Sarah Caldwell, CPA, CFP®

Partner - Tax Services

Sarah Caldwell, CPA, CFP®

University of Texas at Arlington

Sarah Caldwell, CPA, CFP®

Partner - Tax Services

Sarah joined JTaylor in 2015 as a Manager in Tax Services. Sarah’s areas of tax practice have included corporate, partnership, and individual tax compliance. She is the Firm’s primary point person for International Taxation matters. She has previously held roles with PwC, CB Richard Ellis, and Trammell Crow Company.

Sarah earned her Bachelor of Science in Accounting and Master of Science in Taxation from the University of Texas at Arlington. She is a licensed Certified Public Accountant in the State of Texas.

Sara's areas of practice include:

  • Tax planning and compliance
  • Tax research
  • International taxation
  • State taxation
  • Financial reporting

Sarah's involvement in civic and professional associations past and present include:

  • American Institute of Certificed Public Accountants
  • Texas Society of Certfied Public Accountants, Fort Worth Chapter
  • Board of Recovery Resource Council

Sarah is active in the Dallas-Fort Worth community where she has volunteered as a financial coach and graduate student mentor.