Sarah brings over 25 years of public accounting experience to her client engagements and provides tax services to high net worth individuals and their related entities. In serving her clients, Sarah focuses on providing solutions to achieve tax savings. Her approach to client service is to look at her clients’ financial position in its entirety and provide solutions that are practical and aligned with their goals. She advises her clients on charitable giving and trust and estate planning. Sarah also has extensive experience in providing tax consulting and compliance services to nonprofit organizations including private foundations and public charities.
Sarah began her career in public accounting at Arthur Andersen in its Private Client Services Group. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.