Tax Filing. Accounting. Financial Planning.

Boutique Financial
Services Firm

What We Do

1.

Tax Services

We can handle all of your tax filings and questions, and help with planning to ensure you’re never paying more than you have to.

2.

Business Advisory

We provide bookkeeping, financial reporting, payroll and other accounting services to businesses of all sizes.

3.

Financial Planning

We can make sure you’re on track to meet all of your financial goals.

Who We Are

About the Firm

Shetland Financial, LLC is an independently owned and operated business that offers tax filing, accounting and bookkeeping, and financial planning services to both individuals and small businesses. We are both a Certified Public Accounting (CPA) firm, and a Registered Investment Advisor (RIA).

That means we can handle all of your financial needs under one roof. See below for details on our services, or set up a free consultation to discuss your specific questions.

Talk To Us!

Schedule an Appointment

The initial consultation is always free. Let us know how we can help.

Who You’re Talking To

About Kevin Dodgson

Shetland Financial, LLC was founded by Kevin Dodgson on April 1, 2020.

Kevin has more than a decade of accounting and investment experience. He began his career in public accounting, before transitioning into the private sector and working for several insurance and financial services firms. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Associate in the Society of Actuaries (ASA).

What We Believe

Our Values

We believe in transparency, objectivity and independence. We disclose all costs upfront and never receive any commissions or referral fees. We treat every client with professionalism and respect.

We want to earn your business over and over again. We never take a client relationship for granted.

Latest News

Blog Articles

Some commonly asked-about topics are below. If you were wondering about a subject not seen here, please reach out to us!

Year-Round Accounting to Reach Your Goals

How to build a financial system that helps you reach your goals.

Getting an Employer ID Number (EIN)

How to get an EIN and why you should never, ever pay for it.

Qualified Business Income Deduction

Learn what the QBI deduction is and how it’s calculated.

Home Office Deduction

If you own your business and are working out of your home, you may be entitled to the home office deduction.

Business Expenses

Find out which business expenses are – and are not- deductible on your tax return.

S-Corp Conversions

Find out how having your business treated as an S-Corp could save you in self-employment taxes

Dividend Taxation

If you’ve wondered what the difference between ordinary and qualified dividends are, here’s a quick rundown.

Renting Out Part of Your Home

Learn about the tax issues involved with renting out a part of your own home.