and the State Board of Accountancy in August 2018.
Shannon joined ITFP in December 2015.