CPA and Financial Advisor for Quakertown
A CPA and financial advisor for Upper Bucks, both under one roof.
Shetland Financial serves Quakertown and Upper Bucks County from our office just north in Center Valley, a straightforward run up Route 309. 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. You work directly with Kevin Dodgson, CPA, CFA, CFP®.
Upper Bucks sits on a boundary, and that has practical consequences. Bucks County falls under a different local tax collection district than Lehigh and Northampton, so a Quakertown household with someone working in Allentown or Bethlehem is dealing with two different local jurisdictions on one tax return. It is entirely manageable, but it is exactly the kind of detail that national tax software and out-of-area preparers get wrong, and the notices arrive a year later.
The same applies to business owners. If your business is based in Quakertown or Richland Township and your crew or staff live across the county line, your Earned Income Tax and Local Services Tax obligations follow both the work location and the residence. Getting that right from the outset is far cheaper than unwinding it after a collector writes to you.
Beyond the local mechanics, the work in Upper Bucks looks like the work anywhere else: business owners who need clean books and a sensible way to pay themselves, families with property and college costs ahead of them, and people approaching retirement who want their withdrawals, conversions, and Social Security timing planned rather than improvised. The difference is that we do all of it together rather than referring you out.
Own a business in Upper Bucks? See our business owners page. Thinking about retirement? See our retirement planning page.
Proudly serving Quakertown, Richland Township, Milford Township, Trumbauersville, Perkasie, and Sellersville.
What you get
The Bucks and Lehigh county line handled properly. Different local tax districts on either side, filed correctly for where you live and where you work.
Close by, not remote. We are a short drive up Route 309, so meeting in person is practical.
Fee-only and flat-fee. Transparent pricing, no commissions, nothing to sell you.