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Lance Sample

Lance Sample

Accounts Receivable Clerk

Followers of Lance Sample1000 followers
location of Lance SampleFort Collins, Colorado, United States

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  • Timeline

  • About me

    Managing Member at Sample CPAs, LLC

  • Education

    • FCHS

      1993 - 1996

    • Colorado State University

      1996 - 2000
      Bachelor's Accounting

      Activities and Societies: Beta Alpha Psi - VP of Community Relations

  • Experience

    • Anthem Blue Cross and Blue Shield

      Jun 2000 - Jun 2001
      Accounts Receivable Clerk

    • Sample & Bailey, CPAs

      Aug 2002 - Jun 2013

      I prepare individual and business tax returns, provide consulting services, and assist start-up businesses with choice of entity and initial filing requirements. I am also a Certified Divorce Financial Analyst, so I can assist people, from the financial standpoint, who are going through a divorce. i.e., property division.

      • Tax Shareholder

        Jan 2013 - Jun 2013

      • Tax Manager

        Aug 2002 - Dec 2012

    • United Capital Financial Advisers, LLC

      Aug 2013 - Oct 2016

      • Wealth Adviser

        Jan 2016 - Oct 2016

      • Wealth Manager

        Aug 2013 - Jan 2016

      • Relationship Manager

        Aug 2013 - Aug 2013

    • Sample CPAs, LLC

      Aug 2016 - now
      Managing Member

      I focus on preparation of individual and business income tax returns, tax consulting, accounting services, business start up, entity selection, and divorce analysis.

  • Licenses & Certifications

    • Certified Divorce Financial Analyst

    • Certified Public Accountant