Samantha L. Brunson, CPA
Senior manager, tax
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.
Certifications
- Certified Public Accountant
Professional memberships and activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Montana Society of Certified Public Accountants (MSCPA) - Member
Areas of Focus
- Nonprofit organizations
- Financial institutions
Education
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
Recent Insights
Articles
How the One Big Beautiful Bill impacts nonprofit organizations
Jul 15, 2025
In The News
External News
Nonprofits Facing New Taxes Buried Deep in Reconciliation Bill
The Nonprofit Times | Jun 17, 2025