Shelton Inc, established over 30 years ago, provides professional tax, bookkeeping, and management advisory services for individuals, not-for-profit organizations, and commercial clients. Services include tax preparation, tax planning, retirement tax planning, bookkeeping, management advisory, retirement planning, and business formations such as LLCs, DBAs, and corporations.
The firm is known for personalized client care and has expanded its team to support growing client needs.
Over 30 years of experience
Personalized client care
Comprehensive service range from tax preparation to business formations
Services
Tax Preparation
Comprehensive tax preparation for individuals, nonprofits, and commercial clients.
PersonalNon-ProfitCorporateFiduciaryState and Federal
Bookkeeping
Manage daily transactions, reconciliations, and QBO setup.
IRA, Roth IRA, 401K - Tax Consulting and Calculating, Social Security, Medicare / Medicaid, IRMAA.
IRA ConsultingRoth IRA Consulting401K PlanningSocial Security AnalysisMedicare/Medicaid GuidanceIRMAA Management
Business Formations
LLC, DBA, and Corporation formation advice and setup.
LLC SetupDBA RegistrationCorporation (S or C) FormationComparison Guidance
Credentials & Certifications
Southern Methodist University Alumni
BBA in Accounting
Ramsey Trusted Tax Specialist
Since 2020
Reviews
Rating
5
★★★★★
Reviews
58
"Very attentive, timely and thorough with great communication."
Frequently Asked Questions
When should I contact an accountant? +
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
How can I know which accountant is right for me? +
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"
What are my options for raising money? +
Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!
5.0
