The Sherbert Group

Accountant

Why pick this one

The Sherbert Group structures and closes $1.5 billion of real estate tax credit projects annually, servicing clients in NC and SC.

Best for

  • developers seeking tax credit project assistance
  • real estate projects involving historic rehabilitation
  • accessing Opportunity Zone funding

Look elsewhere if

  • non-real estate related accounting needs
  • individual tax preparation outside of investment-related projects

Specialties

  • real estate tax credit consulting
  • historic rehabilitation tax credit projects
  • affordable housing tax credit projects
  • energy tax credit projects
  • opportunity zone investments

Certifications

  • CPA

What makes them different

  • structures and closes $1.5 billion of real estate tax credit projects annually
  • partnered with major tax credit investors
  • experience since the inception of Opportunity Zones in 2017
  • one premier development project at a time
  • recognized for historic preservation in projects like Drayton Mills
Years in business
over 30
Serves
North Carolina, South Carolina

Distilled from this business's own website.

Contact & Location

Address
13777 Ballantyne Corporate, Pl Ste 325, Charlotte, NC 28277
Phone
7043994455
Website
https://www.sherbertgroup.com/
Email
info@sherbertgroup.com

Services

  • accounting
  • tax preparation
  • consulting
  • development
  • management

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