About Beacon
A CPA who knows your name.
Beacon Tax & Advisory is a Chapel Hill CPA practice led by Matt Sherman. It was built to give individuals, families, and business owners the expertise of a seasoned CPA with the responsiveness of someone who actually knows them.
Meet Matt
Matt Sherman, CPA
Matt Sherman is a Certified Public Accountant and the CPA behind Beacon Tax & Advisory. He works with households and businesses across Chapel Hill, Durham, Raleigh, and the wider Research Triangle.
Matt started Beacon because he saw how often people felt rushed, unheard, or handed off when it came to their taxes. Clients would meet a partner once, then deal with whoever happened to be assigned that season. Questions went unanswered until after the deadline, and planning was an afterthought.
Beacon works differently. Every engagement has a CPA's direct involvement, from the first call through the final review. Clients get straight answers, proactive ideas, and a steady point of contact who already knows their history the next time a question comes up.
Outside of tax season, Matt focuses on the planning conversations that make the next tax season easier: projections, timing decisions, and coordinating with clients' financial advisors and attorneys.
What we stand for
The principles behind every engagement.
Clarity
Plain-English explanations of what we did, why, and what it means for you. No jargon walls.
Responsiveness
Questions get real answers from someone who knows your file, not a ticket number.
Foresight
We look ahead to next year while there is still time to act, not only back at last year.
Discretion
Your financial life is personal. Documents are exchanged securely and handled with care.
A connected approach
Part of your financial team.
Good tax advice doesn't happen in isolation. Beacon works alongside the other professionals in your life so every decision is made with the full picture in view.
Financial advisors
Coordinating on retirement contributions, Roth conversions, capital gains, and charitable giving.
Attorneys
Supporting estate plans, business formations, and transactions with the tax side handled.
Bookkeepers
Working from clean, consistent books so business returns are accurate and on time.
Lenders & realtors
Providing the documents and context you need for a mortgage, refinance, or property sale.
Accepting new clients
Now accepting new clients for the 2027 tax season.
New-client availability is limited, and the calendar fills as January approaches. Schedule a short introductory call to see whether Beacon is the right fit for you.