Terri Kerezman CPA

Examiner
DISC Type : cs

Certified Public Accountant|Owner at Kerezman Tax & Accounting Solutions LLC

Mishawaka, Indiana, United States

Overview

Terri Kerezman is a Certified Public Accountant and owner of Kerezman Tax & Accounting Solutions, specializing in the cannabis industry. She focuses on 280E mitigation and audit readiness for business owners, helping them navigate complex tax and cash handling rules. She holds a Bachelors degree from Indiana University South Bend.

Terri uniquely brands herself as a "Certified Cannabis Seed Counter" to highlight her specialized focus within the industry.

Personality Overview

Overcautious

Status Quo Seeker

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Cannabis Tax Rules
Her practice is dedicated to helping cannabis businesses navigate complex tax codes, specifically Section 280E, to ensure compliance and readiness for audits.
Small Business Challenges
She frequently discusses the unique challenges cannabis entrepreneurs face, including restrictive cash handling rules, difficult banking access, and tight profit margins.
IRS Problem Resolution
She restores peace of mind for clients by helping them get caught up on years of unfiled taxes and represents them when dealing with IRS notices.

Media Appearances

Terri has no verified media appearances

Work History

2-2010
Certified Public Accountant|Owner at Kerezman Tax & Accounting Solutions LLC
9-2007 - 12-2009
Tax Accountant at Loucks & Weaver CPA
12-2005 - 12-2008
Trust & IRA Services Administrator at Everence
10-1998 - 12-2005
Satellite Office Manager - Public Accounting at Loucks & Weaver CPA
7-1996 - 8-1998
CPA/Estate Paralegal at YODER AINLAY ULMER BUCKINGHAM

Education

1990 - 1993
Bachelor's degree from Indiana University South Bend

More Information

Social Presence :

Prographics :

Exp : 32 Location : Mishawaka, Indiana, United States Job Level : N/A Designation : Certified Public Accountant|Owner at Kerezman Tax & Accounting Solutions LLC
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Insights For Selling To Terri

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terri is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Terri

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Terri move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Terri take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Terri

Personality Compatibility


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