Meet the owner

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Sheldon is a licensed Certified Public Accountant and Personal Financial Planner. He excels at developing and communicating personalized wealth building and real money tax reduction strategies in a very clear, easily digestible, and engaging manner. Although his original licensure is in the State of New York, the CPA designation grants him authority to practice in any state without applying for additional state-specific licenses. He has been awarded membership to the American Institute of Certified Public Accountants. Additionally, Sheldon is a member of the Greater New York Chamber of Commerce.

Prior to establishing his CPA practice, Sheldon had worked for several corporations in various positions, including Accounting Manager. He graduated with a Master of Science in Accounting and Taxation. Additionally, he was awarded a Bachelor of Science in Economics and Finance. Sheldon is very passionate about utilizing the reach of his profession to provide a lasting positive impact for his clients. Currently, his CPA practice serves the Greater New York Metro Area and nationwide. 

Sheldon is into health and fitness, watching movies, reading, sports, and attending live events.