Pasquesi Sheppard LLC was founded in 1975 with a primary objective to provide quality client service and close involvement with each client. Our philosophy allows us to understand financial and tax situations, so we can help you make informed and timely business and personal decisions with optimal results.
This approach has been successful and personally rewarding for our clients, our partners and professionals. Our growth is primarily due to recommendations from our existing clients and their outside team of professionals. These recommendations result from our involvement and interest in each client, recruiting talented accountants and providing the highest level of quality service. We enjoy and value the long-term relationships we have built with our clients.
We specialize in closely held private businesses and their owners, high-net-worth individuals and families, and non-profit organizations. We find it rewarding to work with companies and organizations whose ownership and governance is closely involved in the management of business operations.
To achieve a company’s strategic goals, management must have a clear image of financial performance. A comprehensive accounting system, designed to reflect an organization’s special needs, can deepen this understanding
Our tax services include much more than the preparation of returns. Our comprehensive approach to income tax and estate tax planning is designed to minimize the overall tax liability of a business and its owner.
Our consulting services help organizations solve problems and develop management goals. To be effective in this critical role, we remain in close contact with the leaders of a client business, study its markets, and remain actively involved in its operations.
Our firm provides QuickBooks and write-up services to closely held businesses and not-for-profit organizations. We can compliment your current accounting department or you can outsource your accounting department to us.
Our Family Office serves as a unique concierge to help you with your financial and household needs. We cover everything from paying bills, payroll processing and financial advisory assistance to travel arrangements and hiring employees and domestic help.
The breadth of abilities that our partners bring to our clients is supported with a skilled staff of professionals.
All our partners and professionals have extensive experience serving the day-to-day needs of closely-held businesses.
The value of our services can be measured in the quality of our people. We combine the experience and expertise of an international CPA firm with the flexibility to respond quickly to client needs. Our firm is structured to enable all of our partners to invest their talents, time, and energy in direct client service.
The personal accessibility of every partner at Pasquesi Sheppard LLC is a significant business asset for the companies we serve.