Serving the san francisco bay area + beyond since 1976
Contact Info
50 California Street, Suite 1500
San Francisco, CA 94111
415.777.1001, Ext. 5108
415.546.9745
About Me: Shannon McKelvey has been an Enrolled Agent (EA) since 2024 and is a member of the National Association of Enrolled Agents. She holds a Master’s in Business Administration with a concentration in Accounting from SUNY New Paltz and Bachelors in Business Administration with a concentration in Accounting from SUNY Albany. Shannon started her career in public accounting in 2014. She joined Bregante + Company LLP as a staff accountant in 2016 and was promoted to Manager in 2026. Outside of work she enjoys traveling, staying active, and spending time with family.
Shannon specializes in tax preparation and planning services for high-net-worth individuals, trusts, partnerships and corporations. She also works with non-profits and works on attestation engagements.
Industries Serviced: Real estate, professional services industries, non-profits.