Take Some Weight Off Your Tax Season

A short call with Matthew to see how SAM can help with tax prep and what you do with the returns afterward.

  • Partners and seniors spend less time buried in prep and more time on higher-value reviews.

  • The team walks into client meetings with a short list of talking points pulled from actual returns.

  • Many firms have been able to reduce rush and weekend work while still growing revenue.

You and your team already know how this goes: long hours, review bottlenecks, and clients who still expect you to “have ideas” on top of getting the returns done.

It’s hard to find capacity for anything beyond getting work out the door on time.

SAM two blue circles of different sizes on a white background.

What we’ll cover in our 30-minute call:

✓ How you’re handling tax prep today and where the pressure points are.

✓ A quick look at how SAM could plug into that process.

✓ A couple of examples from firms that use SAM for tax and follow-up work.

✓ Whether it makes sense to try this with a small slice of your tax work.

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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

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.

Scale Smarter. Work Lighter. Win Bigger.

Built for forward thinking firms, by accountants.

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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.

  • All tax return preparations are prepared, reviewed, and triple checked included in the original fee.

  • 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 8:00am - 6:00pm Pacific time Monday-Friday and 11:00am - 4:00pm Saturday and Sunday. Our phone number is (855) SAM-1065.