Sarah Davidson

Our team is excited to have Sarah available as a resource for our clients. Sarah is the spouse of Mark Davidson, an advisor on our team, and she provides tax preparation for individuals and small business returns.

I have always had a love of numbers, spreadsheets and organizational data entry. I really discovered how much I loved the organizational aspect of individual and business accounting while owning and operating a NYS licensed family daycare for nearly a decade. As my own children aged out of the daycare, I decided to go back to school; earning an associate’s degree in accounting and eventually being introduced to income tax where I developed a passion for tax preparation. 

I began studying to become an enrolled agent and earned the designation in 2021. This vastly increased my knowledge of various income tax topics and allows for representation in front of the IRS on behalf of tax clients. The philosophy behind my tax business is to stay focused on specific areas of expertise, focusing my practice to individual and small business returns. (Schedule C & E). 

When I am not at work, I enjoy volunteering as vice president of our local community youth center, but most of all, I love spending time with my family of 8 traveling, playing board games, and hosting family barbeques. 

*LPL and its representatives do not provide tax or legal advice. Tax advice provided solely by Trinity Tax Services, LLC.*