Sherri L. Martin, CPA, MST Partner
Industries:
Sherri L. Martin is a Partner at Grassi and advises clients in the real estate, healthcare, professional services and restaurant industries. She has over 25 years of experience in audit, tax, accounting, management consulting and financial reporting.
Sherri works closely with small and mid-sized businesses and their high-net-worth owners to understand each client’s unique financial position and develop tax mitigation, structuring, business growth and compliance strategies to help them reach their goals. She also provides individual clients with trust and estate planning and other private client services.
Sherri has experience in both private and public accounting, performing audit and tax services for for-profit and nonprofit entities. Her past experience also includes business valuations. Before joining Grassi, she was a partner at Levine, Caufield, Martin & Goldberg PC, a predecessor firm.
Sherri is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MassCPAs). Sherri serves on the board of her condominium association and is an active member of the USA 500 Clubs professional network.
Sherri earned a bachelor’s degree in accounting and a master’s degree in taxation from Bentley University and has completed advanced courses in business valuation and tax and financial planning matters.