While we specialize in the interplay between personal and business taxes, SBTF provides comprehensive tax planning and preparation services for all return types. Today’s regulatory and tax environment provides increasingly complex issues for private companies. We navigate those challenges by tailoring our recommended solutions to your goals. Our annual preparation service includes federal, state and local tax returns for:

  • Individuals
  • General Partnerships
  • LLCs, LPs, LLPs, & LLLPs
  • S-Corporations
  • C-Corporations
  • Trusts
  • Non-Profits
  • Sole Proprietorships
  • Joint Ventures
  • Estate & Gift Tax Returns


We understand the unique challenges business faces, from volatile income, complex tax issues, and accounting headaches to cash flow considerations, inventory management and running bill payments, these challenges can provide significant barriers to your company’s growth as well as your personal net worth. Our team of professional staff members manage the day-to-day tasks associated with running the financial side of the business. Whether it’s remote assistance with expense categorization and bank reconciliations or active management of all Accounts Receivable and Accounts Payable, SBTF provides you with the high quality services that allow you to focus on growing your business, rather than being decelerated by check runs, accounting issues, and inaccurate reporting.


SBTF Consulting provides audit and tax representation services to our clients for any inquiry from federal, state or local tax agencies. We provide full service on audit and representation projects from start to finish, ensuring that your audit goes smoothly and is resolved with the best possible outcome for our clients. We represent clients in correspondence, field, and office audits. We also represent clients in mitigating back taxes, prior year non-compliance and other tax-related issues.


Our planning and advisory services seek to mitigate upcoming tax events through proactive strategies and projections. Whether you are contemplating exercising incentive stock options, selling your business, buying out a partner, or entering into a 1031 exchange for a real estate investment, we can assist with structuring transactions to maximize your ability to achieve your financial goals.


Tax strategy is often informed by entity selection and structure. We work with our clients to ensure that their businesses are organized effectively to reach their tax and financial goals. We assist business owners in tailoring their executive compensation packages to mitigate taxes and increase their personal net worth.



We work with real estate agents, brokerages, owners and investors to structure their businesses and stay compliant with all tax filings. Whether it’s structuring a 1031 exchange of partnership assets, managing a syndicated long-term hold, incorporating an agent’s practice or managing tax filing requirements for real estate assets held in self-directed real estate plans, SBTF has the tools and experience to ensure compliance with all state and federal guidelines while proactively maximizing your investments.


SBTF assists clients in setting up accounting systems for their wholesale and manufacturing businesses. Managing inventory items, accounting for cost of goods sold and maintaining compliance with sales and use tax filings present challenges in the industry. We ensure that your systems and structures are setup to streamline your business operations and achieve profitability in your enterprise.


Bars and restaurants face an increasingly complex regulatory environment that makes the proper tax and financial reporting structures more important than ever. From health insurance requirements under the Affordable Care Act to sales and use tax filings, we can assist you in ensuring that your establishment stays compliant with all its tax filing requirements.


The entertainment industry requires fast paced management of the finances for various entities related to projects. We provide hands-on management of personal S-Corporations, LLCs and other entities to assist the business owners in doing what they do best.


Law firms, medical practices, architects and other professional service firms often face challenges in ensuring that their books stay up to date and accurate throughout the year. We assist our clients with bookkeeping and their annual tax returns as well as help them plan contributions to retirement plans, executive compensation, and other considerations.


Startups and e-services face unique challenges in their day to day accounting and tax filings. We seek to maximize the enterprise value of these firms through financial reporting and proactive advisement on how your investment will impact both business and personal taxes.


Many families are simply too busy to manage their day to day finances. We have designed a full-service accounting program for our high net worth family and executives that includes mail services, full bill pay, cash flow management, payroll and retirement planning allowing our clients to have the time to focus on what’s important to them.