Business tax planning
Business entity selection
Drake University, Bachelor of Science, Accounting and Finance
Certified Public Accountant - State of Arizona
Sara has over 15 years of experience and develops tax strategies for privately-held companies in Chandler, Scottsdale, and throughout Arizona. She understands and analyzes the impact of federal, state, and local taxes on cash flow, growth, capital improvements, and valuation and integrates tax reduction tactics and credits into business planning. Specializing in international tax, she offers complete tax planning, including U.S. income tax return preparation and filing for U.S. expatriates living and working abroad and foreign nationals residing in the U.S. Prior to joining the Firm, she worked with one of the largest CPA firms in the nation. As a member of their global employer services tax group, she served clients engaged in human resources and ensured they were compliant with U.S. tax regulations. She also advises Arizona companies on organization and entity structuring, IC-DISCs, avoiding double taxation, reducing foreign and domestic taxes, Foreign Account Tax Compliance Act (FATCA), and foreign account reporting.