CPA and Financial Advisor for the Lehigh Valley
One firm for your taxes, your books, and your investments, across the Lehigh Valley.
Shetland Financial is a fee-only CPA firm and registered investment advisor based in Center Valley, in the middle of the Lehigh Valley. We handle the tax return, the bookkeeping, and the portfolio as one piece of work rather than three, and you deal directly with Kevin Dodgson, CPA, CFA, CFP®, rather than a rotating account team.
The Lehigh Valley is not a single market. Allentown, Bethlehem, and Easton each have their own local tax filings and their own economies, and the boroughs around them run to different rhythms again. Bethlehem sits across two counties. Easton households often carry New Jersey income on the return. Getting those details right is ordinary work here rather than a special project.
Most of the people we work with fall into two groups. Owner-operated businesses, meaning trades, professional practices, and service firms with a handful of employees, who want the bookkeeping, the payroll, and the tax planning coming from the same place as the advice about what to do with the profit. And households approaching or already in retirement, where the questions are about the timing of Roth conversions, when to take Social Security, and how to pass a long-held property to the next generation without an avoidable tax bill.
That last point deserves more attention than it usually gets. Pennsylvania charges inheritance tax on transfers to children and other heirs, which surprises families who assume the federal exemption settles the matter. For a house held in the same family for thirty years anywhere in the Valley, that is worth planning around while the straightforward options are still open.
We keep a page for each of the places we work most often: Allentown, Bethlehem, Easton, Center Valley, Hellertown, Emmaus, Quakertown, Whitehall and Doylestown. If you run a business, the business owners page covers how the bookkeeping, payroll, and tax planning fit together. If you are planning for your own retirement rather than a business, start with financial planning or our page for pre-retirees and retirees.
Serving Lehigh and Northampton counties and Upper Bucks, from Center Valley.
What you get
A CPA and an advisor in one place. Roth conversions, withdrawals, and portfolio decisions made with your tax return open.
Local, and available in person. We are in Center Valley, and meeting face to face is normal here rather than a special arrangement.
Fee-only and flat-fee. No commissions, no products, and nothing to sell you.