Sam Allen, CPA

TAX MANAGER

As a Tax Manager at Pivotal, Sam Allen, CPA, brings a strong foundation in tax strategy, compliance, and client advisory. Since joining the firm in 2022, Sam has played a key role in preparing and reviewing tax returns, as well as designing and implementing tax strategies that help clients achieve long-term financial success. His commitment to clear communication and honesty has made him a trusted resource for clients seeking thoughtful, solutions-oriented tax guidance.

Before joining Pivotal, Sam gained two years of public accounting experience at a local firm, where he developed his technical expertise and built a client-focused approach to tax services. Known for his analytical mindset and passion for numbers, Sam finds the most rewarding part of his work to be helping clients plan effectively, optimize tax outcomes, and reach their financial goals.

Outside of work, Sam is involved with Christ Methodist Church of Auburn and enjoys golfing, long walks with his dog, hunting and fishing, and spending quality time with friends and family. He is also a proud fourth-generation Auburn University graduate.

EDUCATION

• Auburn University – Bachelor’s in Accountancy
  
• Auburn University – Bachelor’s in Information Systems Management
  
  

CERTIFICATIONS
Certified Public Accountant (CPA)