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Samuel J. Finkelstein, CPA


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Samuel J. Finkelstein, CPA


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Sam Finkelstein

Sam has over 30 years of accounting and tax experience servicing individuals and businesses across many industries. His expertise includes financial statement preparation, financial budgeting and forecasting, income and other tax preparation, business and tax consulting, QuickBooks Accounting Systems and tax planning strategies.


In addition, Sam provides consulting services in the area of succession planning and provides expertise to non-for-profit organizations. Having served as outside controller to various businesses, Sam understands the inner workings and challenges of the business cycle.

Sam’s areas of specialization are applicable across many industry sectors and stems from multiple years as a partner. Clients include retail, wholesale, real estate, investment entities, construction and various service businesses. In addition he has extensive experience in assisting new, start-up companies in terms of entity structure and accounting systems setup.  Sam also serves as trustee to various client trusts.

Sam graduated from Loyola University in Baltimore, MD with a BA in accounting. Sam has served as President and Treasurer of several non-for-profit organizations. 

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