Sharon Gross, CPA: Tax & Accounting Professional

Strategic Tax & Financial Guidance: Proactive Planning, IRS Resolution & Legacy Focused Solutions With Sharon Gross ,CPA

Sharon Gross, CPA Serving Business Owners, Families, and Future Generations

Strategic Tax & Financial Guidance: Proactive Planning, IRS Resolution & Legacy Focused Solutions Serving Business Owners, Families, and Future Generations. From navigating IRS issues to mentoring your young adult children on smart financial habits, I provide comprehensive tax and financial advisory services that support your entire financial ecosystem. With a strong background in both private business consulting and government financial oversight, I offer insights and solutions that evolve with your needs from compliance and cash flow to legacy planning and wealth transfer.

IRS & State Tax Resolution Services

  • Expert Tax Solutions
  • Investigative financial analysis
  • Strategic Tax Planning & Research
  • Financial projections and planning
  • Securing Your Future Finances
  • Trusted financial partner

Tax Preparation & Strategic Planning

  • Individual Tax Returns (Form 1040)
  • Partnership & Corporate Tax Filings (Forms 1065, 1120, 1120S)
  • Trusts & Estates (Forms 1041 & 706)
  • Tax Optimization & Future Year Planning
  • Year End Strategies to Reduce Liability

Strategic Tax & Financial Guidance You Can Trust

  • Expertise Across Tax Entities & Industries
  • White Glove Support with Clear Communication Attention to Detail
  • Forward Thinking Strategies that Go Beyond Compliance
  • Flexible Engagements One time or Ongoing

Who We Serve: Business Owners, Families & Future Generations

  • Individuals & Families seeking trustworthy tax support
  • Small to Mid Sized Businesses in need of CFO level guidance
  • Trustees, Executors, and Estate Planners
  • Professionals & Entrepreneurs with multi state or complex tax needs

IRS & State Tax Resolution Services

  • IRS Audit Representation
  • Installment Agreements
  • Back Taxes & Non Filed Returns
  • Penalty Abatement Strategies

Interim CFO Services & Strategic Business Consulting

  • Interim CFO & Controller Services
  • Cash Flow Analysis & Budgeting
  • Profitability Consulting
  • Strategic Growth Planning

Sharon Gross, CPA

Sharon Gross CPA offers strategic tax and financial guidance to business owners, families, and future generations, encompassing proactive planning, IRS resolution, and legacy-focused solutions. With decades of experience in both public and private accounting, Sharon provides a full spectrum of services, from individual and business tax preparation to expert tax solutions such as investigative financial analysis and strategic tax planning. As a trusted financial partner, she provides white-glove support, clear communication, and forward-thinking strategies that go beyond mere compliance, ensuring clients receive the expertise needed to navigate their entire financial ecosystem, from compliance and cash flow to legacy planning and wealth transfer. This expertise is further enhanced by her unique blend of government-level fiscal insight and hands-on business acumen, developed through her role as a former Budget Finance Commissioner and experience at firms like KPMG. Whether helping a family navigate generational wealth transfers or supporting a business owner with CFO-level strategy, Sharon delivers hands-on, results-driven support with the option to meet virtually for convenience.

Sharon Gross, CPA

Strategic Tax & Financial Guidance: From City Hall to Your Financial Plan

Strategic Tax & Financial Guidance: Sharon Gross, CPA Sharon Gross, CPA, brings a unique blend of public service insight and private sector expertise to her clients. For over three decades, she has expertly navigated individual and corporate tax planning, estate strategy, business consulting, and IRS resolution, all grounded in a deep understanding of both government and private finance.

From City Hall to Your Financial Plan: Sharon Gross's public service as a Budget Finance Commissioner for the City of Solana Beach, where she oversaw multi million dollar municipal budgets, honed her ability to manage complex financial scenarios with clarity and precision. She now leverages this experience to provide invaluable insights and strategic guidance to her clients.

