Business Details
39 Years
experience
Trusted Accounting Services in Port Orange, FL
Shelley & Shelley, CPA, PA has been serving clients in Port Orange, Florida since 2005, building on over three decades of combined experience in public accounting. Our firm specializes in providing comprehensive financial solutions including tax planning, payroll services, and business consultations tailored to individual and corporate needs. We utilize advanced tools like Lacerte tax software and partner with Coaxis for cybersecurity compliance to ensure accurate, secure service delivery. With membership in AICPA and FICPA, we maintain rigorous professional standards while offering personalized guidance for complex financial matters. Our team of certified public accountants brings specialized expertise in tax strategy, accounting controls, and business transition planning.We emphasize transparency in all client interactions and provide training to help businesses maintain control over their financial operations. Our commitment to continuous research ensures clients receive up-to-date advice aligned with evolving regulatory requirements. The firm's longevity since its 1987 founding demonstrates our dedication to building long-term client relationships based on trust and professional excellence. We focus on empowering clients through clear financial communication with governments, investors, and legal entities. Our approach combines technical proficiency with practical solutions to help clients achieve their financial objectives while maintaining compliance.
Services
Tax Planning
Tax Preparation
Data Security
Payroll Services
Business Consultations
Accounting Services
Details
- Year established: 1987
Highlights and features
- We have over 35 years of combined experience in public accounting.
- We utilize Lacerte tax software for accurate, up-to-date filings.
- Our partnership with Coaxis ensures network security compliance.
- We provide personalized business consultation services for complex financial matters.
- Our team includes three certified public accountants with specialized expertise.
Associations and certifications
- AICPA
- FICPA
Services
Tax Planning
Our tax planning services help clients develop customized strategies that adapt to changing regulations. We use current research libraries and analytical tools to create single- or multi-year plans that optimize financial outcomes while maintaining compliance with evolving tax requirements.
Tax Preparation
We prepare and electronically file all tax types including individual, corporate, partnership, and trust returns. Using Lacerte software, we ensure compliance with federal, state, and multi-state requirements while providing clients with secure electronic or paper record delivery options.
Data Security
Our partnership with Coaxis provides secure network solutions that meet GLBA, HIPAA, and SOC 2 compliance standards. This service protects financial data through managed hosting with 15+ years of tax industry experience and CJIS compliance for sensitive information handling.
Payroll Services
We offer comprehensive payroll reporting including federal/state quarterlies and annual filings. Our services help businesses maintain compliance while providing tools for managing payroll operations and optional employee benefit enhancements like retirement and insurance programs.
Business Consultations
Our consultations address tax strategy, payroll compliance, accounting controls, and business transition planning. We provide research-based guidance to help clients evaluate options and make informed decisions aligned with their business objectives and regulatory requirements.
People
John A. Shelley
Certified Public Accountant
John Shelley brings extensive accounting expertise to Shelley & Shelley, with decades of experience in public accounting and tax strategy development for diverse business clients.
Rose P. Shelley
Certified Public Accountant
Rose Shelley contributes specialized knowledge in financial reporting and compliance, supporting clients with strategic tax planning and business consultation services since the firm's founding.
Hewitt J. Dupont
Certified Public Accountant
Hewitt Dupont provides technical accounting expertise and audit preparation services, ensuring clients maintain proper financial controls and compliance with regulatory requirements across multiple industries.
Questions
What accounting services do you offer?
We provide tax planning, preparation, payroll services, business consultations, bookkeeping, and data security compliance solutions for individuals and businesses.
How long have you been in business?
Our firm opened in Daytona Beach in 1987 and relocated to Port Orange in 2005, with over 35 years of combined professional experience.
What technology do you use?
We use Lacerte tax software for accurate filings and partner with Coaxis for secure network compliance with GLBA and SOC 2 standards.
Do you serve businesses outside Florida?
While based in Florida, we handle multi-state tax filings and provide services for businesses with interstate operations and compliance needs.
How do you ensure data security?
Our partnership with Coaxis provides managed network solutions compliant with GLBA, HIPAA, and SOC 2 standards to protect client information.