Shauna provides tax compliance and planning services to high net worth individuals and closely held businesses. She also works with her clients to provide consulting services related to taxation and IRS resolutions. She loves to work on difficult, complex tax situations that encompass many aspects of a client’s business or personal finances.
She primarily works with professional service firms, construction/real estate companies, and auto dealerships, as well as individuals and families. In addition to general planning and compliance, Shauna is skilled in gift and estate planning, and likes to help to facilitate the transfer of wealth and businesses generationally in order to set up family units for long-term success.
Shauna’s work in the Sweeney Conrad tax department also involves overseeing the implementation of new processes and procedures. Shauna has been with Sweeney Conrad for over ten years, but spent her time before joining the firm at another Bellevue public accounting firm.
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Bachelor of Arts in Business Administration (Accounting), Washington State University
Master of Professional Accounting (Taxation), University of Washington
Certified Public Accountant
Shauna and her family enjoy time outdoors boating, wake surfing, and camping in their RV. She also enjoys golfing and volleyball, her favorite sport to play. When she’s not taking in the beautiful Pacific Northwest summer weather, you can find Shauna working on Amigurumi crochet project or spending time with her husband, three kids, and dog.
