Tax

We provide tax compliance, advisory, and advocacy services for a diverse client base that includes corporations and partnerships of all sizes, as well as high net worth individuals and families, and other operating entities.


Corporate Tax Compliance and Planning

Our professionals have big firm tax accounting experience as well as legal experience to help you minimize your tax burden, improve efficiency and ensure compliance.

Our comprehensive tax services offered to businesses include:

  • Accounting and Reporting for Income Taxes
  • ASC 740 Tax Provisions
  • Tax Compliance and Operations
  • Tax Controversies
  • State and Local Taxation
  • Accounting Methods and Inventories
  • Research Credit and Other Tax Incentives

Individual Tax Compliance and Planning

We work with families, Business Owners & Entrepreneurs, Corporate Executives and Alternative Investment Principals on your income tax planning and compliance needs. Through our proactive approach we are able to deploy strategies that minimize liabilities and put you in the best tax position possible.

Services include:

  • Income Tax Planning & Compliance
  • Preparation of Federal & State Returns
  • IRS & State Audit Representation
  • Management of Audits by Tax Authorities


Tax Compliance for Nonprofits

Our Tax Services professionals, who also work with commercial organizations are used to providing tax planning in addition to tax compliance and will help nonprofits adjust and face the newer challenges of minimizing tax liabilities and compliance risks.

We provide advisory and support in three key areas:

  • Alternative Investment Planning
  • Form 990 Compliance
  • Unrelated Business Income Tax Planning

Testimonials

We're Proud to Partner With Our Amazing Clients

Contact Us

“We appreciate the professional manner in which the engagement team conducts the audit. The team brings a proper professional skepticism to the audit but in a positive way so that my team does not feel threatened by the inquiries and follow-up questions. The active involvement of the partners and managers throughout the engagement facilitates an efficient and productive audit.”

– Large Financial Services Organization

Financial Services

“The County has been pleased with the services and knowledge provided by SB & Company and [we] have found them to be good to work with as we worked through some complex issues.”

– County Government Official

Financial Services

“Over the years, SBC has provided sound advice and expert guidance to help our system navigate, not only through the ever-changing accounting standards and pronouncements, but also in response to our need for advice on non-accounting-related topics.
A valuable element is their ability to make complex topics more understandable and relevant to our business so that we can review options and make decisions. The relationship that we have built is of a trusted partnership, and we are proud to share our experience with other potential clients to understand the level of trust and reliance on SBC that we have today.”

– Top National Research University

Financial Services