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Samantha Carlisle

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Samantha Carlisle, CPA | Manager

"It makes me happy when my clients know they’re in good hands. You can see the relief come over them—as if to say, ‘I have someone who’s going to help with this and take care of me.’ That’s what I really strive for."

- Samantha Carlisle

Education

  • University of Florida, Master of Accounting
  • University of Florida, Bachelor of Science in Accounting

Fun Facts

  • Samantha grew up on a dairy farm and says this is where she learned the importance of honest hard work.
  • She played saxophone in her high school marching band.

Meet Samantha

Samantha manages and monitors tax projects for individuals and businesses and is responsible for interacting closely with clients to provide innovative tax planning, consulting and compliance services. She also helps guide and review the work of the staff members in our Tax Department.

Samantha’s work spans a wide range of tax matters and scenarios for individual clients. She is particularly fond of working with clients involved with trusts and other estate-related matters. When not at work, Samantha volunteers with the United Way’s Reading Pals program at a local elementary school.

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