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DETAILS

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

General Info
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.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Social Links
Categories
Taxes-Consultants & Representatives, Accountants-Certified Public, Accounting Services, Children's Furniture, Financial Services, Furniture Stores, Tax Return Preparation, Tax Return Preparation-Business
Services/Products
    Tax Audit DefenseEstate PlanningIRS ProblemsBusiness Tax Return PreparationBusiness AccountingTax Problem ResolutionBusiness Management ConsultingTrustsTax PlanningEstate Tax ReturnsState Tax ReturnsFinancial Planning
    Trust Tax ReturnsFederal Tax ReturnsCorporate Tax Return PreparationBusiness PlanningForeign IncomeTax ConsultingAmended Tax ReturnsTax Audit RepresentationElectronic Tax FilingPrior Year Tax ReturnsTax AdvisorsIndividual Tax Return Preparation
Payment Options
Brands
quickbooks
Accreditation

American Institute of Certified Public Accountants

Certified Public Accountant

Certified Financial Planners

Other Information

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

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