We help you reduce taxes, stay compliant, and build long-term financial success with personalized CPA strategies.
CPA SERVICES
Personal Financial Planning Services
Personalized Financial Planning Services
Take control of your financial future with The Firm of Sheldon L. Richards, CPA. We provide personalized financial planning to help you grow wealth, reduce taxes, and plan with confidence.
✅ Retirement & investment planning
✅ Tax-efficient wealth strategies
✅ Budgeting & cash flow management
✅ Estate & legacy planning
Get expert guidance tailored to your goals, lifestyle, and future.
Small Business Accounting Services
Small Business Accounting Services
Running a business in NYC is demanding—your financial strategy shouldn’t be. I provide comprehensive accounting, tax, and advisory services to keep your business compliant, optimized, and positioned for growth.
Small Business Accounting Bundles
Flexible service packages designed to support your business at every stage:
- Bookkeeping & financial reporting
- Payroll, sales tax & business tax preparation
- Proactive tax planning & reduction strategies
- Cash flow management & budgeting
- QuickBooks setup, cleanup & support
- Financial planning & wealth management guidance
What You Get
- Streamlined operations and organized financials
- Reduced tax liability with proactive planning
- Clear insights to make confident business decisions
- A long-term strategy to grow and build wealth
Tax Preparation Services for Individuals
Tax Preparation Services for Individuals
Filing your taxes doesn’t have to be stressful. At The Firm of Sheldon L. Richards, CPA, we provide expert personal tax preparation in NYC to help you file accurately and maximize your return.
✅ Federal, NY State & NYC tax filing ✅ W-2, 1099, investments & rental income ✅ Tax planning & estimated payments ✅ Back taxes & amended returns
We help you reduce tax liability, avoid errors, and stay fully compliant.
Tax Preparation Services for Small Businesses
NYC Business Tax Preparation Services
Managing business taxes in NYC can be complex—but you don’t have to do it alone. The Firm of Sheldon L. Richards, CPA provides expert tax preparation to keep your business compliant while maximizing savings.
✅ Federal, NY State & NYC tax filings
✅ LLC, S-Corp, C-Corp & partnership returns
✅ Quarterly estimated taxes & sales tax compliance
✅ Year-end planning & tax-saving strategies
Stay compliant, avoid penalties, and keep more of what you earn with a trusted NYC CPA.
Tax Audit Representation & IRS Defense
Tax Audit Representation & IRS Defense
Don’t face the IRS or state auditors alone. I represent you directly—managing your audit from start to finish with a strategic, client-first approach.
If you’ve received an IRS or New York State audit notice, I step in immediately to protect your position, handle all communications, and guide the process toward the best possible outcome.
Services include:
- IRS & NY State audit representation
- Multiple years of unfiled tax returns
- Direct communication with auditors on your behalf
- Review and defense of tax returns and documentation
- Audit strategy and positioning
- Appeals and dispute resolution
Why it matters:
Audits can escalate quickly. With professional representation, you reduce risk, avoid costly mistakes, and gain a clear, structured path forward—without dealing with the IRS directly.
Who I work with:
Business owners, single-member LLCs, high-income individuals, and multi-state taxpayers facing audits or tax notices.
Take control early.
Schedule a confidential consultation to protect your position and move forward with confidence.
New Business Startup Services
NYC & Nationwide Business Startup Services
Starting a business in NYC or beyond? The Firm of Sheldon L. Richards, CPA helps entrepreneurs launch with confidence through expert startup and tax guidance.
We handle everything from entity selection and EIN registration to accounting setup, tax compliance, and financial planning—so you can focus on growing your business.
✅ LLC, S-Corp & C-Corp formation
✅ Tax setup (sales & payroll)
✅ Financial projections & bookkeeping systems
✅ Ongoing tax planning & compliance
Avoid costly mistakes and start strong with a trusted CPA by your side.
Industry Accolades & Memberships
Partnership With Affirm!
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Perfect for our Small Business Accounting Bundles, Tax Prep, Tax Audit Defense, & Wealth Management
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