Accounting & Tax
Vancouver, WA
Shields Tax & CPA is a Vancouver-based accounting firm specializing in service-based businesses, trades, and professional services. They offer comprehensive bookkeeping, tax preparation, and outsourced CFO services through their Shields Profit Program, which combines monthly business consulting with financial planning to help owners increase profits and cash flow. Owner Travis Richardson and his team focus on simplifying complex financials and freeing business owners from accounting burdens so they can focus on their core work.
Ideal for: Trade business owners, home service contractors, professional service providers, small business owners seeking tax planning and CFO support
Service area: Vancouver, WA and surrounding Southwest Washington communities
Shields Profit Program: Monthly business consulting service that pairs you with a team of advisors to turn financial data into actionable strategies for increasing profits and cash flow, with no jargon or unnecessary reports.
Specialized Expertise: Deep focus on service-based businesses, trades, and professional services — understanding the unique accounting and tax challenges specific to these industries.
QuickBooks Online Integration: Help businesses implement and optimize QuickBooks Online for streamlined financial management, with migration support for existing clients.
Address: 910 NE Minnehaha St # 12, Vancouver, WA 98665
Phone: (360) 696-3877
Website: shieldstaxcpa.com
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