2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award
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Our Approach

Business Advisory Services

Working with an accounting and advisory firm you can trust makes the most of the hard work you put into your business. As your partner, we look at the story behind the numbers to formulate your best plan moving forward.

Sager CPAs & Advisors empowers you to understand your financial situation and make informed decisions, minimizing your tax liability and maximizing your wealth.
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Individual Advisory

The first step towards achieving your dreams is increasing your financial IQ. Partner with us, and get immediate access to an entire team of financial experts who are masters in their craft.

We speak your language and work through your questions together, with zero judgment. Your goals are our goals. Period.
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Tax Preparation & Negotiation Services

Few financial tasks stir the butterflies in your stomach like preparing your tax return. Let Sager & Associates CPAs carry the burden so you can relax and focus on what’s next.

Not only do our tax experts keep you in compliance. We illuminate deductions and credit opportunities to help you keep more of your hard-earned money.
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Accounting Services

Accounting Services is a powerful tool for your business, but only when the software is used efficiently and effectively. We help you make the most of your investment by providing expertise and guidance every step of the way.
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What sets Sager and Associates apart is their commitment to providing personalized attention to each client. They take the time to understand your unique financial goals and offer tailored solutions that align with your objectives. Having experienced the exceptional services of Sager and Associates firsthand, I cannot recommend them enough. If you are in need of a CPA firm that goes above and beyond to facilitate your financial needs, I am confident that you will find Sager and Associates to be a valuable asset to your business.
Nicole Morgan
Realtor®
What sets Sager and Associates apart is their commitment to providing personalized attention to each client. They take the time to understand your unique financial goals and offer tailored solutions that align with your objectives. Having experienced the exceptional services of Sager and Associates firsthand, I cannot recommend them enough. If you are in need of a CPA firm that goes above and beyond to facilitate your financial needs, I am confident that you will find Sager and Associates to be a valuable asset to your business.
Nicole Morgan
Realtor®
What sets Sager and Associates apart is their commitment to providing personalized attention to each client. They take the time to understand your unique financial goals and offer tailored solutions that align with your objectives. Having experienced the exceptional services of Sager and Associates firsthand, I cannot recommend them enough. If you are in need of a CPA firm that goes above and beyond to facilitate your financial needs, I am confident that you will find Sager and Associates to be a valuable asset to your business.
Nicole Morgan
Realtor®
We appreciate that our work deals with some of the most significant parts of our clients lives.

While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client.

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We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.

We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation.

Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start.

This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success.

Here’s how we do it:

  1. Schedule a consultation. We want to understand your challenges and your goals.
  2. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
  3. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals.

Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money.

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