CPA and Financial Advisor in Hellertown

Your CPA and your financial advisor, minutes from Hellertown.

Shetland Financial is based in Center Valley, a few minutes from Hellertown, and Hellertown has been part of our home service area since the start. We are a fee-only CPA firm and a registered investment advisor, so your taxes, your books, and your investments are handled by one coordinated team rather than three. You work directly with Kevin Dodgson, CPA, CFA, CFP®.

This is a local practice in the literal sense. Hellertown and Lower Saucon are close enough that we see clients in person as a matter of course, not as an exception. If you would rather sit down across a table than exchange documents through a portal with someone three states away, that is available here.

The Saucon Valley has a particular mix: long-settled families in homes owned for decades, small business owners running trades and service businesses out of the borough and the surrounding township, and a steady stream of people commuting to Bethlehem, Allentown, or down to Philadelphia. Each of those situations raises different questions, and the ones we field most often are about paying yourself efficiently from a small business, when to convert retirement savings to Roth, and how to hand a long-held family home to the next generation without an avoidable tax bill.

That last one matters more in Pennsylvania than people expect. The state applies an inheritance tax to transfers to children and other heirs, which catches families who assume the federal exemption means there is nothing to do. For a Hellertown home that has been in the family for thirty years, that is worth planning around while the straightforward options are still open.

Own a small business in the borough? See our business owners page. Approaching retirement? See our retirement planning page for how we coordinate withdrawals, conversions, and Social Security timing with your return.

Proudly serving Hellertown, Lower Saucon Township, Center Valley, Coopersburg, and the Saucon Valley.

What you get

Genuinely local. We are minutes away in Center Valley, and meeting in person is normal here rather than a special arrangement.

One team for taxes and investments. Roth conversions, withdrawals, and portfolio decisions made with your tax return open.

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