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State DirectorySheila Edelstein CPA CFP
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Is a Business Tax Strategist and Wealth Planning Partner.with Expertise in Trust and Estate Taxation
- HoursOPEN NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 630-574-0840
- Address:
- 1200 Harger Rd Oak Brook, IL 60523
- Email:
- Link:
- Categories
- Taxes-Consultants & Representatives, Accountants-Certified Public, Children's Furniture, Tax Return Preparation, Tax Return Preparation-Business
- 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
- 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
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.