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As a practice partner, Sam is responsible for the overall quality of the audit, and as such, has primary responsibility for arriving at audit conclusions. He oversees and coordinates the delivery of all audit work and the completion of audit reports. Throughout his 10 years of career with Big Four accounting firms, Sam has worked extensively with closely-held companies, public corporations, and venture-backed entities. His specialty areas include traditional financial statement audits, ERISA audits, mergers and acquisitions, equity offerings, revenue recognition, and due diligence. He has a wide-range of expertise in a variety of industries, including technology, manufacturing, construction, financial services, real estate and healthcare.
He is also responsible for coordinating and overseeing the tax compliance and consulting projects, identifying and responding to tax-issues. He advises on various tax issues regarding business start-up, formation, transactions and tax planning for businesses and individuals.
Sam is a graduate of New York University - Stern School of Business where he received his BS degree in Accounting and Information Systems. Sam is a member of American Institute of CPAs.
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