Our Team

Sarah Horn

Sarah Horn was born in Los Angeles and resides with her husband of 38 years in Simi Valley California.

She began her career in accounting as a teen when she went to work for her Father’s business, where she learned bookkeeping, sales tax and payroll the old fashion way; no computers!

In 1993 Sarah obtained her license from CTEC (California Tax Education Counsel) to prepare tax returns. Her first tax season, she worked for a firm in Simi Valley and began building a client base at home as well. In 1995, she went to work for a CPA firm in the Conejo Valley where she prepared more than 3500 returns during the next 14 years. In 2002, Sarah passed the two-day, 4 part EA (Enrolled Agent) exam, given by the IRS.

An enrolled agent is a person who has demonstrated special competence in tax matters and who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.

Sarah’s area of focus is with the individual taxpayer. She also has extensive knowledge of sole proprietorship businesses in relation to tax, and in representing taxpayers before the IRS. Sarah prides herself in good communications with her clients and educating them, so that they have a better understanding of their tax matters.

Bethany Lowry

Bethany Lowry was born in Los Angeles and resides with her husband and two children in Simi Valley, CA.

She graduated from California State University, Northridge in 2002 with a Bachelor’s of Science in Business Administration with an option in Marketing. She continued on at University of California at Los Angeles to get her Certificate in Accounting. Bethany received her CPA designation in January of 2008.

In January of 2005 she went to work for a CPA firm in Thousand Oaks, CA, where Bethany managed many business clients. This process included maintaining their bookkeeping records for the year, consulting, forecasting and the preparation of their income tax returns.

Bethany’s work focuses on individual and business tax preparation, bookkeeping, tax forecasting and IRS notice and audit representation. As a QuickBooks ProAdvisor, Bethany offers QuickBooks set-up and implementation, training and consulting.

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