Tax Preparation, Planning & Representation
With more than 25 years of experience dealing with the most complex and difficult personal and business tax returns, at SBA we’re more than just tax preparers, we’re tax strategists.
Through our tax planning program, we examine your business and develop a tax projection and long-range tax control strategy to help you pay the least tax you legally can pay.
Our tax preparers are IRS Enrolled Agents. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Thanks to our meticulous preparation of your tax returns, our audit rate is almost nil.
For simpler returns, we offer a secure, online system that you can use at any time. Click the button below to get started, or contact us for help.
Success Stories
- An attorney was scheduled for an audit. One of our EnrolledAgents went with him as his representative and filtered and rephrased the auditorʻs questions so the taxpayer could understand them. What would have likely been a bill for more than$10,000 in taxes owed, turned out to be no additional taxes. This was a direct result of our experience and understanding of both tax law and proper business recordkeeping and management.
- SBA represented the owner of a closed business during a state sales tax audit. The owner lived out of state. We acted as the clientʼs representative; providing the backup documentation that was requested without the owner having to fly back into the state.
- A new client owed nearly $300,000 to the IRS for several prior yearʻs taxes. After reviewing the past returns, completing the present yearsʼs tax work, and applying recent new tax law changes, SBA discovered that a significant NOL (Net Operating Loss) carry-back was available. His tax liability was reduced to just ~$50,000. Payment on the balance was negotiated to the satisfaction of both the IRS and the client.
