OUR PROFESSIONALS

Jake R. Sherman

Manager/Tax/CPA

​

Jake is a Manager in our Tax Department as well as serving as one of the Firm’s leaders in our internal digital asset division. He combines over a decade of public accounting experience with an advanced understanding of blockchain, digital assets, and finance to provide clear and practical guidance in a rapidly evolving area. Jake supports tax, accounting, and assurance engagements across diverse industries and entity types, including high net worth individuals, partnerships/LLCs, S and C corporations, trusts, gift tax returns, and exempt organizations (Form 990). His focus includes federal and multi-state income and payroll tax planning and preparation, basis and at-risk computations as well as financial statement preparation.

 

He also contributes to audit, review, and compilation engagements for public and private companies, including engagement planning, risk assessment, analytical procedures, and detailed testing. Jake’s background includes sales tax and forensic accounting, as well as experience with COVID-era relief programs (ERC and PPP). He has also supported public company reporting needs, including 10-Q, 10-K, and S-4 filings, bringing a broad perspective and strong attention to detail to complex engagements.