…is a Business Tax Strategist and Wealth Planning Partner. As a veteran Certified Public Accountant and former Internal Revenue Service Manager, she helps high net worth individuals and businesses optimize their financial health.
For the past 21 years, Sheila has served 100’s of her private clients with income tax preparation and tax planning strategies for the best positioning of their financial life. Prior to launching her CPA practice, Sheila invested 15 years as an Internal Revenue Agent/Manager – conducting audits of individuals and small businesses. Additionally, she was extensively involved in writing training manuals and teaching audit techniques concerning financial products to Revenue Agents; and teaching Revenue Agent recruits.
Sheila 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.
Her other specialty is tax planning and financial advice for trusts, with a focus on special needs trusts.
Sheila resides in Buffalo Grove, Illinois – and enjoys a full family life with her husband, teenage daughter, dog and two cats.