top of page


Blue Skies

We had a great experience. John answered all our questions and did not mind answering the same ones several times. John is very knowledgeable, and he advised us on the deductions we can take. It was easy to communicate with John via e-mail, or via online meetings. Taxes were filed in a timely matter. We will work with John again in the future. 

Anna S. - Tax client

I would highly recommend John as a tax accountant. His personalized service, responsiveness, and timely turnaround made him a breeze to work with. He explained things clearly and provided an easy way to share information

Melanie Y. - Tax Client

I began working with John for a misfiling on my end last year. He worked diligently on my behalf with the IRS to correct the mistakes made. John is punctual and personable. Highly recommend!

David C. - Tax Client

From the perspective of someone who manages a small business, John understands that there is both a head and a heart in most businesses. There are plenty of financial professionals who understand the quantitative part extremely well, but John is able to connect the dots between the dollars and cents and the emotional parts. He is a great partner on every level and does what it takes to make sure that he does the best possible job at all times. He remains level-headed and is always conscientious. Cannot recommend him highly enough.

Greg H. - Tax & Advisory Client

My husband and I cannot speak highly enough of John. After struggling to find someone to help with our personal and business taxes, a friend recommended John, and he has been a huge help as we navigate running a new business. His prompt responses to our questions, regardless of their complexity, have always reassured us that we are in capable hands. I appreciate having a real person I can reach out to for questions versus other services we have used.



We are deeply grateful for John's dedication and expertise. He is a true professional who cares deeply about our business and his clients. His help has allowed us to focus on what we do best, running our business! Anyone would be fortunate to have Shields Financial Services on their side. We look forward to many more years of working together.

Jayme A. - Tax & Advisory Client

bottom of page