Sams N Source Tax

$300

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About

CPA-led Bookkeeping & Tax Solutions — Accurate, Timely, and Stress-Free We’re a team of experienced CPAs dedicated to helping small businesses and individuals stay compliant, save money, and avoid tax headaches. Together, we’ve served over 2,000 clients nationwide - specializing in bookkeeping cleanups, business and personal tax filing, multi-state compliance, and R&D tax credits. With us, you get the accuracy, proactive advice, and clear communication of a professional CPA firm, plus the responsiveness and personal touch that makes working together stress-free. Our goal is simple - keep your finances in order so you can focus on growing your business. We are just setting up our profile on Thumbtack and are offering huge discounts to customers that come to us through Thumbtack.

Overview

Hired 2 times

Serves Addison, TX

Background checked

40 employees

6 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Stripe.

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

I work remotely (phone or internet)

Projects and media

Reviews

Customers rated this pro highly for professionalism, work quality, and punctuality.

Excellent 4.9

39 reviews

5

97%

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3%

Read reviews that mention:

Brandon W.

1 month ago

As the year wrapped up, Clark helped review my business taxes and clean up any loose ends. The Sams N Source team made sure everything was filed properly before year-end without any last-minute rush.

Steven C.

4 weeks ago

Closing out the year felt organized and controlled thanks to Clark. He reviewed tax liabilities, corrected accounting inconsistencies, and prepared me for upcoming obligations. The Sams N Source team handled documentation and filings with precision.

Latoya J.

4 weeks ago

December is usually overwhelming with year-end taxes, but Clark kept everything clear and organized. He reviewed deductions and next-year planning, while the Sams N Source team handled all filings right on time.

Howard P.

3 weeks ago

Clark doesn’t just file returns , he reviews the numbers behind them. He helped reconcile my accounts, flagged potential tax issues, and explained how to avoid them next year. The Sams N Source team kept everything organized and compliant.

Theodore C.

3 weeks ago

Starting the year felt organized thanks to Clark’s January financial review. He closed out prior balances, aligned my books for the new year, and explained what to expect for upcoming tax filings. The Sams N Source team kept everything accurate and on track.

Credentials

Background Check

Ritam Kumar