Your Firm + Our Platform
Tax Capacity and Capital Intelligence for Modern Accounting and Advisory Firms
SAM Technology helps CPA and EA firms handle tax season spikes with U.S.-based tax professionals, while giving advisory firms, RIAs, family offices, and investment firms a smarter way to connect tax work to broader household capital decisions.
Best suited for firms with 1 to 50 employees. Built to scale beyond that.
A cloud-based platform backed by U.S.-licensed CPAs & EAs, ready for any spike or long-term workload.
SAM is especially valuable for CPA and EA firms that feel the capacity crunch but do not want to carry excess staff all year.
For firms with 1 to 50 employees, SAM can act as a flexible extension of your tax team.
For larger firms, RIAs, family offices, enterprise groups, and investment firms, SAM can scale into broader tax, advisory, and Capital Intelligence workflows.
SAM Technology by the Numbers:
12,000+
Client Engagements Delivered
Streamlining operations and delivering results for firms of all sizes
500+
Accounting & Wealth Advisory Firms Served
Trusted by a growing network of industry-leading professionals
1,200+
Licensed CPAs and EAs Within the U.S.
A team of CPAs and EAs ensuring precision and excellence
SAM integrates with leading tax software including Lacerte®, UltraTax CS®, and CCH Axcess® Tax
U.S. Based and Licensed CPAs and EAs
Domestic Advisory Network
An Average Experience of 17+ Years
72 Hour Turn Around on Tax Returns*
Your Firm + Our Support
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CPA and EA Firms
Tax return outsourcing, review support, research, and seasonal capacity relief.
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RIAs and Advisory Firms
Tax-aware planning opportunities, advisory support, and better coordination between tax and wealth conversations.
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Family Offices
A connected view of tax, liquidity, lending, real estate, and household capital decisions.
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Investment Firms and Enterprise Groups
Scalable tax and advisory infrastructure for complex clients, networks, and multi-office organizations.
Some of our clients and partners:
One Platform. Two Connected Layers.
SAM is designed to solve the immediate capacity problem first, then help firms build deeper advisory relationships over time.
SAM Prep
Best for:
Tax season overflow
Extension season work
Return preparation
Review support
Tax research
Complex return support
Advisory execution
Primary outcome:
Get tax work completed without adding full-time staff.
Capital Intelligence
Best for:
RIAs
Family offices
Investment firms
CPA firms expanding into advisory
Enterprise advisory groups
Firms serving high-net-worth households
Primary outcome:
Turn tax and financial data into better advisory conversations.
How it works
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Sign up for free
Create your SAM account and get access to the platform
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Submit a work order or "Ticket"
Choose the service, add client details, and upload the required documents.
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SAM routes the work
Your return or project moves through SAM’s U.S.-based networks
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Receive the completed work
Your firm receives the completed return or deliverable for final review, client delivery, and/or e-filing under your own tax software license
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Use SAM when you need capacity
Submit work during peak season, mini season, extension season, or anytime your team needs extra support
Free to sign up. Fees apply only when work orders are submitted
Why choose SAM?
Hiring is expensive. Training takes time. Seasonal staff can be hard to find. Offshore options may create trust, communication, and data concerns.
SAM gives firms another option.
You can add capacity when you need it, keep the client relationship in-house, and avoid carrying unnecessary payroll when the season slows down.
With SAM, your firm can:
Take on more work without overloading staff
Keep returns moving during peak periods
Reduce pressure on partners and managers
Protect client service standards
Avoid year-round payroll for seasonal demand
Build a more flexible tax workflow
Create more room for advisory work
• 1,200+ U.S. Licensed Preparers
• 37 Hour Average Turn Around
• 17 Years Average SAM Preparer Experience
• 43% Average Firm Savings
Add capacity now.
Build intelligence over time.
FAQs
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SAM Technology helps CPA and EA firms add U.S.-based tax capacity through outsourced tax preparation, review, research, and advisory support.
SAM also offers Capital Intelligence for RIAs, family offices, investment firms, and advisory-focused organizations.
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No. SAM is CPA-forward, but not CPA-only. The platform supports CPA firms, EA firms, RIAs, family offices, investment firms, and enterprise advisory groups.
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SAM is especially well suited for accounting and advisory firms with 1 to 50 employees that need flexible capacity during peak season, mini season, extension season, or growth periods.
SAM also scales for larger firms and enterprise-level organizations.
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Yes. SAM is free to sign up and experience. Fees apply only when completed work orders are performed.
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SAM work is supported by U.S.-based licensed CPAs and EAs through SAM’s domestic professional network.
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No. SAM is designed to support your team, not replace it. Your firm keeps the client relationship and remains responsible for final review, client delivery, and/or e-filing.
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No. Your firm handles final review, client delivery, and e-filing under your own tax software license.
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SAM supports workflows across platforms including Lacerte, UltraTax CS, CCH Axcess Tax, Drake, and ProSeries.
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Most tax returns are completed in 72 hours or less. Complex work may require additional time depending on scope, documentation, and review needs.
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Capital Intelligence is the advanced layer of the SAM platform. It helps firms connect tax and financial data to broader household capital decisions across tax, wealth, liquidity, lending, real estate, and planning opportunities.
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No. Capital Intelligence is useful for family offices, RIAs, investment firms, enterprise advisory teams, and CPA firms that want to build deeper advisory relationships with complex clients.