Sheila has over 30 years of experience serving clients in the NYC Metro area and around the world. She serves as a tax advisor to business owners, individuals and large family groups. Works with corporate clients and organizations to facilitate financial planning and financial literacy workshops for their employees. She is a resource to attorneys and accounting firms on estate and trust administration including: estate tax audits, surrogate court accountings and fiduciary income taxes.
Prior to launching her own tax practice full time in March 2015, Sheila worked in public accounting specializing in High Net Worth Individuals, Trusts and Estates and large family groups in the Real Estate industry. She was a Tax Director at Grant Thornton in their Private Wealth Service Practice until February 2015. A former head of the Client Accounting Department at the law firm of Loeb, Block & Partners where she served international families and she also served as an accountant to the Rockefeller Family in their Family Office where she coordinated family financial activities with investment counsel, attorneys and financial institutions.
Sheila decided to expand her tax practice into a full-time business so that she could provide best in class tax advice and accounting service to clients across various tax brackets. She is passionate about helping young people develop their financial intelligence as they grow in their careers and advising clients along their journey to financial independence about sustaining their wealth and creating a legacy.
Sheila is a member of the American Institute of Certified Public Accountants Tax and Financial Planning divisions, The New York Society of CPAs Personal Financial Planning and Family Office Committees and the National Association of Black Accountants(NABA) Financial Literacy Committee and regularly speaks on Tax topics and Financial Literacy.
She brings her passion into the classroom as a W!SE (Working in Support of Education) volunteer at the High School of Economics and Finance. She was honored at the NABA 2017 Scholarship and Awards Gala with the Community Service Award and she is a humble recipient of a 2016 President’s Volunteer Service Award.