Welcome Back!
Already a client with Sherwood & Co, PS?
We’re looking forward to seeing you again! Let’s book a meeting
Who do you need to see for this appointment?
(Click on the photo)
Brenda Sherwood
Especially complex consulting, business structuring, specific government tax credits, individual returns, state & local taxes, payroll, house sales, retirement plans estate planning, etc.
Kelly Sherwood
Business returns, starting a new business, partnerships, fixing back taxes, estate planning, financials, interpreting tax documents, monthly & quarterly bookkeeping, Quickbooks help, etc.
What to expect
1
Introductions.
We’d love to get to know all about you, your business and your financial wants and needs while you’re welcome to dive into as much as you’d like about our service processes, accounting and tax prep background and boutique-style client experience.
2
Personalized plan.
Once we’ve gathered information about your wishlist and financial needs, we’ll compile a personalized plan for getting your tax prep, accounting, payroll, bookkeeping and any other services that we think could be beneficial to you.
4
Sit back and relax.
No matter if you’re using our monthly, quarterly, annual or one-time services, we’ll make sure to take care of your tax, accounting and/or financial needs with minimal effort on your behalf. Choose to be as involved or laid back as you prefer and let us do your heavy lifting.
3
Paperwork made easy.
Whether you prefer a fully online client portal or a pen-and-ink, linen folder approach, we’ll offer you a step-by-step plan for gathering any information we’ll need from you each tax or accounting-service period.