Samuel M. Lyon, CPA, is a senior tax manager with over seven years of experience in taxation and planning for individuals and closely-held companies. Sam is responsible for overseeing tax engagements for a variety of clientele with a focus on architecture and engineering, professional services, multi-state corporations and high net worth individuals. He is also involved in the firm’s business valuation and succession planning services.
Certified Public Accountant in New York State (CPA)
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Master of Business Administration, Le Moyne College (2015)
Bachelor of Science in Accounting, cum laude, Le Moyne College (2014)
Publications & Presentations
Critical Elements of Effective Buy/Sell Agreements– Dannible & McKee, LLC Tax & Financial Planning Conference, Co-presenter, November 2023