Private Sector Expertise: Sharon Gross CPA

Strategic Tax & Financial Guidance: Sharon Gross CPA Sharon Gross CPA brings a unique blend of public service insight and private sector expertise to her clients. For over three decades, she has expertly navigated individual and corporate tax planning, estate strategy, business consulting, and IRS resolution, all grounded in a deep understanding of both government and private finance. Private Sector Expertise: Sharon Gross CPA Sharon has held key roles at firms like KPMG, where she worked with teams managing complex tax preparation and advised high net worth individuals, partnerships, and closely held businesses. As the founder of SMG Tax, Accounting, and Advisory Group, she offers personalized financial guidance rooted in deep technical knowledge and real world business understanding. Whether helping a family navigate generational wealth transfers or supporting a business owner with CFO level strategy, Sharon delivers hands on, results driven support with the option to meet virtually for convenience.

Strategic Tax & Financial Guidance You Can Trust: Sharon Gross CPA

Clients who work with Sharon benefit from the depth of someone who understands both sides of the financial equation: the structured demands of public governance and the strategic nuance of private enterprise. Her ability to bridge these two worlds makes her a uniquely qualified advisor for clients seeking clarity, confidence, and long term success in their financial journey.

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Sharon Gross CPA: Expert Tax & Financial Services

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  • Pro Tax Tips for Individuals, Business Owners & Real Estate Investors
  • Retirement Tax Savvy Strategy.
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  • Virtual appointments from home.

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Serving Clients In These Cities

Sharon Gross CPA offers strategic tax and financial guidance to business owners, families, and future generations, encompassing proactive planning, IRS resolution, and legacy focused solutions. Her services range from individual and business tax preparation, including complex filings for trusts and estates, to expert tax solutions such as investigative financial analysis and strategic tax planning. As a trusted financial partner, she provides white glove support, clear communication, and forward thinking strategies that go beyond mere compliance, ensuring clients receive the expertise needed to navigate their entire financial ecosystem, from compliance and cash flow to legacy planning and wealth transfer, with options for both one time and ongoing engagements.

  • Anaheim
  • Bakersfield
  • Bloomington
  • Brooklyn Park
  • Carlsbad
  • Del Mar
  • Duluth
  • Fresno
  • Irvine
  • La Jolla
  • Long Beach
  • Los Angeles
  • Minneapolis
  • Oakland
  • Riverside
  • Rochester
  • Saint Paul
  • San Diego
  • San Francisco
  • Solana Beach

Frequently Asked Questions...


You should provide identification, prior year’s tax return, W-2s, 1099s, investment income statements, deductible expense receipts, and any IRS notices. Business owners should also include income statements, expense reports, and payroll records.

You can legally minimize taxes by maximizing contributions to retirement accounts, claiming all eligible deductions, timing income and expenses strategically, and leveraging tax credits. A CPA can help identify opportunities specific to your situation.

A CPA offers personalized advice, ensures compliance with complex tax laws, finds deductions you might miss, and can represent you before the IRS—advantages software alone cannot provide.

The right structure—LLC, S-Corp, or C-Corp—depends on your income, growth plans, and liability concerns. A CPA can evaluate your situation to recommend the most tax-efficient setup.

Common deductions include office supplies, marketing costs, business travel, vehicle expenses, software, professional fees, and a home office (if used exclusively for business).

Leasing allows you to deduct the business-use portion of lease payments and avoid depreciation schedules, while owning may allow for large upfront deductions through Section 179 and bonus depreciation.

Use a mix of traditional and Roth retirement accounts, plan for required minimum distributions, and consider timing Social Security and withdrawals to minimize taxable income.

Respond promptly, gather documentation, and contact a CPA to represent you. Only provide the information requested and remain cooperative throughout the process.

Keep detailed records, separate business and personal expenses, track mileage, use an accountable plan for reimbursements, and work with a CPA to uncover overlooked deductions.

Keep tax returns and supporting documents for at least 3 years, or up to 7 years in some cases. Asset records should be kept for as long as you own the asset plus several years after sale.

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 sharongrosscpa.com   | 12520 High Bluff Drive Suite 240  San Diego,  CA 92130 |  Site Map

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