Sam is the Managing Partner of the new and growing CPA firm
Sam is responsible for building the highest quality tax practice focusing on state and local taxes and providing clients with highly customized federal and state and local tax services that meet their exact needs. Those services include evaluating, analyzing, researching and documenting federal and state and local tax issues including: research & development credits, income, franchise, sales/use, real and personal property and single business tax nexus; voluntary disclosure, negotiating settlements, reverse audits, audit defense, apportionment review, assessment review, due diligence on mergers and acquisitions, and special transaction analysis just to name a few.
Clients come from all areas from manufacturing to service providers! Including - auto parts manufacturers, telecommunications providers, tobacco tax wholesalers’, hotel and hotel management, multi-level marketing, retailers, agriculture nurseries, software, and exporting companies.
Sam’s professional experience includes: Planning, coordinating, and supervising day-to-day execution of client engagements including tax compliance, planning and documentation of positions. Extensive experience directing large special projects for large multinational corporations operating in various state jurisdictions.
Sam is regularly asked to testify as expert witness in tax policy Michigan House and Senate Committees. Litigation support includes expert testimony at State and Federal levels regarding tax and fraud related matters. Regularly appears before State of Michigan Informal Conference and Hearings and Michigan Tax Tribunal for client related tax matters. Regularly speaks on Tax related topics.
Prior experience includes Big 4 Public Accounting Firm and regional accounting firm. Sam holds a leadership position in Michigan Association of Certified Public Accountants (MICPA), Michigan Accountancy Foundation (MAF) and in MICPA Special Tax Task Force.
We are a team comprised of CPAs, retired CPAs and staff with over 100 years of combined tax experience servicing clients across the USA.