Sarah is a shareholder in the tax advisory practice with over 15 years in public accounting. She specializes in providing various tax services primarily to tax-exempt organizations including institutions of higher education, arts and cultural organizations, social service organizations, private foundations and business and professional associations. In addition to supervising the preparation of tax-exempt organization returns, her areas of expertise include issues unique to tax-exempt organizations such as compensation and private inurement issues, unrelated business income analysis, assessing foreign information reporting requirements, analysis of board member relationships and transactions with disqualified persons, evaluating state solicitation requirements and conflict of interest best practices and annual execution.


B.S.- Accounting, Robert Morris University

Professional and Community Involvement

Member—Schneider Downs Higher Education Industry Group

Member—Schneider Downs Not-for-Profit Industry Group

Team Leader—Schneider Downs Tax Technology and Efficiency Committee

Member—American and Pennsylvania Institutes of Certified Public Accountants

Board Member—Environmental Charter School at Frick Park


Do you have a hobby/personal passion?   

Who is your role model? 
My parents.

What was your childhood dream? 
To become a maid.  I love to clean.

What is the best or most interesting thing about your career?   
I started at Schneider Downs as an Intern when I was in college.

What was your first job?   
Dairy Queen

Do you have a “motto”? (spoken or unspoken) 
You never know what people are going through Be Kind.  Always.

When you have an hour of free time, what do you like to do?
Relax and watch Netflix.

Do you have advice for young professionals? 
Find a mentor.  Be confident, yet humble.

Our Thoughts On


Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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