Shelton Financial Management, LLC
Shelton Financial Management, LLC

Shelton Financial Management, LLC

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Introduction: If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Overview

Background checked

1 employee

24 years in business

Payment methods

This pro accepts payments via Cash, Credit card, PayPal, Square cash app, and Zelle.

Social media

Facebook

Featured Projects

9 photos

Reviews
Exceptional 5.0

5 reviews

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pro avatar
Kamasha H.
Apr 8, 2015
Marke has been doing my Virginia taxes for 3 years now. I made the mistake of trying someone new and came running back. What brought me back was his customer service - his ability to make you feel like you are his only customer. He takes his time to review your files before calling you and if he doesn't know the answer he will find out. He is personable, knowledgeable and answers all my questions. I was worried that he wouldn't be able to do my Virginia taxes but he took his time the first year to learn about VA and inform me of my options. So if you are located in another state there is no need to worry. I have no complaints he is always available via email, text or phone.
pro avatar
Rachel M.
Apr 8, 2015
Xclusive Tax Service is a very professional, and reliable service. My husband and I have been going to Xclusive Tax service for over three years now and it's a great experience every time. Everything is very clear form the beginning and Marke' is always there to answer any questions we have. I would highly recommend Xclusive Tax Service!!
pro avatar
Fred M.
Jan 21, 2016
I've been a client to Xclusive Tax for more than 5 years now. How do you choose who to do your taxes when there are too many companies out there claiming they'll get you the most back on your tax return and too many free easy to do softwares? Call me old fashion but I like a real person who I can call on not only during tax season but anytime throughout the year for financial advice, like my own personal financial advisor. Not only does he stay up to date on tax breaks, but he also sells all types of financial products to meet your needs. Fred M. (Sr Media Analyst)
pro avatar
Thumbtack Customer
Oct 8, 2019
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From Google

From Google

This was my first time going to Shelton Financial. Marke made the process super easy and affordable. I highly recommend him! Thanks!
Shelton Financial Management, LLC's reply
Thanks for choosing us 😊. Feel free to contact us throughout the year.
pro avatar
Elliott k.
Nov 14, 2019
Marke is very knowledgeable consistent. He reviewed my taxes quicky and offered to amend previous years as well. I dont know why I hadnt gone to him in previous years but moving forward i will.
Credentials
Background Check

Marke' Kendrio Shelton