Tax Preparation
  • Individual/Family Tax Preparation and Consulation
  • Clients across US, with a focus in the NJ/CT/NY metro area
  • Virtual prep with high use of technology
 Tax Strategy 
  • Current and Future Tax Planning
  • Develop tax strategies to minimize taxes, for current and future planning.
  • It's all one big puzzle - let's fit the pieces together to make it best for you.
Trusted Advisor
  • Ongoing relationships with clients
  • Guide clients through life cycle changes, career changes, and financial changes.

Certified Public Accountant and Trusted Advisor

We offer a broad range of personalized financial and tax services for individuals, families, small business owners and entrepreneurs.  Sara is a CPA who puts the client first!