Shetland  Financial, LLC
Shetland  Financial, LLC

Shetland Financial, LLC

Top Pro

Offers remote services
Offers remote services
$250
estimated cost


Special tax situations

Responds in about 22 min

Introduction: Hello! My firm offers tax, accounting and wealth management 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 92 times

Serves Needham Heights, MA

Background checked

License verified

3 employees

2 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, and Credit card.

Social media

Facebook

Top pro status

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

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2021

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

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

Great 4.8

38 reviews

5
92%
4
3%
3
3%
2
2%
1
0%

Read reviews that mention:


pro avatar
Jennifer Z.
Jun 30, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Kevin was knowledgable, professional, and very helpful in helping me understand the tax obligations of a settlement payment. He was also quick to respond to my request for filing taxes. Pleasure to work with!
Individual Tax Preparation
pro avatar
John g.
Jun 9, 2022
·

Hired on Thumbtack

Hired on Thumbtack

I would have checked all 5 boxes. I was very happy with Shetland doing my tax returns. Kevin put my return on a big screen so I could see it. When we were done I could write a check and he would send the returns and the checks to the IRS and to the State. All my deductions were listed and everything was finalized the same day. I call that awesome. Thank you John Giardi
Individual Tax Preparation
pro avatar
Melissa L.
Mar 23, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Kevin was great to work with for our taxes. He was responsive to all of our questions and quick to compile all of our info. His portal makes it easy and safe to properly upload needed documents. Will work with him again! Thanks Kevin!
Individual Tax Preparation
pro avatar
Dave P.
Mar 21, 2022
·

Hired on Thumbtack

Hired on Thumbtack

I'm filed my taxes with Shetland for the first time this year. It took me longer than usual this year to roundup my documents because of the new reporting rules around rental properties. I was impressed with Kevin's responsiveness to my questions and how quickly he put my return together even though my taxes involved multiple states, multiple home sales AND the fact that we were well into March by the time I gave him everything he needed.
Individual Tax Preparation
pro avatar
Mike M.
Mar 16, 2022
·

Hired on Thumbtack

Hired on Thumbtack

I am the Treasurer of a Veterans organization and we needed to get our Taxes done. I found Shetland Financial on Thumbtack and had a call with Kevin. He was very professional and responsive to any questions I had and easy to reach. He completed them in a timely manor and submitted them without any problems. I will definaitly get ahold of Kevin next year to do our taxes. I highly recommend him. Mike
Business Tax Preparation
Credentials
License

License Type: CPA – Certified Public Accountant (MA)

License verified on 7/1/2022

License

License Type: Investment Adviser Firm (MA)

License verified on 8/16/2022

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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