Sara Leydon

About Sara Leydon

I translate taxes into money-saving ideas & provide responsive service with a personal touch. My goal is to make the tax preparation process as painless and uncomplicated as possible. I focus on each client’s unique tax situation to maximize deductions and legally minimize taxes owed.

Tax Preparation Services

• Individual Returns
• Business Returns
• Estate & Trust Returns
• Gift Tax Returns
• Estimated Taxes
• 1099 Preparation & filing

Tax Specialties

• Small business taxes
  • Sole proprietors (Schedule C)
  • Partnerships & LLCs
  • S-Corps
• Multi-state individual returns
• Amended returns & past due returns
• IRS tax problems

Tax Planning & Strategies

• Charitable giving strategies
• Gifting strategies
• Tax loss harvesting
• Tax efficient investing
• Income shifting/postponing
• Timing of itemized deductions
• Business startup tax considerations
• Home purchase & sale planning
• Finance and refinance planning
• Education planning strategies
• Retirement saving strategies
• Minimize taxes in retirement
• Easy tax record organization
• Budget & cash flow planning