Dan Sherman's
Personalized
Tax and Accounting
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.