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Your Firm + Our Platform

Outsource the Busywork. Own the Advisory.

SAM unlocks your firm’s capacity with U.S.-based CPAs and AI that turns tax data into high-value guidance, so your firm grows while the grunt work vanishes.

SAM Technology by the Numbers:

10,000+

Individual Work Orders Completed

Streamlining operations and delivering results for firms of all sizes

400+

Accounting Firms Served

Trusted by a growing network of industry-leading professionals

800+

Expert Preparers

A team of licensed, U.S.-based CPAs and EAs ensuring precision and excellence

Solutions for Accounting Firms of All Sizes

U.S.-licensed CPAs & EAs ready for any spike or long-term workload.

Tap into SAM’s domestic preparer network and keep every tax cycle smooth, scalable, and stress-free.

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U.S. Based and Licensed CPAs and EAs

Domestic Business Advisory

An Average Experience of 19+ Years

72 Hour Turn Around on Tax Returns

Your Firm + Our Support

  • Supported Onboarding and/or Sign Up

    Our SAM Admins will walk you through the process during a demo and get you plugged into the SAM Marketplace. In less than an hour, you will be a SAM Pro.

  • White Glove Customer Care

    Challenges happen, we’re here to help solve them. The SAM Admin Support team is available 7 days a week to assist in smoothing all the bumps.

  • Constant Quality of Life Improvements

    The SAM Engineering team is constantly at work to make The SAM Marketplace better. As they roll out new services and features, your firm gains access immediately.

  • A Network of Expertise

    SAM’s Preparers span a wide variety of regions and tax specializations. Have a special situation? We can definitely help.

Learn More

Proudly Serving:

  • "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

Scale Smarter. Work Lighter. Win Bigger.

Built for accounting firms, by accountants.

• 800+ U.S. Licensed Preparers

• 37 Hour Average Turn Around

• 19 Years Average SAM Preparer Experience

• 43% Average Firm Savings