Cheryl Alderson is passionate about helping clients better understand their unique tax situations while identifying opportunities for proactive tax planning. With more than 30 years of experience in public accounting, she brings extensive knowledge and a client-focused approach to every relationship she serves.
Cheryl earned her bachelor’s degree in Managerial Accounting from the University of Wisconsin-Green Bay and began her career with a mid-sized public accounting firm in the Green Bay area before continuing her work with a smaller local firm. Throughout her career, she has prepared formal financial statements and tax returns for both individuals and businesses across a wide range of industries, including construction, manufacturing, wholesale, and service.
In January 2015, Cheryl joined TMS Financial, where she specializes in tax return preparation for businesses, individuals, and fiduciaries. She enjoys working closely with clients to provide guidance, clarity, and personalized support throughout the tax process.
Outside of work, Cheryl enjoys spending time with family and friends, being outdoors, walking, reading, working on challenging jigsaw puzzles, and singing in her church choir.
*Cheryl is not affiliated with Osaic Wealth.