ABOUT the team
Sara has been working for ESI Financial Services since 2010. She is a certified QuickBooks Pro-Advisor and is pursuing her Certified Public Accountant (CPA) license. In addition to tax work, Sara also assists in bookkeeping, conducting research, compiling financial reports, and the compliance of 401(k) and other retirement plans.
Ben graduated from Point Loma Nazarene University with a BA in Business Administration. He is pursuing his Enrolled Agent License with the IRS and is currently a certified QuickBooks Pro-Advisor and a Notary Public. Ben is involved in bookkeeping, tax work, compiling financial reports and managing payroll services.