SHERMAN & ASSOCIATES 
 Professional Tax Preparation
Mission Valley - San Diego, CA 
619.804.8835

Services


As an Enrolled Agent and multiple business owner, I am uniquely qualified to help you with your tax preparation needs - from the most basic to the complex. 


My modern, mostly paperless office, gives you the ability to have your taxes done in the way that you are most comfortable with. I can do them while you are sitting in front of me or you can drop them off and pick them up at your convenience. You can also submit your tax documents to us via our state of the art secure website through your own personalized password protected web portal.


Specializing in:


  • Tax Planning and Tax Preparation for Individuals and Small Business
  • What you need to know to set up your small business 
  • Company Stock Options
  • Military Returns (I'm a Veteran myself and understand your unique tax situations)
  • Multiple States
  • Rental Income and Vacation Homes
  • Cancellation of Debt, Foreclosures, and Short Sales
  • IRS Audit Representation
  • IRS Debt Resolution
  • Registered Domestic Partners/Same-Sex Marriage
  • Retirement Savings and Income
  • Education Credits
  • Investment Income


Experienced in working with a wide range of industries, including:


  • Entrepreneurial and Small Business
  • Healthcare
  • Marketing
  • Performing Artists
  • Professional Services
  • Professional Sports
  • Real Estate
  • Restaurants
  • Statutory Employees
  • Clergy


What is an Enrolled Agent?


Enrolled Agents – Preparers with this credential are licensed by the IRS and specifically trained in federal tax planning, preparation and representation. Enrolled agents hold the most expansive license the IRS grants and must pass a suitability check, as well as a three-part Special Enrollment Examination, a comprehensive exam that covers individual tax, business tax and representation issues. They complete 72 hours of continuing education every 3 years.


Circular 230 Disclaimer

To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.