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 analysis / preparation.• 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 clients across industries in all 50 states.• 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 engagements.• 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.