Meet Sam Aarons

Sam Aarons is a CPA with eight years of experience serving high-net-worth individuals and business owners. As a business owner himself, he provides strategic, personalized tax advice. Sam graduated Magna Cum Laude from CSU Long Beach and enjoys spending time with his two young children, Adam and Abigail.

Sam’s Skillset

Sam specializes in complex tax planning for entrepreneurs, high-income individuals, and multi-entity businesses. Running his own practice gives him first hand insight into the challenges business owners face. He provides practical, proactive guidance designed to help clients optimize taxes, improve cash flow, and achieve long-term financial stability, including retirement planning.

Multicultural Perspective

Fluent in English, Cantonese, and Mandarin, Sam serves clients from diverse backgrounds with ease. His multicultural perspective strengthens communication and helps him build meaningful connections. This ability allows him to tailor tax strategies to each client’s unique circumstances, fostering trust and ensuring clarity throughout the planning and compliance process.

Your Trusted Tax Partner

With Sam, clients gain more than a tax preparer—they gain a proactive advisor who genuinely cares about their financial wellbeing. His expertise, business-owner mindset, and personalized approach make him a reliable partner. Whether you’re a business owner or an individual, Sam provides thoughtful, high-value guidance tailored to your goals.

Contact Sam Aarons, CPA
1947 Camino Vida Roble, Suite 106, Carlsbad CA 92008
Phone: (760) 354-9500
email: Sam@ocmoneymanagers.com