CPA and Financial Advisor in Center Valley
A CPA and financial advisor in Center Valley, both under one roof.
Shetland Financial is based right here in Center Valley, serving neighbors across the Saucon Valley and greater Lehigh Valley. As a fee-only CPA firm and registered investment advisor, we handle your taxes, your books, and your investments as one coordinated team instead of three disconnected ones. Whether you are a Saucon Valley family planning for retirement, a local owner who needs clean books and proactive tax planning, or someone who just wants their CPA and advisor to finally talk to each other, you will work directly with Kevin Dodgson, CPA, CFA, CFP®, not a call center. Proudly serving Center Valley, Coopersburg, Hellertown, and the Saucon Valley.
Approaching retirement in the Center Valley area? See our retirement planning page for how we coordinate your withdrawals, conversions, and Social Security timing with your tax return.
What the Saucon Valley actually asks us about. Center Valley and the surrounding townships have a distinctive mix: households that have owned the same home for decades, owners running trades and professional practices out of the valley, and a steady population of people commuting to Bethlehem, Allentown, or down toward Philadelphia. The questions that come up most often are how to pay yourself efficiently from a small business, when a Roth conversion is worth doing, and how to pass a long-held family home to the next generation without an avoidable tax bill.
Pennsylvania inheritance tax catches people out. Families who have read about the size of the federal estate tax exemption often assume there is nothing to plan for. Pennsylvania takes its own view and applies an inheritance tax to transfers to children and other heirs. For a home held since the 1990s, or a family business, that is worth addressing while the straightforward options are still available rather than after the fact.
Local filings that out-of-area preparers miss. Pennsylvania layers an Earned Income Tax and a Local Services Tax on top of state and federal, administered municipality by municipality. If you live in one township and work in another, or your staff do, the filings follow both. National tax software handles this badly and the notices tend to arrive a year later.
Run a practice rather than a business? We have dedicated pages for therapists and private practices, dental and medical practices, law firms and solo attorneys, and contractors and trades.
Nearby: Hellertown, Bethlehem, Emmaus, Allentown, and Quakertown.
What you get
A local office, not a call center. You work face to face with Kevin Dodgson, CPA, CFA, CFP®, right here in Center Valley.
CPA and investment advisor in one place. Your taxes and your investments are handled by one coordinated team.
Fee-only and flat-fee. Transparent pricing you see up front, with no commissions and nothing to sell you.