The Sherbert Group Employee Directory

AccountingNorth Carolina, United States11-50 Employees

The Sherbert Group is a Charlotte, North Carolina-based professional services firm serving the real estate tax credit sector. It provides accounting, tax, consulting, development, and management services to clients across the United States, with a combined portfolio well in excess of $3 billion. The group is organized as multiple entities, including Sherbert CPA, PC; Sherbert Consulting, Inc.; Moxie Investment Funds; TMS Development and Construction Management; and SG Management, a property management division focused on historic and mixed-use properties such as Drayton Mills and The Powerhouse. Its work spans asset classes in affordable housing, conventional real estate, and not-for-profit sectors. 

Its customers include developers, property owners, and not-for-profit organizations seeking integrated support for compliance, development, and ongoing property management under real estate tax credit programs. Within the accounting and real estate advisory landscape, the group combines traditional financial services with development and management capabilities to address complex program requirements. The firm operates as a small to midsize organization based in the Charlotte region. In March 2024, it announced the hire of a supply chain technology leader to broaden its process optimization and planning capabilities, and in 2023 it advanced efforts to turn The Power House into a community hub.

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