Sam Brunson, CPA
Senior manager, Wipfli Advisory LLC
She/her
- Location
- Missoula, MT
- Contact
- +1 406 532 4238
- sbrunson@wipfli.com
Sam Brunson is a senior manager with over 10 years of experience providing tax services. She specializes in tax-exempt organizations and works with entities across this spectrum, including healthcare organizations, private foundations, traditional nonprofits, labor organizations and state-chartered credit unions.
Areas of expertise include applications for tax-exempt status, annual preparation of Form 990, assistance with IRS communications, and research to help navigate complex and unique situations faced by tax-exempt entities. She has experience working with nonprofit organizations that have international tax filing obligations as well as those with multi-state tax concerns. Her attention to detail and thoroughness help ensure she always provides the highest level of service.
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Montana Society of Certified Public Accountants (MSCPA) - Member
University of Montana
- Bachelor of science degree in business administration with a major in accounting
- Accounting information systems certificate
University of Denver
- Master of taxation degree
Latest case studies, resources, and insights
ARTICLE | NONPROFITS
What potential Form 990 changes could mean to tax-exempt organizations
The Treasury may revise Form 990 for the first time in nearly 20 years. Learn how potential reporting changes could affect tax-exempt organizations.