Shetland  Financial, LLC
Shetland  Financial, LLC

Shetland Financial, LLC

Top Pro

Offers remote services
Offers remote services
$200
starting cost


Select a service
Zip code
Special tax situations

Responds in about 12 min

Introduction: Hello! My firm offers tax, accounting and financial planning services to both individuals and small businesses. I'd love the chance to help you with whatever you need. I have more than a decade of experience in accounting, tax, and investments. After years of working for Fortune 500 companies, I launched my own firm to work with individuals and small businesses on a more personal level. I am a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA). I'd love the chance to meet with you and find out how I can assist you in achieving your goals. Set up a free consultation today to find out how I can help.
Overview

Current Top Pro

Hired 38 times

Serves Needham Heights, MA

Background checked

License verified

1 employee

1 year in business

Payment methods

Apple Pay, Cash, Check, Credit card

Social media

Facebook

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Excellent 4.9

21 reviews

5
95%
4
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3
5%
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Read reviews that mention:


Adam G.

Accounting

Kevin has been excellent to work with across my complicated tax needs. I'm own two small businesses and Kevin worked with me to clarify my quarterly taxes and how to save money through comparing different filing options (married filing jointly/separately). He was always willing to patiently work with me across my changing tax needs and explain updates and tax lingo to me, so I could not only understand where we were at, but also to make better decisions going forward. He goes above and beyond and provides great value. I highly recommend!
Jul 28, 2021
·
Verified
Ivan R.

Accounting

Kevin did our personal taxes and LLC k-1s this year. He was great to work with and we will continue to work with him in the future. He's very knowledgeable about the ins and outs of real estate and business. He always answers my questions with grace and gives very thorough explanations. I highly recommend him!
May 22, 2021
·
Verified
Franchesco C.

Individual Tax Preparation

I would recommend using Shetland Financial to complete your taxes if you’re looking for someone to get your taxes done in a timely manner. Kevin answered all my questions and was responsive.
May 17, 2021
·
Verified
Nadira S.

Accounting

This is my first year getting my taxes done professionally and I couldn't be happier to have found Kevin. My taxes were done in no time and he was very patient and responsive throughout the process. I will definitely be using his services in the future. I highly recommend Kevin to whomever is in search of a great CPA/CFA.
Apr 1, 2021
·
Verified
Jeremy G.

Individual Tax Preparation

Professional, pleasant, and responsive! He helped us with our taxes, which were a bit complicated bc of having two residences in different states.
Mar 30, 2021
·
Verified
Credentials
License

License Type: CPA – Certified Public Accountant (MA)

License verified on 8/13/2020

License

License Type: Investment Adviser Firm (MA)

License verified on 8/13/2020

Background Check

Kevin Dodgson

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    All of my work is done on a flat-fee basis. That means you don't need to worry about surprise hourly charges or the conflicts of interest that come with paying commissions. When we discuss your specific needs I'll give you a quote- the price you see is the price you pay.

  • What is your typical process for working with a new customer?

    The first phone call is always free. After gathering some information I'll let you know if I think I can help. If so, I'll let you know an estimated price and send you an engagement letter to sign so we can get started. There's never any pressure to make a decision on the spot.

  • What education and/or training do you have that relates to your work?

    I am a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Associate in the Society of Actuaries (ASA).

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