Strategic Tax & Financial Guidance with Sharon Gross CPA

Are you seeking a Certified Public Accountant who can provide proactive tax planning, IRS resolution expertise, and personalized financial consulting? Look no further. Sharon Gross CPA brings decades of experience to individuals, families, business owners, and real estate investors, offering clarity, confidence, and long-term financial success.

Decades of Experience Delivering Strategic Financial Guidance

With a strong background in both private business consulting and government financial oversight, Sharon Gross CPA offers strategic tax and financial guidance built upon decades of experience. Her expertise extends from navigating IRS issues and providing CFO-level guidance to mentoring young adults on financial literacy, supporting clients' entire financial ecosystem with services that evolve with their needs.

Comprehensive Services Tailored to Your Needs

Sharon Gross CPA provides a wide array of services designed to address your unique financial situation:

• Proactive Tax Planning: Minimizing your tax liability through strategic planning and year-end strategies.
• IRS Resolution: Assisting with IRS audits, installment agreements, back taxes, non-filed returns, and penalty abatement strategies.
• Financial Consulting: Providing personalized financial consulting, including budgeting and forecasting, retirement and savings planning, and cash flow analysis.
• Business Consulting: Cash flow analysis, budgeting, and profitability consulting.
• CFO-Level Guidance: Offering interim CFO/Controller services, cash flow analysis, budgeting, profitability consulting, and strategic growth planning.
• Real Estate Tax Planning: Helping you understand the tax implications of buying, selling, or owning property.
• Estate Planning: Assisting with trust and estate tax matters, including preparing forms 1041 and 706, and guidance on generational wealth transfer.

Expertise Across Various Tax Entities & Industries

Whether you're an individual seeking trustworthy tax support, a small to mid-sized business in need of CFO-level guidance, or a trustee executor, or estate planner, Sharon Gross CPA has the expertise to assist you.

Industries served include:

• Real Estate
• Professional Services
• Small to Mid-Sized Businesses across various sectors

Why Choose Sharon Gross CPA?

Choosing the right CPA is a crucial decision. Here’s what sets Sharon Gross CPA apart:

• Expertise Across Tax Entities & Industries: Sharon's broad experience ensures relevant and tailored advice.
• White-Glove Support: Expect clear communication, attention to detail, and forward-thinking strategies.
• Flexible Engagements: Whether you need a one-time consultation or ongoing support, Sharon can accommodate your needs.

Addressing Your Tax & Financial FAQs

Navigating the world of taxes and finance can be daunting. Here are some common questions Sharon Gross CPA can help you answer:

• What documents do I need to provide for tax preparation?
• How can I legally minimize my tax liability?
• What are the most common tax deductions and credits I might qualify for?
• How should I structure my business (LLC, S-Corp, C-Corp) for tax efficiency?
• What are the key tax deadlines I need to be aware of throughout the year?
• How can I prepare for an IRS audit, and what should I do if I get audited?
• What are the tax implications of selling or buying a property?
• How should I plan for retirement from a tax perspective?
• What is the best way to handle taxes on investment income or capital gains?
• How do I plan for generational wealth transfer and minimize estate taxes?

From City Hall to Your Financial Plan: Trusted Expertise

Sharon Gross CPA brings a unique combination of public service insight and private sector experience to her clients. Her successful term as a Budget Finance Commissioner for the City of Solana Beach sharpened her ability to manage high-stakes financial scenarios. In the private sector, her roles at firms like KPMG and as the founder of SMG Tax Accounting and Advisory Group demonstrate her personalized financial guidance rooted in deep technical knowledge.

Stay Up-to-Date with the Latest Tax Insights

Stay informed with the latest tax changes and financial insights from Sharon Gross CPA. Sign up for a free consultation or subscribe to receive expert tax tips and financial insights directly to your inbox, ensuring you stay informed about the latest developments and strategies.

With decades of experience in public and private accounting, Sharon Gross CPA offers proactive tax planning, IRS resolution, and financial consulting tailored to individuals, business owners, and real estate investors. Whether you’re navigating IRS issues, seeking CFO-level guidance, or mentoring young adults on financial literacy, Sharon’s personalized approach and flexible engagement options support your entire financial ecosystem.

About Sharon Gross: Sharon Gross is a CPA with decades of experience in public and private accounting. She leverages her background in both private business consulting and government financial oversight, as a former Budget Finance Commissioner for the City of Solana Beach, to provide unique insights and solutions for her clients. Her expertise extends to individuals, business owners, and real estate investors, offering proactive tax planning, IRS resolution, and financial consulting with personalized attention.