Shetland Financial, LLC

contact for price

Select a service

Zip code

Annual income

Entity type

Accounting needs

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

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

Hired 114 times

Background checked

4 employees

4 years in business

Payment methods

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

Top Pro status

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

2023

2022

2021

Featured Projects

4 photos

Reviews

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

Great 4.8

44 reviews

5

91%

4

2%

3

2%

2

5%

1

0%

Read reviews that mention:

Alexander M.

Apr 10, 2023

·

Hired on Thumbtack

Quickly executed on my tax needs and helping me determine future withholdings to balance tax return for next year. Thank you!

Individual Tax Preparation

Edward P.

Dec 29, 2022

·

Hired on Thumbtack

This is for tax prep so it's too early to actually do that yet. They did give me some good feedback though on my current financial situation.

Individual Tax Preparation

Ryan T.

Oct 18, 2022

·

Hired on Thumbtack

Best decision I made was asking Kevin for help with my taxes. Not only did he do an amazing job under a tight timeline, he also took the time to explain everything to me and was quick to answer my questions and keep me informed about where we were in the process and what to expect. I can’t recommend him enough—well worth the investment. If it’s up to me, I’ll never use anyone else!

Individual Tax Preparation

Jennifer Z.

Jun 30, 2022

·

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

John g.

Jun 9, 2022

·

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

Credentials

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). I also have a degree in both Accounting and Finance. Despite all of that, the most important training has been the experience of helping hundreds of clients with their tax and financial questions.