Samantha Johnson

Licensed CPA with 13+ years of public accounting experience leading tax departments and advising individuals, business owners, pass-through entities, S corporations, partnerships, corporations, and multistate clients. Strong background in complex return review, tax planning, tax resolution, client relationship management, staff supervision, workflow management, and remote/cloud-based operations. Firsthand experience supporting accounting firm acquisitions and managing client transitions, including onboarding, process and technology changes, staff coordination, and continuity of client service.

Head of Tax at ZTX Advisors (2019-12 – 2026-01)

• Led the firm's entire tax function with full responsibility for federal and multistate tax compliance, review, planning, client advisory, tax resolution, staffing, workflow, quality control, and deadlines across individuals, partnerships, S corporations, and corporations.
• Reviewed complex individual and business tax returns, including Forms 1040, 1065, 1120S, and 1120, with a focus on technical accuracy, planning opportunities, and clear client communication.
• Advised individuals and business owners on tax planning, income projections, estimated tax payments, entity-level issues, tax-saving strategies, and year-end planning.
• Directed tax-season planning and execution, including workflow, deadlines, return review, technical issue resolution, client communication, and quality control across the firm's tax engagements.
• Managed and trained internal and offshore tax staff, establishing review procedures, production standards, and workflows to maintain quality, consistency, and capacity.
• Led new-client and post-acquisition tax-service transitions, including onboarding, technology setup, workflow migration, staff coordination, and continuity of client service.
• Resolved IRS and state tax matters by coordinating client information, communicating with agencies, researching issues, and managing compliance responses.
• Supported multistate tax matters, including corporate, partnership, pass-through entity tax, nonresident withholding, and state notice issues.

Senior Accountant / Manager at Peter A. Burgos, CPA (2018-01 – 2019-12)

• Managed preparation and review of federal and multistate tax returns for individuals and businesses, including quarterly and year-end projections for planning and cash flow management.
• Reviewed accounting records and tax-related general ledger activity to support accurate reporting, tax compliance, and month-end/year-end close.
• Oversaw payroll operations, payroll tax deposits, quarterly and annual reporting, and tax-related reconciliations for business clients.
• Researched tax issues, resolved federal and state notices, and supported responses to tax audits and compliance inquiries.

Senior Accountant / Manager at Doctors Finance LLC (2013-01 – 2018-12)

• Managed tax preparation, tax planning, bookkeeping, payroll, sales tax, accounts payable, and financial reporting for individual and business clients.
• Prepared and analyzed financial reports, including profit and loss statements, balance sheets, statements of cash flows, account reconciliations, and journal entries.
• Owned client onboarding, including QuickBooks, payroll, Bill.com, and related back-office setup to support accounting operations and ongoing client service.
• Communicated directly with clients and supported advisory needs, including wealth management-related client service activities.

Bachelor of Business Administration – Florida Atlantic University (2015)