Shelton Financial Management LLC

Shelton Financial Management LLC We provide individual tax preparation with the personalization that software packages can't.

We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance.

Clients are delaying decisions—weeks instead of days—and hidden cost creep is quietly squeezing margins. Learn simple, d...
06/03/2026

Clients are delaying decisions—weeks instead of days—and hidden cost creep is quietly squeezing margins. Learn simple, data-driven moves to protect cash flow, reclaim admin hours with AI, and make your business more resilient. Find out how.

Discover how small businesses use financial visibility, AI efficiency, and cash flow planning to navigate inflation and maintain margins.

Save on taxes and build healthcare savings: HSAs + HDHPs offer a triple tax advantage — and surprising for 2026, many Br...
06/02/2026

Save on taxes and build healthcare savings: HSAs + HDHPs offer a triple tax advantage — and surprising for 2026, many Bronze/catastrophic plans and direct primary care options now qualify. Check it out.

Learn the 2026 HSA contribution limits, triple tax benefits, and HDHP requirements. Discover how to use an HSA as a powerful retirement and tax-planning tool.

June 15 is the Q2 estimated tax deadline. If you expect to owe $1,000+—from investments, rentals, retirement distributio...
06/01/2026

June 15 is the Q2 estimated tax deadline. If you expect to owe $1,000+—from investments, rentals, retirement distributions, or gig work—you may need to pay now. Surprising fact: paying later won't erase earlier underpayment penalties. Want to protect your cash flow? Find out.

Avoid IRS underpayment penalties. Learn who needs to make the June 15 Q2 estimated tax payment and how to calculate your liability accurately.

06/01/2026

If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.

States are replacing tax hikes with "voluntary" levies—like online sports betting. Nebraska could capture ~$87M over 5 y...
05/29/2026

States are replacing tax hikes with "voluntary" levies—like online sports betting. Nebraska could capture ~$87M over 5 years to fund property-tax relief. Surprising: much of that revenue already leaves the state via offshore bets. Find out how this shift could affect your taxes.

States are replacing broad tax hikes with behavior-based sports betting revenue. Discover how this tax strategy impacts state budgets and your financial outlook.

Starting a business? You may be able to deduct up to $5,000 in start‑up and $5,000 in organizational costs now—and amort...
05/28/2026

Starting a business? You may be able to deduct up to $5,000 in start‑up and $5,000 in organizational costs now—and amortize the rest over 15 years. Surprise: the immediate break phases out after $50K. Ready to keep more cash in year one? Find out how to maximize savings.

Learn how to deduct up to $5,000 in start-up and organizational costs for your new business. Find out what qualifies and how to claim these tax benefits.

05/27/2026

Portland’s arts tax is getting a redesign: fees would rise while about 151,000 lower‑income residents would be exempted — yet total revenue would stay the same. Curious who ends up paying and why? Find out.

05/26/2026

Had to repay a bonus you already paid taxes on? The Claim of Right (IRC §1341) may let you get that tax back—often as a dollar-for-dollar credit if the repayment is over $3,000. Don’t leave money on the table. Find out.

05/22/2026

Did you know missing a mid‑month payroll deposit can trigger steep, compounding penalties? June 15 is due for monthly payroll deposits and C‑corp Q2 estimates. Protect your cash flow and avoid surprises—check it out.

05/22/2026

Surprising: a $70K hire can end up costing $90K–$100K once payroll taxes, benefits, equipment and training are added. Don’t let a premature hire squeeze your cash flow — explore smarter staffing alternatives. Find out how.

Address

1200A Scottsville Road Suite 490G
Rochester, NY
14624

Opening Hours

Monday 10am - 6am
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

585-328-5999

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