Shields Tax & CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · WA firm 5827 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e)
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: home services (self-reported, from the firm's own website)
4 of 5 answered from a dated source.
Documents 1 of 5 core services; CPA license verified with the state board; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Shields Tax & CPA | home page | |
| Website | https://www.shieldstaxcpa.com/ | home page | |
| Office locality | Vancouver, WA | home page | |
| Phone | +13606963877 | home page | |
| Offers bookkeeping | Documented: ...and professional service businesses using (or ready to migrate to) QBO. Tax Services Bookkeeping & Accounting Services Our Vancouver, WA based business consultant firm offers... | home page | |
| Month-end close + reporting | Documented: ...and current with monthly bank reconciliations, general ledger maintenance and entries, financial statements, and cash flow reports delivered to you monthly. You’ll also have... | /bookkeeping-accounting-vancouver-wa | 6 pts (max 6) |
| Industries served (documented) | home services | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | /who-we-are | 5 pts (max 5) |
| Local / remote model stated | Local | /contact | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · WA firm 5827 · Washington State Board of Accountancy (open data pzcu-jpab / 6du3-3h9e) | State accountancy board Third-party Sep 26, 2026 expires Jun 30, 2027 | 8 pts (max 8) |
| Pricing approach published | Publishes a starting price: "starting at $350" | /bookkeeping-accounting-vancouver-wa | 6 pts (max 6) |
| Communication channel / process | Documented: ...ask questions, keep track of tasks, and schedule meetings. This package also includes a monthly check-in to go over financial statements and answer any questions you might have.... | /bookkeeping-accounting-vancouver-wa | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Washington State Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): Washington lists an ACTIVE CPA firm permit under this name, expiring 2027-06-30. It does not prove service quality.
Data limitations
- 19 of 20 evidenced items come from Shields Tax & CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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