Stop letting in-house tax return preparation hold your firm back.

SAM Technology offers 100% domestic tax return outsourcing, powered by AI and U.S.-based CPAs and EAs, to eliminate bottlenecks, reduce burnout, and help your firm grow.

Limited-Time Offer: 10% Off All Tax Return Outsourcing when you pre-pay for TY26. Lock in discounted pricing for this tax season and next.

Available only through the month of September.

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Some of our satisfied clients

Why CPA & EA firms are using SAM

  • Image of compression for season peak workload

    Eliminate Seasonal Compression

    Never scramble to meet deadlines again. Our domestic network scales with your firm’s demand.

  • Icon of employee with low battery

    Solve Staff Burnout & Hiring Headaches

    Avoid overworking your team or searching endlessly for seasonal help. SAM’s licensed preparers are U.S.-based, and ready to go.

  • Icon of money and increasing

    Grow Advisory Without Adding Headcount

    Free up internal staff to focus on higher-margin advisory services while we handle the tax prep.

Built for U.S. CPA and EA firms, by CPAs.

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All returns are prepared and reviewed in the U.S.

SAM Branded blue check mark

Customized workflows that match your firm's process.

SAM Branded blue check mark

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 AI-powered infrastructure, you stay in control, while we do the heavy lifting.

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How it works

  • White number 1 on blue gradient background

    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

  • 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 6:00am - 11:00pm (EST & PST). Our phone number is (855) SAM-1065.