Dan Sherman, EA CFP®

CSU, Long Beach BS in Finance with an Emphasis in Analysis

Enrolled Agent (EA) with the Internal Revenue Service 

Certificate of Professional Accounting from Santa Ana Community College

Certified Financial Planner (CFP®)

Certificate of Personal Financial Planning from the University of Irvine

Certified America's Health Insurance Plan for Medicare (AHIP)

Licensing includes Series 7, 65, 63, Life and Health insurance

Error and Omission's Insurance for Tax Preparation through Next Insurance 

"I'm a seasoned tax professional with a passion for helping individuals and small businesses optimize their financial well-being. My experience includes preparing hundreds of tax returns and providing expert advice at a leading tax preparation company. I specialize in identifying deductions and navigating complex tax situations, particularly for self-employed individuals and small business owners. My detail-oriented approach and commitment to clear communication ensure you receive personalized and effective tax planning. I leverage a comprehensive resource library and a collaborative team to deliver the best possible results."