Experience

Cassady Schiller CPAs & Advisors

• United States
• Accounting
• 1 - 100 Employee

• Tax Principal of High Net Worth

  • May 2021 - Present

  United States I couldn't be more excited to join the excellent team at Cassady Schiller as a leader in the high net worth area.



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Tax Managing Director

  • Jan 2015 - Apr 2021

  Columbus, Ohio Area and Cincinnati, Ohio Area Sarah is a leader in the Private Client Services practice for BDO’s Central region. She has more than 15 years of experience in public accounting and focuses on tax planning and compliance for high net worth individuals, families, and small businesses. Sarah’s depth of experience with gift tax, trusts, estates, and charitable giving helps clients plan for and minimize federal estate taxes while considering the impact of such plans on income taxes. Sarah focuses on business owners of… Show more Sarah is a leader in the Private Client Services practice for BDO’s Central region. She has more than 15 years of experience in public accounting and focuses on tax planning and compliance for high net worth individuals, families, and small businesses. Sarah’s depth of experience with gift tax, trusts, estates, and charitable giving helps clients plan for and minimize federal estate taxes while considering the impact of such plans on income taxes. Sarah focuses on business owners of pass-through entities. She has extensive experience in complex partnership transactions, including those related to formation, transfer of interest, and termination. Sarah guides clients through the effect their estate planning will have on their business operations and tax structure. Her depth of knowledge regarding individual tax compliance for small business owners assists her clients to plan for and understand the impact of their small businesses on their individual income tax liabilities. In addition to her CPA, Sarah holds a Certified Financial Planner certificate. Her background in this subject matter allows her to act as a liaison between the various financial professionals and insurance professionals. Sarah focuses on ensuring the team of professionals acts as a cohesive unit to better serve their mutual clients. Show less



SS&G

• Tax Manager

  • Aug 2013 - Dec 2014

  Columbus, OH We are proud to announce our combination with BDO USA LLP! We're looking forward to joining such a great team!



ARM CPAs

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Nov 2008 - Jul 2013

  Columbus, Ohio Area Managed client relationships, including compliance and planning functions. Specialized in individual income taxation and small business income tax. Most clients were high net worth families and small business owners. The vast majority of my small business clients had less than $1 million in gross receipts, but larger clients had up to $100 million of gross receipts. Experience with high net worth families included income tax compliance and planning, fiduciary income tax, and fiduciary… Show more Managed client relationships, including compliance and planning functions. Specialized in individual income taxation and small business income tax. Most clients were high net worth families and small business owners. The vast majority of my small business clients had less than $1 million in gross receipts, but larger clients had up to $100 million of gross receipts. Experience with high net worth families included income tax compliance and planning, fiduciary income tax, and fiduciary accounting reporting for beneficiaries. I have worked with various types of trusts, including grantor-types trusts (life insurance, GRAT, other IDGTs), complex trusts, and simple trusts, including S corporation eligible shareholders. I worked closely with other advisers for high net worth families, including insurance advisers, CFPs, and estate attorneys. Experience with small business owners included tax compliance for mostly S corporations and partnerships, advising on entity selection for new businesses, advising on troubled businesses and planning for necessary bankruptcies, retirement planning for owners, and discussions of succession planning. Representation of high net worth clients and small businesses before the Internal Revenue Service: The IRS is increasing enforcement with respect to small business taxpayers. I have helped clients prepare for a potential audit by advising on documentation and retention requirements and helped clients in an actual examination, including providing documentation in response to IDRs and meeting with agents to discuss the items provided. I also have experience writing memoranda to support tax positions on returns and working with the Appeals office and Collections office. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Senior

  • 2006 - 2008

  Columbus, OH Managed Ohio Municipal Income Tax Center, which coordinated preparation of Ohio municipal income tax returns for clients across the country that have filing requirements in Ohio's 600 taxing cities and villages. Focused on partnership tax compliance and consulting, including formation, entity structure, partner allocations, and terminations. Additional experience includes multi-state taxation, international tax compliance, consolidated C corporation tax compliance, and S… Show more Managed Ohio Municipal Income Tax Center, which coordinated preparation of Ohio municipal income tax returns for clients across the country that have filing requirements in Ohio's 600 taxing cities and villages. Focused on partnership tax compliance and consulting, including formation, entity structure, partner allocations, and terminations. Additional experience includes multi-state taxation, international tax compliance, consolidated C corporation tax compliance, and S corporation tax compliance (including Q-Sub consolidation). Show less