Sam F.
Certified Public Accountant (CPA) | Top Rated Tax Advisor
Sam is a CPA that helps clients by: ✔️Developing high return on investment (ROI) tax strategies (typically between 3x-9x return on fees paid). ✔️Providing comprehensive tax advice that achieves peace of mind and reduces tax exposure. ✔️Being a trusted and responsive advisor for their tax and accounting needs. He accomplishes this with a level of professionalism, expertise and responsiveness typical of a large CPA firm. Sam offers the following services: ☑️ Business and individual tax return prep, including state and municipal returns ☑️ Business bookkeeping (monthly or quarterly) ☑️ Quarterly tax estimates to prevent year end surprise tax bills ☑️ Tax strategies for businesses and individuals to lower their tax liability Sam worked 4.5 years at Ernst & Young U.S. LLP (EY), in the largest tax practice in the U.S., serving large clients. He brings this experience to the clients he serves today. Testimonial: Sam is a high-value package for tax and accounting services. He's very direct and easygoing as a person, able to translate arcane tax issues into accessible language and concepts. Having worked with professionals with several different firms and accountants over the years, Sam is head and shoulders above my past experiences. Impeccable integrity. Cannot recommend highly enough.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $4.1k
Billed in all: $38,659$39k
$374 in the last 6 months
Across 49 contracts
Earnings, last 30 days
Skill rankings: Top 19% in Tax Preparation
Ranked by MRR among everyone on Upwork with the skill.
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