Eric Sheldon CPA, PC

Fiduciary work sits alongside the tax and bookkeeping here: trust administration, conservatorships, and support for trustees in meeting what their role requires. Eric Sheldon, the owner-operator and a CPA, puts his experience at more than 25 years across a range of industries, and takes on individuals and small business owners. Services are arranged as packages with their own pricing rather than piecemeal. The tax package bundles planning, preparation of the return, estimated payment reminders and contact through the year instead of only at filing season. Bookkeeping clients get a monthly income statement and balance sheet, bank reconciliation through bank feeds, and review of the fixed asset and depreciation schedule, with QuickBooks Online setup or reset and third-party app integration included. New clients begin with a meet-and-greet. Past engagements have run from rental property tax planning to helping the owner of Musee Mecanique apply for two PPP loans.