Holly Sabo

A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Holly Sabo is a key member of the firm’s Individual Services Group. She works extensively with businesses and individuals, providing expert financial, tax and estate planning strategies customized to fit their individual needs.

Ms. Sabo has in-depth experience with individual and fiduciary income tax planning, federal and state tax compliance matters, as well as estate and gift transfer tax planning. Through this broad base of expertise, she is able to offer valuable insights and guidance to her clients on these matters. Additionally, Holly helps her clients plan for significant milestones in their lives, so they are prepared and feel confident in knowing they have their affairs in order.

Ms. Sabo specializes in private foundation management and compliance reporting. She assists with Mercadien’s in-house training of all professionals and has been instrumental in the development of continuing professional education programs. Holly is a frequent author in a nationally syndicated newsletter and has performed management consulting and accounting services for numerous special projects.