One unified platform that transforms tax, wealth, and estate workflows into advisory revenue.

Built for CPA firms, RIAs, and insurance networks.

Your Firm + Our Platform

The AI Wealth Operating System for Advisors

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SAM Technology by the Numbers:

12,000+

Individual Work Orders Completed

Streamlining operations and delivering results for firms of all sizes

500+

Accounting, RIA, and IMO Firms Served

Trusted by a growing network of industry-leading professionals

1,000+

Expert Preparers

A team of licensed, U.S.-based CPAs and EAs ensuring precision and excellence

SAM integrates with leading tax software including Lacerte®, UltraTax CS®, and CCH Axcess® Tax

Solutions for Accounting, RIA, and IMO Firms of All Sizes

AI-driven platform backed by U.S.-licensed CPAs & EAs, ready for any spike or long-term workload.

Tap into SAM AI and SAM’s domestic network to turn your tax and compliance into year-round advisory revenue.

Tax Preparation
Advisory Services
SAM AI
Platinum CPAs
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U.S. Based and Licensed CPAs and EAs

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Domestic Advisory Network

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An Average Experience of 17+ Years

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72 Hour Turn Around on Tax Returns

Your Firm + Our Support

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    Supported Onboarding and/or Sign Up

    Our SAM Admins will walk you through the process during a demo and get you plugged into the SAM Marketplace. In less than an hour, you will be a SAM Pro.

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    White Glove Customer Care

    Challenges happen, we’re here to help solve them. The SAM Admin Support team is available 7 days a week to assist in smoothing all the bumps.

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    Constant Quality of Life Improvements

    The SAM Engineering team is constantly at work to make The SAM Marketplace better. As they roll out new services and features, your firm gains access immediately.

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    A Network of Expertise

    SAM’s network spans a wide variety of regions and specializations. Have a special situation? We can definitely help.

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Proudly Serving:

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AICPA Exhibitor since 2023

  • "Using SAM has been the greatest decision I have made. The quality of the work done is impeccable and the experience and knowledge of the preparers exceeds expectation. There are minimal changes, if any, to the final product and by far, the very best outsourcing tax prep company I have worked with. Looking forward to working with them for research and review services as well. They have been better support than my prior tax dept employees."

    -Carmen Peters
    Peters Roman LLC

  • "SAM was a lifesaver for us this tax season. We were able to increase our volume by outsourcing our tax prep to SAM and not sacrifice our quality of life. I found them super responsive to our concerns and questions as well as finding ways to work around to suit our needs. I highly recommend them!"

    -Gene S
    Agape Wealth Management, LLC

  • "Thanks for all of your help this season. SAM has been a huge success for my firm this year!"

    -Cindy H.
    Padgett Business Services - Dallas

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Scale Smarter. Work Lighter. Win Bigger.

Built for forward thinking firms, by accountants.

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• 1,000+ U.S. Licensed Preparers

• 37 Hour Average Turn Around

• 17 Years Average SAM Preparer Experience

• 43% Average Firm Savings