SHELTON FINANCIAL - Claremont, North Carolina

Introduction to Shelton Financial

For individuals and businesses seeking reliable and experienced tax professionals, Shelton Financial stands as a distinguished choice. Located in Claremont, North Carolina, this accounting firm has cultivated a strong reputation for its comprehensive services and client-focused approach. Shelton Financial’s commitment to accuracy, efficiency, and personalized attention makes them a valued partner in navigating the complexities of tax preparation and compliance. They consistently demonstrate a dedication to providing not just tax services, but also financial peace of mind for their clients.

Location and Contact Information

Shelton Financial is strategically situated at 4245 E North Carolina 10 Hwy, Claremont, NC 28610, United States. Clients can easily reach them via telephone at 8282415337. A convenient website, sheltonfinancialtax.com, provides further details about their services and allows for online inquiries. The firm prioritizes accessibility, offering a wheelchair-accessible car park and an wheelchair-accessible entrance, ensuring that all clients can comfortably visit their office.

Specialties and Services

Shelton Financial specializes in providing a full spectrum of accounting services. Primarily, they function as Accountants, offering expertise in tax preparation for both individual and business clients. Their services extend to include:

• Tax planning and strategy
• Tax preparation and filing
• Business accounting and bookkeeping
• Financial statement preparation
• Payroll services
• Tax compliance and representation

The firm’s expertise covers a wide range of industries and business structures, demonstrating their adaptability and ability to meet diverse client needs. They are adept at handling complex tax situations and ensuring adherence to all relevant regulations.

Client Feedback and Reputation

Based on feedback from clients, Shelton Financial has amassed a strong positive reputation. The company currently boasts 22 reviews on Google My Business, with an impressive average opinion of 4.6/5. These reviews consistently highlight the firm’s professionalism, thoroughness, and dedication to client satisfaction. Clients frequently commend the team’s patience in addressing their questions and their commitment to providing clear and understandable explanations. Many express appreciation for the firm's prompt and polite service, creating a positive and reassuring experience.

Several clients specifically mention Shannon and Mandy, citing their exceptional service and expertise. Their long-standing relationships with Shelton Financial reflect the trust and confidence clients place in their abilities. The consistent feedback emphasizes the firm’s reliability and the value of their services. The ability to handle taxes for several years without issue speaks volumes about their competence and attention to detail. It’s evident that Shelton Financial prioritizes building strong, long-term client relationships based on mutual respect and understanding.

Key Features and Recommendations

Shelton Financial’s commitment to client service extends beyond simply completing tax returns. They recognize the importance of proactive tax planning and strive to help clients minimize their tax liabilities while remaining compliant with all applicable laws. Appointments are recommended, allowing the team to dedicate sufficient time to thoroughly understand each client’s specific situation and provide tailored advice. The firm’s accessibility features demonstrate a genuine commitment to inclusivity and ensuring that all clients can receive the services they need. Furthermore, the consistent positive feedback suggests a strong operational efficiency and a dedication to delivering high-quality service. Wheelchair accessibility is a significant benefit for clients with mobility challenges, and the prompt service mentioned in numerous reviews indicates a focus on meeting client deadlines and expectations.

Overall Assessment

Shelton Financial represents a dependable and professional choice for individuals and businesses seeking comprehensive accounting and tax services. Their location, contact information, specialized expertise, and positive client feedback collectively contribute to a compelling case for their services. The firm’s dedication to accessibility and client satisfaction further enhances its appeal. If you are looking for an accountant who prioritizes accuracy, responsiveness, and personalized attention, Shelton Financial is undoubtedly a worthy consideration. Their consistent positive ratings and client testimonials underscore their commitment to excellence in the field of accounting.

👍 Reviews of SHELTON FINANCIAL

Tim B.

5/5

Shelton Financial has handled my business and personal taxes for years. I don’t think you could find nicer people. They are thorough and patient with my questions. Highly recommended!!

Brooke S.

5/5

Shannon and his wife Mandy do a great job. I have done my taxes here for the last 5-6 years and never had an issue. Very fast, polite, prompt service. I recommend Shelton Financial to anyone in the Catawba county area.

Lisa S.

5/5

We were referred by my Husbands friend/coworker. It's my first year as a small business owner and I had so many questions and was stressed about filing taxes, but after meeting with Shelton Financial I feel like a weight has been lifted off my shoulders. Shannon is very knowledgeable, very professional and down to earth. He answered all of our questions and made everything so easy. We were extremely impressed with his calculating/typing skills, speed and efficiency. Lol! My Husband and I are very pleased. We will continue to work with him in the years to come for personal & business tax advising/filing. Highly recommend!

Cheryl C.

5/5

Shannon and Mandy really go the extra mile to help you with your taxes. My husband and I have been using them for 12 + years.
Nice family run business. They truly care and look out for your best interest.

Brianna B.

1/5

Very dismissive of younger clientele. He acted annoyed with any questions that I asked and tried to hurry up my appointment. I do not recommend this business and will not be returning

Kymberlee E.

5/5

Great people! They were very fairly priced, and he was so fast with getting our taxes back. Would definitely recommend them!

justin B.

5/5

If you are getting your taxes done anywhere but here you are wrong. They are polite, fast, and accurate. I could not have been happier with their service and I was charged honestly less than what I believe they deserved for their service.

Rylan F.

5/5

Very professional, excellent service, and super nice people! They do a great job. I highly recommend to anyone!!