Sarah DiMatteo is a Tax Senior Manager for BeachFleischman. She serves clients in a wide variety of industries and specializes in taxation and financial planning services for high net worth family groups, small businesses, and individuals. Additionally, she provides multi-state tax compliance with a focus on areas with pass-through entities, estates, and trusts. She enjoys working with surviving spouses and assisting families through the estate planning process, compliance, and gifting strategies. She is a member of the firm’s Estates & Trusts Client Service Team, and she holds active CPA licenses in Arizona, New Mexico, and Texas. Before joining BeachFleischman, Sarah actively managed a real estate brokerage and two medical offices.
Areas of Specialty
- Estate, Trust and Gift Taxation
- Pass-Through Entities
- Large & Multi-State Taxpayers
- Individual Taxation
- Tax Planning & Consulting
- Tax Compliance
Industry Experience
- High Net Worth Individuals
- Estate Planning
- Trust Taxation
- Real Estate
- Healthcare
- Small to Medium Size Businesses
Education
- New Mexico State University, Bachelor of Accountancy
- New Mexico State University, Master of Accountancy
Professional Associations and Activities
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Central Arizona Estate Planning Council
- Beta Alpha Psi
Certifications
- Certified Public Accountant
