Sarah Berry licensed certified public accountant Texarkana

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About

Serving Business Owners Who Value Trust, Guidance and Growth

Your journey with Sarah Berry, CPA, PLLC

From your first conversation to your kickoff meeting, here's what you can expect as we get to know your business and determine the best path forward.

LET'S TALK ABOUT YOUR BUSINESS

This free call is all about getting to know you and your business. We'll ask you a few questions, answer any questions you may have, and help you determine the best next step.

No pressure, just a conversation.

INITIAL CONSULTATION

Meet with Sarah in person or over Zoom as we review your previous tax returns, take a deeper look at your business, discuss your goals, and identify opportunities to help you move forward with confidence.

WELCOME TO THE FIRM

If we're a great fit for one another, we'll send over your personalized proposal and engagement letter. Once you're ready to move forward, we'll make everything official and start preparing for the exciting next step—your kickoff meeting.

KICKOFF MEETING

You'll meet the team who will be supporting your business, review your services, talk through expectations, gather everything we need to get started, and make sure you're set up for a smooth onboarding experience. It's all about getting to know each other and starting this partnership on the right foot.

Book a Free Call Today

Learn more about the services we offer

Proactive Tax Planning Sessions

As a business owner, keeping more of what you earn is a top priority, and proactive tax planning is what makes the difference. In the second half of the year, we meet one‑on‑one with our clients, either in person or over Zoom, to project tax liabilities and identify opportunities to reduce them before year end. These sessions are strategic and hands‑on, walking line by line through your financials while providing clear guidance on tax‑saving strategies and how to implement them. This forward‑thinking approach allows us to collaborate early, not react later, and work together to lower your overall tax liability with confidence.

Next Steps to Onboarding