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Sam Motes, CPA

Tax Associate

“It doesn’t take long to feel part of the Truepoint team. Everyone I work with is extremely helpful — it is this supportive, inclusive and caring atmosphere that I love most.”

Sam’s Story

As a member of our tax team, Sam fills a hybrid role of both preparing and reviewing tax returns for our clients. Working closely with both our advisor and specialist teams, Sam also provides tax planning and compliance services, and working through quarterly and yearly tax projections.

Wide open spaces are where Sam likes to spend her free time — whether that’s at home with her family and dog on their 5 acres or riding her horse. She also enjoys gardening in her spare time.


Specialties: municipal income tax preparation, small business taxation

Education

Franklin University, BS, Forensic Accounting

Designations

Certified Public Accountant

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