Shields Tax & CPA is a Vancouver, WA-based CPA firm specializing in accounting and tax services for service-based businesses. Founded on the principle of helping business owners find harmony between work and life, the firm offers comprehensive bookkeeping, tax preparation, and CFO consulting services.
Powered by QuickBooks Online, they serve trades, home services, and professional service businesses with packages starting at $350/month for basic bookkeeping and $500/month for premium accounting. The firm also offers the Shields Profit Program, a monthly business consultant service that provides clients with their own CFO to turn financial data into clear action plans.
Specialized in service-based businesses
Powered by QuickBooks Online
Shields Profit Program provides dedicated CFO
All services under one roof (bookkeeping, tax, consulting)
Locally owned and operated since 1975
No industry jargon or meaningless reports
Services
Bookkeeping Services
Basic and premium bookkeeping packages for service-based businesses using QuickBooks Online.
Bank reconciliationGeneral ledger maintenanceQuarterly and annual updatesEmail supportFinancial statementsCash flow reportsMonthly check-ins
Tax Services
Business and individual tax preparation, resolution, and consulting to lower tax liability.
Federal, State, and Local returnsBusiness and personal returns filed togetherTax resolutionTax consultingWrap-up meetings
Shields Profit Program
Monthly business consultant service providing outsourced CFO services to maximize profits and cash flow.
"Shields and Tax does a first rate job and they give us great service."
Frequently Asked Questions
What types of businesses do you serve? +
We specialize in service-based businesses including trades, home services, and professional service businesses using or ready to migrate to QuickBooks Online.
Where are you located? +
We are based in Vancouver, WA and serve clients locally and remotely.
What is the Shields Profit Program? +
A monthly business consultant service that provides you with your own CFO. Each month your team turns financial data into a clear action plan and guides you through each step to increase profits and cash flow.
Do you offer both bookkeeping and tax services? +
Yes, we offer comprehensive bookkeeping, accounting, and tax services for individuals and businesses under one roof.
What are your office hours? +
Monday – Friday, 9am – 5pm. Appointment required.
How long has Shields Tax & CPA been in business? +
Since 1975, making us a trusted tax partner for over 50 years.
What software do you use? +
We are powered by QuickBooks Online and our team is QuickBooks Online Certified.
Can you help with tax resolution? +
Yes, we offer tax resolution services for businesses and individuals looking to resolve previous tax issues.
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