I’m a CPA and advisor who believes taxes and planning shouldn’t feel like a black box. I started Shelley CPA, PLLC to give families and small business owners a trusted partner — someone who brings clarity, not complexity.
With over a decade of experience in accounting and finance, I help clients navigate everything from year-end taxes and financial statements to long-term planning, Medicaid strategy, and leaving a legacy that reflects their values. Whether it’s preparing for retirement, protecting family assets, or simply making smart decisions today, I’m here to help make the next step clearer.
I take pride in being detail-oriented and organized, but I also believe in relationships. Clients work with me not just because I’m a CPA — but because they know I listen, I care, and I follow through.
Family means everything to me. I’m a husband and dad first — and that perspective shapes how I work. I know firsthand how important it is to plan for the people you love.
If you’re looking for a CPA who will meet you where you are, explain things in plain English, and help you move forward with confidence — let’s talk.
-Joshua Shelley, CPA
Values
Transparency
Clarity builds trust. Everything is explained clearly – what’s happening, why it matters, and how decisions are made – no jargon, no guesswork.
Every detail matters and nothing gets overlooked. Your situation is approached with focus, care, and a steady commitment to doing things the right way.
Dedication
Financial decisions often arise during life’s vulnerable moments. These are met with patience, empathy, and a calm, supportive presence.
Compassion
Everyone brings a unique story. That individuality is honored through attentive communication and a deep respect for personal goals and boundaries.
Respect