Business Details
Trusted Accounting, Bookkeeping & Tax Services in Cookeville, TN
At Sherman & Associates, we have dedicated ourselves to providing exceptional accounting, bookkeeping, and tax services for over 25 years. Our team combines deep industry expertise with cutting-edge technology to deliver tailored solutions for businesses and individuals across diverse industries. We specialize in virtual bookkeeping, payroll management, and tax preparation, ensuring clients receive accurate financial insights and compliance support from anywhere in the world.Our commitment to personalized service, continuous innovation, and client education sets us apart, empowering business owners to focus on growth while we handle their financial needs with precision and integrity.
Services
Bookkeeping
Income Tax Services
Payroll Services
Tax Planning
Business Consulting
Highlights and features
- We offer 25+ years of experience in bookkeeping, tax, and payroll services.
- Our virtual solutions provide nationwide accessibility with local expertise.
- Customized financial packages tailored to your business's unique needs.
- CPA-quality work at cost-effective rates for small businesses.
- Remote access technology ensures seamless, efficient financial management.
What people say
Accurate bookkeeping
Timely tax preparation
Remote access convenience
Expert payroll management
Personalized service
Services
Bookkeeping
Our bookkeeping services ensure accurate financial tracking through remote data entry, reconciliation, and customized reporting. We handle accounts payable/receivable, bank reconciliations, and monthly/quarterly statements to provide real-time financial clarity for business decision-making.
Income Tax Services
We offer comprehensive tax preparation for individuals and businesses, including federal/state filings, tax planning, and audit support. Our expertise covers corporate structures, estimated tax calculations, and compliance with evolving tax codes to minimize liabilities and maximize refunds.
Payroll Services
Our payroll solutions include check processing, tax deposit filings, and year-end W2/1099 preparation. We manage direct deposits, workers' compensation reports, and compliance documentation to streamline payroll operations while ensuring regulatory adherence for businesses of all sizes.
Tax Planning
We provide strategic tax planning to optimize financial outcomes through quarterly projections and savings strategies. Our services help businesses and individuals anticipate tax obligations, implement efficient structures, and leverage deductions while maintaining compliance with federal and state regulations.
Business Consulting
Our business consulting focuses on entity structure selection, insurance needs, and operational efficiency. We assist with startup infrastructure, licensing requirements, and growth strategies, combining accounting expertise with practical business insights to enhance profitability and risk management.
People
Courtney Decker
Accountant
Accountant with 6 years of experience specializing in client onboarding and QuickBooks management. Expert in project coordination and office software integration. Enjoys family time and outdoor sports.
Greg Ordonez
CPA
Licensed CPA with 15+ years in accounting and corporate taxation. Specializes in outsourced controller services for startups and mid-sized businesses. QuickBooks ProAdvisor fluent in Spanish. Enjoys soccer and mountain biking.
Kimberly Grzezak
Bookkeeper
Bookkeeper with 29 years of experience in accounting and tax regulations. Proficient in QuickBooks for financial streamlining. Devoted to family time with children and grandchildren.
Joe Petro
Bookkeeper
Bookkeeper with 10+ years in QuickBooks and payroll platforms. Former restaurant owner bringing practical business insights. Enjoys Smoky Mountains exploration and baseball.
Brandon Sherman
Owner/Accountant
IRS Registered Tax Return Preparer with 25+ years in tax preparation. Specializes in crypto taxation and business consulting. Passionate golfer and family-oriented entrepreneur.
Questions
Do I need to report health care coverage on my taxes?
Yes, marketplace insurance requires Form 1095-A reporting. Uninsured individuals may face penalties or qualify for exemptions.
What is the Earned Income Credit?
A refundable credit for low-to-moderate income taxpayers, determined by income and qualifying children (up to $6,143 with 3+ children).
Who qualifies as a dependent?
Individuals you support financially, including family members or cohabitants receiving over half their support from you.
Should I file taxes if my income is below IRS requirements?
Yes, to claim refunds for withheld taxes or credits like EITC, and to comply with ACA marketplace insurance reporting.
When will I receive my tax refund?
90% of e-filed refunds with direct deposit arrive within 21 days. Paper filers take longer; use IRS's 'Where's My Refund?' tool.
Are unemployment benefits taxable?
Yes, unemployment income is fully taxable at the federal level.
