Shannon Wilkinson, CPA  (408)222-6477
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Shannon Wilkinson, CPA  (408)222-6477
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  • About Me

Professional & Personal Accomplishments

  • Quickbooks Advanced Certified Pro-Advisor
  • Adjunct Accounting Instructor at Gavilan College, 2018-2019
  • Member, Morgan Hill Chamber of Commerce
  • San Jose State Masters Degree in Taxation, Graduated 2011
  • Awarded Most Outstanding Graduating MST Student
  • Leadership San Benito County, Graduated 2005
  • California CPA License acquired and maintained since 2002
  • Graduated Cum Laude from California State University, Chico with a Bachelor of Science in Business Administration and Option in Accounting, 1998


  • Proud Mother of 2 amazing children!
  • Treasurer for Girl Scouts, 2014-2019 
  • Girl Scout Troop Leader, 2013-2019
  • Piece by Piece Quilters of Morgan Hill, Member since 2011
  • Founding Member, Pinnacle Quilters of San Benito County (Served as Board Member and Treasurer 2003-2008, 2011-2012) 

Experience

I have 20 years of experience working for tax and accounting firms throughout the South Bay Area of California, including 3 years with a Big 4 CPA firm. In October 2018 I made the decision to open my own tax & bookkeeping practice to serve our local community.  I am fulfilling my dream to build real relationships with a few ideal clients and help them with their books, their planning and their tax returns. I spend the time to provide that extra care for my clients, just as I do for my own friends and family.  My clients want to pursue their passions and dreams of building their own business. I can help with more than just filling out tax forms.  I can ease your worries about bookkeeping and taxes by assisting you to keep your books & records in order and by providing guidance and understanding of financial results along with doing the necessary planning so there are no surprises at tax time.   


I have a home in Morgan Hill and also spend time in Hollister where my parents have a small farm. Please contact me and I am happy to provide a quote for Quickbooks training sessions, monthly bookkeeping or tax preparation services.


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