Sarah Wallace, EA

Sarah is our team's Managing Accountant. She graduated with her Bachelor of Science in Accounting from Cal Baptist University.The first time Sarah did bookkeeping and accounting, she was sold and knew she wanted to be a Certified Public Accountant when she was older.

Knowing exactly what she wanted to do, Sarah loved learning the importance of proper bookkeeping, budgeting, and financials through a non-profit organization she was associated with. As treasurer, she learned how to keep accurate books, balance a check book, reconcile the books to statements, plan a budget and report the numbers to the appropriate people. Which let's be real, we all need help with!

Outside of the office, Sarah continues her love for numbers by budgeting her own money, keeping up her books, or helping her friends make budgets for their money. Yes, you read that right! This girl does not rest! When Sarah is not busy balancing numbers, she is taking care of her daughter and her puppy, Mocha, playing video games with her friends, watching Netflix, or curled up under the blankets crocheting the nights away.   

As our Managing Accountant, Sarah looks forward to working with all clients whether it be on your individual tax return, corporation, partnership, limited liability company, or trust. Make sure to make Sarah your first call when making any life changing decisions.

 Not registered with Osaic Wealth, Inc.