Today we’d like to introduce you to SHAY BACHELDER.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
I started preparing tax returns in 2004 and opened my own business in 2008. While my kids were little, I kept a small clientele, mostly friends and family, while still going to work for local tax offices seasonally to gain experience and have comradery with others in the industry. In 2013 I obtained my Enrolled Agent certification with the IRS so that I could represent clients during audits and help taxpayers negotiate the collections process. In 2021, after the pandemic, I made the decision to devote 100% of my time to my own business and I have loved watching my small business grow and evolve. I now offer tax preparation services including catch up work, tax planning, tax advisory services, as well as audit representation and collection negotiations with the IRS. I enjoy helping people understand the complexities of our income tax system, and be strategic about saving money. I have come to specialize in other small businesses and solopreneurs like myself, as well as realtors and real estate investors.
We all face challenges, but looking back would you describe it as a relatively smooth road?
I have always loved being self employed, but it was hard to take the leap from a guaranteed paycheck working for someone else, to relying only on my own business for 100% of my income. It was certainly a leap of faith, but I’m so glad that I took the risk. Being an entrepreneur and small business owner has it’s share of challenges, but the rewards are worth it!
Thanks – so what else should our readers know about Casler Financial, LLC?
At Casler Financial, we aim to empower individuals and businesses with personalized, proactive tax strategies that maximize savings and drive long-term financial growth.
We believe in offering more than just tax preparation services—we educate our clients, guiding them toward financial security through strategic planning and expert advice.
We aim to build lasting relationships with our clients, becoming a trusted partner in their financial success.
Casler Financial offers a uniquely personalized approach to tax preparation and financial consulting. Unlike larger firms that focus solely on numbers, we prioritize building one-on-one relationships, understanding each client’s financial goals, and offering tailored solutions that align with their needs. We help our clients meet their tax obligations and strategically plan for the future, empowering them to grow and protect their wealth.
How can people work with you, collaborate with you or support you?
Casler Financial serves diverse clients, including small business owners, individuals seeking tax savings, and families planning for the future. Our ideal clients value expert guidance and appreciate a proactive approach to managing their financial health. They seek a long-term partnership with a firm that offers personalized service, understands their unique challenges, and empowers them through financial education.
We also love to collaborate and partner with other local professionals to not just provide great tax planning and advise, but also be able to provide an entire wealth advisory team that can support our clients in all areas of financial health.
Pricing:
- Tax preparation services are billed by the form
- Virtual Tax Advisory Sessions can be scheduled online for $250
- Audit representation services are billed hourly
- Tax education resources available on our website starting at $10.00
Contact Info:
- Website: https://www.caslerfinancial.com
- Instagram: https://www.instagram.com/casler_financial/
- Facebook: https://www.facebook.com/caslerfinancial/
- LinkedIn: https://www.linkedin.com/in/shay-bachelder-301b1a75
- Twitter: https://x.com/ShayCasler
- Youtube: https://www.youtube.com/@CaslerFinancial
- Other: https://www.caslerfinancial.com/scheduling
Image Credits
Kelly Mooney Photography, Oregon City