Shetland Advisors

4.9(32 reviews)Center Valley, Pennsylvania
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By owner
All
All
By owner
All

Shetland Financial, LLC is an independently owned and operated business that offers tax filing, accounting and bookkeeping, and financial planning services to both individuals and small businesses. We are both a Certified Public Accounting (CPA) firm, and a Registered Investment Advisor (RIA). That means we can handle all of your financial needs under one roof. See below for details on our services, or set up a free consultation to discuss your specific questions.

Services

Service Options

Accessibility

Business Hours

Sunday
Closed
Monday
8 am–6 pm
Tuesday
8 am–6 pm
Wednesday
8 am–6 pm
Thursday
8 am–6 pm
Friday
8 am–6 pm
Saturday
Closed

Find Us on Google Maps

3477 Corporate Pkwy Suite 100, Center Valley, PA 18034, United States

Customer Reviews

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Reviews

4.9(32 reviews)
ruth sinko
Aug 23, 2024on
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Excellent service. The initial phone consult gave me peace of mind and now I can sleep at night. Our question was resolved in a matter of minutes with no further action or fee required. Not a typical situation but the honesty and integrity are greatly appreciated.

Brian DePasquale
May 7, 2024on
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Fantastic job and great communication

Jeremy Gold
May 7, 2024on
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Excellent service and financial advice

Mia Cellucci
Apr 17, 2024on
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As a new business owner, I was looking for support filing my taxes this year. I did not know what to expect, as I usually self-file. The experience working with Shetland Advisors was extremely smooth, from the initial consult call to the clear and secure document transfer to the actual filing. Highly recommend Shetland; they took all the stress out of filing my taxes!

Susan P
Nov 7, 2023on
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Shetland Financial, founded by Kevin D, is an exceptional service for tax needs and other financial necessities. Kevins depth of experience and hands-on client service is hard to find. He offers high-level CPA knowledge (along with Wall Streets coveted CFA credential) in a boutique environment that prioritizes client service. Decades of experience with other CPAs has given me perspective: Shetland has been superior.

Jayna Gulan
Nov 7, 2023on
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Kevin is the best tax guy I know. I have at least 6 people that cant wait to use him next year. I would be lost without Kevins knowledge and advice when it comes to financial issues. Thank you for being my tax guy!!!!!

Timothy Kent
Nov 7, 2023on
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Utilize for tax return services. Very happy. Priced appropriately. Always very responsive and the portal makes it very easy to upload all your docs. Will continue to use Shetland for my tax needs!

Melissa Lane
May 30, 2023on
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I can express how professional Kevin is when it comes to our taxes. We have used his services for two years now and he is professional, quick to respond, and helpful in answering all of our questions. And I have many. :-) Very happy we found him and will continue to work with Kevin in the coming years.

Norma Barr
May 30, 2023on
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Shetland prepared and filed our personal taxes the last 2 years. Kevin was easily available for questions and helped us resolve a particular problem. He is professional and competent. Pricing was reasonable and we plan to use their service again.

Peter Rowe
Nov 7, 2022on
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My experience was exemplary in every way. Kevin was superb in the way he guided me through the tax process and prepared my returns. I recommend his services most highly.

Joe Lynn
Nov 7, 2022on
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Shetland Financial prepared my taxes this year. They were very professional and processed the return quickly at a very reasonable price. The web site was easy to use to upload all my documents required to process the return. I highly recommend them.

Geoffrey McLaughlin
Nov 7, 2022on
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Kevin and team were super knowledgeable in helping me file my personal/business taxes. They were always quick to respond when I had questions and I was 100% confident in their work - would absolutely recommend to anyone looking for help.

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