California 401(k) mandates are in effect.
Business Advisory and Wealth Building Strategies
(559) 277-4772 l Mon-Fri 8:30AM - 5:00PM PST
SAMANTHA
RUSSELL, EA
Overview
Sam Russell is our staff accountant and tax preparer. Sam is federally licensed to prepare corporate and individual tax returns. As an Enrolled Agent with the IRS she works with our team of advisors to help prepare the most effective tax return for you and your business.
Tax Preparer / Enrolled Agent
559-277-4772 ext. 1004
KERR WEALTH MANAGEMENT
Background
Sam currently attends Fresno State University and will be graduating with her bachelors degree in Accountancy in the spring of 2020. 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 taking care of her horse, the outdoors and spending time with her family. Sam will also pursue her CFP designation upon completion of her degree and looks forward to becoming a well rounded future advisor for Kerr Wealth Management.
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.