Pinecrest Consulting
Sam Ash, CPA, CFP® is an experienced tax and accounting professional currently serving as the Director of Tax and Accounting at Pinecrest Consulting and as President & CFO at DSP Advisory Services. Prior roles include Associate Planner at Cain Watters & Associates and Senior Analyst on the Client Advisory Team at Tolleson Wealth Management. In these positions, Sam has managed client relationships with assets under management ranging from $10M to $150M, led teams in financial analysis for wealth management, and enhanced internal tax processes. Earlier experience includes positions as Tax Senior at Goldin Peiser & Peiser, LLP, Experienced Tax Associate at BKM Sowan Horan, LLP, and Staff Tax Accountant at Cohen & Company, along with customer service and accounting roles at the Jewish Community Center of Greater Pittsburgh and Oakland Village Realty. Sam holds two Bachelor's degrees in Accounting from Touro University, earned between 2010 and 2015.
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Pinecrest Consulting
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Pinecrest was born out of a single mission: to enable businesses to capitalize on financial benefits they are entitled to, all while minimizing key risks. Our team is composed of consultants, finance, payroll & insurance veterans with an affinity for helping small business owners-- identifying issues in the ERC process. We are a boutique benefits consulting firm headquartered in Dallas, Texas. We help companies, across dozens of industries, navigate the complexities of the Employee Retention Tax Credit, or ERTC. We accomplish this by partnering with top accounting and law firms in the country. We walk step-by-step with our partners to ensure the smoothest possible experience for our clients.