Welcome
Sherlyn Iverson, CPA, provides focused, coordinated tax compliance and planning for high net worth families and their businesses
Over 25 years of public accounting experience providing tax services with national firms including Moss Adams LLP (Partner), KPMG and McGladrey LLP
Represents clients with whom long term relationships have been developed and maintained (15-20 years)
Collaborative approach to client service with investment advisors, legal counsel and other client advisors
- Certified Public Accountant – State of Washington
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
Executive level positions in professional and philanthropic organizations:
- Member and Past President, Tacoma Estate Planning Council
- Member, Rotary International, Gig Harbor, WA
- Treasurer, Floyd & Sandra Olson International Foundation
- Past Treasurer and Board Member, Point Defiance Zoo Society
- Finance Committee Member and Past-Chair, Greater Tacoma Community Foundation
- Past Board Member, Greater Tacoma Community Foundation
- Professional Advisors Committee, Greater Tacoma Community Foundation
- Past Treasurer, Rotary International, Poulsbo, WA
- Past Board Member Kitsap Community Foundation
- Past Treasurer, Kitsap Community Foundation
Bachelor of Arts in Business Administration, Accounting Concentration – University of Washington