Primary Job Title Founder, CPA Primary Organization The Millennial CPA
Location United States, North America
Website millennialcpa.tax Facebook View on Facebook LinkedIn View on LinkedIn
In an ecosystem where "good enough" tax accounting can kill a deal, The Millennial CPA provides the surgical precision required for institutional-grade financial integrity. Whether it’s navigating cross-border tax complexities, QSBS stock optimization, or multi-entity structural design, we ensures that financial architecture remains a
competitive advantage rather than a bottleneck.
Founder Sam Leon, CPA (VA and NY) currently serves as a critical partner to a portfolio of fintech, SaaS, and AI startups and venture partners who demand more than a tax preparer—they require a strategist who speaks the language of the cap table. The team is 100% remote and digitally distributed with the founder based in Richmond, VA.
