Sarah Costa Email and Phone Number

I have worked with clients in over 25 retirement communities over more than two decades to educate and assist in the implementing of tax saving strategies and the preparation of tax returns. I started my first business in high school helping seniors with Parkinson's and macular degeneration with daily money management activities. I opened mailed, paid bills, balanced their checkbooks, battled insurance companies and filed their paperwork. Since then I have focused on supporting the aging population as they transition from working to retirement or to retirement community living. I am experienced in personal, estate and trust income tax returns as well as the Pennsylvania Inheritance Tax filing requirements. I am aware of the unique rules related to retirement accounts and have helped clients save thousands in taxes by implementing tax savvy distributions from these types of accounts. I really enjoy educating taxpayers and am often requested to teach seminars and webinars. I am available to speak to companies and retirement communities on a variety of topics.