Overview
Sam has more than eight years of experience in public accounting serving privately held businesses. His primary focus is C-Corporations, including ASC 740 tax provisions. He also has experience with pass-through entities and individual taxation.
Sam works with many types of companies from small startups to large global corporations. These companies have included privately held businesses, private equity funds and their portfolio companies, and Venture Capital backed entities.
Sam is very passionate about the local technology industry in Phoenix, including clients with SaaS and PaaS business models. He is very active in the startup ecosystem and often works with incubators as a mentor to help founders starting out.
Sam enjoys consulting with clients to help them achieve their goals by living the CLA Promise, a promise to know and help his clients. Whether his clients want to sell in a short accelerated time period, or build an enterprise, he makes sure that his clients are headed towards success. He has obtained deep technical experience from managing tax compliance for M&A deals and supporting his clients through tax diligence, from both buy-side and sell-side ends of a deal.
Education
Arizona State University - Bachelor of Science in Accountancy
Grand Canyon University - Master of Science in Accounting
In the community
Tax Advisory Committee Member, Arizona State Board of Accountancy
Executive Committee Member, Alliance of Merger & Acquisition Advisors (AM&AA)