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I carry Error and Omission Insurance through
I carry Error and Omission Insurance through
Every return includes $1 million in audit insurance protection through Protection Plus
Every return includes $1 million in audit insurance protection through Protection Plus
2025 Tax plan also included free of charge ($100 value)
2025 Tax plan also included free of charge ($100 value)
Mid-year tax planning review available for $50 more ($75 without prepaid package)
Mid-year tax planning review available for $50 more ($75 without prepaid package)
I'm a professional Enrolled Agent with experience available after 5 pm most days and by appointment on weekends
I'm a professional Enrolled Agent with experience available after 5 pm most days and by appointment on weekends
Services Offered
Services Offered
Hello, I'm Dan Sherman, an Enrolled Agent and Certified Financial Planner. I provide professional tax preparation, bookkeeping, and retirement planning services. As I work towards my CPA license, I remain committed to delivering exceptional service and insightful financial guidance. My approach emphasizes the integration of tax strategy and investment management to help clients achieve their long-term financial goals.
Hello, I'm Dan Sherman, an Enrolled Agent and Certified Financial Planner. I provide professional tax preparation, bookkeeping, and retirement planning services. As I work towards my CPA license, I remain committed to delivering exceptional service and insightful financial guidance. My approach emphasizes the integration of tax strategy and investment management to help clients achieve their long-term financial goals.
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