CPA and Financial Advisor for Easton

Your Easton CPA and financial advisor, working as one team.

From Center Valley, Shetland Financial serves Easton and the greater Lehigh Valley with something most firms cannot offer: a CPA and a registered investment advisor in the same place. Easton owners and professionals come to us to stop juggling a separate bookkeeper, accountant, and advisor. We handle the full picture: proactive tax planning, clean monthly accounting, and tax-smart investment and retirement strategy, all with one point of contact. And because Easton sits right on the river, many of our neighbors live in Pennsylvania but earn income in New Jersey, or the other way around. We prepare New Jersey returns too and handle the multi-state side, so your filing is right and you are not taxed twice. Fee-only and flat-fee, so you always know what you are paying.

What you get

Pennsylvania and New Jersey returns, including multi-state filing. Right on the river, we handle both sides so you are never taxed twice.

One team for books, taxes, and investments. Stop juggling a separate bookkeeper, accountant, and advisor.

Fee-only, flat-fee, no commissions. Transparent pricing with nothing to sell you.