Eric Sheldon CPA, PC: Expert Fiduciary Accounting and Tax Services

Eric Sheldon CPA, PC is a firm dedicated to guiding clients through complex financial situations, offering a range of specialized accounting and tax services. Understanding that financial matters can be confusing, their aim is to provide clarity and support to individuals and businesses. The firm focuses on providing services such as fiduciary accounting for trustees, ensuring proper management of financial responsibilities.

In addition to fiduciary accounting, Eric Sheldon CPA, PC assists high-income individuals with retirement planning, offering expertise in Individual Retirement Accounts (IRAs) and highlighting the benefits of Roth IRAs for tax-free earnings. The firm also provides compliance assistance related to the Corporate Transparency Act (CTA), helping companies navigate reporting requirements. With a commitment to client guidance and expertise, Eric Sheldon CPA, PC strives to be a trusted partner in achieving financial well-being.

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5.0
2 reviews
  • Tori Strong
    Tori Strong
    3 years ago

    Trust is HUGE when you are looking for an advisor. And I can wholeheartedly say that Eric is someone I trust to help me with my financial decisions. I have know him for more than a decade and he has never failed to help me be successful in all endeavors I seek advising from him on!

  • Jennifer Moezzi
    Jennifer Moezzi
    3 years ago

    I have worked with Eric Sheldon over the years with a few of my clients. Eric is responsive and does quick thorough work. I appreciate that he responds whenever I have a question. He is very knowledgeable and works well with everyone.

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