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Sam Levin, CPA

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Bio

Meet Sam

Sam has more than 30 years of experience serving performing artists, writers, directors, producers, company executives and other high-net-worth members of the entertainment industry. He provides his clients with a comprehensive range of business management services, including daily financial management, accounting and financial reporting, tax return preparation and planning, monitoring of investment activity, cash flow analysis, retirement and estate planning, and risk mitigation. He helps his clients manage their portfolios and their lifestyles, and assists them with real estate purchases (including financing and refinancing) and special asset acquisitions, such as automobiles.

He is also committed to serving his community. He volunteers at Chaminade College Preparatory School and has served as committee chairman and treasurer for Boy Scout Troop 246.

Sam is a certified public accountant and is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). He graduated from the University of California, Santa Barbara with a B.A. in business economics.

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Experience

Professional History

Associations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

Education

  • University of California, Santa Barbara

Experience

  • RBZ LLP
  • Levin & Company Management
  • Philpott & Company
  • Traubner & Flynn
  • KPMG LLP
Q&A
Q. What led you to specialize in Business Management Services?
Accounting in general interested me because I wanted to learn about the financial side, about what makes businesses tick, and become a valuable advisor. I went into business management because I appreciate working with clients one-on-one and having a direct impact on their individual success. I’m able to help them achieve their personal financial goals.
Q. What is the toughest decision you have ever made?
Merging my own business management firm into RBZ, which I did a few years before RBZ merged with Armanino. It was the right decision and created new opportunities for my clients, but it wasn’t easy.
Q. What keeps you up at night?
Our job is to organize our clients’ financial lives so that everything is taken care of and they can sleep well at night, which makes me sleep well at night.
Q. Describe your work style.
Very hands-on and involved in the process. I take the time to educate my staff and my clients to the fullest extent, and I’m very committed to providing the best possible level of service.
Q. What’s your proudest moment?

Raising my family, and establishing and running my own successful firm.

Q. Who is (or was) the most influential person in your life
My parents. They showed me a great example of how to live. They gave me a moral compass and taught me to treat everyone with respect and dignity.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
Always serve your clients with the highest level of commitment and diligence.
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