Sara Mathes, CPA

Senior Tax Advisor

Sara Mathes, CPA - Senior Tax Advisor | The Retirement Planning Group

Sara Mathes, CPA

Senior Tax Advisor

Sara Mathes, CPA - Senior Tax Advisor | The Retirement Planning Group

Sara Mathes, CPA

Senior Tax Advisor

Sara Mathes, CPA - Senior Tax Advisor | The Retirement Planning Group
Financial Advisor - 20+ Years of Wealth Management Experience | The Retirement Planning Group

Years of Industry Experience

Tax Advisor - Certified Public Accountant | The Retirement Planning Group

Certified Public Accountant

Financial Advisor | The Retirement Planning Group

B.S. in Accounting

University of Missouri – Kansas City

Meet Sara Mathes

Sara was born and raised in a small town south of Kansas City. During college and the first few years of her career, she worked at a small CPA firm that specialized in individual and business tax returns, as well as accounting and payroll for small businesses. After a stretch of working in private accounting, she missed the opportunity to work with many different clients and the excitement of tax season. For the last 10 years, Sara has been back working in public accounting and focusing on tax preparation.

At The Retirement Planning Group, Sara prepares tax returns and assists with tax planning throughout the year. She currently lives in Lee’s Summit, MO with her husband Tim and their two kids. In her free time, she enjoys spending time with friends and family, being outdoors, and watching Kansas City sports teams.

SCHEDULE YOUR

10 Minute Tax Call 🤝

It's simple - you tell us where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction! No cost, no commitment - just guidance.


Contact Sara Today

Phone

Office: (913) 906-9898
Cell: (913) 397-8843
Fax: (913) 498-8897

Office Address

4811 W. 136th Street
Leawood, KS 66224