Shannon M. Sweeney
215-354-0500 - Ext.41
Shannon M. Sweeney is a graduate of Council Rock High School South (2011) and is a current senior at Temple University. She is majoring in accounting with an anticipated graduation date of May 2017 with 150 credits. After graduation, she plans to become a Certified Public Accountant and a Certified Financial Planner.
At ITFP, Shannon assists the Certified Public Accountants with accounting and bookkeeping for individuals and small business owners. She is responsible for preparing business and individual tax returns under the guidance of the CPAs, 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.
Shannon joined ITFP in December 2015.