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Julie Shannon, CPA

Julie Shannon, CPA

PARTNER

As the Partner of Hartwig, Norman & Shannon LLP, Julie is responsible for the planning and management aspects of the firm's engagements. In her role, she provides her clients with tax solutions that integrate both personal and business financial strategies, ultimately increasing their opportunity for personal financial growth.

With over 20 plus years of accounting and tax experience including starting her own accounting consulting firm, she provides businesses and individuals with accounting, tax and advisory services.
Areas of Expertise:

  • Financial Reporting
  • Business Start-ups
  • Corporate, Partnership, Individual Tax Reporting
  • Accounting Software
  • General Business Consulting
  • QuickBooks Desktop and Online ProAdvisor
Julie helps clients establish internal financial reporting procedures and provides year-end financial reporting services. She reviews and recommends software that ensures management is provided with timely and accurate financial reports to run a profitable business. Julie believes in proactive tax planning. Throughout the year she keeps business and individual clients informed about tax law changes, opportunities and potential tax liabilities. She assists clients with corporate and individual income tax compliance and advises on sales and payroll tax strategies.

Julie earned her Bachelor's degree in Accounting with CPA emphasis from Carrol University. She is a member of the Wisconsin Institute of Certified Public Accountants (WICPA). Julie and her husband enjoy the time with their four grown children and five grandchildren and keep busy working out and trying to stay fit. They manage their rental properties and also like to travel as much as possible.

Phone: 1(262) 737-8862
Email: julie@hartwigcpas.com
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