Sarah has been providing tax planning and compliance services to individuals and closely held businesses since joining Hellam Varon in 2008. She assists her clients in all phases of wealth planning, including income tax planning, estate and gift tax planning, resolution of IRS tax disputes, and consulting on a broad range of retirement issues. Sarah enjoys applying the intricacies of new tax regulations almost as much as helping her clients understand them. 

As a member of the firm’s fiduciary group, she is also experienced in the taxation of trusts and estates. When a loved one passes away, families can be faced with many issues at an emotionally difficult time. Sarah works with executors, attorneys and other advisors to help alleviate the burdens faced by families in order to facilitate the smooth administration of the estate. “Every estate planning situation is different. We help translate the complexities into understandable terms with an emphasis on the needs of the client.”  

With such expertise, we are glad she has chosen Hellam Varon as her accounting home. In fact, she’s been at Hellam Varon her entire career and was our first out-of-college hire!