Financial Wellness With Shay Port

Financial Wellness With Shay Port

5.0(3 reviews)
Offers online services
Offers online services

About

I am a C.P.A., an experienced tax preparer and also a certified financial coach and counselor. I am able to offer all of my clients not only the knowledge and expertise of an accounting and tax professional, but also the insight and empowerment skills of a financial counselor and coach.

My tax clients get a well-prepared return, plus the know-how to create a solid financial plan, and my coaching clients get a financial plan plus knowledge about any tax implications. It's the perfect marriage!

My goal with every client is to help them understand their finances and if applicable, their tax situation, so they have a big-picture view and feel more capable and empowered moving forward.


Highlights

Hired 2 times
1 employee
14 years in business
Serves East Liberty , PA
Offers online services

Social media


Reviews

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AF

Ashley F.

She went into depth, explaining yearly filing procedures for both W2 and 1099. I expected to owe taxes, but Shay calculated usually ignored deductions and obtained a refund for me! She put so much time and care into trying to educate me so that I may be able to do future years without hassle on my own!
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February 06, 2020
Hired on Thervo

JB

Jon B.

Shay is a subject matter expert when it comes to Finances and Finacial Wellness, so when I sat and had a session with her, I knew what I had to do to achieve my Financial Wellness goal.
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March 25, 2019

RS

Rachael s.

Shays approach is caring and understanding of whatever financial services you may be seeking. She takes the time to research the answers to questions that others will bounce off to someone else. She has truly been invaluable to helping my family gain awareness and control of our finances.
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March 25, 2019

Frequently asked questions

I have a free consultation over the phone so I can understand exactly what my client is looking for and how best I can help them. Then we set up an in-person appointment or if preferred, the client can upload and docs to me and we can have a phone meeting.

I have a C.P.A. as well as a certification in Financial Coaching. I am also a certified trainer for Financial Counselors through the Cities for Financial Empowerment.

My pricing is dependent on the services requested.


Services offered

Individual Tax Preparation
Accounting
Financial Services And Planning