Indexed practice
R&D tax credit (§41)
The Millennial CPA
Richmond-area US CPA practice helping technology founders and startups claim the research credit with modern intake, documentation, and year-round advisory.
Richmond-area US CPA practice helping technology founders and startups claim the research credit with modern intake, documentation, and year-round advisory.
The Millennial CPA is a United States CPA practice founded by Sam Leon, CPA (licensed in New York and Virginia). The firm markets tech-enabled tax preparation and advisory for founders, freelancers, investors, and startups, with public positioning that includes research credit work for technology companies alongside personal and business tax prep.
Public site emphasis includes smart intake, transparent proposals, secure portal document exchange, and year-round continuity rather than one-shot filing. Operator content and prior outreach positioning reference research credit documentation for software, AI/ML, and early-stage payroll-tax offset paths where applicable. Confirm current research-credit engagement scope and fee terms directly with the firm.
Sam Leon publishes more than a decade in public accounting, including Big Four exposure and boutique startup/early-stage work. Operator-published rankings (for example Accounting Today / Sam's List references) should be treated as firm marketing claims, not Index-audited outcomes.
Index Verified means The Millennial CPA completed Credit Index Trust Gate review against published methodology. It is not an IRS endorsement and not tax advice. Confirm engagement terms, fee models, and current credentials directly with Samuel Leon before instructing.
Services
- Federal research credit (IRC §41)
- Startup / QSB payroll-tax offset guidance
- R&D documentation support
- Tech founder personal tax prep
- S Corp / partnership return prep
- Smart intake and proposal pricing
- Year-round tax advisory
- Secure portal document exchange
Compensation model
How the practice publicly describes fees. Confirm written commercial terms before instructing. The Index does not guarantee claim outcomes.
Fixed fee
- Fixed fee
- Hybrid
- Custom / other
Public site markets transparent, personalized pricing via smart intake proposals and retainers. Confirm written engagement terms and any research-credit fee model directly with The Millennial CPA. The Index does not guarantee credit amounts or IRS timelines.
Geographies & tax codes
Where the practice is indexed to operate, and the incentive schemes it publicly covers. Always confirm current program rules with the firm and the relevant authority.
Geographies
- Richmond, VA, United States
- Primary listing: Richmond, VA, US
- United States · Richmond VA base
- NY and VA CPA licenses (operator-published)
Tax codes & schemes
- Federal research credit (IRC §41)
- Qualified small business payroll tax offset
- Individual income tax
- S Corporation / partnership returns
- R&D tax credit (§41)
- Software R&D credits
Program & industry focus
Team
Sam Leon
Founder · CPA (New York & Virginia)
- CPA licensed in New York and Virginia (operator-published)
- 10+ years public accounting including Big Four and boutique startup work (operator-published)
- Public email: hello@millennialcpa.tax
Public writing & citations
- About · Sam Leon, CPA · 2026
- Home · The Millennial CPA · 2026
Tools & methods
Delivery methods and software tools associated with this practice. Catalog platforms link to Index platform dossiers when available. Confirm current stack with the firm.
- Section 41 studies
- Startup R&D credits
- Research credit documentation
- Payroll tax offset guidance
- Smart intake workflows
- Secure client portal
- Cloud tax prep stack
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