Sam is a highly skilled and experienced Certified Public Accountant with a passion for tax strategy, business taxation, and accounting. With over 20 years in the industry, Sam has built a strong reputation for her expertise in serving high net worth individuals and trust taxes.
Clients appreciate Sam's collaborative and personalized approach to their financial needs. She believes in creating customized strategies that go beyond tax compliance, offering comprehensive tax planning and advisory services. Her commitment to providing intelligent service with a personal touch sets her apart.
Sam's educational background includes a BA in English Literature from Purdue University and an MBA in Accounting from UC-Irvine. Throughout her career, she has continuously enhanced her knowledge and skills, including through her time at Deloitte, where she gained valuable experience and technical training that led to her licensure as a Certified Public Accountant.
Sharing her expertise is also important to Sam. She has served as a tax and accounting instructor at respected institutions such as Pepperdine University and UCI, further contributing to her industry knowledge and helping students succeed.
Currently, Sam serves as the senior director of tax and accounting services at Excel Tax Group, INC. In this role, she takes pleasure in developing staff members and fostering a culture of exceptional client service and deep tax knowledge.
With Sam's guidance, you can trust that your tax needs will be handled with the utmost professionalism and care. Contact her today to experience the difference of working with a true expert in the field.