The Firm of Sheldon L. Richards, CPA, MS
Top Pro
Licensed
Licensed
About
Sheldon L. Richards, CPA – New York Tax, Accounting, and Personal Finance Expert
Sheldon L. Richards, CPA, is the founder of The Firm of Sheldon L. Richards, CPA, a boutique New York–based CPA firm serving clients throughout New York and nationwide.
With over 10 years of Corporate America experience and 8 years in public practice, Sheldon provides personalized, strategic tax and accounting solutions designed to help individuals and businesses make confident financial decisions. He works with mid‑career professionals, freelancers, small and mid‑sized business owners, startups, founders, and high‑net‑worth individuals.
Services include:
Personal & business tax preparation
Proactive tax planning & tax liability minimization
Bookkeeping & business accounting
Financial analysis and advisory
New business formation & startup support
Sheldon is a licensed New York State CPA, authorized to practice in all 50 states and U.S. territories. He holds a Master’s degree in Taxation & Accounting and a Bachelor’s degree in Economics & Finance, and is a member of both the NYSSCPA and AICPA.
Known for his transparency, responsiveness, and attention to detail, Sheldon ensures clients feel informed and supported—not rushed or confused.
Schedule a free consultation today and experience CPA guidance tailored to your goals.
Overview
Current Top Pro
Hired 10 times
Background checked
License verified
1 employee
8 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.
Credentials
License verified
CPA – Certified Public Accountant
License state: NY
Background checked
Passed by Sheldon Richards on Nov 7, 2024.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, responsiveness, and punctuality.
Very good 4.6
7 reviews
5
86%
4
0%
3
0%
2
14%
1
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Read reviews that mention:
Greg B.
Mar 6, 2025
Hired on Thumbtack
Sheldon is our new accountant after mine retired after over 40 years of service. As a new CPA, we were a bit Leary of using someone 2000 miles away. I would say after he and his firm wrapped up our returns we were very happy with the results. His process was very familiar to me and his results just like our previous CPA was spot on. The firm is professional, accurate, easy to work with and responded to us quickly. As first time clients we couldn't be more pleased with our choice.
The Firm of Sheldon L. Richards, CPA, MS's reply
Thanks so much, Greg!
We know it’s not easy switching accountants after 40 years, so we really appreciate the trust you placed in us — especially from 2,000 miles away! We're glad the process felt familiar and that the results met your expectations. It’s great to hear you were happy with the experience, and we’re excited to keep working with you in the future!
— The Firm of Sheldon L. Richards, CPA
Individual Tax Preparation
Aimee V.
Mar 9, 2025
Hired on Thumbtack
Sheldon was quick and professional. He really took all of the worry out from both my personal and business taxes. I highly recommend and I look forward to his services again.
The Firm of Sheldon L. Richards, CPA, MS's reply
Thank you so much, Aimee!
We’re really happy to hear that we were able to take the stress out of your personal and business taxes. Quick and professional is always the goal, and it means a lot to know you’d recommend us. Looking forward to working with you again next tax season!
— The Firm of Sheldon L. Richards, CPA
Individual Tax Preparation
Jack D.
May 4, 2026
Hired on Thumbtack
Cancelled our 7:15 AM initial meeting at midnight. Sent a vague proposal next day, without asking about our needs. After we declined, he re-sent the same proposal with lower prices. Very immature. Sorry it didn't work out.
Accounting
Dire E.
May 2, 2025
Hired on Thumbtack
I'm really impressed with the way they cleaned the mess I had gotten myself into. Very satisfied.
The Firm of Sheldon L. Richards, CPA, MS's reply
Thanks so much, Dire!
We’re really glad we could help sort things out and get everything back on track for you. Tax messes happen — we’re just happy you trusted us to clean it up! Don’t hesitate to reach out if you ever need anything again.
— The Firm of Sheldon L. Richards, CPA
Individual Tax Preparation
Jeffrey C.
Sep 27, 2025
From Google
The service was great!--Communication was clear and friendly--I needed help with a fairly complex tax return - Sheldon and his team handled it like a pro.--I was able to upload my documents online via a secure system - no mailing of physical copies or concerns about sending PDFs over email.Sheldon and his team are hard workers; can't wait to do business with them again.
The Firm of Sheldon L. Richards, CPA, MS's reply
Thank you for the 5-star review, Jeffrey! I’m glad to hear our communication was clear and that our secure document system made things easy for you. It’s always rewarding to help clients navigate complex returns with confidence. I appreciate your kind words about our team’s work ethic, and we look forward to working with you soon!