Samantha is a senior manager in our tax services department and focuses on serving a variety of industries including service, manufacturing, distribution, real estate, investment companies and restaurant hospitality. Her expertise includes C-corporations, S-corporations, limited liability companies, partnerships, and multi-state companies. In addition to corporate tax services, she also specializes in tax compliance and planning for closely held businesses and their owners.

Samantha has led several internal committees that connect and engage our staff, including our United Way Workplace Campaign, which resulted in being recognized for our participation and overall monetary successes. Samantha also serves as Chair of our Employee Enrichment Committee (“e3”) which is committed to enriching the experiences of our associates. She is also involved with the recruitment, staff training and onboarding of new associates.

Specializations

• Business Tax Compliance
• Family Owned Business
• Individual Tax Compliance & Planning
• Investment Companies
• Manufacturing & Distribution
• Restaurant & Hospitality

Education

• Bachelor of Science in Accounting and Business Pre-Law, Ohio University
• Masters in Taxation, University of Akron

Certifications

• Certified Public Accountant

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants
• Susan G. Komen Northeast Ohio, Associate Council Chair
• BMF Lean Six Sigma Committee

Awards and Accolades

• 2012 Goodwill Employee of Distinction Award

CliftonStrengths

• Woo
• Communication
• Includer
• Harmony
• Consistency