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Sarah L. Grundman

Sarah L. Grundman

Sarah L. Grundman, EA is an Accounting Partner at FSC. She has worked in accounting since August 2004, after graduating from Siena College with a BBA in Accounting. Her experience includes working in public accounting with KPMG LLP for a variety of clients; including public and non-public companies, governmental units and not-for profit organizations, and also small to medium sized businesses. This experience was valuable to Sarah, as this is where she developed the critical skills to be able to identify performance improvement opportunities for these clients, and provide thorough financial statement analysis.

Sarah holds the designation of Enrolled Agent, which is a comprehensive exam administered by the Internal Revenue Service. The Enrolled Agent status is the highest credential the IRS awards, and Sarah has unlimited practice rights which means she can represent taxpayers in all types of tax matters. 

Sarah also worked at Farm Family Insurance Companies, where she supervised a team that was responsible for preparation of the company's financial statements, SEC filings to their parent company, various financial reports and the company's Corporate Tax Returns and state Premium Tax Returns.

Sarah enjoys working and meeting with clients; putting an emphasis on maintaining sound bookkeeping systems, preparation of financial statements, income tax planning and preparation, and business consultation. In addition to her extensive knowledge of many software programs, including QuickBooks and Excel, Sarah offers tested and trusted expertise to cultivate sustainable business practices for you as a business owner, or as an individual needing guidance.

sgrundman@finserctr.com

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