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

  • DC Scores

  • Food and Friends

  • S.O.M.E.