About The SAM Marketplace
A Marketplace of Financial Services Including Tax Outsourcing and More
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage technology to create a solution to the sustaining and growing challenges within the tax and accounting industries.
The Goal
To create a marketplace platform that is easy to use, increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.
Our History
In 2012, the founders of SAM owned and operated over 50 CPA firms in California, servicing over 200,000 tax and financial clients, and employing over 200 CPAs.
After many frustrating experiences with lack of client interface ease, obsolete tax processes and increasing expenses, the founders saw a need for a change which would benefit both their own practices and dramatically improve the client experience.
Even though technology has touched the fabric of every part of our lives, most CPAs operate as if the year was 1970. What still exists are old school practices such as face to face client office visits, tax documents being copied and mailed back and forth, and CPAs spending more time on HR issues than their clients.
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.
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.
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.
THE SOLUTION For The Tax & Accounting Industry
The SAM Marketplace is Changing The Way CPAs Do Business Forever. Are You Ready To Join Us?