Sara Davis

Sara Davis began her journey with Aldridge Borden - OneSource in 2020 through an internship and was quickly drawn in by the firm’s warm and supportive environment. Now a Senior Tax Accountant, Sara handles a wide range of tax returns, including those for trusts, estates, small businesses, and individuals. She finds fulfillment in the structured nature of tax work and enjoys building genuine connections with her clients, getting to know their unique circumstances and offering personalized solutions.

Sara also treasures the camaraderie within her team, where laughter and collaboration create a fun, relaxed atmosphere. Known as the go-to person for bringing humor and positivity to the workplace, she takes pride in keeping the office environment light and upbeat. Outside of work, Sara finds joy in the company of her dog, Harley, and enjoys simple pleasures like sipping Dr. Pepper, listening to Spotify, or scrolling through TikTok. Her passion for travel has led her to exciting destinations such as Ireland, London, and Turks & Caicos, and she envisions herself exploring even more in the future. If not in accounting, Sara would pursue a career in cosmetology, reflecting her varied interests and talents. An interesting tidbit about Sara is that, despite working at a golf course for three years, she never quite got the hang of the game.

Education

• Bachelor of Science in Accounting, University of South Alabama, 2019
• Master of Accountancy, Auburn University at Montgomery, 2023

Professional Affiliations

• Certified Public Accountant (CPA)
• Member of the Montgomery Estate Planning Council
• Member of Phi Kappa Phi
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Alabama Society of Certified Public Accountants (ASCPA)

Get to Know Your Advisor

• Favorite beverage: Dr. Pepper
• Go-to for entertainment: TikTok and Spotify
• Favorite travel destination: Ireland