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
Giving Back
I believe that successful businesses have a responsibility to strengthen the communities they serve.
Each year, I make charitable contributions to organizations that reflect the values of Shelley CPA. My primary charitable organization is the Special Operations Warrior Foundation, which provides educational opportunities for the children of fallen Special Operations personnel and immediate financial assistance to surviving families.
Supporting military families remains deeply meaningful to me, and I'm grateful to be able to give back by supporting the mission of the Special Operations Warrior Foundation.
