Sharon M. Gross, CPA

About

I offer proactive tax planning, IRS resolution, and financial consulting services to individuals, families, business owners, and real estate investors. With experience ranging from city budget oversight to high-net-worth estate strategies, my focus is on long-term, personalized, and legacy-focused advisory.

Core Services

• Tax Preparation & Planning: 1040s, 1065, 1120/1120S, 1041, 706
• IRS & State Resolution: Audit representation, back taxes, Offers in Compromise
• Business Consulting: Interim CFO, financial system setup, cash flow & profitability analysis
• Legacy & Wealth Planning: Trusts, estates, multigenerational tax strategies

Why Choose SMG Tax Group?

• Expertise Across Tax Entities & Industries
• White-Glove Support & Clear Communication
• Forward-Thinking, Compliance-Plus Strategies
• Flexible Engagements: One-Time or Ongoing

Professional Experience

Owner, SMG Tax, Accounting & Advisory Group (2013 – Present)

• Trusted advisor to private businesses and high-net-worth individuals
• Tax return preparation across entities and multi-state jurisdictions
• IRS resolution and litigation support
• Budget Finance Commissioner for City of Solana Beach

Tax Manager, Murrill, Eakes & Co., CPAs (2003 – 2013)

• Led estate, trust, and complex multi-entity tax planning
• Brought in nearly $100K in new business
• Oversaw peer review processes and mentored junior staff

Various Roles (2000 – 2003)

• Grice, Lund & Tarkington (AKT) – Senior Supervising Accountant
• KPMG – Tax Accountant (Partnerships, C/S Corps, Estate Planning)

CFO/COO, International Formulation & Manufacturing (1994 – 2000)

Education & Credentials

• B.A. in Accounting, University of St. Thomas, MN
• Certified Public Accountant (CPA)
• IRS and State Tax Seminar Participant

Technology & Software

QuickBooks (Desktop & Online), Lacerte, Excel, BNA, RIA, Peachtree, Creative Solutions, Timeslips, Audit Software

Community Involvement

• Budget Finance Commissioner, City of Solana Beach
• Accounting Tutor – St. Paul Public Schools
• American Society of Women Accountants
• National Association of Accountants