

EA
Samantha has worked in tax since early 2014, starting at Nelson, Vogelheim & Phillips, LLP, where she focused primarily on individual tax returns for a wide range of clients. Her earlier experience in the hospitality industry shaped a client-service focus that still defines how she works.
Her work has increasingly turned toward strategic planning around employee equity, the tax consequences of vesting, exercising, and selling stock options and other forms of equity compensation. She enjoys engaging with clients directly as they work through the right strategy in this area.
Designations
- Enrolled Agent (EA)
- BS Business Administration, concentration in Accounting, Sonoma State University
