Today's tax laws are complicated enough that even a relatively simple return can be easy to get wrong. It's too easy to miss deductions and credits you're actually entitled to, and no software replaces someone who knows what to look for.
Accurate, thorough personal tax returns that capture every deduction and credit available to you.
Business returns prepared with an understanding of what it actually costs to run a company.
Forward-looking strategy to minimize your tax liability: not just a once-a-year filing.
Experienced representation if you face an audit. You don't have to face the IRS alone.
Help resolving back taxes, penalties, and IRS problems, with a clear path forward.
Day-to-day financial management and strategic advisory for business owners who want their numbers to actually work for them.
Complete accounting services scaled to your business: not a one-size-fits-all solution.
Accurate, timely bookkeeping so your books reflect reality and you always know where you stand.
Visibility into your cash position and the planning to keep it healthy.
Practical guidance from someone who has spent 18 years on the client side of financial management.
Structure your business correctly from the start: entity selection, setup, and the financial groundwork.
Senior financial leadership without a full-time hire. Sarah's background leading financial operations for manufacturing and industrial companies makes her a genuine strategic partner. Not just an outside advisor.
Professionally prepared financial statements that give you and your stakeholders a clear picture of where the business stands.
Insight into what your numbers mean, and what decisions they support.
High-level financial counsel for owners and executives navigating growth, transitions, or complexity.
Experienced guidance on the accounting, tax, and compliance challenges of operating across state lines.
Multi-District Litigation consolidates complex civil cases before a single federal judge for coordinated pretrial proceedings. To fund the shared work, the plaintiffs' firms that team up on litigation of this scale create a common benefit fund, financed by court-ordered assessments on the participating firms. Courts are increasingly appointing CPAs to handle the financial accounting for these funds, a new practice Sarah has been part of since 2019.
Fiduciary management of the fund itself: receiving assessments, paying the litigation's expenses in accordance with the court's orders, and keeping the fund in full tax compliance.
Regular financial updates to leadership, budgeting analysis, and three-to-six-month expense projections, so each capital call reflects what the litigation actually needs.
Participating firms report their time and expenses by court order. Sarah tracks every submission and turns the raw data into clear reports for leadership and the court: hours by task and case, held and shared costs, and total fund spend to date.
Sarah works for the court and is directed by the litigation's leadership. Most judges want the fund's accounting handled quietly, and that is how she runs it: in the background, present at hearings and case management conferences when the judge asks.
Setup, support, and troubleshooting for businesses using QuickBooks as their accounting platform.
Get up and running correctly from the start: chart of accounts, payroll, and integrations.
Diagnose and fix issues in an existing QuickBooks file: reconciliations, errors, and cleanup.
Answers to questions and guidance as your business and software needs evolve.