CPA and Financial Advisor for Whitehall
Coordinated tax, accounting, and investment advice for Whitehall Township.
Shetland Financial works with families and business owners across Whitehall Township from our office in Center Valley. We are a fee-only CPA firm and a registered investment advisor, which means one team handles your tax return, your bookkeeping, and your investments. You work directly with Kevin Dodgson, CPA, CFA, CFP®.
Whitehall has a distinctly commercial character. The MacArthur Road corridor is one of the busiest retail stretches in the Lehigh Valley, and a great deal of the township’s business activity is retail, service, trades, and franchise operations rather than office work. Those businesses have particular accounting needs: inventory that has to be tracked properly, sales tax that has to be filed on time, seasonal staffing, and hourly payroll that crosses municipal boundaries.
For retail and service owners, the recurring problems are consistent. Books that are reconciled once a year are books you cannot manage from. Sales tax filed late attracts penalties that dwarf the amount at stake. And owners who have built genuine equity in a business frequently have almost nothing saved outside it, which concentrates their entire financial future in one storefront and one local economy.
On the household side, Whitehall has a large population of long-tenured employees and retirees. Pennsylvania is comparatively generous to retirees at the state level, but the federal treatment of withdrawals, the timing of Roth conversions, and when to claim Social Security still make a substantial difference. Those decisions are tax decisions, which is why we would rather make them with your return in front of us.
Own a business in Whitehall? See our bookkeeping and accounting and payroll pages. Planning for retirement? See our retirement planning page.
Proudly serving Whitehall Township, Fullerton, Egypt, Cementon, Coplay, and North Catasauqua.
What you get
Built for retail and service businesses. Inventory, sales tax, and hourly payroll handled by people who do it regularly.
Business equity and personal savings looked at together. So your entire net worth is not sitting inside one business.
Fee-only, flat-fee, no commissions. You always know what you are paying and our advice has no strings attached.