Samera Harvey

• Lead sales negotiations with property owners, buyers, and builders; manage acquisitions and contracts from start to close.
• Oversee financial analysis for real estate deals, including profit/loss projections and tax considerations.
• Maintain accurate records for compliance and reporting.
• Provide client support, explaining complex financial and contractual terms in clear language.

Manage a small team of assistants; set KPIs and streamline processes.

• Built and led a team of 15 sales, marketing, and admin contractors, generating $2.5M+ in sales.
• Trained and coached 2,300+ clients on closing real estate transactions, including tax and entity considerations.
• Created and promoted financial education content, webinars, and live coaching programs.

Implemented CRM systems to automate client follow-up, sales tracking, and compliance.

• Purchased, renovated, and re-sold 300+ mobile home properties.
• Negotiated with sellers, buyers, banks, and title companies to close deals and resolve issues.
• Marketed and sold properties, building a list of 2,000+ motivated buyers.
• Managed teams of contractors and sales staff; supervised full transaction cycle.

• Prepared federal and state tax returns for individuals, S Corps, and partnerships.
• Conducted tax planning and compliance checks; communicated with clients on IRS matters.

• Prepared corporate and shareholder tax returns; identified $100K+ in tax savings opportunities.
• Researched tax laws and supported compliance.

• Prepared 200+ tax returns for corporations, partnerships, and individuals.
• Supported IRS correspondence and tax planning strategies.

• Assisted in preparing tax planning reports and analyzing book-to-tax adjustments.