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Tax Services

Tax Planning and Preparation

Our staff is skilled in preparing individual, corporation, partnership, trust, estate, gift, and pension returns. Our work in this area leverages off of our extensive expertise in the ever-changing tax laws; our skills and a multi-layered quality control system ensure accurate and complete returns. We stay abreast of the latest changes and the expected changes in the tax laws so that we can advise you on the best strategies to reduce your taxes. Our comprehensive planning process ensures that your tax status will always be current and in compliance with the ever-changing tax regulations. Our affiliation with various tax attorneys further ensures that you will receive the highest level of tax advice that will help you maximize your income retention and investment return.

Accounting and Payroll Services

We offer complete accounting services to small and medium sized business. Our services include monthly profit and loss schedules, balance sheet preparation, bank reconciliation, fixed asset schedules, budget accounting, job costing, investment accounting and other business needs.

Our Payroll Group can help you to process and file all of your payroll reports including 941’s, W-2’s, 1099’s, and other State and Federal reports. We are affiliated with a national payroll processor to offer our small and mid-size business clients affordable checks and balances of a traditional in-house payroll department. We can combine this service with our monthly bookkeeping services and you can move on to what you do best – running your business and attending to your customers.

QuickBooks Training

SBS provides QuickBooks training and support with hands-on experience to small and medium size businesses. As Certified Pro Advisors, we can help you convert your current accounting system to QuickBooks Desktop or Online version. The results are financial statements that will help manage your business more efficiently, saving time and money.

We can customize your QuickBooks files to meet your businesses needs. We can conduct one-on-one training sessions in your office with the training customized to your company’s needs. In addition, we offer personalized telephone support.

Trust Accounting

We specialize in trust accounting services for complex trusts. We offer reliable support to trustees and beneficiaries by tracking principal and income sources of funding, beneficiaries’ distributions, income and expenses.

Business Planning

Planning is essential in any business. SBS can assist you in planning from start to finish for all sizes of businesses, including choosing your entity type, lease vs. purchase decisions, product and service pricing, growth and expansion planning, acquisition evaluation, employee benefit plans, manufacturing and distribution, loans and financing, family and limited partnerships, sales and merger of a business, and succession plans.

Tax Resolution Services

We offer the help you need to resolve your open debt with the IRS or State Agency in a way that will minimize the debt as much as possible. We will also represent you in state and federal audits.