Welcome

Sherlyn Iverson CPA PLLC


Business Profile

CPA and CERTIFIED FINANCIAL PLANNER™ provides focused, coordinated tax and financial planning for high net worth families and their businesses

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


Professional Affiliations and Certifications

  • Certified Public Accountant – State of Washington
  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • CERTIFIED FINANCIAL PLANNER™

Community Involvement

Executive level positions in professional and philanthropic organizations:

  • Treasurer, Point Defiance Zoo Society
  • Past President, Tacoma Estate Planning Council
  • Past Board Member, Greater Tacoma Community Foundation
  • Finance Committee Member and Past-Chair, Greater Tacoma Community Foundation
  • Professional Advisors Committee, Greater Tacoma Community Foundation
  • Member, Rotary International, Gig Harbor, WA
  • Past Treasurer, Rotary International, Poulsbo, WA
  • Past Board Member Kitsap Community Foundation
  • Past Treasurer, Kitsap Community Foundation

Education

Bachelor of Arts in Business Administration, Accounting Concentration – University of Washington