Sam Klausner, CPA
Areas of Concentration
Preparation of income tax returns for individuals, corporations, and partnerships
Preparation of tax returns for estates and trusts
Tax planning for individuals and businesses
IRS and state tax notice resolution
Resolving issues resulting from multiple years of delinquent returns
Financial statement reviews and compilations
Licenses/Certifications
Certified Public Accountant in Virginia
Professional Organizations
American Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants
Maryland Society of Accountants
Education
Bachelor of Arts in Business, Franklin and Marshall College - Lancaster, PA
Lectures and Seminars
Northern Virginia Association of Realtors, Estates & Trusts for the Trusted Advisor: What Every Realtor(R) Should Know (Fairfax, VA, October, 2017)
Northern Virginia Association of Realtors, Tax Tips for Real Estate Professionals (Fairfax, VA, December, 2017)
Dental Progress Study Club, The New Tax Cuts & Jobs Act (Bethesda, MD, April, 2018)
Socialyte & Karen Rand Associates, Financial Fitness for Social Media Influencers (New York, NY, July 2018)
Dental Progress Study Club, The New Tax Cuts & Jobs Act and Year-End Planning for Dentists (Bethesda, MD, November, 2018)
Northern Virginia Association of Realtors, The New Tax Cuts & Jobs Act and Year-End Planning for Real Estate Professionals (Fairfax, VA, December, 2018)
Civic Involvement
Board of Trustees, The Field School
DC Scores
Food and Friends
S.O.M.E.
Anacostia Watershed Society