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Donald J Sherry CPA

Donald J Sherry CPA

Reviews Summary

The reviews consistently highlight exceptional service, with praise for deep tax knowledge, clear explanations, and genuine care for clients. Many note helpful phone consultations even when fully booked, with personalized advice that saves time and money. The professionalism, patience, and ability to simplify complex concepts are frequently mentioned. Long-term clients appreciate thoroughness and trustworthiness, while newcomers value the unexpected generosity and educational approach. Overall, the service is highly recommended for its expertise, accessibility, and commitment to client success.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

585 Sweetwater Ln

Eugene, Oregon 97404

Visit Website Call Now Get Directions

Customer Reviews

We've been going to Don Sherry for our small business and personal taxes for 3 years now. We used to go to HR Block and we've been happy we switched. The difference between someone entering your info on a form while you wait versus a real CPA going over your taxes after the work is done is substantial and refreshing. The price is about the same, and we prefer to spend our money in the local economy. Don is very sensitive to keeping confidential information secure, he is accurate and thorough, and pretty qu

I called Don to set up a consultation. He called back very quickly and helped me over the phone. I will definitely be using him whenever I am in need of a CPA. I highly recommend him and can honestly say that Don is a pro. He was very friendly, informative and knowledgeable.

When I found Don a few years ago after starting my business, I did not realize how lucky I was. His advice has saved me hours of unnecessary work and kept me from having to trust random advice given on the internet. His services are top notch so I would gladly recommend him to anyone looking for an amazing CPA that will put his passion into your business.

Mr. Sherry is a very nice, knowledgeable man. He takes time with you and explains your taxes in laymen's terms so you can understand him. I will definitely keep his name and number as the one to go to for all my tax needs.

Donald changed my life. I always felt like taxes were this obtuse process, out of my control, so I was barely invested in doing them. When I called to schedule an appointment with him, he let me know how to proceed in a way that will actually save me time and money. He gave me a referral to the best person to help my circumstances, he answered all my questions in detail, and he gave me clear steps to take... all as part of a free phone consultation! It took 30 years for someone to explain the foundations of

I called Mr. Sherry's office expecting to make an appointment for "tax advise" purposes. Mr. Sherry gifted me with knowledge beyond my expectations OVER THE PHONE. He is a generous and helpful man.

I walked in off the street because his office was near my housing. He was very friendly and helped me review some files before his client came in. He was very patient and broke down various business concepts for me. I am in healthcare and accounting far beyond my scope of knowledge. The meeting was very helpful and educational.

Don was full at the time I reached out, but that didn't stop him from providing tons of value over the phone. It was obvious he really cares about the little guy feeling equipped with the information needed to get the ball rolling. If you're on the fence, give him a shot!

Very knowledgable and interested in helping people. Too bad he is semi-retired. Thank you, Don, for all of your support.

If I wasn't the owner of my own tax business, I'd come you Mr. Sherry. Great reviews for an obviously job well done; keep up the great work!

Don and his staff are very professional and thorough. We have been going to him for 15 years.

Don is very knowledgeable and extremely helpful I would recommend him to all my friends and family!

Don was very polite, insightful and eager to help.

Very informative, and helpful.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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