Services we offer
We offer a broad array of accounting and financial services focused on your small and medium sized business. Our primary offerings are described below and we are happy to discuss your needs in more detail when you are ready. Please reach out to us by contacting us here.
Individual Tax Management Services
SDB Accounting & Tax Services, Inc. will guide you through a full range of tax planning and preparation decisions, setting up strategies and plans that will minimize your tax liabilities. This covers all areas of the tax code related to individual returns including but not limited to itemized deductions, education credit and deductions, investment decision timing, stock option transactions, connecting your small business to your individual needs and help dealing with taxing authorities.
Estate and Trust Compliance Services
SDB Accounting & Tax Services, Inc., will work with you and your attorney to set up the necessary planning to best position you to pass on your assets. We will also work with your attorney or person of choice to handle all of the necessary compliance to settle your Estate and keep your Trusts compliant.
Business Entity Tax Management Services
SDB Accounting & Tax Services, Inc., will guide you through a full range of tax planning and compliance issues for your small business. We can help you from the first stages of doing business, including entity selection, through closing or selling your business. We can help you connect the dots between your small business plan and your individual tax plan.
Small Business Consulting
We can help you understand the financial side of your business and help with all the decisions you need to make along the way, from choosing the entity type to closing, selling your business or passing your business along to the next generation.
Bookkeeping and Accounting
We exclusively utilize QuickBooks online to serve our client’s needs to establish and maintain appropriate books and records necessary to make good decisions required to run and grow a small business. These same books are used to satisfy the compliance needs of all taxing authorities. Bookkeeping is the basis for all the accounting needs of your small business. We serve businesses in all phases of their business life from start-ups to established businesses. To that end we can provide support such as initial accounting system setup, all levels of bookkeeping services and appropriate support on accounting issues. Our preference to the online QuickBooks tool allows for better collaboration between SDB and our clients and goes a long way toward minimizing costs.
IRS and State Issues Resolution
We will assist you and represent you if/when issues arise with the taxing authorities. Unfortunately, interaction with the IRS or the State may be unavoidable. We will help you navigate through inquires and audits as they arise.