Track
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Track
A long-term partner for individuals & businesses ready for a professional to handle their taxes, accounting, & financial strategy.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Individuals and Small Businesses
Clients who wouldNOTbe a good fit
Those looking for cheap tax preparation once per year.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
