Professional Summary

Professional Overview

Sarah Lofgren is an accomplished tax professional with a diverse background spanning both corporate and entrepreneurial roles. As the Director of National Tax Services at CLA (CliftonLarsonAllen), she leverages her extensive expertise in tax compliance, advisory, and strategic planning to deliver innovative solutions that help clients navigate complex tax landscapes.

Experience Summary

Current Role

In her current role as Director of National Tax Services at CLA, Sarah is responsible for overseeing a team of tax professionals and leading the development and implementation of comprehensive tax strategies for the firm's national client base. She plays a pivotal role in ensuring CLA's tax services align with evolving regulatory requirements and industry best practices, helping clients mitigate risk and maximize tax efficiencies.

Career Progression

Prior to joining CLA, Sarah co-founded Baking It Real LLC, a successful baking company, where she served as CEO and led the organization's strategic and operational initiatives. She also held previous roles as a Lead Benefits Consultant - Benefits Compliance at Target and as a People Advisory Services - Reward Manager and Reward Staff - Manager at EY, where she honed her skills in tax advisory, compliance, and people management.

Academic Background

Sarah holds a Bachelor's degree in Accounting from the University of Minnesota, where she graduated with honors. Her academic focus and achievements have laid a strong foundation for her technical expertise and problem-solving abilities in the tax industry.

Areas of Expertise

Sarah's areas of expertise include corporate tax planning, compliance, and advisory services, with a particular emphasis on the retail, manufacturing, and healthcare sectors. She is also adept at navigating complex tax regulations, implementing strategic tax initiatives, and leading cross-functional teams to drive successful outcomes for her clients.

Professional Impact

Throughout her career, Sarah has demonstrated a strong commitment to professional development and industry involvement. She has contributed to numerous industry publications and has been a sought-after speaker at tax-related conferences and events. Her innovative approach and dedication to client service have earned her a reputation as a trusted advisor and thought leader in the tax industry.

Conclusion

With her diverse background, technical expertise, and strategic mindset, Sarah Lofgren is poised to continue driving value for CLA's clients and making a meaningful impact in the tax services field. Her passion for tax advisory and her ability to navigate complex tax challenges make her a valuable asset to the firm and its clients.