Provider

SHEILA TOBY EDELMAN

schedule a free consultation

Hi...My name is Sheila Toby Edelman and I am an Account and Tax specialist.

credentials

contact

+1(561) 433-1718
tobyea@bellsouth.net

4820 LUCERNE LAKES BLVD W

STE 208

LAKE WORTH FL 33467

bio

Provider

I am an Enrolled Agent and Account who loves helping clients manage their financial lives. I love the student who is doing his first tax return, the business person who is finally retiring, the elderly person who simply needs to maintain the status quo, and everything in between. I have taken care of young families and followed with then through grand-parenthood, including their businesses, their children, and their grandchildren. The best part is making sure the stay out of trouble with the government.

q & a

What characteristics do your favorite clients share?

My clients are responsible people who want to be as worry free as possible. They follow my advice on how to keep their records in the best possible order. They consider carefully my advice about business or money management. They present their paperwork in a timely fashion so they do not face late filing penalties.

Why should a client hire you?

I am the professional for people who want a comfortable, worry free relationship with their accountant.

Describe a time where you went beyond expectations when working with a client.

Often, new clients come to me and I find potential problems they didn't even know they had. When this happens, I do all I can to correct them so they do not develop into major difficulties.

What single project or task would you consider your most significant accomplishment in your career to date?

It is difficult o single out one project or task, but my clients have been very satisfied with my work and I have always done my best to keep it so.

education

MIAMI-DADE COUNTY COMM. COLLEGE & FIU

Associate of ACCOUNTING

1979

experience

TOBY & COMPANY, INC.

PRESIDENT
LAKE WORTH, FL

05/1979 - present

associations

NATL SOCIETY OF ACCOUNTANTS

Member since 1987

NATL. ASSN. OF ENROLLED AGENTS

Member since 1987

exams

ENROLLED AGENT EXAM

1986

business info

TOBY & COMPANY, INC.

My clients are my most important asset.

Established 1979

I take care of all types of clients...individual, business and estate. I take care of bookkeeping, accounting, taxation, representation and consultation. My clients get very personalized care and attention.

hours of operation

Sunday closed
Monday 10:00 AM - 05:00 PM
Tuesday 10:00 AM - 05:00 PM
Wednesday 10:00 AM - 05:00 OM
Thursday 10:00 AM - 05:00 PM
Friday 10:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning

fee structure

Hourly fees


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