Trusted CPA
Experienced professional services including individual tax preparation and estates & trusts — delivered with personal attention and 25+ years of expertise.
Services
Individuals
Tax preparation and planning for retirees, surviving spouses, decedents, and more.
- Tax preparation for individuals including income tax returns and gift tax reporting
- Tax planning & projections
- Regulatory compliance
- IRA & other retirement account planning
- Estate & gift tax planning — coordinating with attorneys on transfers, gifting strategies, and minimizing estate tax exposure
- Capital gains planning — timing and optimization of investment sales including real estate
- Multi-state tax returns — for clients with residences, property, or income in multiple states
Estates & Trusts
Specialized tax and accounting support for executors, trustees, beneficiaries, and fiduciaries navigating the complexities of estate and trust administration.
- Tax preparation and filing including Form 1041, 706, and state estate tax returns
- Tax planning and year-end selection optimization
- Estate & trust accounting & administration
- Adherence to trust & estate agreement provisions
- Distributions to beneficiaries
- Probate accounting compliance
- Tax reporting & administrative compliance for executors, administrators, personal representatives & fiduciaries
A Vermont CPA You Can Rely On
Sherry C. Dempsey is a native Vermonter and state-licensed CPA with more than 25 years of experience. Her practice specializes in trust and estate work — an area requiring deep expertise.
Located in South Burlington, Vermont, Sherry serves clients throughout Chittenden County and across Vermont as well as individuals out of state.
About SherryCredentials & Affiliations
- Certified Public Accountant State of Vermont
- Cannon Financial Institute — Trust Tax Program
- Champlain College & Trinity College, Burlington VT
Ready to work together?
Call (802) 846-7393 or email — we'll get back to you promptly.