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Very Knowledgeable and offered timely assistance. Would work with Mr. Richards again.Dec 8, 2019Verified
My wife and I used Sheldon to assist us file our taxes last year. After having several challenges with TurboTax and preferring to deal with a human we used Sheldons services. Sheldon is prompt in responding to emails and completes the whole filing process for you. If you are tired of the hustle of using TurboTax I would recommend you use a CPA rather than a bot.Jan 3, 2020Review from GoogleSheldon Richards, CPA's reply
Thank you Ken, glad to be of assistance. Happy new year to you and your wife!!!
Sheldon is always so kind and patient. He is very knowledgeable in his field and is just so happy to help. If you are looking for character and quality, I suggest you choose Sheldon!Dec 3, 2019Review from GoogleSheldon Richards, CPA's reply
Hi Deshaunda, glad to be of assistance. Happy New Year!!!
License Type: CPA – Certified Public Accountant (NY)
- What is your typical process for working with a new customer?For a stress-free tax preparation experience, new tax clients should do the following: 1. Provide your full name, email address, and phone number 2. You will receive 2 emails, one to setup your new client account and the other in order to complete the client intake form. I will provide your pin# in order to complete both tasks. Once setup, please use the client account in order to upload your tax documents to me. 3. Please notate any questions or concerns on the client intake form 4. Upload a front and back copy of your photo ID 5, Upload your prior year tax return, if available 6. If required, please provide the best date and time to call you 7. Sit back and relax, while I work my magic :) Once completed, I will upload a copy of your tax return to your account. Thank you, Sheldon Richards, CPA Thank you,
- What education and/or training do you have that relates to your work?I am a Certified Public Accountant and have a Masters in Accounting