Sam Does Taxes

Concierge Accounting

Accountant (show on map)

5.0

★★★★★

16 reviews

Tax and financial services firm specializing in small business accounting, tax preparation, and bookkeeping.

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About

Sam Does Taxes was born during the pandemic when founder Sam Rosenbaum pivoted from his tour business and Marcia Kahn retired from psychiatry to pursue accounting. Sam brings 10 years of accounting experience and an MBA from Willamette University, and is a Licensed Enrolled Agent authorized by the IRS.

Marcia Kahn serves as COO, leveraging her administrative and mental health business management expertise. The firm specializes in concierge accounting, offering personalized tax planning, small business accounting, bookkeeping, cash flow management, and QuickBooks services.

Concierge accounting service with personal cell phone availability

No hidden costs or unexpected fees

Free consultation for all new clients

Client portal with world-class encryption

No paper and no travel required

Rapid response to email and phone requests

Services

Small Business Accounting

Comprehensive accounting services including financial reports, cash flow analysis, budgeting, strategic tax planning, and outsourced CFO services.

Financial data analysis Cash flow evaluation Budget preparation Strategic tax planning Outsourced CFO services

Bookkeeping Services

Accurate and reliable bookkeeping for businesses of various industries using QuickBooks Online.

QuickBooks Online proficiency Chart of Accounts setup General Ledger management Financial statement preparation

Cash Flow Management

Develop cash flow projections to help businesses avoid cash crises and maximize profitability.

Cash flow projection Profitability analysis Financial forecasting

Individual Tax Preparation

Prepare and file individual tax returns ensuring compliance with federal and state tax law.

IRS compliance State tax filing Deduction optimization

Tax Preparation for Businesses

Business tax return preparation and filing for partnerships, corporations, and other entities.

Business tax returns Payroll tax compliance Sales and use tax processing

Tax Planning

Year-round tax advising partnership to minimize tax liability through strategic planning.

Tax projection Tax law updates Year-round strategy Investment consultation

Credentials & Certifications

Licensed Enrolled Agent

MBA, Willamette University

Reviews

Rating

★★★★★

Reviews

"I'm so happy I hired Sam and Marcia to help file my taxes."

Frequently Asked Questions

What is the difference between tax preparation and tax planning? +

Tax preparation is a one-time event of filing a tax return, while tax planning is a year-round partnership to minimize tax liability through strategic analysis and guidance.

What services does Sam Does Taxes offer for small businesses? +

Small business accounting, bookkeeping services, cash flow management, business tax preparation, and outsourced CFO services.

Is Sam Does Taxes currently accepting new clients? +

The website states they are closed for the 2025 tax season, but offers free consultations for future services.

What is an Enrolled Agent and why does it matter? +

An Enrolled Agent is a federally-authorized tax practitioner licensed by the IRS who can represent taxpayers before the IRS for individuals, partnerships, and corporations.

What QuickBooks services are available? +

Setup for QuickBooks, Tune-up for QuickBooks, and Why QuickBooks consultations.

Does Sam Does Taxes offer retirement planning? +

Yes, retirement planning is listed as a service for individuals.

What is the firm's approach to client service? +

Sam Does Taxes offers concierge service with no hidden costs, rapid response to emails and calls, and a client portal for document management.

What industries does Sam Does Taxes serve? +

The firm serves small businesses across various industries, mental health practices, and individuals seeking tax and accounting services.