Shetland Financial

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4647 Saucon Creek Rd Ste 201
Center Valley, PA 18034

Shetland Financial is an independently owned and operated business based in Needham Heights, MA, offering a comprehensive range of financial services. As a Certified Public Accounting (CPA) firm and Registered Investment Advisor (RIA), they provide tax filing, accounting, bookkeeping, and financial planning services to both individuals and small businesses. With their expertise and personalized approach, Shetland Financial aims to help clients optimize their tax strategies, manage their finances, and achieve their financial goals.

With a focus on tax services, bookkeeping, and wealth management, Shetland Financial is dedicated to being a reliable financial partner for their clients. They offer assistance with tax filings, planning, and optimization, as well as bookkeeping and financial reporting services for businesses of all sizes. Additionally, their wealth management services include creating personalized financial plans and managing assets to ensure clients are on track to meet their financial goals. As an all-in-one financial solution, Shetland Financial is committed to providing expert guidance and support to help clients navigate their financial matters with confidence.

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Reviews

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5.06 reviews
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Stephon M.
12/8/2020

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of questions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent...

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Alex C.
3/12/2021

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable about other State Tax Laws and answered any questions that I had for him. Very responsive and...

Tavleen S.
12/13/2020

I tried Shetland Financial for the first time this year for my 2019 taxes. I have been extremely happy and satisfied with Kevin's work and his way of engaging with the customer (me). He is super...

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Kimberly R.
12/23/2020

Kevin was of great help to me when it came to amending my taxes! I was a bit lost since I had always done them online but Kevin was available to answer any questions that came up and guided me...

Mary M.
4/21/2020

Kevin has been my tax provider for a number of years, and has seamlessly dealt with the complex details of my tax situation. He is punctual and very responsive to my needs, and he is always...

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United StatesPennsylvaniaCenter ValleyShetland Financial