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About
For quality tax work with the most up to date knowledge on The Tax Cuts and Jobs Act (TCJA).
I provide outstanding service to all my clients with a dedication to professionalism, responsiveness and quality. Our engagement won’t end with one project, I make
It a point to keep in contact with all past and current clients throughout the year and not just during tax season.
I will work with you to create the best tax strategy that mitigates your tax liability and takes advantage of every opportunity available for you or your business. I also provide international tax advice along with tax planning for non residents.
Opening a business is often times stressful, but one of the most exciting experiences. I will use my knowledge and experience to make the entire process simple and I will guide you through the process of establishing whichever structure you decide.
Services provided:
Personal tax preparation
Business tax preparation
Tax planning
Bookkeeping (Quickbooks and other platforms)
Multi state tax
International tax
Payroll setup and quarterly filing
Business consulting
Overview
Hired 4 times
Background checked
1 employee
8 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, and Square cash app.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Entity type
S-Corp
Industry
Real estate
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
10 reviews
5
100%
4
0%
3
0%
2
0%
1
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Read reviews that mention:
Nicole B.
Mar 27, 2020
•
Hired on Thumbtack
He was the best. Maximized the refund, and made sure we were taken care of as soon as possible. Definitely using him next year.
Individual Tax Preparation
Joseph C.
Dec 11, 2018
I was 4 years behind on taxes, couldn’t even think where to start, and most CPAs were either too busy or couldn’t find the right solution. Sam not only knew what to do, but he handled the process with cadence and ease, keeping me updated along the way. Extremely smooth and ended up coming out better than I expected! Would recommend to anyone.
Chris h.
Dec 11, 2018
Finally someone who was able to get me some serious reduction in taxable income, on my bottom line so I had to pay less taxes.. My old accounting guy didn't know about half the loopholes availalbe! I was in South Florida during the hurricane and... technically I experienced business loss because I missed work/meetings with clients etc. Did you know that they provided a tax credit of up to $3000 if you were affected by this natural disaster?!?! Well I was and my last guy never applied this... But this guy will!
Samuel Z.
Dec 11, 2018
Sam was able to do my taxes quickly AND saved me a bunch of money. Highly recommend!
Gio I.
Dec 11, 2018
Just a very respectful and professional individual. Trust is very important to me and he is someone who you can! A good person with great values who will work to make sure your taken care of
Credentials
Background Check
Sam Putnam
FAQs
How did you get started doing this type of work?
I started out working for Pricewaterhouse Coopers in Tampa, Fl and eventually moved to Orlando where I started with BDO. I currently work and live in Miami Beach, Fl.