2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award
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(208) 939-6029

First we listen. Then, we lead.

Experts in proactive tax planning and financial strategies for you, your family, and your business.
Don’t know what you don’t know? We have ideas. Download “5 Conversations You Should Be Having With your CPA” here:
Give Me The Guide

Sometimes, what we don’t know can hurt

Trying to make financial and business decisions without a tax and business advisor can lead to stress and costly mistakes.
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We're not just another CPA firm. Our clients gain insights about write offs and tax strategies they didn't know existed before having a conversation with our team.

Increase your financial and business IQ

We take the mystery out of the numbers to help you make strategic decisions.

No judgments

Feel heard, valued, and understood by a team of experts who are invested in your success, and who bring ideas to the table.

Proactive problem solving with ongoing guidance

With a uniquely personalized approach from our team of experts, you’ll know exactly where you stand financially and have confidence in where you are headed.
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Justin W
You're making a mistake if you don't use Rick Sager for your accounting. He's great with business strategy which most accounting firms lack. Give them a call.
Madison K
Extremely happy that we found Rick Sager and his firm. They are very professional, very thorough and provide enormous value to us as a small business. They become very involved and familiar with your particular situation/business and help you understand all the tax advantages that apply to you. There is so much more value with them than just getting your taxes filed. I HIGHLY recommend them!
Mariah G
I've been in business for 7 years. I've never had a cpa like Rick. He's amazing. So knowledgeable and helpful I've learned more about taxes in the last 2 years than I had in 5 with my prior cpa. You won't find someone more knowledgeable and passionate about taxes and small business than Rick ❤

You’re not alone. We understand that taxes and finances can be confusing.

That’s why we make it our mission to bring strategic ideas to the table for individuals and business owners who want a proactive CPA firm in their corner. We are a tax planning and strategy CPA firm who prioritizes helping clients minimize their tax liability, achieve their personal and business financial goals, and increase their financial IQ.
Don’t know what you don’t know? We have ideas. Download “5 Conversations You Should Be Having With your CPA” here:
Give Me The Guide

So, now what?

01.

Schedule a consultation

We want to understand your challenges and your goals.
02.

Together, we implement a plan.

With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
03.

Enjoy financial clarity and success.

You’ll gain knowledge and confidence about your financial situation and a clear path towards your goals.
Schedule a Consultation

We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.
We appreciate that our work deals with some of the most significant parts of our clients lives.

While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client.

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We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.

We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation.

Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start.

This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success.

Here’s how we do it:

  1. Schedule a consultation. We want to understand your challenges and your goals.
  2. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
  3. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals.

Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money.

Give Me The Guide