Sarah is a Tax Strategist and Enrolled Agent who helps individuals and families navigate the complexities of tax planning and compliance. She is passionate about building lasting client relationships and empowering clients to make informed decisions that support their long-term financial well-being. Her experience includes tax planning, tax return preparation, client education, and representation before the IRS. She has worked with individual, business, trust, and estate tax returns and enjoys showing clients how proactive tax strategies can complement their broader financial plans.
Before joining CWM, Sarah held several tax-focused positions, including Tax Planning Specialist, Master Tax Advisor, and Senior Tax Analyst. Throughout her career, she has earned a reputation for clear communication, exceptional client service, and thoughtful guidance through complex tax matters.
Sarah was drawn to CWM's commitment to exceptional client service, meaningful relationships, and a collaborative culture. She values the opportunity to work alongside professionals who share her dedication to helping clients pursue lasting financial success.
One of Sarah's most unique life experiences is having lived abroad for more than two decades. She spent 16 years in Scotland, four years in Italy, and one year in London. Those experiences broadened her perspective, strengthened her adaptability, and fostered a deep appreciation for different cultures and ways of life. Among the places she has called home, Lecce, Italy remains her favorite for its rich history, welcoming atmosphere, and exceptional cuisine.
Outside of work, Sarah enjoys spending time with her husband and six children, making music, exploring new places, and learning about different cultures. She values opportunities to experience new perspectives and build meaningful connections, and she approaches both life and her work with integrity, a spirit of service, and a commitment to continuous growth.