CPA and Financial Advisor for Doylestown
Coordinated tax and investment advice for Doylestown and Central Bucks.
Shetland Financial works with families, professionals, and business owners in Doylestown and across Central Bucks County. We are a fee-only CPA firm and a registered investment advisor, which means your tax return and your investment portfolio are handled by the same team, in the same conversation. You work directly with Kevin Dodgson, CPA, CFA, CFP®.
Doylestown is the Bucks County seat, and the professional community around the courthouse, the hospital, and the borough’s independent practices is substantial. Attorneys, physicians, therapists, architects, and consultants make up a large share of the households here, and professional practice income raises planning questions that a straightforward salary does not: entity choice, retirement plan design, quarterly estimates, and how to convert a good year into something durable rather than just a larger tax bill.
Property is the other defining feature. Central Bucks has a lot of long-held, appreciated real estate, and that brings two issues into focus. The first is what happens on a sale, and whether the gain has been planned for. The second is what happens on death: Pennsylvania applies an inheritance tax to transfers to children and other heirs, and families who are relying on the federal exemption are often surprised to learn the state has its own view. Both are far easier to address early than late.
Because Bucks County uses a different local tax collection district than the Lehigh Valley, households with someone commuting north, or businesses with staff on both sides of the line, need their local filings handled with some care. It is routine work, but only if somebody is actually paying attention to it.
Run a professional practice? See our pages for therapists, law firms, and dental and medical practices. Planning your estate? See our estate and gift strategies page.
Proudly serving Doylestown, Buckingham, New Britain, Chalfont, Warrington, and Central Bucks.
What you get
Built around professional practice income. Entity choice, plan design, and estimates for practices rather than generic small business advice.
Appreciated property planned for early. Sale timing and Pennsylvania inheritance tax addressed while the options are still open.
Fee-only, flat-fee, no commissions. You know the price up front and nobody here is paid to sell you anything.