Sarah Robertson
Role
Manager
Areas of Concentration
Income tax planning and compliance
Estate and gift taxation
Business succession planning
Federal and state taxation of closely-held/family business
Professional Affiliations
Texas Society of Certified Public Accountants (TSCPA)
El Paso Estate Planning Council
Biography
Sarah graduated from the University of New Mexico with a Master’s degree in Accountancy and from Arizona State University with a Bachelor’s degree in Communications. She is a Certified Public Accountant licensed to practice in Texas and New Mexico. Sarah has practiced in public accounting for over 10 years in Santa Fe, New Mexico and El Paso, Texas and has worked with closely-held/family businesses for many years. Sarah’s areas of expertise include individual taxation, small - midsized business taxation, succession planning, estate taxation and planning, gift taxation and planning and trusts.
Contact
