Samuel W.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

I’m a seasoned CPA specializing in tax preparation and filing, tax strategy, financial reporting, CFO services, and business advisory for companies and individuals at every stage of growth. I work with a wide range of clients—from startups and small businesses to established corporations—helping them align their accounting systems with their tax planning to drive clarity, compliance, and profitability. My services cover everything from tax compliance to financial oversight and strategic guidance. Whether you're navigating complex tax issues, seeking support with budgeting and forecasting, or simply looking to gain control over your finances, I provide practical, actionable advice that helps you make confident business decisions. I have deep expertise working with real estate investors, helping them structure their investments for maximum tax efficiency. From cost segregation studies to 1031 exchanges and passive activity loss strategies, I’ve consistently saved clients substantial amounts through proactive tax planning and entity structuring. For pre- and post-IPO companies, I provide support with equity compensation, ASC 740 readiness, and scalable tax processes, ensuring companies are positioned for clean audits and smooth transitions to public reporting environments. I also manage sales and use tax compliance, helping clients reduce risk, avoid penalties, and implement automated processes to stay compliant across multiple jurisdictions. With over a decade of experience as both a consultant and business owner, I understand the challenges entrepreneurs and organizations face. My goal is to help clients streamline operations, reduce risk, and unlock financial value—so their numbers start working for them, not against them.