Empowering Clients Through Tax Optimization: an interview with Samantha Santaniello, CPA, Tax Partner

Samantha Santaniello is a CPA and partner at RSK Tax and Consulting, bringing a wealth of knowledge and expertise in accounting and financial reporting to her work with clients. She serves as a financial coach for female entrepreneurs and professionals, helping them to build wealth on their own terms.Samantha shared that she grew up in a second generation immigrant family that distrusted banks and stashed money under the mattress! She and her sister were determined not to repeat the mistakes that their parents made, and instead to build wealth by growing their financial knowledge.Samantha's mom encouraged her and her sister, both CPAs, to start a business together. When her mom passed seven years ago, Samantha decided to follow her advice and to start her own firm, with her sister contributing on a part time basis. Samantha acknowledges that being an entrepreneur is the hardest thing she's ever done, but also the most rewarding. She loves the flexibility in addition to doing what she loves, helping others achieve financial freedom. "I'm a person that I'd rather make a decision, and if I make a wrong decision, I learn from it rather than not make a decision at all. I don't hesitate. I just go with it."  - Samantha SantanielloKey Takeaways: - When going out on your own, start small and keep your full time job, if you can. Samantha and her sister were both CPAs, and their mom encouraged them to consider starting their own firm. When they decided to take her advice, Samantha kept her full time job with Montefiore Medical Center and worked nights on her own clients. She is now full time with RSK Tax and Consulting; her sister still retains a position with an outside employer.- Work with clients where you can truly add value, and who support you and your mission. Samantha’s niche is real estate investors, small business owners. Samantha is a real estate investor herself, so is able to bring both her expertise and experience from a tax perspective, as well as knowing what to focus on from the beginning to the end of transactions for her clients.- Know where your money stands. So many women delegate responsibility for their money to their spouses or partners, and then when something happens, they have no idea where they stand financially. Samantha recognized how important it was for her to take charge, understand where her money was going, and to become financially savvy, and advocates the same for other women. About the Guest: Samantha Santaniello is a CPA and partner at RSK Tax and Consulting LLC, a women-owned tax and consulting business dedicated to helping business owners and real estate investors optimize their tax savings. Their mission is to empower our clients to reinvest in the future of their businesses and families. They understand that starting a business requires significant sacrifices, and believe that proper financial management is key to scaling, growing, and living out your dreams.At RSK, they recognize that your finances are the brain of your business - without effective management, it cannot sustain itself. That's why they offer comprehensive support, addressing all aspects of finances and tax. By relieving their clients of the stress associated with financial matters, they enable their clients to focus on their passions and core business operations.They firmly believe that success is not solely measured by how much you make, but by how much you keep. With their expertise in tax optimization, they help their clients maximize savings and retain more of their hard-earned money. By having a solid financial foundation in place, businesses can continue to thrive and achieve long-term success.Visit them at: www.rsktax.comEmail address: [email protected] account: https://www.instagram.com/RSK_taxResource mentioned: The Entrepreneurs Guide to Business and Personal FinanceBigger PocketsTiller Interested in booking a free consultation? Schedule a call.Stay connected:Connect with Laura on LinkedIn@Rotters5 on TwitterConnect with Laura on FacebookSubscribe to my YouTube channelSubscribe to my newsletterGet your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.