Samantha M. Rathburn
CPA, MTax
About
Expertise
Articles
Testimonials
Samantha is a Director in our Tax Services department, serving as a trusted advisor to closely held businesses and their owners. She works with clients across a variety of industries, including service, manufacturing, distribution, investment partnerships, and restaurant and hospitality.
Samantha focuses on flow-through entities, including partnerships and limited liability companies, as well as S and C corporations. She advises clients on tax compliance and strategic planning matters, with experience spanning multi-state taxation, international tax considerations, and transactional support. She has been involved in both asset and stock transactions, some as large as $1.2 billion in deal value. Samantha places an emphasis on delivering a consistent, high-quality client experience.
In her role as Director, Samantha plays a key role in mentoring professionals within the tax department and leading initiatives focused on operational improvement, capacity forecasting, and process optimization. She is instrumental in coordinating resources, supporting scheduling efforts, and driving the expanded use of technology across the department.
Samantha has led several internal initiatives that foster connection and engagement across the firm, including the United Way Workplace Campaign. She also served as Chair of the Employee Enrichment Committee (“e3”) for over three years, which is committed to enriching the overall employee experience. In addition, she is actively involved in recruiting, staff training, and onboarding new associates.
Specializations
- S Corporation & Partnership Taxation
- Family-Owned Businesses
- Individual Tax Compliance & Planning
- Manufacturing & Distribution
- Restaurant & Hospitality
- Merges & Acquisitions
- Multi-State Taxation
Education
- Bachelor of Science in Accounting and Business Pre-Law, Ohio University
- Masters in Taxation, The University of Akron
Certifications
- Certified Public Accountant
Professional and Civic Memberships and Activities
Awards and Accolades
- 2012 Goodwill Employee of Distinction Award
CliftonStrengths
- Woo
- Communication
- Includer
- Harmony
- Consistency
Preparing for the New Form 1099-NEC, Nonemployee Compensation
The IRS has reintroduced Form 1099-NEC to help clarify the separate filing deadlines on Form 1099-MISC. Companies that make payments to nonemployee service providers and vendors could face a challenging Form 1099 reporting season for 2020 because of this. Read More >>
Measuring Product Profitability: The Power and Pitfalls of Gross Profit Margin
Let’s start off with a story to show you the power of your gross profit margin: Company A sells 1,000 widgets to three customers at a 20% gross profit of $600. Company B sells 1,000 widgets to 300 customers. Read More >>
Samantha is always proactively reminding me of due dates and information that might be helpful to me.
April, 21
I have been a customer since 1993. Samantha has done a great and timely job on anything I have asked her.
June, 21
Since coming aboard with BMF for my business and personal taxes, I truthfully could not be happier with the service and level of knowledge Samantha has shown over the last few years. It is a good feeling to know that I have such competent and personable individuals to work with me, on any questions or issues relating to accounting and tax that I may leave. I look forward to an ongoing partnership for many years to come.
October, 21