Sara Stegall, JD

Senior Tax Manager

Sara Stegall is a Senior Tax Manager with extensive experience in personal and business tax advisory, trust and estate taxation, and complex tax law research. She provides strategic guidance to individuals and business entities, supporting clients with structuring, compliance, and long-term tax planning.

Her work includes personal tax preparation, trust and estate returns, and business entity consulting, including formation and restructuring guidance. Sara has developed focused expertise in Section 174 capitalization rules, particularly in the treatment of Research and Development expenditures, helping clients navigate evolving regulatory requirements.

Areas of Expertise

• Personal Tax Guidance and Preparation
• Trust and Estate Taxation
• Business Entity Structuring and Tax Planning
• Section 174 Capitalization and R&D Expenditures
• Tax Law Research and Regulatory Analysis
• Legal Document Drafting and Review
• Cost Segregation Support
• Case Management and Compliance Oversight