Sam Russell is an enrolled agent and our partner and tax advisor. As an Enrolled Agent (EA) Sam is federally licensed to prepare corporate and individual tax returns. An enrolled agent is a tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of Treasury. Enrolled Agents are licensed to represent tax payers before the Internal Revenue Service (IRS) for tax issues including audits, tax disputes, tax debt resolution matters and penalty abatement requests. Sam has experience working with small business owners and successful professionals. Sam works with our advisory team to help clients put together the most comprehensive tax plans possible while remaining compliant.
Tax Advisor / Partner
559-277-4772 ext. 1004
KERR WEALTH MANAGEMENT
Sam attended Fresno State University and earned her bachelors degree in Accountancy. Sam's education in tax accounting makes her a tremendous asset to Kerr Wealth Management.
Aside from a strong interest in tax preparation, finance and tax law, Sam enjoys riding horses and spending time on her ranch with her family. Sam will also pursue her CFP designation.
Prior to her position at Kerr Wealth Management, Sam was the manager for Pokiland restaurants; where she managed financial reports, employee schedules, bookkeeping and payroll for multiple locations.