From Seasonal Tax Crunch to Year-Round Capital Advisory
Sign Up for SAM Technology
Add flexible tax capacity now. Build intelligence over time.
SAM Technology helps CPA and EA firms access U.S.-based tax capacity when the workload spikes, while giving RIAs, family offices, and investment firms a smarter way to connect tax work to broader advisory and household capital decisions.
Free to sign up. No monthly commitment required.
Fees apply only when work orders are submitted.
Some of Our Clients and Partners:
Choose the path that fits your firm
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CPA and EA Firms
Add U.S.-based tax capacity when your team is overloaded.
Use SAM for seasonal spikes, extension season work, review bottlenecks, tax research needs, and advisory support without adding full-time staff.
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RIAs and Advisory Firms
Connect tax data to better advisory conversations.
Use SAM to support tax-aware planning, advisory reporting, and client opportunities that extend beyond investment management.
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Family Offices
Bring more structure to complex household capital decisions.
Capital Intelligence helps coordinate tax, liquidity, lending, real estate, and planning opportunities through a more connected platform layer.
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Investment Firms and Enterprise Groups
Add scalable tax-aware infrastructure for complex client relationships.
SAM supports larger organizations that need operational support, advisory workflows, and platform-level coordination across offices, advisors, or client groups.
Built for accounting firms, RIAs, and family offices, by CPAs.
All returns are prepared and reviewed in the U.S.
Customized workflows that match your firm's process.
Backed by experienced CPAs, EAs, and a secure platform.
Scale Without the Stress
SAM Technology makes it easy to offload tax returns without sacrificing quality, security, or client satisfaction. With our U.S.-based team and cloud-based infrastructure, you stay in control, while we do the heavy lifting.
Why choose SAM?
Hiring is expensive. Training takes time. Seasonal staff can be hard to find. Offshore options may create trust, communication, and data concerns.
SAM gives firms another option.
You can add capacity when you need it, keep the client relationship in-house, and avoid carrying unnecessary payroll when the season slows down.
With SAM, your firm can:
Take on more work without overloading staff
Keep returns moving during peak periods
Reduce pressure on partners and managers
Protect client service standards
Avoid year-round payroll for seasonal demand
Build a more flexible tax workflow
Create more room for advisory work
How it works
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Sign up for free
Create your SAM account and get access to the platform
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Submit a work order or "Ticket"
Choose the service, add client details, and upload the required documents.
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SAM routes the work
Your return or project moves through SAM’s U.S.-based networks
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Receive the completed work
Your firm receives the completed return or deliverable for final review, client delivery, and/or e-filing under your own tax software license
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Use SAM when you need capacity
Submit work during peak season, mini season, extension season, or anytime your team needs extra support
Complex work may require additional time and will be communicated at time of ticket submission.
Not sure where to start?
Most CPA and EA firms should start by creating a free SAM account.
RIAs, family offices, investment firms, and enterprise groups should schedule a demo so the SAM team can walk through the right workflow for your organization.
Either way, the goal is simple: give your team a more flexible way to support modern clients.
Tax Forms We Specialize In:
Form 1040
Form 1065
Form 1120
Form 1120S
Fiduciary 1041
Estate 706
Gift 709
Exempt 990
For Advisory Firms, We Support:
Advisory reports
Tax planning opportunity summaries
Household Capital Intelligence snapshots
Client action item summaries
Tax-aware wealth planning insights
Liquidity and lending opportunity reviews
Real estate coordination insights
Business and estate planning support
Planning gap identification
Client-ready recommendation summaries
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 6:00am - 11:00pm (EST & PST). Our phone number is (855) SAM-1065.