About our Firm
Background
For over 20 years, the firm has been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Our Mission
Our mission is to work with small businesses and help their owners gain a better understanding of the finances as they relate to both business and owner. We provide assistance with issues pertaining to growth and profitability. Careful planning can also be applied in order to insure that transfer of the estate to the family or others is as smooth as possible. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
About Myself
I have been providing tax, accounting and advisory services to businesses and individuals on the Peninsula and in the South Bay Area for over 20 years. After several years with larger firms, I began my own practice.
A graduate of San Jose State University, I possess a wealth of experience and knowledge that is the benefit of representing a diverse group of clients. From individual taxpayers to small and medium sized businesses, I have the expertise to help plan and organize your financial future.
I am a member of several civic and professional organizations including the Financial Planning Forum and the Peninsula Sunrise Rotary Club.
patrick@sheridancpa.com (650) 363-8510
