The Sam Marketplace

Your Primary Marketplace For Financial Services Including Tax Outsourcing & More

We are changing the way CPAs do business FOREVER.

Why Choose SAM?

SAM offers solutions that fit into your firm's business cycle providing white glove support only when you need or want it.

U.S. Based and Licensed CPAs and EAs

No Contracts, Minimums, or Upfront Fees to Sign Up

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

48 Hour Turnaround Time on Most Returns*

Your Firm + Our Platform

We're bringing an entire marketplace online to suit your firm's needs.

Tax Preparation Outsourcing

With U.S. based, expert preparers having an average of 17 years of experience, SAM has your tax preparation needs handled, typically within 48 hours.

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Tax Research Projects

SAM's Tax Research Projects feature acts as an expert assistant allowing our best SAM Preparers to support your firm while you focus on more important tasks at hand.

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Platinum Preparers

SAM offers Platinum Preparers that are hand selected and vetted by SAM, have a minimum of 10 years experience and have an established track record of high quality work.

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  • "The training was easy and the software is user-friendly. Every time I had a question Matt was always available and super helpful. We would not have gotten as many tax returns or extensions done without their help. Super Glad that we found them and will keep using them!"

    -Melissa R.

  • "I started using SAM late February this year and Matt was extremely helpful in setting me up when it felt like I did not have time to change procedures. It was really easy to learn and implement. Also, their processing flow is a great tool for managing work flow and client status. I wished I had known about SAM earlier in the year."

    -Michale H.
    J Michale Haubert CPA

  • "Using SAM has been the greatest decision I have made. The quality of the work done is impeccable and the experience and knowledge of the preparers exceeds expectation. There are minimal changes, if any, to the final product and by far, the very best outsourcing tax prep company I have worked with. Looking forward to working with them for research and review services as well. They have been better support than my prior tax dept employees."

    -Carmen Peters
    Peters Roman LLC

  • "SAM was a lifesaver for us this tax season. We were able to increase our volume by outsourcing our tax prep to SAM and not sacrifice our quality of life. I found them super responsive to our concerns and questions as well as finding ways to work around to suit our needs. I highly recommend them!"

    -Gene S
    Agape Wealth Management, LLC

No Risk, No Commitment, No Hassle

No Upfront Fees to Sign Up!
Pay For Only What You Use.

THE SOLUTION For The Tax & Accounting Industry

The SAM Marketplace is Changing The Way CPAs Do Business Forever.

Are You Ready To Join Us?