Outsource the Tax. Own the Advisory.

See how SAM helps firms cut tax-season overload and boost advisory revenue—in under 15 minutes.

This on-demand micro-webinar shows how SAM’s U.S.-based outsourcing, AI-powered Ticket Mining, and built-in CPA oversight helped firms like JMH CPA save 170+ hours and unlock $40K+ in new revenue.

What You’ll Learn

  • Cut seasonal overtime: Free up 170+ hours per firm—without hiring.
  • Turn tax work into advisory wins: Use saved time to sell high-margin services.
  • AI that uncovers upsells: Ticket Mining finds hidden revenue in your current client files.
  • Accuracy without the stress: Built-in peer review from senior U.S. CPAs.
  • Real results: See how JMH CPA and Peters Roman increased revenue fast.
  • Clear next steps: Interactive polls + one-click consult booking.
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. They have been better support than my prior tax dept employees.
Carmen Peters, CPA
Partnering with SAM CPA has been an absolute game-changer for our firm! Their quick turnaround times and easy-to-use processes have not only simplified tax filings but also freed up countless hours of tax preparation for our team and clients. This allows us to focus on more strategic aspects of our business while knowing the technical details are in expert hands.
Christanne Write, CPA
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.”
Michael Haubert, CPA