U.S. Based Domestic Outsourcing

Outsource, onshore with SAM

Streamline your practice with our US based, on-demand tax return outsourcing services. SAM Technology offers CPAs and EAs a network of expert tax preparers. Our skilled preparers handle your tax returns efficiently, allowing you to focus on client relationships and strategic growth. 

With flexible, scalable solutions, we help you manage peak seasons and reduce operational costs. Partner with SAM Technology for seamless and reliable tax return outsourcing today.

More than just 1040’s

A network with a wide portfolio of of experiences and specializations.

SAM Technology offers more than standard 1040 returns. Our services include handling complex individual returns, business taxation, corporate, estate, trust, and estate filings.

Forms We Specialize In:

  • Form 1040

  • Form 1065

  • Form 1120

  • Form 1120S

  • Fiduciary 1041

  • Estate 706

  • Gift 709

  • Exempt 990

How it works

  • Step One

    Select a Form Type and Input Client Information

  • 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.

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 Qualified Tax Preparers: We have strict preparer eligibility and quality assurance standards, so you can trust their work.

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.

We Feature:

  • U.S. Based and Licensed CPAs and EAs

  • An Average Experience of 17+ Years

  • No Preparer/Client Contact - Your Firm’s Clients are Yours

  • 72 Hour Turn Around on Tax Returns

  • A Wide Range of Specializations

  • Free Software Platform

  • No Contracts and Free Sign Up

Preparer Stats:

  • 725+ Preparers

  • 17+ Years Avg Experience

  • 37 Hour Turn Around Time

  • 31% Average Firm Savings

  • "The training was easy and the software is user-friendly. Every time I had a question Matt was always available and super helpful. We would not have gotten as many tax returns or extensions done without their help. Super Glad that we found them and will keep using them!"

    -Melissa R.

  • "I started using SAM late February this year and Matt was extremely helpful in setting me up when it felt like I did not have time to change procedures. It was really easy to learn and implement. Also, their processing flow is a great tool for managing work flow and client status. I wished I had known about SAM earlier in the year."

    -Michale H
    .J Michale Haubert CPA

  • "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

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.