Sheffield Advisors LLC

Sheffield Advisors is a Melrose accounting firm offering tax preparation, tax planning, bookkeeping and payroll for individuals, businesses, trusts and estates. Its CPAs help clients who prepare their own returns but face a big financial or life event, such as a large bonus, exercised stock options, an inherited retirement account or a Roth IRA conversion. The firm can model tax scenarios so clients understand the effect of a decision before they make it.

For business clients, the firm handles outsourced bookkeeping to keep records current and tax reporting accurate, and it processes payroll through QuickBooks payroll services. It also advises new business owners on the tax implications of different entity types, and it helps charitably inclined clients find tax-efficient ways to give. The team prides itself on friendly service and forward-thinking advice, and it admits it loves taxes, mostly.

What to Know

• Cynthia M. Hickey, CPA, MBA, CSA, founded the firm in 2008 and has worked as a tax professional since 1986.
• The team includes CPAs Denise C. Yelvington and Carina Silva and enrolled agent Irene Grissom.
• The firm has offices in Massachusetts and Florida.
• It is a member of the Melrose Chamber of Commerce.