Courtney is an Accountant with over 6 years' experience. She specializes in project management for the firm and onboarding new clients. She has extensive experience in all versions of QuickBooks, multiple payroll platforms and office management software. Outside of work, Courtney enjoys spending time with her family, outdoor sport, and activities, watching her children play sports and gardening.
Greg is a licensed CPA in California. He earned his BS in Accounting from California State University San Marcos. He is well rounded in both accounting and corporate taxation with over 15 years of combined public accounting and private industry experience. He specializes in serving as an outsourced controller helping start-ups to mid-size business with their accounting, payroll, and corporate tax preparation.
Greg is a licensed CPA in California. He earned his BS in Accounting from California State University San Marcos. He is well rounded in both accounting and corporate taxation with over 15 years of combined public accounting and private industry experience. He specializes in serving as an outsourced controller helping start-ups to mid-size business with their accounting, payroll, and corporate tax preparation.
Services
If you purchased health insurance in the Health Insurance Marketplace, you will see a new tax form called a Form 1095-A. If you were uninsured in 2015 you may be required to pay a penalty of $95 or up to 1% of your income, whichever is greater, but you may also be eligible for one of over 30 exemptions from the tax penalty.
The FAFSA information is used to decide if you are eligible for federal aid. But some school & states also use this data to award aid from their programs as well. Also, if you later decide you might need to use financial aid award funds, this application will already be processed. Filing the FAFSA does not mean you will accept all the financial aid you are offered; it's only used to determine what you are eligible for.
Please feel free to explore the many bookkeeping services we can provide to your individual or business needs and remember that our first meeting will always be Free! Since the labor force is so competitive, employers are making the smarter decision by outsourcing their bookkeeping.
You will never be obligated to pay payroll taxes, worker's compensation insurance, vacation and/or sick time, plus other perks like retirement plans or health insurance.We can provide monthly, quarterly, annual bookkeeping - You provide us with the information and we will do the rest. Because of remote access availability this service has become a favorite among business owners.
You will never be obligated to pay payroll taxes, worker's compensation insurance, vacation and/or sick time, plus other perks like retirement plans or health insurance.We can provide monthly, quarterly, annual bookkeeping - You provide us with the information and we will do the rest. Because of remote access availability this service has become a favorite among business owners.
Reviews (9)
Roger Bryan
Feb 07, 2021
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Dana Alspaugh
Jul 10, 2020
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Coming to Sherman & Associates was an “aha moment” for my wife and I. It’s like when you find the best restaurant, mechanic, or veterinarian. Once you have found them, you don’t want to go anywhere else.
Cost of service was very reasonable. Greg Ordonez, CPA, is professional, timely, communicative, personable, and thorough. He handled our personal and business taxes. He made the process easy... flawless.
I highly recommend him. If you want your taxes done correctly, and have the stress and weight lifted off your shoulders, go to Sherman & Associates.
Cost of service was very reasonable. Greg Ordonez, CPA, is professional, timely, communicative, personable, and thorough. He handled our personal and business taxes. He made the process easy... flawless.
I highly recommend him. If you want your taxes done correctly, and have the stress and weight lifted off your shoulders, go to Sherman & Associates.
Dan W.
Nov 28, 2019
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Brandon has done a really fine job for us - four years running now. He handles our personal taxes, our S-Corp taxes, and has always provided good counsel and very professional service. When needed he has provided advice regarding tax law changes, and how we can best prepare for what to withold. We highly recommend Sherman & Associates.
Ian
Oct 15, 2019
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We previously suffered through multiple individual bookkeepers, accountants and even firms who just didn't deliver. Each one seemed to leave a bigger mess for the next one to clean up.
Sherman and Associates quickly cleaned up all of the previous bookkeeping messes, and got our tax situation handled, even communicating with gov tax agencies on our behalf to ensure we did everything exactly as we should while not getting screwed over by bureaucracy.
It's made a huge difference since we started working with Sherman and Associates - I and my co-founder can focus on doing growth focused work.
Sherman and Associates quickly cleaned up all of the previous bookkeeping messes, and got our tax situation handled, even communicating with gov tax agencies on our behalf to ensure we did everything exactly as we should while not getting screwed over by bureaucracy.
It's made a huge difference since we started working with Sherman and Associates - I and my co-founder can focus on doing growth focused work.
Elizabeth Barbosa
May 30, 2019
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Pamela Pelletier
Jan 24, 2019
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Kamerin Pieper
Aug 08, 2018
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Elizabeth Trujillo
Aug 24, 2017
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Susan Magnuson
Aug 21, 2017
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We have gone to several tax professionals before finding Brandon. They either didn't know what they were doing or charged an outrageous amount. Brandon impressed us with both his knowledge and how affordable his rates were. The best part is we got more back than we expected. We highly recommend him!