Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

Portside Tax and Accounting

5.0 stars · 5 reviews · Serves North Carolina · Specializes in HENRYs (High Earners, Not Rich Yet), K1 Partnership Income, Multi-state Returns

Comprehensive tax services and advisory for individuals, small businesses, and nonprofits. Also specializing in tax relief, bookkeeping, payroll management, and business formation assistance.

Featured reviews

"Dane is the absolute best! I have referred him to my family members and trust him with all tax needs. He really cares and goes to length to make sure we understand the process. He also makes sure we are doing what is bes…"
— Alyssa Andrews, 5.0 stars
"I've been working with Dane at Financial Umbrella for a few years and the experiance has been great! He is always super helpful and quick to answer all my questions. Tax season is a breeze as Dane just handles all of it."
— Josh Bogart, 5.0 stars
"AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more. THANK YOU!"
— Michael Grant, 5.0 stars

Portside Tax and Accounting

Featured reviews

Related Sam's List pages

Related Sam's List pages