Sheri Karpa, EA, RICP

Partner, Tax Forward

Contact
Sheri

Location

Remote

Core Services

Tax
Tax
Advisory
Advisory

Areas of Expertise

Wealth Advisor Solutions
Wealth Advisor Solutions

Sheri’s expertise is focused on tax planning for retirement, including IRAs, inherited IRAs, and Roth conversions. She holds a BA from Portland State University and is both an Enrolled Agent (EA) and a Retirement Income Certified Professional (RICP). Sheri enjoys working closely with clients to navigate complex tax planning decisions. Outside of work, she runs a small chicken hatchery with her son and is a devoted animal lover—sharing her home with multiple cats, a dog, a chinchilla, and over 75 chickens.