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Hello

I'm Sara, and I'm the CPA you'll be working with to strategize around your real estate investments. 

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I've worked in accounting and tax since before I could even drive a car; starting at a small-sized firm in Plymouth, Michigan, then attending the University of Michigan Ross School of Business to obtain my Master's in Accounting, followed by working for KPMG in Detroit, Michigan, then working for a local Vermont firm since relocating 8 years ago. One thing has remained true through all of these experiences: I love helping my clients unlock the secrets to better decision-making. 

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My Story

I grew up in the suburbs of Detroit, Michigan with parents whose daily lives were ingrained into the local community. My mother spent much of her time working in education and my father's work involved building and managing commercial real estate properties. As a young child and teen, I spent many days walking the sites with my father and learning the ins and outs of his business. While I never wanted to follow in his footsteps exactly, I knew from a young age that I wanted to be my own boss. 

 

For Christmas when I was 14, I decided to ask for a toolbox set of my own, so that I, too, could fix door jams, tighten loose screws, and hang pictures, just like my father had taught me. This toolbox followed me throughout the next few years. It came with me to the University of Michigan, where I pursued a Master's in Accounting, then it followed me to my first home after my husband and I got married, and now my toolbox sits in my office, regularly being used for projects with my two kids. I've always been confident that I could handle any project thrown my way, and the same sentiment applies to business.

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After having my second child, it became apparent that my previous job just wasn't working for our family. It was this impetus that spurred me to 'hang my own shingle' and become my own boss in earnest. I am excited for the opportunity to get to know you, my clients, and help you unlock the tax strategies that will help save you time and money. 

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Contact

I'm always looking for new and exciting opportunities. Let's connect.

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