What are the opening hours?

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

Shelton Financial Management LLC

Home
United States
Rochester, NY
Shelton Financial Management LLC

Call Directions Website Contact the business

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.

10/30/2026

Election betting is booming — but the tax rules are anything but clear. From gambling income to capital gains and even Section 1256 treatment, your winnings could be taxed very differently than you expect. Curious how it works? Read now and see what may apply to you.

Learn how the IRS treats election prediction market winnings, from gambling income to capital gains, and how to report your Kalshi or Polymarket trades.

10/29/2026

Stock options can be a powerful wealth tool — but one wrong move can trigger surprise taxes, AMT, or unnecessary risk. Learn the key differences between NSOs and ISOs, plus the smart ways to exercise and sell with confidence. Read now to see what most employees miss.

Understand how to manage NSOs and ISOs, navigate AMT, calculate tax basis, and optimize exercise strategies to protect your wealth.

10/28/2026

Big tax savings can sound exciting—but some “credits” simply don’t exist. The IRS has warned about fake Tribal Tax Credit schemes that look official, but can leave taxpayers exposed to penalties and interest. Learn the red flags before you sign or file. Read now.

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or claiming an unfamiliar credit.

10/27/2026

A quiet Capitol Hill doesn’t mean tax policy is off the table. With the lame-duck session ahead, lawmakers could still pass targeted tax fixes, IRS service reforms, and expiring provision extensions before year-end. Curious what may change for 2026? Check it out now.

Explore potential 2026 year-end tax legislation, including IRS reforms, targeted tax extenders, and key issues facing Congress in the lame-duck session.

10/27/2026

Good news for adoptive families: the IRS has clarified a 2025 rule that could mean unexpected refund money from unused adoption tax credit carryforwards. If you filed a 2025 return, you may be eligible for an automatic adjustment—no amended return required in many cases. Find out how it works and who may benefit.

Find out if IRS news release IR 2026-123 entitles your family to an automatic 2025 tax refund from prior-year adoption credit carryforwards.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

10/26/2026

Can you really save more by skipping itemized deductions some years? 💡 “Bunching” may let you take the standard deduction one year and maximize deductions the next. It’s a smart strategy for taxpayers whose expenses are close to the standard deduction. Find out how it works and if it could fit your plan.

Learn how bunching tax deductions can help you alternate between the standard deduction and itemizing to maximize your overall tax savings.

10/23/2026

November payroll tax deadlines are closer than you think—and one missed date could mean penalties. Stay ahead with this quick guide to key filing and deposit deadlines, plus a few helpful exceptions you may not expect. Read now to keep your business compliant through year-end.

Stay on track this fall with key November 2026 business tax deadlines, including Form 941, FUTA, and monthly payroll deposit due dates.

10/23/2026

The IRS now has a new mobile app that puts refunds, notices, balances, and transcripts right in your pocket—but a quick look doesn’t always tell the full tax story. Before you act on a balance or notice, know what it really means. Read now to learn what to watch for.

Learn about the new IRS mobile app replacing IRS2Go. Discover key features, scam warnings, and how to verify tax balances and notices securely.

10/22/2026

Tip income in October? Don’t miss the November 10 reporting deadline—there’s a simple step that can help you avoid year-end tax headaches. Learn what to report, how to report it, and what happens if your wages don’t cover all withholding. Check it out!

Learn about the key November 2026 individual tax deadlines, including the November 10 requirement to report October tip income, weekend rules, and extensions.

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

Website

http://www.SheltonFinancialManagementLLC.com/

Alerts

Be the first to know and let us send you an email when Shelton Financial Management LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.