Need help with your accounting?
At Eric Sheldon CPA, PC, we provide concierge accounting, fiduciary, and tax preparation assistance. We help individuals manage their assets properly with insightful advice and direct services. We know how to relieve the frustration and stress often associated with money by pointing your accounts in the right direction: up.
How can we help you?
We specialize at Fiduciary Accounting
The duty/obligation of the fiduciary services provider is to help with whatever the trustee requires.
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Other services
We specialize at Tax Strategies and Returns
Preparation of your tax return will be included as part of the package plan to offer guidance and less stressful time during the tax season.
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Form 8606: Essential for High-Income IRA Contributors
When it comes to retirement planning, high-income individuals often face unique challenges, particularly when it comes to Individual Retirement Accounts (IRAs). If you participate in
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Maximize Savings with a Roth IRA: Tax-Free Earnings and More
When it comes to planning for your financial future, a Roth IRA is one of the most powerful tools at your disposal. Unlike traditional retirement
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