David Scheidel, Cpa, Pfs Email & Phone Number

David, formed Scheidel, Sullivan & Lanni CPA, LLC a full-service public accounting firm offering services in the areas of accounting, auditing, tax planning, preparation, research, valuation, estate planning and financial planning. David was integral in the planning and formation and start up of Sierra Financial Advisors, LLC, a registered investment adviser, serving business, pension plans, 401K and corporate and small business retirement plans and individuals.WHY USE US?We are business partnersWe understand business and non-profit financesWe’re trusted advisors We handle the tough business problemsWe help you with your financial planning needsOUR APPROACH:• Outstanding customer service - we are known for delivering timely and superior customer service to its clients.• Personal and professional integrity - We do the right thing every time.• Knowledge of our clients - We put the client in the center of everything we do. This allows us to anticipate and understand their needs.• Keep it simple - Our philosophy for keeping things as simple as possible as well as our emphasis on planning helps make doing business with us easier and more pleasant.Own the issue - We take ownership of an issue and deliver on our commitment to you.• Ability to handle all financial matters - We have the ability to handle all jobs (large or small) with efficiency and will give each client the respect and service they expect and deserve.• Pride & respect - We take pride in our work, which enables us to enjoy the respect of our clients.• Success - Through mutual respect, teamwork and passion for service, this enables both our clients and us to succeed togetherSpecialties: CPA, Financial Accounting and Reporting Services, Tax Planning & Preparation Services, Financial and Estate Planning Services, Business Valuation and Litigation Support Services, Management Advisory Services, Transition Planning, Succession Planning, Business Sale, Trustee Services, Executor Services

Listed skills include Tax, Tax Preparation, Accounting, Strategic Financial Planning, and 27 others.

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  Rutgers University - Newark

  Public Accounting