About Terri Kerezman, CPA
Terri Kerezman, CPA, serves the tax and accounting needs of a variety of small businesses and individuals in the Michiana, Indiana area. Her firm’s specialty areas include tax problem resolution as well as estate and trust administration, where she helps grieving families through the maze of tax obligations of their loved one’s estate.
Prior to starting her own firm, Terri gained extensive experience in individual, business, and estate tax return preparation and planning at two mid-sized accounting practices, a law firm, and a trust department. This experience allowed her to master the world of estate and tax administration from multiple perspectives. In addition to the comprehensive tax services that Terri offers, she offers bookkeeping as well as periodic oversight for clients that prefer to do their own bookkeeping in-house.
Terri is not your typical CPA, and we hope you won’t be disappointed to discover there is no pocket protector anywhere in her building! As examples of how she works with clients, Terri has helped reduce thousands of dollars of penalties and interest for several clients, reduced an estate tax liability by thousands of dollars, and restored peace of mind to clients who have fallen years behind in their tax filings by getting them caught up. Although she can’t guarantee any specific results for future clients, Terri works diligently to find the best tax outcome she can on her clients’ tax issues.
Terri works with many different types of businesses, including service providers, such as restaurants, tattoo salons, and day care facilities; professionals, including attorneys, physicians, dentists, other health care providers, and financial consultants; independent general contractors, subcontractors, and trade services, such as painters, landscaping and lawn care specialists; and retail establishments.
Terri has reached the highest permanent level with LegalShield as a Director enabling her the ability to offer legal service plans and identity theft protection and restoration products to individuals, families, small businesses and as voluntary employee benefits. For one low monthly fee, LegalShield members gain access to quality law firms without having to worry about high hourly costs.
When she is not working or helping families to worry less and live more, she enjoys motorcycle riding with her husband, playing golf, spending time with family, and walking her labradoodle, Doodle.
The Kerezman CPA Team
Tammy Adams is our tax service professional with over 30 years experience in tax return preparation and client service. Tammy makes our clients feel comfortable and enjoys explaining the results of the tax return so they understand it. She also helps clients remember due dates.
Tammy is entrepreneurial in nature and has a good understanding of small business needs. She owned and managed her own restaurant/tavern for over a decade. She also has extensive tax experience preparing returns, opening offices, and managing several locations for H&R Block.
Tammy is currently studying for the Enrolled Agent (EA) competency test. When she is not working, she enjoys cheering for Notre Dame and spending time with her husband and 4 teenage sons.
Connie Kilian is our staff accountant with several years of bookkeeping and payroll experience. Connie offers technical support to clients using Intuit Quickbooks accounting and payroll software programs. Connie has extensive experience working with doctors’ offices, construction companies and property management companies. When our clients call or stop in, they appreciate knowing Connie has their back!
After work, you may find Connie working in her yard, or visiting one of her many sisters!
Sammi is our Director of First Impressions. Sammi will greet you at the front desk with one of her famous smiles. When she is not answering the phones and routing calls, she is preparing payrolls and bank reconciliations, maintaining files, and helping clients with their individual requests.
Sammi graduated from Indiana University with a bachelors degree in Actuarial Science. When Sammi is not at the office, you will most likely find her working at Whole Foods Market. When she is not working, Sammi is studying for her actuarial science exams, or spending time with her husband (Charlie) and their 4 dogs (Wyatt, Cody, Roz & Finnigan).