Sarah Dyson

Head of Tax Planning

Bio I am a proud military spouse, mom of three (twin boys and a younger daughter), and CPA*.  I am fortunate to have a career that has been able to evolve and shift as our family has grown and relocated over the years.

I completed both my Bachelor of Science (Accounting) and Master of Accounting at the University of South Carolina.  I began my career at a Big Four firm in Charlotte, NC, where I became a licensed CPA.

We were fortunate to be stationed overseas, and I worked for the State Department in Frankfurt, Germany for a few years.  I then joined a small firm in NC, and most recently have spent the past 5 years at a boutique CPA firm based in Virginia.

I love serving clients and hope to bring my in-depth knowledge of tax laws and accounting principles to help them make well-informed decisions with their financial planning.  I bring effective communication skills, a strong work ethic, and uncompromising honesty and integrity to best serve our clients.

In my free time I enjoy spending time with my family, whether it is watching my children play sports or perform, traveling to new places, or spending time outside in our beautiful town of Beaufort.

After being fully remote for the past 3 years, I am eager to get back into an office setting and begin serving our clients.

*Not a practicing CPA.

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