Meet Shay Casler: The Tax Expert Helping Americans Keep More of What They Earn

In a world where taxes often feel confusing, stressful, and overly complicated, one expert has built a reputation for clarity, confidence, and compassionate service. Shay Casler (Shay Bachelder), founder and principal of Casler Financial, has spent nearly two decades guiding individuals, entrepreneurs, small business owners, and real estate investors toward smarter tax outcomes — and in the process, helping them save money, reduce liabilities, and plan proactively for their financial futures.

The Professional Behind the Name

Shay is more than a tax preparer — she’s a trusted advisor with real credentials. She holds the designation of Enrolled Agent (EA), a credential granted by the IRS that empowers her to represent clients in audits, collections negotiations, and installment agreements. She’s also a Licensed Tax Consultant in Oregon and an NTPI Fellow, signaling advanced expertise in proactive tax planning strategies.

What started almost 20 years ago as a local tax practice in the Pacific Northwest has blossomed into a modern, virtual tax advisory service that supports clients across the United States — and even expatriates needing U.S. tax assistance.

A Personal Touch in a Complex Field

While many tax professionals treat tax season like a once-a-year hustle, Shay’s approach is different. She prioritizes:

• Year-round availability for consultation and questions

• Educational support that empowers clients to make confident financial decisions

• Clear, jargon-free explanations of complicated tax law

• Individualized strategies that align with your financial goals

This client-first philosophy has earned high praise and consistent five-star reviews. Clients frequently highlight Shay’s responsiveness, deep expertise, and ability to find deductions others overlook — often saving them significant money.

What Shay & Casler Financial Offer

Casler Financial is built around a suite of services designed to support tax efficiency and peace of mind:

Personal Tax Preparation

Not just filing returns — but maximizing legitimate deductions and credits while minimizing your tax burden.

Small Business Tax Services

From sole proprietors to LLCs and beyond, Shay helps business owners streamline complex filings and plan for growth.

Real Estate Investor Tax Planning

Rental property owners and investors face unique tax challenges; effective strategy can mean thousands of dollars saved annually.

Audit Representation

If you’re facing an IRS or state tax audit, Shay can represent you and work on your behalf to achieve the best possible outcome.

Catch Up Tax Return Preparation

If you have fallen behind on your tax filings, Shay can help you get caught up and back on track, and even negotiate a reduction in penalties on most occasions.

Proactive Tax Planning: Saving Money Before You Owe It

One of the hallmarks of Shay’s work is a focus on forward-looking planning — not just year-end filing. Through detailed consultations and customized planning packages, she helps clients identify smart strategies that:

• Reduce taxable income legally

• Accelerate or defer deductions in advantageous ways

• Prepare for future financial shifts

• Integrate tax considerations with broader financial goals

This proactive mindset transforms taxes from a yearly headache into an essential part of long-term financial health.

What Clients Are Saying

Testimonials from across the Pacific Northwest reflect deep trust in Shay’s work:

“She always goes the extra mile to find any possible deductions and is quick to respond to any questions throughout the year.”  “Professional, responsive, and knowledgeable — I wouldn’t trust anyone else with such an important task.” 

These reviews underscore not only Shay’s technical skill, but also the way she treats clients — with respect, patience, and personal attention.

A Name with a Story

Casler Financial’s name reflects Shay’s identity and legacy — it’s her family name and brand, and it carries a promise: that clients will be treated with the same care and stewardship she would give her own family.

Helping You Keep More of Your Hard-Earned Money

From the first consultation to year-round support, Shay's mission is simple but powerful: help people keep more of what they earn, reduce unnecessary tax costs, and make the complex world of taxation feel manageable and even empowering.

Whether you’re an individual navigating deductions for the first time, a business owner looking for strategic advantage, or a real estate investor planning for future growth, Shay’s expertise and personalized approach make her a standout advisor in the tax space.

If you would like to schedule time with Shay, you can check her availability and schedule an advisory session online here: https://www.caslerfinancial.com/scheduling