Sheila has served 100s of her private clients with income tax preparation and tax planning strategies for the best positioning of their financial life. Prior to launching her CPA practice, Sheila invested 15 years as an Internal Revenue Agent/Manager conducting audits of individuals and small businesses. Additionally, she was extensively involved in writing training manuals and teaching audit techniques concerning financial products to Revenue Agents; and teaching Revenue Agent recruits. Sheila can work with businesses in all stages from start-up to succession planning and help the ownership understand the current tax laws, their tax planning options and recommend a financial strategy that will support their future interest.
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More Business Info

Is a Business Tax Strategist and Wealth Planning Partner.with Expertise in Trust and Estate Taxation

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Tax Audit Defense
  • Estate Planning
  • IRS Problems
  • Business Tax Return Preparation
  • Business Accounting
  • Tax Problem Resolution
  • Business Management Consulting
  • Trusts
  • Tax Planning
  • Estate Tax Returns
  • State Tax Returns
  • Financial Planning
  • Trust Tax Returns
  • Federal Tax Returns
  • Corporate Tax Return Preparation
  • Business Planning
  • Foreign Income
  • Tax Consulting
  • Amended Tax Returns
  • Tax Audit Representation
  • Electronic Tax Filing
  • Prior Year Tax Returns
  • Tax Advisors
  • Individual Tax Return Preparation
Brands
quickbooks
Payment method
cash, check
Accreditation

American Institute of Certified Public Accountants

Certified Public Accountant

Certified Financial Planners

Social Links
Categories
Accounting Services, Accountants-Certified Public, Children's Furniture, Financial Services, Furniture Stores, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Other Information

Certifications: Certified Financial Planners, Certified Public Accountant, American Institute of Certified Public Accountants