Sara Records
Tax Senior Manager
Sara Records has more than 13 years of experience in public accounting and has dedicated her career to federal income tax. She specializes in tax planning and consulting services for families, entrepreneurs, and closely held businesses.
Sara Records
Tax Senior Manager
Sara Records has more than 13 years of experience in public accounting and has dedicated her career to federal income tax. She specializes in tax planning and consulting services for families, entrepreneurs, and closely held businesses.
Sara works closely with clients to navigate complex tax matters, optimize planning strategies, and support long-term financial goals. Her experience spans industries including real estate, professional services, and healthcare, as well as advising private clients on both business and personal tax considerations. She is known for providing practical, relationship-driven guidance that aligns tax strategy with broader business and family objectives.
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Texas Society of Certified Public Accountants (TXCPA)
Member, Women’s Finance Exchange (WFE)
Member, CREW Houston
Education
- B.A. in Sociology, University of Texas at Austin
- CAP in Accounting, University of Houston