With over three decades in public accounting, Sherry’s area of expertise include individual and business taxation, estate gift and trust taxation, IRS and Franchise Tax Board representation, strategic growth strategies, tax planning, and wealth preservation. Sherry is responsible for our estate tax department as well, specializing in estate and trust planning and fiduciary accounting.
Sherry’s area of specialization is the growth-oriented small to medium sized business and its owner(s)/entrepreneur(s). Her clients include healthcare professionals, distributors and wholesalers, manufacturers and real estate developers. Other services she provides include tax planning for businesses and individuals, tax compliance work for all types of entities, business consulting services, and estate planning. Sherry’s focus on tax law and keeping up to date on changes in the tax code translates into immediate tax advantages for her clients.
Sherry has served on the board of directors and on several committees for the California Society of Certified Public Accountants (CalCPA) for the past fifteen years. Her dedication to exposing up-and-coming accounting professionals to the world of public accounting has earned her the respect of the accounting community.
Great Clients for Sherry…appreciate the collaborative process and take advice.
LSL candidate tip… Talk about the Dodgers and baseball in general, traveling and career goals.
Personal… Has two amazing children, four fabulous grandchildren and a partner who shares a love of baseball, traveling and working with clients at a dynamic CPA firm.
Professional and Civic Involvement:
Firm member, PrimeGlobal
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
- Board of Directors, 2006 to present
- Chair, CalCPA Membership Committee, 2006 to present
- Chair, Estate Planning Committee, 2004 to 2006
- Member, Estate Planning Steering Committee, 1998 to present
Member, Orange County Estate Planning Council of Long Beach (OCEPC)
Licensed as a Registered Representative and Life Agent
M.S. degree in Taxation, Golden Gate University
B.S. degree in Business Administration with an Accounting emphasis, California State University, Long Beach, Cum Laude