Who We Are | Foundation Tax LLC

Sara Leydon, AFSP, AIF
President

I founded Foundation Tax LLC in 2011 to provide individuals and families with personalized, integrated tax and financial planning solutions. My goal is to help my clients build their financial well-being.
A native New Yorker, my formal education includes a degree in architecture from The Cooper Union and the NYU Financial Planning Certificate program. My practical education includes over a decade of practicing as a registered architect and 24 years in the financial services industry. I started my business career as an American Express financial analyst, then transitioned to working with individual financial planning clients.

I have been preparing taxes professionally since 2007. In 2012, I earned my IRS Registered Tax Return Preparer certification and am a member in good standing with the National Association of Tax Professionals. I’m also the founder and principal of Foundation Financial Inc., a New York based Registered Investment Advisory and financial planning firm, where I practice as an Accredited Investment Fiduciary.

Experiences in creative problem solving, mathematics, project management and positive interpersonal relationships form a strong foundation in providing my clients with collaborative tax solutions.