Our Story
About us
Sarah Kessler is a New York licensed Certified Public Accountant, and a MSTP Certified Tax Advisor with more than a decade of experience spanning public accounting, private equity, multi-strategy asset management, venture capital, and family office-backed investment platforms. Throughout her career, she has worked with business owners, executives, and investors to navigate complex financial, tax, and operational challenges while building strong foundations for long-term growth.
Her experience across both public accounting firms and sophisticated investment organizations gives her a unique perspective on what drives business success. Sarah brings the same level of financial stewardship, strategic thinking, and attention to detail that is expected in private investment and family office environments, helping business owners gain clarity, confidence, and control over their financial affairs. Her expertise includes accounting, tax strategy, controllership, financial reporting, process improvement, and business advisory services.
Outside of work, Sarah is passionate about personal growth, fitness, lifelong learning, and giving back to her community through volunteer work. She takes pride in building trusted relationships and serving as a resource for business owners who are working hard to build something meaningful. Whether helping clients navigate a complex financial decision or supporting their long-term goals, Sarah is committed to delivering thoughtful guidance and exceptional service. Schedule a consultation today to learn how Sarah can help your business thrive.
Strategic Planning
Beyond standard filings, we craft clear strategies that maximize efficiency and help you keep more of your earnings through proactive tax positioning.
Built on Experience. Driven by Results
We provide sophisticated, year-round advisory for individuals and small to mid-sized businesses, ensuring your tax strategy is as dynamic as your growth.
Year-Round Advisory
Tax planning is not a once-a-year event. We stay connected with your progress throughout the year to adjust strategies as your financial situation evolves.
Small Business Specialist
Experienced in serving small to mid-sized entities, we ensure full compliance while maximizing the specific tax advantages available to burgeoning businesses.