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CPA

Tax Expert

Senior Advisor

Sarah Rodriguez

Senior Financial Advisor & Tax Specialist

15+ Years Experience
CPA, Master's Tax
$2.5M
Tax Savings
300+
Clients Advised
98%
Client Retention

Professional Philosophy

"Tax planning isn't just about compliance—it's about creating strategic opportunities. I help clients turn tax obligations into wealth-building advantages through proactive planning and innovative strategies."

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Professional Journey

2018 - Present Current

Senior Financial Advisor & Tax Specialist - DestinyOne Financial

Lead tax planning initiatives for high-net-worth clients, developing comprehensive tax optimization strategies. Specialize in coordinating complex tax scenarios with overall financial planning goals, resulting in average annual tax savings of 15-25% for clients.

Tax Strategy Estate Planning Client Advisory
2015 - 2018

Tax Senior Manager - Ernst & Young

Led tax compliance and planning services for corporate clients with revenues up to $500M. Managed cross-functional teams and developed innovative tax strategies that reduced client tax liabilities by an average of $1.2M annually.

2008 - 2015

Tax Advisor - Deloitte

Provided comprehensive tax planning and compliance services to individual and business clients. Specialized in complex tax scenarios including multi-state taxation, international tax issues, and succession planning.

Key Accomplishments

$2.5M+ Client Tax Savings

Generated over $2.5 million in cumulative tax savings for clients through strategic planning and optimization strategies.

Professional Recognition

Named "Top Tax Professional Under 40" by Tax Executive Magazine (2021) and "Rising Star CPA" by Journal of Accountancy (2020).

Client Excellence

Maintains 98% client retention rate with average annual tax savings of 15-25% per client through proactive planning strategies.

Contact Information

Direct Line

(833) 437-8691

Certifications & Education

Master of Taxation

University of Southern California

Certified Public Accountant (CPA)

California State Board

Personal Financial Specialist (PFS)

AICPA Credential

Enrolled Agent (EA)

IRS Licensed

Areas of Expertise

Tax Planning Estate Planning Business Taxation Tax Compliance Multi-State Tax IRS Representation