Phone: 602-776-6306 | E-Mail Me
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Sam received his bachelors degree in accounting from Arizona State University and has been with the firm since 1983. Sam’s prior experience in real estate, insurance and management gives him a practical knowledge of business strategies.

He is the managing partner for the firm and has been in the accounting profession for seventeen years. In addition to providing clients with tax planning and preparation, estate planning and small business consulting, Sam also regularly speaks to various groups and organizations on small business issues and tax planning. The major emphasis in his consulting engagements is helping business owners to understand their business better through planning and by developing key performance indicators and benchmarks for comparative analysis.

He routinely gives presentations on cash flow and income projections for small business owners, multi-entity businesses, estate and tax strategies and business development. He conducts classes and seminars through the local Service Corp of Retired Executives. He is a member of the National Association of Business and donates his time to several non-profit organizations. Outside interests include family, church, hobby crafts, bowling and golf.