Photo portrait of Sherman Leong, CPA, Principal

Sherman Leong, CPA

“Understanding and addressing our clients’ needs and concerns through timely communication are essential to what we do. I am always available to listen and help regardless of what the issues are.”

Sherman Leong, CPA has over 20 years of experience in public accounting. He has extensive experience in providing tax planning, compliance and consulting services to a diverse client base, including high-net-worth individuals, partnerships, corporations, fiduciaries and not-for-profit organizations. His industry experience spans across affordable housing and real estate, construction, healthcare, hospitality and agriculture. Sherman is also knowledgeable in multi-state taxation and has helped clients with unique cases, such as cost segregation studies and sale of businesses.

Sherman has always had a love for numbers, math and problem-solving and enjoys providing tailored solutions to each client. He makes the best of technical skills in combination with accounting software and tools he is well-versed in during the engagements to increase efficiency and ensure timely delivery.

Practice Area

Specialization

Certification

  • State Board of Accountancy, State of California

Education

  • B.S., Business Administration, Concentration in Accounting, Christian Brothers University (Summa Cum Laude; Memphis Chapter TSCPA Award recipient)

Key Strengths

  • Identifying and addressing unique needs of each client in a timely manner
  • His extensive experience in various industries
  • Thorough advice on complex tax issues
  • Communicating tax law changes and implications as appropriate

Memberships/Affiliations

  • American Institute of CPAs (Member)
  • California Society of CPAs (Member)
  • Alpha Chi National College Honor Society (Lifetime Member)
  • At The Crossroads (Board Member)

Personal Note

In his spare time, Sherman enjoys playing soccer, hiking, visiting his family and eating good food in his home country, Singapore.