Sarah DiMatteo, CPA, MAcc

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

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