Sarah is a Tax Manager at AAFCPAs, where she provides strategic tax solutions for closely held businesses, primarily in the construction industry. Her clients include contractors and trade professionals as well as the business owners behind them, allowing her to tailor planning and compliance strategies that reflect both corporate and individual goals.
She delivers strategic tax guidance on federal and multi-state filings, supports clients in maximizing credits and incentives such as the Research & Development (R&D) credit, and helps identify opportunities to reduce tax liabilities and improve cash flow. Sarah oversees both business and individual filings for her clients and supports year-round planning designed to reduce surprises and improve cash flow predictability. She works closely with AAFCPAs’ assurance team, as appropriate, to coordinate audits, reviews, and compilations often required for bonding—helping contractors qualify for project bids and maintain eligibility for ongoing opportunities. This collaboration also reinforces audit readiness and delivers coordinated support across disciplines.
Sarah holds both a bachelor’s degree and a Master of Business Administration in Accounting from Assumption University. She is working toward CPA licensure.
Sarah’s active participation in onboarding and staff training directly benefits her clients by ensuring that every member of her team is thoroughly prepared, knowledgeable, and aligned with the firm’s high standards.
Sarah lives in New Zealand and values AAFCPAs’ work-from-anywhere model. She balances her professional focus with an active lifestyle inspired by the outdoors, often spending time hiking and exploring nature. She values time with family and friends, which enriches her perspective both personally and professionally.
Articles by SARAH
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
When FQHCs face significant financial losses, strategic cost management and revenue optimization can restore stability while preserving the mission-critical care that defines these organizations.
Financial clarity, when tied directly to program activity, gives leadership teams a more reliable foundation for decision-making and long-term planning.
