Your Firm + Our Best Preparers

Expert CPAs for Your Most Complex Tax Returns

SAM Technology's Platinum CPA feature is designed specifically for firms handling complex tax returns. With Platinum CPA, two CPAs with over 10 years of experience will work on your return to ensure the highest level of accuracy and expertise. Each return is meticulously prepared by a seasoned CPA and then reviewed by another equally qualified professional, giving you the confidence that even the most challenging tax situations are expertly managed.

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Why Choose Platinum CPA?

✓ Expertise Guaranteed: Only CPAs with 10+ years of experience handle your complex tax returns.

✓ Dual Review Process: Every return is reviewed by a second platinum-qualified CPA, ensuring top-tier accuracy.

✓ Peace of Mind: Confidently delegate even the most challenging tax situations without needing the full attention of the firm owner.

✓ Time Efficiency: Streamline your workflow. Just review the completed work and file. It’s that easy.

✓ Trusted Accuracy: Reduce errors and avoid potential issues with the IRS by leveraging the expertise of seasoned professionals.

✓ Client Satisfaction: Deliver impeccable results to your clients, enhancing trust and long-term relationships.

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How it works

  • Blue square with the number 1 in white

    Step One

    Select a Form Type and Input Client Information

  • Number 2 on a gradient blue background

    Step Two

    Select “Platinum CPA” From the Menu

  • White number three on blue square background

    Step Three

    Pay The Upfront Fee

  • Number 4 on a blue gradient background

    Step Four

    Preparers Complete The Work In 72 Hours*

  • Number 5 with blue gradient background

    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.

We Feature:

  • U.S. Based and Licensed CPAs and EAs

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

  • A Wide Range of Specializations

  • Free Software Platform

Preparer Stats:

  • 1,000+ Preparers

  • 19+ Years Avg Experience

  • 37 Hour Average Turn Around Time

  • 43% Average Firm Savings

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FAQs

  • Platinum CPA are CPAs with over 10 years of experience in handling complex tax returns.

  • After the initial preparation by a Platinum CPA, a second equally qualified CPA reviews the return for accuracy, ensuring top-tier precision. The return is then triple-checked in-house.

  • While Platinum CPA is ideal for complex returns, it can be used for any tax situation where you want the highest level of expertise and accuracy.

  • Yes, the Platinum CPA service typically involves an additional fee due to the advanced level of expertise and the dual review process. However, this cost is often offset by the increased accuracy and potential savings identified in complex tax returns.

  • Simply select the Platinum CPA option when submitting a client’s tax return through the SAM Technology platform. Our team will match your case with qualified CPAs, and you can monitor the progress through your dashboard.

  • Yes, the Platinum CPA service is available year-round, ensuring that you have access to expert assistance even during off-peak times when you may be handling complex or late-filed returns.

  • 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.