Sheldon Richards, CPA
Offers remote services
Offers remote services
It’s free with no obligation to hire
Introduction: Welcome to my Virtual Office! I am a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). I earned my MS in Accounting from St. John’s University. I have extensive tax experience and have worked for TurboTax as a Senior Tax Expert. In addition, I have held various accounting positions up to Accounting Manager, for companies in the aerospace, education, healthcare, philanthropic, and transportation industries. With my vast amount of experience, I founded CPA Solutions in order to provide accounting and tax services 100% remotely from my office. This cutting-edge option, provides my clients with a confidential, convenient, efficient, and secure method of conducting business with me. In fact, I have been conducting business almost exclusively from a remote office since 2018, utilizing video and traditional phone. Should you have any inquiries, please do not hesitate to contact me. Thank you, Sheldon Richards, CPA
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License Type: CPA – Certified Public Accountant (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?My services are affordable and efficient.
- What is your typical process for working with a new customer?During the initial contact, please provide your email address, phone number, and best time to call you. My process is efficient and includes the following: 1. I will provide you with a brief "Client Questionnaire" to complete and send back for review. 2. I offer a free 20-minute phone consultation, which provides an opportunity for us to connect and to answer any of your questions. At the end, I will inform you of the next steps in the process. 3. I will create your "Client Account", which is a fast, safe, and secure method of forwarding documents to me. You will receive a link via email, prompting you to create a password.
- What education and/or training do you have that relates to your work?I have a MS in Accounting with advanced coursework in Small Business and Corporate Taxations. In addition, I am a licensed Certified Public Accountant in New York State and a member of the American Institute of Certified Public Accountant (AICPA).