Samantha Williams, CPA, CMA
Partner | Real Estate & Construction | Tax | I help CFOs, CEOs, controllers, developers and property managers of mid-market commercial real estate companies leverage specialty tax opportunities.
Who I work with
My clients include developers, property managers and real estate investment firms with assets that include office, retail, industrial and multi-family properties with real estate portfolios that exceed $10 million. I specialize in applying innovation and process improvement to deliver a consistently satisfying customer and team member experience.
My specialty
Being passionate for what’s next not only sets you apart, but it is also imperative to getting the results you desire. I believe passion is what leads to attracting the best people and clients, finding ways for continuous improvement to meet future needs and achieving optimal results while enjoying what you do.
As an advocate for each of my clients, I ensure all activities and deliverables reflect their best interests and the highest possible return on investment. Having a nose for uncovering tax savings, I identified an opportunity on a return prepared by another firm to reclassify $6 million of gained income from short-term to long-term, which resulted in more than $1 million of tax savings across all investors.
Results I have delivered
Committed to identifying tax-saving opportunities on business and personal returns, I filed amended tax returns to correctly classify activities as passive and active, which resulted in a refund that exceeded $750,000.
Unique things about me
I enjoy following Atlanta and SEC sports, especially my Vols. My life partner and I adore our dog, Lucy, and two kitties, Rosebud and Roo, all of whom are adopted from local rescue shelters.
When I am not at work
I play tennis in ALTA and USTA leagues and enjoy playing golf when I have the opportunity.
People say I am
Tactical, analytical, responsive and organized.
Affiliations
I earned a Bachelor of Arts in Business Administration from Georgia Southern University, where I was a four-year scholarship athlete playing basketball. After graduating, I earned a Master of Science in Accountancy from The University of Tennessee. I am a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of CPAs (GSCPA).