Samuel Lee, Cpa Email & Phone Number

Washington, DC, US

RSA is an astrophysics start-up in the science and technology industry working on innovative R&D concepts to support national security objectives for the U.S. and its allies.

• SL Consulting is a CPA and management consulting firm specializing in tax, accounting, management advisory, and outsourced CFO services.
• Bootstrapped firm to over 100 clients spanning engagements in tax preparation, accounting, CFO services, businessconsultations, entity structuring, business formation, corporate governance, and financial statement.
• Built relationships with startup and small business communities to secure clients and help them better assess strategic alternatives.

Salt Lake City, Utah, US

• Haynie & Company is a full-service CPA firm offering tax, audit, accounting, and management advisory services nationwide. The firm recently reached top 100 status, ranking as the #3 fastest growing firm in 2021.
• Oversaw an accounting team responsible for preparing and reviewing complex multi-state tax returns and managing engagements, project timeline, and execution spanning client tax, accounting, & management advisory.
• Generated hundreds of thousands of incremental business via new relationships with third-party intermediaries.

Las Vegas, US

• BTS is a full-service CPA firm providing comprehensive tax, accounting, and consulting services to clients in all 50 states. Promoted to Tax Manger in 2018 from Staff Tax Accountant.
• Reviewed and analyzed hundreds of income tax returns and client-prepared financials to offer tailored recommendations, prepared correspondence to federal & local tax authorities, and necessary accounting oversight to.
• Forged relationships with new clients, bringing in new business while maintaining the highest client-renewal rate at the firm; met with clients for consultations, tax planning, and oversaw project management of all.
• Earned designation as lead researcher for complex tax matters; assisted on all legal & regulatory matters on behalf of clients.
• Assisted with integration and tech support for transition from Intuit Proseries to Thompson Reuters UltraTax.

• P2k Labs is a digital agency offering clients go-to-market services such as marketing, branding, design, and web development.
• Managed internal and external cross-functional teams overseeing graphic design, web development, and software engineering, copywriting, and financial analysis.

Las Vegas, Nevada, US

• Provident Trust Group is an IRA custodian specializing in alternative asset custody with superior technology and customer service.
• Served as point person for investors and agent groups; prepared and reviewed legal contracts, operations reports, welcome letters, and purchase agreements.