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