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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.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 630-574-0840

Address:
1200 Harger Rd Oak Brook, IL 60523
Email:

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Categories
Children's Furniture, Accountants-Certified Public, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Services / Products
Tax Audit Representation, State Tax Returns, Tax Planning, Business Accounting, Prior Year Tax Returns, Electronic Tax Filing, Business Tax Return Preparation, Tax Consulting, Corporate Tax Return Preparation, Business Management Consulting, IRS Problems, Amended Tax Returns, Tax Advisors, Tax Problem Resolution, Trusts, Business Planning, Estate Planning, Tax Audit Defense, Estate Tax Returns, Individual Tax Return Preparation, Financial Planning, Federal Tax Returns, Trust Tax Returns, Foreign Income
Payment Options
cash, check
Brands
quickbooks
Accreditation

American Institute of Certified Public Accountants

Certified Public Accountant

Certified Financial Planners

Other Information

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

Data provided by one or more of the following: Thryv, Data Axle, Yext.