Business Details
Trusted Accounting and Tax Services in Brick, NJ
For over five decades, our firm has delivered comprehensive tax, accounting, and related services to businesses and individuals. Our commitment to client service remains unwavering, blending personalized attention with the resources needed to meet evolving client expectations. As a small firm, we prioritize responsiveness, ensuring client needs are addressed directly without bureaucratic delays. Since 2006, we have operated as a paperless, virtual practice, leveraging technology to enhance flexibility, proactivity, and client responsiveness. Our approach extends beyond transactional serviceswe focus on building lasting relationships and supporting clients in achieving their financial goals.Founded in the late 1960s, our practice has grown from a sole proprietorship to a respected firm with a legacy of integrity and client-centric service. We embrace technological advancements while maintaining the personal touch that defines our culture. Our team of experienced professionals, including CPAs and senior tax accountants, brings expertise in business and individual tax matters, retirement planning, and IRS representation. We take pride in our ability to adapt to industry changes while upholding the values established by our founder. Today, we continue to serve clients with the same dedication that has been the cornerstone of our success.
Services
Business Tax Preparation
Tax Planning
Multi-state Tax Preparation
Bookkeeping and Payroll
IRS Tax Representation
Retirement Plans
Trust and Inheritance Tax
Domestic Household Payroll
Highlights and features
- We offer over 50 years of dedicated accounting and tax expertise.
- Our small-firm approach ensures personalized, direct client service.
- Weve been paperless and virtual since 2006, using cutting-edge tools.
- Our team includes certified CPAs with specialized tax knowledge.
- We prioritize proactive, technology-driven solutions for client needs.
Services
Business Tax Preparation
Our business tax preparation service ensures accurate and timely filing for corporations, partnerships, and LLCs. We specialize in navigating complex tax codes to maximize deductions while maintaining compliance. Clients benefit from our decades of experience and proactive approach to minimizing tax liabilities.
Tax Planning
We provide tailored tax planning strategies to help businesses and individuals optimize financial outcomes. Our services include multi-state tax analysis, retirement plan structuring, and entity selection to align with long-term goals. Proactive planning ensures clients stay ahead of regulatory changes.
IRS Representation
Our team advocates for clients during IRS audits, collections, and appeals. With deep expertise in tax law, we resolve disputes efficiently while protecting client interests. Services cover back taxes, penalty abatements, and installment agreements.
Bookkeeping and Payroll
We offer comprehensive bookkeeping and payroll services to streamline financial operations. From daily transaction recording to payroll processing, our solutions ensure accuracy and compliance. Clients gain real-time insights into financial health through organized reporting.
Trust and Inheritance Tax
Our expertise in trust and inheritance tax includes preparation and planning for estates. We guide clients through complex tax implications, ensuring compliance with state and federal regulations while preserving asset value for beneficiaries.
People
Rich Sherman
Director
Rich Sherman co-founded the firm in 1992 after five years at a Big Eight accounting firm. He champions technological innovation while maintaining the client-first ethos established by the founder. His leadership ensures continuity in service excellence.
Shannon Dempsey
Director
Shannon Dempsey, a CPA, oversees strategic client relationships and operational growth. With expertise in business tax matters, she ensures clients receive tailored solutions aligned with evolving financial landscapes and regulatory standards.
Nicole Fasold
Senior Tax Accountant
Nicole Fasold specializes in individual tax preparation and planning. Her meticulous approach ensures compliance while optimizing tax-saving opportunities for high-net-worth clients and families navigating complex financial scenarios.
Ashley Knabb
Senior Tax Accountant
Ashley Knabb focuses on corporate tax compliance and multi-state filings. Her technical proficiency and attention to detail help businesses navigate intricate tax requirements efficiently and accurately.
Andrea Nelson
Corporate Tax Manager
Andrea Nelson manages corporate tax strategies, emphasizing proactive planning and risk mitigation. Her expertise in entity structuring supports businesses in achieving sustainable growth and regulatory compliance.
Questions
What services does SHERMAN CPA offer?
We provide business and individual tax preparation, multi-state tax planning, bookkeeping, IRS representation, trust and inheritance tax services, and retirement plan consulting.
How long has SHERMAN CPA been in business?
Founded in the late 1960s, our firm has served clients for over 50 years, combining legacy expertise with modern accounting practices.
Do you offer virtual accounting services?
Yes, we’ve been a paperless, virtual practice since 2006, using secure technology to serve clients remotely without compromising service quality.
Can you assist with IRS tax disputes?
Our team represents clients in IRS audits, collections, and appeals, resolving issues like back taxes, penalties, and installment agreements with proven strategies.
