Tax Services

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Tax season is simple when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

Core Tax Services

Tax filing is one of the most vital parts of keeping your business running smoothly. SBDP helps you navigate all federal, state, and local tax filing requirements. Our team of expert CPAs will make sure that you’re always prepared for what’s ahead. 

We serve individuals, businesses, trusts, non-profits, and more across the United States.

Federal, State, & Local Tax Filing and Planning

Our firm will keep you compliant with all federal, state, and local tax filing requirements, as well as updating you about any important tax law changes that will affect you. 

 

Additionally, at SBDP we understand that tax planning requires more than just filing your returns. Our tax planning team will work with you to identify money-saving strategies that will pay off when filing your returns.

We provide planning and compliance services for all types of tax filing, including estate, gift, and trust taxes, so you can feel secure about managing your wealth. 

Need help with your W-2s? Whether you’re a dental associate or a self-employed contractor, SBDP can help you file and manage your W-2s so you never fall behind. 

We’ll review your current and prior returns to see if there’s any credits you apply for that can save you or your business money. Whether you’re looking into education or energy credits, our team of experts will make sure you’re making the most of your available credits.

Enhace Your Tax Experience

What can you expect from our firm? 

  • A Modern Process from Start to Finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized Support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service All Year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Tax Support Tailored to your Needs

Whether you’re a business owner or an individual, at SBDP, our goal is to keep you up-to-date on all the important tax changes that will impact you. 

With our No-Surprises Tax Goal, we work to make sure you always know exactly how much tax you have to pay at every deadline so you aren’t hit with a large, unexpected payment during tax season. 

The SBDP Difference

At SBDP, we’re committed to your success. Tax planning is essential to maintaining your business’s financials and profitability. Whether you need to restructure your business entities, plan out a tax strategy across multiple states, or keep up-to-date with all changes to tax laws, SBDP will make sure you’re prepared for every part of your financial journey. 

IRS Notice? We've Got Your Back!

Working with the IRS is one of our specialties. Put our expert team to work for you to handle all IRS notices and letters and represent you on both the state and federal levels—up to appeals and/or litigation.

Eliminate the hours required to translate IRS notifications and letters and hand it over to us! Let us manage your audit so you can stay focused on running your business.

Partner with SBDP

Sound Advice and Sophisticated Strategies

Managing the financial side of your business shouldn’t feel overwhelming or take time away from what really matters: your clients. 

At SBDP, our core values of relationship-focused service, inspired performance, service above self, and excellence guide every interaction. Our experienced team brings decades of combined experience serving business owners. We provide the strategic financial guidance you need to build a thriving, profitable business.

Take the first step toward better financial management for your business. Call us at (904) 241-8176
 or complete our contact form to schedule a consultation and learn how we can help your practice ascend to new levels of success.

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