Business Details
39 Years
experience
Trusted Accounting Services in Port Orange, FL
Established in 1987, we have dedicated our practice to delivering comprehensive accounting and tax solutions tailored to individual and business needs. Our firm leverages advanced analytical tools and maintains up-to-date research libraries to address complex financial challenges while adhering to rigorous compliance standards. As members of AICPA and FICPA, we follow peer review guidelines and utilize industry resources to ensure professional excellence. Our technology partnerships, including Coaxis for network security and Intuit's Lacerte software for tax preparation, enable us to provide secure, efficient, and accurate services.We specialize in tax planning, payroll reporting, business consultation, and accounting services, offering clients both technical expertise and practical guidance. Our approach emphasizes client education, empowering businesses to maintain control over their financial operations while navigating regulatory requirements. With over three decades of experience serving Port Orange and surrounding areas since relocating in 2005, we combine local market knowledge with national industry standards to deliver value-driven solutions.
Services
Tax Planning
Tax Preparation
Payroll Services
Business Consultation
Accounting Services
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of combined CPA experience in tax and accounting services
- Our firm utilizes Intuit's Lacerte tax software for accurate filings
- We implement Coaxis' secure network solutions for data protection
- Our team provides hands-on training for client financial self-sufficiency
- We follow AICPA and FICPA peer review guidelines for quality assurance
Associations and certifications
- AICPA
- FICPA
- SOC 2
Services
Tax Planning
Our tax planning services develop customized strategies using current tax laws. We analyze financial situations to create single- or multi-year plans that optimize tax outcomes while maintaining compliance. Our research libraries ensure recommendations reflect the latest regulatory changes.
Tax Preparation
We prepare and electronically file all tax document types using Intuit's Lacerte software. Our process handles individual, corporate, partnership, and trust returns with multi-state reporting capabilities. Clients receive records in preferred paper or digital formats.
Payroll Services
Our payroll services manage federal and state filings for businesses of all sizes. We ensure accurate quarterly and annual reporting while providing tools for client self-management. Optional benefit program guidance helps enhance employee compensation packages.
Business Consultation
We offer strategic guidance on tax matters, accounting controls, and business transactions. Our consultants help evaluate options for selling or acquiring businesses while maintaining compliance with evolving regulatory requirements.
Accounting Services
Our accounting services include monthly bookkeeping and financial training for businesses. We develop customized systems that enable clients to manage accounting operations effectively and respond to financial opportunities proactively.
People
John A. Shelley
Certified Public Accountant
John A. Shelley brings decades of accounting expertise to Shelley & Shelley, specializing in tax strategy and business consulting.
Rose P. Shelley
Certified Public Accountant
Rose P. Shelley provides comprehensive accounting solutions with extensive experience in financial reporting and compliance matters.
Hewitt J. Dupont
Certified Public Accountant
Hewitt J. Dupont offers specialized tax consulting services, helping businesses navigate complex regulatory environments effectively.
Questions
What accounting services do you offer?
We provide bookkeeping, write-up services, and financial training tailored to business needs.
Do you handle multi-state tax filings?
Yes, our Lacerte software supports single- and multi-state tax reporting requirements.
How do you ensure data security?
We partner with Coaxis to maintain GLBA, HIPAA, and SOC 2 compliant network security.
Can you assist with business acquisitions?
Our consultants provide guidance on tax implications and transaction structuring.
How long have you served Port Orange businesses?
We've operated in Port Orange since 2005, with firm roots since 1987.
