Samantha specializes in income tax planning and preparation for high net worth individuals in addition to tax preparation and consultation for professional service firms. She enjoys working closely with her clients in order to couple tax planning throughout the year to serve individual needs.
Within the firm, Samantha serves as a mentor to younger staff. She has taken a lead in recruiting and speaking on college campuses in the area. She also enjoys the firm’s team building activities as well as joining in on the volunteer opportunities that the firm provides.
Samantha completed her bachelor’s degree in accounting from Mount St. Mary’s University in 2014 with summa cum laude honors. She became a CPA in the following year and is a licensed CPA in Maryland since 2015. Samantha lives in Gaithersburg with her dog Moose and enjoys water sports, cooking, and local breweries in the area.