SHERMAN & ASSOCIATES, INC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SHERMAN & ASSOCIATES, INC | home page | |
| Website | https://www.puremuny.com/ | home page | |
| Office locality | Cookeville, TN | home page | |
| Phone | +18003097790 | home page | |
| Offers bookkeeping | Documented: Bookkeeping Payroll Taxes | CPA - Cookeville, TN | Sherman & Associates Skip to content Call Us... | home page | |
| AP / AR | Documented: ...among business owners We provide all your accounting needs from anywhere in the world Accounts payable and accounts receivable Online banking and online credit card reconciliation... | /bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: Bookkeeping Payroll Taxes | CPA - Cookeville, TN | Sherman & Associates Skip to content Call Us Today!... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Facebook Twitter Yelp Bookkeeping Our goal is to provide our clients with financial statements that represent the best data and analytics possible. Read More Income Taxes Our... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | /bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /about | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Brandon Alan Sherman · Annual Filing Season Program record (on the IRS record) · business name on the record: SHERMAN & ASSOCIATES INC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Greg Ordonez, CPA | /team | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy-2 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Tennessee State Board of Accountancy license search .
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Brandon Alan Sherman under the business name 'SHERMAN & ASSOCIATES INC' in Cookeville, TN. The record lists: Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from SHERMAN & ASSOCIATES, INC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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