Sarah joined Anthony & Dodge, PC in 1995 becoming Partner in 2007. Before her career in public accounting she was involved in various facets of finance and accounting in private industry. Sarah has over 18 years of experience providing tax planning, consulting services and tax compliance for high net worth individuals, their families, and their businesses.
Sarah works closely with these individuals and their advisors to provide comprehensive income tax planning and compliance services. She considers the clients’ goals and objectives as she consults on tax issues affecting their families, trusts, and other gift, estate and investment entities.
For her closely held business clients, Sarah provides accounting, tax and business advisory services. Sarah handles federal and multi-state corporate issues related to choice of entity, operations, and the transition of ownership. She has worked with businesses that operate as C corporations, S corporations, partnerships/LLCs and their respective owners/partners.
In addition, Sarah has significant experience working with not-for-profit organizations focusing on audit, review and compilation as well as federal and state compliance reporting and unrelated business income tax return preparation.
Sarah is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. She has served on several local non-profit boards including the American Red Cross of Northeast Massachusetts and the Essex Historical Society and Shipbuilding Museum.
Sarah's avocations range from playing bass in a rock band to tennis, kayaking and cooking.
