Tax Planning Screenshot

Plan Accordingly

Your clients will save 5x, guaranteed

Unlock significant savings with SAM Technology's tax planning service, designed to deliver both basic and advanced strategies tailored to each client's unique tax scenario. Our expert team customizes plans to optimize your client's tax position, ensuring they save a minimum of 5 times the SAM fee—or your money back. 

Partner with SAM Technology for a comprehensive tax planning solution that guarantees substantial savings and maximizes financial efficiency.

Pick What Works Best for Your Firm

Simple or advanced, scale your advisory with ease.

SAM Technology offers two innovative paths to tax planning: the Standard Path and the Advanced Path. With the Standard Path, simply create a ticket and submit your client's most recent tax return for tailored planning. For a more proactive approach, the Advanced Path uses SAM's White Label service, automatically screening and identifying the best upsell opportunities via Ticket Mining. Both paths ensure optimized tax strategies and significant client savings, making SAM Technology your go-to solution for comprehensive tax planning.

Standard

  • Create a Ticket

  • Upload client’s recent tax return

  • Input any other notes/circumstances

  • Accept fee

  • Send to SAM’s Pool

  • Receive comprehensive tax plan

Advanced

  • Enable White Label

  • Process client tax returns through SAM

  • SAM will Ticket Mine and generate a report

  • Target clients and accept fee

  • Send to SAM’s Pool

  • Receive comprehensive tax plan

Why choose SAM?

✓ Customized Tax Strategies: Tailored tax planning services that fit each client’s unique tax scenario, ensuring maximum optimization.

✓ Guaranteed Savings: Save a minimum of 5 times the SAM fee, or get your money back.

✓ Dual Approach: Choose between the Standard Path for manual submissions or the Advanced Path with automated, proactive planning using Ticket Mining.

✓ Expert Tax Professionals: Access to a team of experienced tax professionals dedicated to optimizing your clients' tax outcomes.

✓ Seamless Integration: Easy-to-use tax planning platform that integrates smoothly with your existing processes.

✓ Proactive Upselling: Advanced Ticket Mining technology identifies the best upsell opportunities automatically.

✓ Client Satisfaction: Enhance your client relationships with significant tax savings and comprehensive tax planning.

✓ Efficiency and Accuracy: Streamline tax planning with our efficient, accurate services designed to save time and resources.

Your Firm + Our Platform

With White Label, you're in the pilot's seat, steering your firm toward greater efficiency.

White Label by SAM Technology seamlessly integrates your clients, firm, SAM, and SAM's services. This central control cockpit offers client management, payment processing, and a secure file upload gateway, reducing back and forth and streamlining accounts receivable. Fully branded to your firm, it creates a seamless client experience. Enhance efficiency, identify upsell opportunities, and deliver tailored tax strategies with White Label by SAM.

Ready to maximize your clients’ savings?

FAQs

  • Tax planning involves analyzing a client's financial situation to ensure tax efficiency. It helps minimize liabilities, maximize savings, and ensure compliance with tax laws, ultimately improving your client's financial health.

  • SAM Technology guarantees that your clients will save a minimum of 5 times the SAM fee through our tailored tax strategies. If this savings target is not met, we offer a money-back guarantee.

  • SAM Technology offers both basic and advanced tax planning strategies, customized to each client's unique tax scenario. This includes income deferral, tax credits, deductions optimization, and more.

  • Getting started is easy. Simply sign up on our platform, submit your client's most recent tax return, and our experts will analyze and develop tailored tax strategies for review and implementation.

  • The Standard Path involves manually submitting your client's tax return and receiving customized strategies. The Advanced Path uses SAM's White Label service, which automatically screens and identifies prime upsell opportunities via Ticket Mining.

  • White Label integration offers a central control cockpit for managing client relationships, payment processing, and secure file uploads. It streamlines workflows, reduces back and forth, and identifies upsell opportunities, all branded to your firm for a seamless client experience.

  • Yes, SAM Technology uses advanced security measures to protect all client data. Our platform ensures that sensitive information is handled with the utmost care and in compliance with industry standards.