Investor Relations

Building the Infrastructure Behind the Modern Accounting and Advisory Firm

SAM Technology is a U.S.-based financial operating system for CPA firms, advisory networks, and enterprise partners. We build the platform that powers tax, advisory, operations, and partner services, so firms can scale with confidence.

This page provides high-level information about SAM Technology for informational purposes.

The SAM Platform

One system for tax, advisory, operations, and growth

SAM unifies the core systems firms need to operate a modern practice:

  • Tax and compliance workflows

  • Advisory and planning workflows

  • Secure document and data management

  • Payments, billing, and workflow automation

  • Partner services and integrations

All purpose-built for professional services firms.

We focus on infrastructure, not point solutions, so firms can reduce complexity, improve consistency, and build durable client relationships.

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How SAM Creates Value

Designed for long-term firm success

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    Reduce operational friction and administrative overhead

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    Improve client experience and engagement

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    Expand advisory capabilities responsibly

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    Increase consistency and quality across engagements

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    Scale without increasing internal complexity

The platform is built to support firms over the long term, not to optimize for short-term volume.

Our Philosophy:

Technology should support professionals, not replace them.

We believe the future of professional services is:

  • Advisory-driven, not compliance-bound

  • Integrated, not fragmented

  • Human-led, not automated at the expense of trust

  • Built on relationships, not transactions

Every product decision at SAM is guided by these principles.

Diagram showing a cycle with six connected elements: Tax Data, S.A.M AI Plan, Client Acceptance, Advisory Revenue, Retention, and Referrals, surrounding a central S.A.M. logo.

LEADERSHIP

  • Portrait of Mark Kubinski, founder and CEO, smiling and wearing glasses and a white dress shirt, with a gray background and text displaying his name and titles.

    Mark Kubinski

    Founder & CEO | bio

  • Professional portrait of Christopher Most, a man with brown hair, light beard, wearing a white shirt and black jacket, smiling, gray background, text indicating he is Co-CEO.

    Christopher Most

    Chief Revenue Officer | bio

  • Professional portrait image of a young man with dark hair, smiling, dressed in a collared shirt against a plain gray background with text introducing him as Chris Mendes, CTO and Founding Engineering Partner.

    Chris Mendes

    Chief Technology Officer/Founding Engineering Partner | bio

  • Headshot of Gregg Davis, CIO, smiling, wearing a white shirt, with a gray background and his name and title in white text.

    Gregg Davis

    Chief Information Officer | bio

  • Professional portrait of Doug M. McCauley, chair of the advisory board, smiling and wearing a business suit, with text displaying his name and title on a gray background.

    Douglas M. McCaulley, CPA

    Chair, Advisory Board | bio

  • A professional headshot of a young man with dark hair, smiling, wearing a black blazer and white shirt, against a gray background. Text overlay indicates his name is Jeff Phillips and he is Vice Chair of the Advisory Board.

    Jeff Phillips

    Vice Chair, Advisory Board | bio

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Governance & Responsibility

Built for trust, resilience, and accountability

SAM Technology is a privately held company committed to responsible growth and operational discipline.

Our governance framework includes:

  • Internal financial oversight and reporting

  • Risk management and continuity planning

  • Regulatory and compliance alignment

  • Clear operational accountability

We focus on building a company that serves firms over decades.

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Security & Data Info

Enterprise-grade security for sensitive financial data

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SAM operates at the center of highly sensitive financial and personal information.

We maintain technical, administrative, and organizational safeguards designed to protect:

  • Confidentiality

  • Integrity

  • Availability

Security, privacy, and reliability are foundational to the SAM platform.

Our Ecosystem

Built with and for the professional services industry

SAM works with:

  • CPA and EA firms

  • Advisory and wealth management networks

  • Financial institutions

  • Strategic technology and service partners

Strategic & Investor Inquiries

For institutional and strategic stakeholders

SAM Technology does not make public offerings of securities.

Strategic, institutional, or partnership inquiries may be submitted by clicking the button below:

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The information on this page is provided for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer would be made only through formal offering materials and in compliance with applicable securities laws.

Statements on this page may be updated or changed without notice and are not intended as guarantees of performance or outcomes.