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5401 32nd Ave NW, Suite 201 - Gig Harbor, WA 98335    |    Phone (253) 851-0717    |    Fax: (253) 851-0727    |    Get Office Directions

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Tax Services

Sherlyn Iverson is a CPA based out of Gig Harbor, WA with 25 years experience who has helped many of our clients with their tax planning needs. Sherlyn's office is conveniently located in the same building as Integrated Financial Services, which makes for easy coordination of meetings with her and your advisor simultaneously.

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
Visit her website by clicking here!