Services people request on Sam's List
Each row is a service chosen in the Sam's List matching quiz. Respondents can choose more than one service.
Data period: Feb 23, 2024 to Oct 2, 2026. Last updated Oct 3, 2026.
Key findings
- Tax prep & filing accounts for 19.5% of service selections in this analysis (Feb 23, 2024 – Oct 2, 2026).
- Tax strategy & planning accounts for 18.0% of service selections in this analysis (Feb 23, 2024 – Oct 2, 2026).
- Bookkeeping accounts for 7.9% of service selections in this analysis (Feb 23, 2024 – Oct 2, 2026).
Service share table
| Service | Share | Directory |
|---|---|---|
| Tax prep & filing | 19.5% | Tax preparation accountants |
| Tax strategy & planning | 18.0% | Tax planning accountants |
| Bookkeeping | 7.9% | Bookkeepers |
| Financial planning | 5.9% | Financial advisors |
| Investment management | 5.4% | — |
| Tax strategy | 5.0% | Tax planning accountants |
| Retirement planning | 4.4% | Retirement planning advisors |
| 401(k) & IRA management | 4.3% | — |
| Sales tax compliance | 4.0% | — |
| Payroll | 3.5% | Payroll accountants |
| R&D tax credits | 2.8% | — |
| International tax | 2.7% | International tax accountants |
| Estate planning | 2.3% | — |
| IRS audit help | 2.2% | IRS representation accountants |
| I'm building out my finance team | 1.7% | Fractional CFOs |
| Wealth transfer & inheritance | 1.7% | — |
| Equity compensation | 1.6% | Equity compensation advisors |
| Exit planning | 1.3% | — |
| Insurance & risk management | 1.1% | — |
| I'm raising money and need clean financials or a financial model | 1.0% | Fractional CFOs |
| I need help with an acquisition or merger | 1.0% | — |
| I'm growing fast and need someone to run finance | 1.0% | Fractional CFOs |
| I want better visibility into my numbers and KPIs | 0.9% | — |
| My cash flow is unpredictable or I'm running out of runway | 0.7% | — |
Share of the data included in this analysis. Multiple selections are allowed, so shares compare selections rather than individuals.
Definitions
Share means a category's percentage of all included selections (people can pick more than one).
Data period is the date range of quiz submissions included; last updated is when the aggregate was generated.
Methodology
Based on aggregate Sam's List quiz data. Percentages reflect the data included in each analysis.
Small categories below the minimum cell size are left out entirely. The data describes people who used Sam's List, not all U.S. businesses or households. No names, contact details or free-text answers are used.
How to cite this data
Sam's List, "Services people request on Sam's List", https://samslist.com/research/services, data Feb 23, 2024 – Oct 2, 2026, updated Oct 3, 2026. See the methodology and about Sam's List.