ABOUT THE FIRM

Big 4 experience. Boutique by choice.

Sokol Tax & Advisory is led by Sammy Sokol, CPA, a former Big 4 real estate tax professional.

Sammy Sokol, CPA, founder of Sokol Tax & Advisory
Sammy Sokol, CPA, founder of Sokol Tax & Advisory

Sammy Sokol, CPA

FOUNDER • SOKOL TAX & ADVISORY

I built this firm around a simple idea: sophisticated businesses deserve sophisticated advice—and a partner who actually picks up the phone. By keeping our client roster intentionally small, I can stay close to the details, anticipate questions, and bring a practical financial perspective to your next decision.

From tax preparation to your monthly close to strategic financial guidance, our work is connected. You get one accountable partner and a back office built around your business.

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Your next chapter, with a clearer picture.

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SOKOL TAX & ADVISORY

A deliberately different kind of CPA firm.

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