Sarah Walsh
Manager
“I help high-net-worth clients navigate complex tax laws and plan strategically to make informed decisions, minimize risk and preserve wealth.”
Sarah Walsh has nearly 10 years of experience in public accounting. Sarah currently focuses on providing tailored tax services for high-net-worth individuals, families and their related businesses.
She works closely with clients to navigate complex tax areas and identify tax strategies to strengthen their overall position. Sarah also monitors changes in federal and state tax legislation and guides clients in understanding the implications of these changes.
Additionally, Sarah is a contributor to the organization’s Thought Leadership articles.
Professional Affiliations and Civic Involvement
- New York State Society of Certified Public Accountants (NYCPA)
Accreditations
- IRS Enrolled Agent (EA)
Education
- State University of New York at Geneseo, Bachelor of Science degree in Accounting