Trusted financial advisor for Southern NH
As a certified public accountant with over 37 years of experience, William J. Shea has established himself as a trusted advisor in the fields of tax and financial planning. With a rich background in public accounting, Bill has provided expert guidance to individuals, businesses, and non-profit organizations across Southern New Hampshire. His extensive knowledge and expertise in tax planning, preparation, and financial planning make him the go-to professional for those seeking comprehensive financial solutions.
Services Overview
At William J. Shea CPA, we understand that every individual or business has unique financial goals and challenges. Our services are designed to cater to a wide range of needs, from tax planning and preparation to personal finance and retirement planning. Our comprehensive suite of services includes:
- Tax Planning and Preparation: We offer expert tax preparation and planning services for individuals, businesses, estates, trusts, and non-profit organizations.
- Personal Finance and Retirement Planning: Our expert advisors will work with you to create a personalized financial plan that aligns with your goals and objectives.
- Estate Planning: We will help you establish an estate plan that ensures the protection of your assets and the well-being of your loved ones.
- Business Accounting and Bookkeeping: Our experienced team will provide expert accounting and bookkeeping services, ensuring that your financial records are accurate and up-to-date.
Our Commitment
At William J. Shea CPA, we are dedicated to providing exceptional service, expert guidance, and personalized attention to each and every client. Our commitment to excellence is reflected in our secure, password-protected client portal, which allows for convenient access to financial documents and updates. We pride ourselves on our ability to listen, understand, and respond to the unique financial needs of our clients.
Expertise and Qualifications
With over 37 years of experience in public accounting, Bill has developed an in-depth understanding of tax laws and regulations. He is a member of the American Institute of Certified Public Accountants and the New Hampshire Society of Certified Public Accountants. Bill holds a Bachelor's degree in Business Administration with a major in Accounting from the University of Lowell.
Client-Focused Service
At William J. Shea CPA, we recognize that our clients are not just numbers on a spreadsheet, but rather unique individuals and businesses with distinct goals and challenges. Our approach is centered around building long-term relationships, providing expert guidance, and helping our clients achieve their financial objectives.
Special Offer
We are proud to offer a special military offer for servicemen deployed in combat zones. Contact us today to learn more about this exclusive offer.
Outstanding Experience
The reviews for William Shea, CPA, are overwhelmingly positive, with all reviewers giving the highest rating of 5 stars. The reviewers, including authors Jim Cardoso, Sheila Hegarty, Michael Shea, Rudwin Ayala, and Bill Curry, have had exceptional experiences with William Shea, CPA.
Exemplary Service
Reviewers praise William Shea, CPA, for his exceptional service, citing his team's ability to go above and beyond to help with complex tax preparation. Reviewers describe him as honest, straightforward, and reliable, with a strong command of accounting principles and tax laws.
Personal Touch
Reviewers appreciate William Shea, CPA's personal touch, noting that he is easy to work with and takes the time to understand each client's unique needs. His team is described as fast, efficient, and extremely helpful.
Expertise
Reviewers recognize William Shea, CPA's expertise in tax work and financial management, with one reviewer noting that he is a "very experienced guy." Reviewers also appreciate his ability to adapt to new situations, with one author stating that it is "nice to see him expanding into Southern New Hampshire."
Long-Standing Relationship
One reviewer, Bill Curry, has been working with William Shea, CPA, for over 30 years, praising his dependability, honesty, and commitment to staying current with tax laws and accounting principles.
Summary
These reviews demonstrate that William Shea, CPA, provides exceptional service, expertise, and personal attention to his clients. His team's ability to handle complex tax preparation and his commitment to honesty and reliability have earned him an outstanding reputation.
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