Insights

Tax advisory niche Potential cross-sell of strategic tax planning and compliance services to privately held businesses, real estate partnerships, and securities traders expanding beyond individual tax work.

Tech leverage Opportunity to upsell cloud-based and automation services leveraging their existing tech stack (AWS, WordPress, MySQL, Office 365) to offer modern financial workflows, data security, and client portal capabilities.

Growth partnerships Leverage past collaborations like Project 10 Million and Connecting Heroes to position as a socially responsible, scalable CPA that can support nonprofits, districts, or public-sector funded programs.

Revenue expansion Target geographic and industry verticals with near-term tax liabilities or complex filings (state tax optimization, partnerships, trusts) to expand revenue beyond current sub-$1M figure.

Strategic alliances Propose partnerships with real estate firms, investment partnerships, and securities traders to provide ongoing tax advisory, compliance, and financial planning as their assets grow.

Similar companies to Sheftick & Associates CPA PLLC

Sheftick & Associates CPA PLLC Tech Stack

Sheftick & Associates CPA PLLC uses 8 technology products and services including Amazon Web Services, gstatic.com, WordPress, and more. Explore Sheftick & Associates CPA PLLC's tech stack below.

  • Cloud Hosting
  • gstatic.com
    Content Delivery Network
  • Content Management System
  • MySQL
    Database
  • Office Suites
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Contact Form 7
    Web Platform Extensions

Sheftick & Associates CPA PLLC's Email Address Formats

Sheftick & Associates CPA PLLC uses at least 3 email formats:
Sheftick & Associates CPA PLLC Email FormatsExamplePercentage
FirstLast@sheftickcpa.comJohnDoe@sheftickcpa.com
33%
FLast@sheftickcpa.comJDoe@sheftickcpa.com
34%
First@sheftickcpa.comJohn@sheftickcpa.com
33%

Frequently Asked Questions

What is Sheftick & Associates CPA PLLC's phone number?

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You can contact Sheftick & Associates CPA PLLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sheftick & Associates CPA PLLC's official website and social media links?

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Sheftick & Associates CPA PLLC's official website is sheftickcpa.com and has social profiles on LinkedIn.

How much revenue does Sheftick & Associates CPA PLLC generate?

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As of September 2026, Sheftick & Associates CPA PLLC's annual revenue is estimated to be <$1M.

What is Sheftick & Associates CPA PLLC's SIC code and NAICS code?

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Sheftick & Associates CPA PLLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Sheftick & Associates CPA PLLC have currently?

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As of September 2026, Sheftick & Associates CPA PLLC has approximately 1 employees across 1 continents, including North America. Key team members include President: B. S. Explore Sheftick & Associates CPA PLLC's employee directory with LeadIQ.

What industry does Sheftick & Associates CPA PLLC belong to?

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Sheftick & Associates CPA PLLC operates in the Accounting industry.

What technology does Sheftick & Associates CPA PLLC use?

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Sheftick & Associates CPA PLLC's tech stack includes Amazon Web Services, gstatic.com, WordPress, MySQL, Office 365, PHP, reCAPTCHA and Contact Form 7.

What is Sheftick & Associates CPA PLLC's email format?

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Sheftick & Associates CPA PLLC's email format typically follows the pattern of FirstLast@sheftickcpa.com. Find more Sheftick & Associates CPA PLLC email formats with LeadIQ.
Sheftick & Associates CPA PLLC logo

Sheftick & Associates CPA PLLC

AccountingNew York, United States0-1 Employees

Sheftick & Associates CPA PLLC operates in the accounting sector, offering business accounting, tax planning, compliance, and financial advisory services. Its clientele includes privately held businesses, individuals and families, real estate investment partnerships, and securities traders, with a focus on identifying strategies to minimize federal and state tax liabilities and coordinating with trust and estate planning professionals. Based in South Huntington, New York, the firm emphasizes delivering a full range of tax-related services to diverse entities and individuals, supporting both ongoing compliance and strategic tax optimization. The firm’s recent public activity highlights involvement in community-oriented and entrepreneurial initiatives, including projects designed to expand internet access for households and collaboration with technology partners, indicating an engagement beyond traditional accounting services. The business positions itself within the accounting industry as a provider of tailored tax and advisory support for a varied client base, including entities and individuals with complex tax needs.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Sheftick & Associates CPA PLLC's revenue is estimated to be in the range of <$1M

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