Samuel Ortiz



Sam is a staff accountant in the firm’s tax department. He provides accounting, consulting, and tax services to clients in a variety of industries. Sam has recently added QuickBooks online certification to his repertoire and is actively studying for the Illinois CPA exam.

Outside the office, Sam enjoys spending time with his family, and friends as well as playing guitar and hiking.


  • Corporate, partnership, trust, and individual tax preparation
  • Compilations of financial statements for closely held businesses
  • Quickbooks consulting, including set-up, maintenance, and accounting support
  • Accounting software installation and support
  • Controllership services to clients seeking to outsource functions of their accounting department


2700 Patriot Boulevard, Suite 400
Glenview, Illinois 60026


  • Master of Science in Accounting, DePaul University
  • Bachelor of Science in Finance, Northeastern Illinois University