Business Details
Your Trusted Partner for Accounting and Tax Services in Brick, NJ
SHERMAN CPA has served businesses and individuals with tax, accounting, and related services for over five decades. Since our founding in the late 1960s, we have prioritized client relationships, combining personalized attention with professional expertise. As a small yet resource-rich firm, we eliminate bureaucratic layers to ensure responsiveness while maintaining the depth of experience clients expect. Our commitment to innovation led us to become paperless and virtual in 2006, leveraging technology to enhance flexibility, proactivity, and client communication.We view our work as more than transactionalour goal is to understand each client's unique financial goals and help them succeed. The firm honors the legacy of founder Mike Sherman, whose dedication to service continues to define our culture. With decades-long client relationships, we remain focused on building trust through reliability, adaptability, and a forward-thinking approach to accounting challenges.
Services
Business Tax Preparation
Tax Planning
Multi-state Tax Preparation
Bookkeeping and Payroll
IRS Representation
Retirement Plans
Individual Tax Preparation
Trust and Inheritance Tax
Corporate Tax Services
Business Entity Selection
Highlights and features
- We have over 50 years of experience in tax and accounting services.
- Our small-firm approach ensures personalized, responsive client service.
- We utilize advanced technology for proactive and flexible solutions.
- Our team includes CPAs with specialized expertise in tax planning.
- Client relationships are built on trust and long-term financial goals.
Services
Business Tax Preparation
We prepare comprehensive business tax returns tailored to your company's structure. Our team ensures compliance with federal, state, and local regulations while optimizing deductions. With decades of experience, we handle multi-state tax complexities and work closely with business owners to meet deadlines efficiently.
Tax Planning
Our proactive tax planning services help businesses and individuals minimize liabilities through strategic year-round strategies. We analyze financial situations to identify savings opportunities while aligning with long-term goals. This includes retirement planning, entity selection, and multi-state tax optimization for both personal and business clients.
IRS Representation
We provide expert representation for clients facing IRS or state tax audits. Our CPAs handle all communication, documentation, and negotiations to resolve tax issues efficiently. With experience in tax disputes, we work to achieve favorable outcomes while protecting clients' interests throughout the process.
Bookkeeping and Payroll
We offer bookkeeping and payroll services to maintain accurate financial records for businesses. Our solutions include accounts receivable/payable management, financial statement preparation, and payroll processing. These services ensure compliance with tax regulations while providing real-time financial insights to support business decisions.
Individual Tax Preparation
Our personalized individual tax preparation covers all federal and state requirements with attention to unique circumstances. We handle complex returns for high-net-worth clients, including multi-state filings and trust tax matters. Our goal is to maximize refunds and ensure compliance while addressing each client's specific financial situation.
Questions
What accounting services do you offer for businesses?
We provide business tax preparation, multi-state tax filing, bookkeeping, payroll, retirement plans, entity selection, and IRS representation services tailored to your business needs.
Do you handle complex individual tax situations?
Yes, we specialize in individual tax return preparation, multi-state filings, trust and inheritance tax, and domestic household payroll for complex personal financial scenarios.
How does your firm use technology to benefit clients?
We've operated paperless and virtual since 2006, using advanced tools for secure document sharing, proactive deadlines tracking, and immediate access to provide timely, efficient service.
Can you assist with tax disputes or audits?
Yes, our team offers representation for IRS, state, and local tax audits. We handle all communication and documentation to resolve tax issues with proven expertise in dispute resolution.
How long has SHERMAN CPA been in business?
Founded in the late 1960s, we've provided continuous service for over 50 years, maintaining long-term client relationships while adapting to evolving tax practices and technologies.
What makes your firm different from other accounting practices?
We combine small-firm personalization with the resources of a larger firm, using technology strategically while maintaining decades of experience and deep client relationships focused on long-term success.
