Sam Levin, CPA

Sam has more than 30 years of experience serving performing artists, writers, directors, producers, company executives and other high-net-worth members of the entertainment industry. He provides his clients with a comprehensive range of business management services, including daily financial management, accounting and financial reporting, tax return preparation and planning, monitoring of investment activity, cash flow analysis, retirement and estate planning, and risk mitigation. He helps his clients manage their portfolios and their lifestyles, and assists them with real estate purchases (including financing and refinancing) and special asset acquisitions, such as automobiles.

He is also committed to serving his community. He volunteers at Chaminade College Preparatory School and has served as committee chairman and treasurer for Boy Scout Troop 246.

Sam is a certified public accountant and is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). He graduated from the University of California, Santa Barbara with a B.A. in business economics.