Meet Your Small Business Tax Expert: Samantha Tax Advisory Co.

Bringing hands-on experience and a personal approach to every client partnership.

After Eight Years in Accounting, I Built a Firm I’m Proud Of

I started Samantha Tax Advisory Co. because I kept seeing the same problem: talented business owners missing out on major tax savings, needing someone to help them manage their finances and provide ongoing support and guidance.

Many firms focus solely on compliance—filing what's required and moving on to the next client on their massive roster. But compliance isn't strategy. And a once-a-year check-in isn't a relationship.

I’ve built a practice rooted in proactive planning, clear communication, and long-term partnership. I bring the depth of experience you’d expect from a large firm, paired with the care, focus, and personal attention of a boutique advisor who genuinely wants to see you and your business thrive.

With nearly a decade of experience as an Enrolled Agent—including time at all Big 4 firms (the largest accounting firms in the world)—I've seen how large agencies operate. In these large firms, advisors are often juggling hundreds of clients and forced to lean on automation to keep things moving. While efficient, it rarely leaves space for real, personalized support. There's little room for real relationships, and even less for a personalized strategy.

I've had clients who come to me after years of overpaying in taxes simply because no one took the time to explain their options. Business owners who had no idea they qualified for an S-corp election, or who were missing thousands in deductions because their accountant never asked the right questions.

That's the gap I'm here to fill.

My path into tax advisory was shaped by years of watching what works (and what doesn't) for small business owners.

I Like My Books Clean

My Strategy Proactive

& My Clients Empowered

I Like My Books Clean

My Strategy Proactive

& My Clients Empowered

I Like My Books Clean

My Strategy Proactive

& My Clients Empowered

You Focus on the Business, I’ll Handle the Financials

I provide virtual tax advisory and accounting support to small business owners nationwide—but more importantly, I’m here to make your financial world feel clearer and calmer. From day one, you’re not navigating this alone. I take the time to explain things simply, plan ahead with you, and make sure your finances feel organized.