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Tax Services

 

Streamline Your Financial Life

 

Get Tax Preparation and Wealth Management At One Firm

Are you working with one advisor to get advice on investing, another for insurance advice, and a third for tax preparation? You can streamline your financial life by getting all these services, and more, at C.L. Sheldon & Company.

Our Principal is an Investment Advisor Representative, state-licensed Insurance Consultant and an Enrolled Agent. CL Sheldon is here to be your trusted advisor for comprehensive financial strategies.

Our job is to make it simpler for you to manage your financial affairs and free you to do the things in life that you do best and enjoy the most.

 

Tax Preparation Is More Than Entering Numbers Into a Software Program

There are plenty of companies out there that will enter your numbers into a software program. And, given the same numbers every firm will come up with the same answer. Tax Preparation requires more than just entering numbers. A tax preparer needs to understand how the Tax Code works to make sure you file in the way that is best for you.

Curt Sheldon is an Enrolled Agent. Only Enrolled Agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Registered tax return preparers have passed a minimal competence test on tax forms for individuals, and have only limited representation rights. EA's Continuing Education requirements ensure they have the knowledge to effectively represent taxpayers audited by the IRS despite the continually changing tax laws.

You are a professional. Why would you trust your taxes and money to someone who isn't one too?

 

Are You a Retired Military Member That Receives VA Disability Compensation?

If you received retro-active disability compensation the IRS may owe you money. CL Sheldon specializes in filing returns adjusted for the provisions in IRR 78-161 as determined by the Strickland Decision. Give us a call at (703) 542-4000 or (800)-928-1820 for a free consultation on how we can help you get your money back.

Receive a copy of our latest whitepaper on corporate retirement plans written especially for military members. Just fill in this form today!
 

Read Our Blog

 

Understanding TSP RMDs
      You can't leave your money in TSP forever.  Find out what happens if you don't take it out...

 

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