About Us

Samuel Robertson is a highly experienced Certified Public Accountant (CPA) and Certified Government Financial Manager (CGFM) with a passion for providing comprehensive financial solutions and strategic guidance to clients. With over 25 years of experience in the accounting and finance industry, Sam brings a wealth of knowledge and expertise to his role at Sam’s Tax and Accounting Services LLC.

As a CPA, Sam is committed to maintaining the highest standards of professionalism and integrity in all aspects of his work. He has a proven track record of helping individuals, businesses, and non-profit entities navigate complex financial landscapes, achieve their financial goals, and ensure compliance with regulatory requirements.

Sam’s expertise spans a wide range of areas, including tax planning, preparation, and audit services, financial statement analysis, and business consulting. He has a keen eye for detail and a deep understanding of tax laws, regulations, and industry best practices, allowing him to develop tailored strategies that optimize tax efficiency and minimize risk for his clients.

In addition to his CPA credentials, Sam is also a Certified Government Financial Manager (CGFM), specializing in government financial management practices and regulations. He has extensive experience working with government agencies and nonprofit organizations, providing them with invaluable insights and guidance to enhance financial transparency, accountability, and efficiency.

Throughout his career in the private industry, Sam has held numerous positions in New York City and Washington DC to include, Canon Business Solutions, Linens of the Week, Europ Assistance, and the Nature Conservancy to name a few. Sam played a pivotal role in helping current clients navigate the unique challenges and complexities of accounting. Whether its assisting with budgeting and forecasting, conducting compliance audits, or advising on taxation, Sam is dedicated to delivering personalized solutions that address the specific needs and objectives of each client.

Outside of his professional endeavors, Sam is actively involved in his local community sports and is committed to giving back through volunteer work and charitable initiatives. He is a trusted advisor, a respected leader, and a valued asset to the team at Sam’s Tax and Accounting LLC, where his dedication to excellence and client satisfaction is evident in everything he does.

Our Mission

It’s our business to go the extra mile: Our mission is to provide reliable and accurate accounting and taxation services with integrity, precision, and personalized attention. We are committed to helping small businesses thrive by delivering completed and timely financial solutions and fostering long-term partnerships built on trust and transparency.

Do you need help with your personal + business taxes & financials?

Take a look at our services and see which one is right for you…