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Onshore Preparing for Tax Services: Increase Your Profits & Scale Your Practice


Available Date(s)
Thursday, June 15, 2023: 12:00PM EDT
Thursday, June 22, 2023: 12:00PM EDT
Wednesday, June 28, 2023: 12:00PM EDT
Thursday, July 06, 2023: 12:00PM EDT
Tuesday, July 11, 2023: 12:00PM EDT
Tuesday, July 18, 2023: 12:00PM EDT
Wednesday, July 26, 2023: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personnel/Human Resources
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Utilizing outside resources can be an integral part of operating and growing your firm. In this online webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%. This online webinar will explain the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs, including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs). Todd will also show you how SAM can provide substantial benefits, such as building your firm's business advisory services in a new marketplace setting never seen before

Learning Objectives:

  • Determine how to incorporate cloud tax preparation into your firm's practice, reduce your staffing costs, manage time, and maximize profitability

  • Recognize how to obtain a better client satisfaction and retention rate

  • Outline SAM: How it works, pricing, security, and the sign-up process


Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.