Your Tax + Our Preparers
U.S.-Based Tax Preparation, Research, and Advisory Execution for Modern Firms
One operating layer for tax prep, tax research, platinum-level review, advisory support, and continuity when your firm needs extra lift.
Execution Built for Modern Accounting Firms, RIAs, and Family Offices
SAMPrep is the operational backbone behind your firm, powered by a national network of U.S.-based, licensed CPAs and EAs.
From tax preparation and research to advisory execution, it gives you the ability to scale, maintain quality, and deliver consistently without adding internal headcount.
U.S.-Based Tax Return Preparation
U.S.-based prep + review
Scalable, fast turnaround
Clean, ready-to-deliver returns
Advisory Services
Tax, business, wealth, estate plans
Client-ready deliverables
No added headcount
Tax Research
On-demand technical answers
Documented, defensible guidance
Built for complex scenarios
Platinum CPAs
10+ year CPA expertise
Dual-layer review
For complex, high-value returns
AutoPilot
Keeps your firm running
Handles prep + delivery
Built for continuity and scale
Scale Tax Preparation Without Hiring More Staff
SAMPrep delivers U.S.-based tax preparation and review for individual, business, and fiduciary returns.
Built for CPA and EA firms facing seasonal compression and staffing constraints, it provides consistent turnaround, high-quality outputs, and the flexibility to scale without increasing internal headcount.
U.S.-licensed CPAs and EAs handle prep and review
Consistent turnaround to meet peak season demand
Delivered with workpapers and ready for client delivery
Expand Advisory Services Without Adding Overhead
SAMPrep supports the execution of tax, business, wealth, and estate plans—giving firms the ability to deliver high-value advisory without building internal infrastructure.
Each engagement is structured, documented, and ready to present, enabling firms to grow revenue while maintaining efficiency.
Execution support across multiple advisory disciplines
Structured, client-ready deliverables
Enables scalable advisory growth without new hires
Get Clear Answers to Complex Tax Questions
SAMPrep provides on-demand tax research for complex scenarios, edge cases, and nuanced planning strategies.
Firms receive clear, well-documented guidance they can rely on for both compliance accuracy and advanced advisory recommendations.
Technical analysis for complex and uncommon scenarios
Documented findings with supporting rationale
Supports both compliance and strategic planning
Assign Senior-Level Expertise to High-Stakes Returns
For complex, high-value, or sensitive engagements, SAMPrep offers Platinum CPAs, professionals with 10+ years of experience.
Each return is handled and reviewed by senior-level experts, ensuring the highest level of accuracy, confidence, and client trust.
10+ year experienced CPAs on every engagement
Dual-layer review for enhanced accuracy
Ideal for complex or high-net-worth clients
Keep Your Firm Running, No Matter the Circumstances
AutoPilot provides continuity when your firm needs it most. Whether managing capacity constraints, transitions, or time away, it ensures client work continues without disruption, preserving both workflow and client experience.
Maintains operations during absences or transitions
Handles preparation, coordination, and delivery
Reduces dependency on internal bandwidth
What SAM Offers
✓ A simple solution for your firm to increase profits by up to 60%!
✓ Comprehensive advisory insights with every tax return.
✓ Strategic planning recommendations that create year-round revenue opportunities.
✓ Local market expertise for geo-specific tax strategies.
✓ Bank-Grade TLS 1.3 and 256-Bit Encryption ensures privacy and safety.
✓ Full range of financial services to supplement the outstanding work your firm already provides.
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.
How it works
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Step One
Select A Service
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Step Two
Upload Required Documents
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Step Three
Pay The Upfront Fee
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Step Four
Preparers Complete The Work In 72 Hours*
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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.
FAQs
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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.
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Our Cloud Preparers are collectively called a “Pool” AND it is also where tickets are awaiting to be picked up by a Cloud Preparer.
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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.
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All tax return preparations are prepared, reviewed, and triple checked included in the original fee.
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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.
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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.
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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.
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No. Firms are responsible for reviewing and E-filing the completed returns under their own tax software license.
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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.
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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.
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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.