SARA ARNOLD, CPA, MST
Partner / Tax Strategy Advisor
Sara has worked in tax consulting and preparation for 10 years: at a national consulting and accounting firm, as a tax examiner for the state of Colorado, and in her own private practice.
Sara is a Certified Public Accountant (CPA). She also holds a Master’s of Science in Taxation from the University of Colorado at Denver. There, she researched, developed, and co-created the M.S. Taxation program, in addition to being the first student to graduate from the newly designed program.
What does Sara mean to our firm?
Eric: “Sara is a tax savant. After interviewing over 50 CPAs, I’ve NEVER seen someone rip-apart a return like Sara. Like Trinity from the movie the Matrix going through some 1040s.”
“Of course, that’s not the best thing about her. She goes above and beyond for our clients. Rescuing them from five-alarm fires when they accidentally start the I didn’t know this tax candle tipped over and set our financial house on fire emergency call.”
“Work with her, and you’ll feel it: Empathy, caring, and a tell me what’s really going on ear. The heart of our firm.”
Outside of MARGIN
She enjoys spending time with her dog Buddy, watching shoot-em-up action movies like John Wick, and exploring new places to find a properly brewed cup of coffee.
“NON-TRADITIONAL” BAPTISM INTO TAXES
I’m not sure how many parents encourage their kids to sit down and do their own taxes. Mine did. At a time in the mid-90s, when computers were not common, my return was completed and ticked-and-tied by hand-selected forms from the library. Filled out with paper and pencil, with a final copy recorded in pen by my dad as the final reviewer.
It would be many years before I saw taxes as a way to help people, but those experiences solidified the importance of this skill in my mind.
BUILDING THE MASTERS IN TAX PROGRAM AT COLORADO UNIVERSITY
So, I decided to leave college for a while, build the program myself, and get it approved so I could graduate with a Master’s of Tax. While I was helping the course get off the ground, I applied for a job with the State of Colorado – Department of Revenue.
I spent a year learning the ins and outs of sales tax and how the state handles income taxes.
Then, as soon as I received the news that the Master’s of Tax had been approved. I was the first graduate of the program, and the only one who walked down the aisle to receive the degree that semester.
WORKING IN PUBLIC ACCOUNTING AND STUDYING FOR THE CPA
Despite claims we worked closely with our clients, I actually never got to spend time hearing about their struggles, dreams, or goals. Something was missing.
MAYBE I’LL BUY A TAX PRACTICE
As I learned about their experiences, two topics kept coming up over and over again: a wish for more proactive tax planning opportunities, and a desire for someone to help with retirement planning. I knew I needed to team up with a great financial advisor.
After meeting with 30 financial advisors, I finally met Eric.
The rest, as they say, is history.