Tax services
Tax preparation and planning for individuals and organizations.
Shelton Inc.
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About Shelton Inc.
Based in Fort Worth, Shelton Inc. is a financial services firm providing tax, bookkeeping, and advisory services to individuals, businesses, and nonprofit organizations. Services include personal, fiduciary, nonprofit, and corporate tax preparation, along with tax planning and sales tax support. Bookkeeping covers daily transaction management, reconciliations, QuickBooks Online setup, and data entry. The firm also provides business reporting and advice on growth and expenses, capital fundraising guidance, and year-end analysis for investment and retirement contributions. Retirement tax consulting addresses IRAs, Roth IRAs, 401(k) plans, Social Security, Medicare, Medicaid, and IRMAA. Shelton Inc. also advises on LLC, DBA, and corporation formations. Its family has served clients for more than 30 years.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Bookkeeping
Transaction management, reconciliations, and QBO setup.
Retirement tax
Tax consulting for retirement accounts and benefits.
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