Innovative solutions for forward thinking accountants

Optimize your practice’s workflow with cutting-edge technology and a robust support network

We have built a dependable, on-demand workforce of skilled, U.S.-based CPAs and EAs ready to assist your firm whenever needed.

Our comprehensive suite of financial services is designed for ease of use, aimed at saving you valuable time and significantly boosting your firm’s efficiency.

As the world evolves, the modern workplace adapts, becoming wherever you need it to be. Tax professionals are more in demand than ever, and at SAM, we ensure they're available on-demand. Our active preparer pool is ready and equipped to serve your needs promptly and efficiently.

Our services for CPA and EA firms

  • Tax Return Outsourcing

    • U.S. onshore tax return preparation and review

    • Save time and reduce errors with our automated tax return processing services. Our team of experienced preparers ensures accuracy and compliance, allowing you to focus on your clients.

    Learn More

  • Tax Planning Outsourcing

    • Proactive tax planning

    • Stay ahead of tax changes and optimize your clients' financial strategies with our proactive tax planning services. We guarantee your clients will save a multiple or their money back.

    Discover Tax Planning

  • Business Advisory Outsourcing

    • Expert advisory on-tap

    • Enhance your client relationships and your profitability with our comprehensive advisory services. Our experts provide insights and strategies to help you, help your clients achieve their financial goals.

    Schedule A Demo

  • Succession Planning and Acquisitions

    • Seamless Succession Planning

    • Plan for the future with our succession planning services. We help you navigate transitions smoothly, ensuring continuity and maximizing value.

    Learn More

What SAM Offers

✓ A simple solution for your firm to increase profits by up to 60%! 

✓ Bank-Grade TLS 1.3 and 256-Bit Encryption ensures privacy and safety.

✓ Full range of financial services to supplement the outstanding work your firm already provides.

Security & Data Info

• SAM values your firm's AND client's security and privacy. That's why we have developed a Banking-Grade TLS 1.3 Encrypted platform ensuring safety and security from potential cyber risks.

• Most up-to-date security protocol supported by a large range of internet browsers such as Chrome, Safari, Edge, Firefox, and IE6. All sensitive data including passwords, files, and credit cards are 256-bit encrypted and stored at rest.

• SAM stores encrypted data in "Allow-Only" lists allowing access only to known server connections.

• Access Keys and Passwords use one-way hashing and a zero-knowledge approach, making them impossible (Including SAM) to determine once stored.

• SAM uses artificial and business intelligence to improve security, function, and simplicity in real time.

• SAM's Engineering team has over 25+ years in global software management and Cybersecurity.

Why Should I Join?

Improve Your Bottom Line

Reduce Your Seasonal Tax Preparer Cost By Over 50%.

Increase Your Firm's Efficiency

Less Time Spent On Preparing Means More Time For Your Team To Focus On Your Business.

Increase Client Retention

Delight Your Clients With A Cutting-Edge, Professional Tax Preparation Experience Via Our App.

Access To Quality Tax Preparers

We Have Strict Preparer Eligibility And Quality Assurance Standards, So You Can Trust Their Work.

How it works

  • Step One

    Select A Service

  • Step Two

    Upload Required Documents

  • Step Three

    Pay The Upfront Fee

  • Step Four

    Preparers Complete The Work In 72 Hours*

  • Step Five

    The Completed Work Is Sent Back To Your Firm

Complex work may require additional time and will be communicated at time of ticket submission.

FAQs

  • A "Ticket" tracks a tax return you submit to be prepared as it flows through the system. The ticket will have all information pertaining to your tax return: ticket number, ticket fee, your ticket selections, source documents, tax software file, notes to preparer, etc. You will also receive preparer feedback on a return through the ticket.

  • Our Cloud Preparers are collectively called a “Pool” AND it is also where tickets are awaiting to be picked up by a Cloud Preparer.

  • In the following year you will have the ability to request the same preparer, subject to the preparer availability. Preparers can only process 5 tickets at any given time.

  • We will provide this service for an additional charge. The fee to opt for this service will show up when a ticket is created.

  • You can reach out to our admin team (tickets@mysamadmin.com) and they can follow up with the preparer. If need be, it will be resubmitted to the pool at no extra charge to you.

  • A SAM Wallet Credit is applied to your SAM Wallet and may be used like normal deposited funds; HOWEVER cannot be withdrawn from the SAM Wallet and may only be used for Tax Outsourcing Services.

  • No. Once the preparer has completed the tax return and the ticket is sent back to the firm, you will receive the tax file with the completed return. Edits can be made at this time.

  • No. Firms are responsible for reviewing and E-filing the completed returns under their own tax software license.

  • SAM accepts the following tax software: Lacerte, CCH, Ultra Tax, Drake and ProSeries. All firms must have their own tax software licenses to access our platform. SAM does not efile any tax returns.

  • Yes. We have live team members in the U.S. that you may reach at (855) SAM-1065 or e-mail info@mysamadmin.com if you run into any challenges.

  • During tax season, our customer service department will be available by phone to meet your busy deadlines from 6:00am - 11:00pm (EST & PST). Our phone number is (855) SAM-1065.