Welcome

Sheila Edelstein is a Business Tax Strategist. As a veteran Certified Public Accountant and former Internal Revenue Service Manager, she helps high net worth individuals and businesses optimize their financial health.

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Sheila serves her private clients with income tax preparation and best positioning. Additionally, she can work with businesses in all stages – from start-up to succession planning – and help the ownership understand the current tax laws, their tax planning options and recommend a financial strategy that will support their future interest.

Along with tax preparation and business support, Sheila’s other specialty is tax planning and financial advice for trusts, with a focus on special needs trusts.

Please visit the Services page for a complete list of Sheila’s offerings. To have a complimentary discovery call or to discuss your current challenge, call 630.574.0840 or email Sheila@sheilaedelstein.com