Sara Elizabeth Jones

CPA | Shareholder

About

Back in the mists of time, Sara Elizabeth served as managing director of a small opera company, which makes even the most arduous tax return seem like a piece of cake.

Her lifelong devotion to not-for profit-organizations continues at Clark Nuber, where she is one of the firm’s leading experts in the field. Whatever the organization—hospital, school, arts organization, or trade group—she helps clients remove obstacles to performance, maximize financial leverage, and achieve their goals.

Practice Emphasis

  • Consulting with tax-exempt organizations such as healthcare and educational institutions on matters including unrelated business income, excise taxes, joint ventures, and exempt status

Proven Results

  • Successfully negotiated with the IRS to reduce unrelated business income tax assessed during an audit.
  • Reviewed and consulted on community benefit reports for a large hospital in order to demonstrate the extensive contributions to the health of the community.
  • Highly-rated public speaker on issues related to the Form 990 and Form 990-T.

Education

  • Duke University, B.A. in Economics
  • University of Washington, M.B.A. with honors, concentration in Finance & Accounting

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • AICPA Exempt Organization Technical Resource Panel, Associate Member
  • Practical Guide to Form 990 by Clark Nuber, an online treatise published by CCH, contributing writer/reviewer
  • WSCPA Not-For-Profit Committee, member and former Chair

My Life by the Numbers

2

Sets of season tickets: Seattle Opera and Seattle Storm

2

First names

2

Children

8

Half marathons