In 2012, the founders of SAM owned and operated over 50 CPA firms in California, servicing over 200,000 tax and financial clients, and employing over 200 CPAs. After many frustrating experiences with lack of client interface ease, obsolete tax processes and increasing expenses, the founders saw a need for a change which would benefit both their own practices and dramatically improve the client experience. Even though technology has touched the fabric of every part of our lives, most CPAs operate as if the year was 1970. What still exists are old school practices such as face to face client office visits, tax documents being copied and mailed back and forth, and CPAs spending more time on HR issues than their clients.
SAM is a revolutionary process that simplifies the entire tax and financial advisory experience through its innovative app. Beginning with our USA based cloud preparer services to our cutting-edge business advisory e-commerce platform, SAM is the fastest and most cost-effective way to have taxes and business advisory services prepared in a new marketplace setting never seen before. At SAM, we have changed the way that tax professionals will do business forever... and strive to continue as an industry leader in providing quality tax preparation and business advisory services through innovation, technology and our platform.
The better way is...SAM.