Sarah Johnson provides tax planning and compliance services for a wide variety of clients. With excellent client service and a technical background in public accounting, Sarah meets the needs of individuals, trusts, small businesses, and private foundations. She prepares and reviews tax filings including estate income tax returns, individual tax returns, and private foundation returns. Sarah also regularly works with high net worth individuals on tax matters related to their trusts, estates, and gifts.
Sarah's collaboration between the tax and estate planning teams has greatly benefited clients because there is a better understanding of their full financial and long-term planning picture. She is available to assist clients throughout the U.S. on both state and federal filings. As tax laws are ever-changing, she remains dedicated to staying informed and proactively adjusting her tax planning services.