Sams Financials & Taxes

Sams Financials & Taxes Welcome to Sams Financials & Taxes Accounting firm licensed in AL.

If you are looking for a blend of personal service and expertise, you have come to the right place!

If you rent out your primary residence or vacation home for no more than 14 days, you don’t have to report the income. (...
06/24/2026

If you rent out your primary residence or vacation home for no more than 14 days, you don’t have to report the income. (But you can’t deduct related expenses, such as advertising and cleaning.) If you rent it out for more than 14 days, the income is taxable. And you may be able to deduct expenses such as utilities, repairs, insurance and depreciation. Exactly what you can deduct depends on personal vs. rental use. The rules are complex, but tax savings opportunities are available.

Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
06/22/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line.

Please call us at (407) 780-0943 for help aligning your company’s core purpose with its financial parameters and strategic objectives. Or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, w...
06/18/2026

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, when your loved one inherits an asset, its tax basis is “stepped up” to its fair market value at the time of your death. If the heir later sells the asset, he or she will owe capital gains tax only on any appreciation after your date of death, rather than on the entire gain since you acquired it. Investment accounts, business interests, real estate and personal property are among the assets affected by the stepped-up basis rules.

Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

Imagine if a fraud perpetrator wiped out your 401(k) account balance overnight. Would you still be able to retire? Milli...
06/16/2026

Imagine if a fraud perpetrator wiped out your 401(k) account balance overnight. Would you still be able to retire? Millions of dollars in U.S. retirement plans have been stolen thanks to hackers, identity thieves and social engineers, such as scammers using phishing emails to obtain financial and other personal information.

But you can protect your hard-earned savings! Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a...
06/13/2026

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a vessel with sleeping, cooking and toilet facilities could qualify as a home for the mortgage interest itemized deduction. Itemizers may also be able to deduct eligible state and local sales tax paid on a boat, subject to applicable limits. Vessels used in bona fide businesses, such as charter fishing or sightseeing, can generate deductible business expenses.

Before assuming your boat delivers tax savings, Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

We can help determine your vessel’s eligibility and provide guidance on substantiating any write-offs.

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your...
06/11/2026

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your 1040 and uncover potential strategies you can implement this year to reduce your 2026 taxes. We also can assist with filing extended 2025 returns.

Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planni...
06/09/2026

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planning for individuals and businesses. We can identify opportunities to reduce taxes in your specific situation while helping you stay compliant with changing tax laws. Call us at (407) 780-0943 to get started or book a free appointment by following the link https://calendly.com/sam-samsfinancials/bookkeeping-consultation-clone or visiting our website Samsfinancials.com

Address

5525 Lea Anne Circle
Pinson, AL
35126

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14077800943

Website

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