Our Services
Choose comprehensive tax planning or select from our financial services menu.
As the owner of a small business, you have enough on your plate without having to worry about your tax situation. With a qualified tax strategist as one of your trusted advisors, you can focus on your core competencies and leave the tax planning to us. Our vast experience working with businesses in a variety of industries means we’ve seen it all—and you can be the beneficiary of our years of expertise. When you entrust us with your tax planning and accounting needs, you can rest assured you won’t pay a dime more in taxes than you legally need to and your business financials will be accurate and withstand any professional scrutiny.
Have a Specific Need? We Offer a Variety of Concierge Services
Make sure your financial documents are accurately and professionally prepared.
Get advice to help you make logical business decisions and avoid common pitfalls.
Select the legal structure that will best suit your unique business—the first time.
Gain peace of mind by relying on our expertise to help resolve your tax problems.
Implement a comprehensive solution that removes payroll duties from your plate.
Discover how this popular software can help streamline your business operations.
Take the pressure off you and your staff with a professional accounting service.
See if the IRS owes you money by letting us review your most recent returns.
Let us help you plan to minimize your tax burden and prepare all your returns.
“Steven is excellent with tax issues. Before meeting with him, I took my tax issue to a tax attorney and a CPA. Neither one could figure it out. Steven pegged it in 15 minutes. His staff is courteous too. I would recommend him highly.”
“SDBA has always been professional & courteous. Services are rendered in a timely manner. We couldn't ask for a better tax accountant.”
