Tax Services

SBFR provides detailed, timely and cost-effective tax solutions to a wide range of clients using state-of-the-art technology. We take a proactive, relationship-driven approach in providing clients with valuable tax planning strategies and tax compliance consulting all year long.

Our goal is to help clients minimize taxes in the most efficient and appropriate way possible. As such, personalized attention is made to develop tax planning strategies that limit liabilities, create potential cost savings on future interests, and avoid potential tax consequences.

Capabilities & Resources:

Our tax and research software is the best in the business and is capable of handling the most sophisticated federal and state income tax returns, with fifty-state availability. We also maintain extensive tax library resources for thorough federal and state tax research. Additionally, as a part of our commitment of continuous, proactive communication, we routinely distribute tax updates, newsletters and other valuable information to our clients to keep them informed of the key issues impacting their businesses and personal tax situations.

Dedicated to utmost accuracy, thorough research, and extensive knowledge of tax codes and current legislation, our professionals focus on the unique needs of individuals and their businesses. Our mission is to limit exposure, identify potential cost savings, keep individuals and their businesses in compliance with the latest regulations, while at the same time develop strategies to pave the way for the future.

Tax Services:

  • Preparation of tax returns
  • Income tax planning
  • Tax law compliance
  • Entity structure analysis
  • Representation at tax examinations
  • Tax analysis of proposed business transactions
  • Estate tax planning
  • Trust and gift planning
  • Charitable foundations and non-profit entities
  • Cost segregation studies of real estate
  • Sales and use tax

Contact Us

Have a question about a business issue, tax question or want additional information on how we can help you? Lets get started.

Contact SBFR to get accounting answers from one of the area’s most proactive and growing CPA firms. We are ready to take on your toughest questions about our services, career opportunities or business issues.

All inquiries will be answered within 24 business hours.