Expert Review
An extra set of eyes when you need them.
Expert Review by SAM is a 48 hour service that provides assurance a return is prepared correctly when you don’t have the time to review it yourself.
Reviewing prepared returns can create snags in your workflow, especially in the height of tax season. SAM has a tool to overcome those challenges and create smooth sailing throughout the year.
SAM’s Expert Review allows you to have a 2nd set of expert eyes analyze the prepared return and either confirm or amend based on their findings.
About SAM Expert Review
Expert Review is a feature offered on The SAM Marketplace. It is a service by SAM that creates peace of mind knowing a return has been double-checked when you are short on time.
It’s as easy as running a Tax Return through the SAM Marketplace, best of all, it’s only 75% of the original Ticket cost. Once submitted, SAM’s Team of over 300 U.S. based preparers will get to work reviewing the Ticket and provide any necessary notes or amendments. If the Ticket was originally prepared with SAM, the responsible preparer will not have access to the review. With an average experience of over 17 years, SAM’s Preparers are here when you need them most.
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*
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?
