Sam is Minnesota grown and graduated from Gustavus Adolphus College with a Bachelor of Arts in Public Accounting. After passing the Certified Public Accounting Exam, Sam entered a career at RSM within the international tax area. After a couple years, and busy seasons, Sam decided to specialize in individual tax and came to work at Strategic Tax to help clients file and plan for their tax year.
Sam's focus is on helping you achieve as favorable tax position as you are allowed and walking you through different scenarios based on your financial position. His specialties include capital gain/loss, self-employment, and small business taxation.
Melinda was born and raised in Minnesota and graduated from Gustavus Adolphus College with a Bachelor of Arts in Public Accounting. Upon passing the Certified Public Accounting exam, Melinda started her career at KPMG LLP, auditing both large and small MN companies. After multiple busy seasons, Melinda went to work at Optum in their Finance area. Wanting to go back to a client-facing career, Melinda came to Strategic Tax to help clients with their tax preparation and strategy.
Melinda's main focus is helping you understand your taxes in the most efficient and stress-free way possible, as well as helping you achieve an advantageous tax position. Her specialties include residency, rental, and investment taxation.
Matt is originally from the Twin Cities and graduated from Creighton University with a Bachelor of Arts and master’s degree in accounting. After passing the Certified Public Accountant exam, Matt moved to Austin, TX working at Baker Tilly auditing different energy companies across the United States. After two years, Matt wanted to switch gears and begin a career where he could work with individuals and families to help achieve their tax planning goals.
Matt’s biggest focus is to provide ease and transparency when it comes to handling your taxes. Matt also works to help our clients’ small businesses grow and become financially and tax efficient.
Hear about our goals as your tax team!
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