As our Tax Manager, Sarah will be working closely with our clients on tax planning strategies to complement the financial plans and investment strategies that we have developed as part of the overall fee-only wealth management process we provide. She will also be actively involved with our affiliate, SAGEbroadview Tax, preparing all forms of tax returns for our clients, their businesses, and their families.

Sarah has 12 years of practical, hands-on experience working with all facets of tax filings, tax planning, and tax resolution matters with federal and state tax authorities.  Prior to joining SAGEbroadview, she was a Tax Manager with a regional CPA and had developed trusted, long-term, caring relationships with her clients across a variety of industries.

She is an Enrolled Agent (EA) with the Internal Revenue Service and has earned the privilege of representing taxpayers on all their tax matters.  She is a member of the National Association of Enrolled Agents, the Connecticut Society of Enrolled Agents, and the New York Society of Enrolled Agents.

Sarah holds a B.S. in Accounting, a B.A. in Music, and a B.A. in Psychology.  She also holds an M.A. in Forensic Psychology.  Her diverse educational background will bring new perspectives to SAGEbroadview.