Sally McColloch Bio

Sally McColloch, CPA
Partner

Sally started her career working six years with Big Four CPA firms, then moved to a smaller boutique firm in downtown San Francisco. She found the smaller firm environment provided a more intimate experience with clients. She was able to meet their family, business and estate needs individually in a more nimble and conducive manner, as well as develop a variety of skills and experience in other areas along the way.

Sally’s focus over her career has been working closely with individuals with personal, estate and trust taxation as well as numerous tax exempt entities. Sally has worked closely with families to integrate their personal, business and estate goals and coordinate the various pieces into a plan. She has extensive experience working through Washington estate filing requirements and issues. In addition, she has depth of experience with multi-state tax issues and their effect on both businesses and individuals, with a specialty in California taxation.

​For Sally, working with a client starts with listening carefully at the outset to assess the issues and needs at hand. She feels that this is the foundation of a successful client relationship, whether it is for an individual seeking to start a new business, selling an existing business, setting up a trust or in developing an estate plan.

 Sally's goal is to determine the end goal at the beginning of the process, which allows her and her team to provide planning and compliance service as efficiently and effectively as possible.

EDUCATION
Bachelor of Arts, Scripps College, Claremont, CA

CREDENTIALS:

Certified Public Accountant, California – 1990

Certified Public Accountant, Washington (reciprocal) – 2003

California Society of Certified Public Accountants (CSCPA)

The American Institute of Certified Public Accountants (AICPA)