Sara Davis, EA
Sr. Tax Supervisor
“Delivering practical tax guidance backed by experience and steady leadership.”
Sara Davis, EA, is a Senior Tax Supervisor at WCG with more than 15 years of professional experience overseeing tax compliance and planning engagements. Known for her approachable and trustworthy style, Sara focuses on helping clients feel supported and informed rather than overwhelmed by complex tax matters.
Professional Background & Expertise
At WCG, Sara oversees tax compliance and planning engagements, reviews returns for accuracy, and ensures work aligns with current tax laws and firm standards. She supervises and mentors staff, manages deadlines, communicates with clients on technical matters, and assists with research and resolution of tax issues and notices.
Sara is part of the firm’s Rental Expert Pod and has extensive experience working with rental property owners. She also enjoys supporting small business owners, recognizing the practical role thoughtful tax guidance plays in helping them operate confidently.
Education & Credentials
Sara earned her Bachelor of Science and holds the Enrolled Agent (EA) credential. She maintains her licensure through ongoing continuing professional education, recognizing the importance of staying current with evolving tax regulations.
Client-Focused Philosophy
Sara approaches client relationships with practicality and transparency, aiming to create an environment where clients feel comfortable asking questions and confident in the guidance they receive. Her goal is to provide clear direction without making the process feel rushed or confusing.
Professional Values
- Integrity and ethical conduct
- Accountability and ownership
- Commitment to technical competence
- Reliability and follow-through
Life Beyond the Office
Born and raised in Wyoming, Sara still proudly calls the state home and has a deep appreciation for the outdoors. She is an avid hiker and kayaker who enjoys camping, hunting, fishing, and spending time in the mountains whenever possible.
Sara is married with three children and two dogs, and her household shares a strong connection to hockey, with two of her children actively playing the sport while her oldest has graduated and begun her own path.
A Straightforward Perspective
Sara discovered accounting after taking business classes and quickly recognized it as the right professional path. That practical, no-nonsense perspective continues to shape the guidance she provides—focused on clarity, sound judgment, and doing the job right.
Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.
Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.
