TaxPlanningBookkeeping

Never be surprised by a tax bill again.

Tax prep, planning, bookkeeping, and IRS & state tax problems for small businesses, plus personal returns.

Book a Free Consultation Get a Monthly Bookkeeping Quote

★★★★★ 5.0 average rating Secure client portal Remote-first, anywhere in the U.S. Business & personal returns Monthly bookkeeping S-corp, partnership & LLC filings Free consultation

Let's get your books, and your taxes, off your plate

Plan the next tax bill

Start where you are

What do you need help with?

Tell us your situation and we'll point you to the right service, no guesswork.

Three tidy stacks of paperwork on a cream desk, ready to be sorted

Small business

Bookkeeping & taxes

Monthly books done right, with business tax filed under the same roof.

S-Corp & LLC owners

Business tax strategy

1120-S, K-1s, and owner-comp guidance handled with care.

Individuals & families

Personal filing

Straightforward personal returns, handled carefully from start to finish.

Behind or got a notice

IRS & state tax problems

Back taxes, notices, and garnishments, calm, clear next steps.

Premium tier · advisory

Need financial strategy, not just bookkeeping?

For established businesses that have outgrown clean books, our fractional CFO service steers the decisions behind cash flow, pricing, hiring, and growth.

Explore Fractional CFO

0.0★Average client rating

0+Years in business

NationwideU.S. businesses & families served

0%Secure client document portal

See where we serve

How working with us works

Three steps, all from wherever you are

Fully remote-first: no office visit, no mailing originals. Just a clear path forward from anywhere in the U.S.

Start with a consultation

Phone and a folder of documents ready to upload on a sunlit desk

Upload securely

Send your documents through the encrypted client portal from any device, no office visit, no mailing originals.

Open laptop ready for a video consult on a warm sunlit desk

Meet by video

Talk it through on a video consult. We review your situation and map exactly what you need, in plain English.

Brass pen resting on a signed document with an embossed seal

We file, you e-sign

We prepare your return or books, you e-sign online, and we stay in touch year-round through the portal.

Learning hub

Plain-English tax, explained

No jargon, no fear-mongering, just the things small-business owners actually ask us.

Article

Missed the Tax Filing Deadline? Here's What to Do Now

Missed the tax filing deadline? File as soon as possible—penalties and interest grow every month you wait. Here's exactly what to do and what it'll cost you.

Aug 31, 2026

Article

How to Deduct a Home Office on Your Taxes

Self-employed? You can deduct your home office using a simple $5/sq ft method or actual expenses. Here's who qualifies, how to calculate it, and what to avoid.

Aug 30, 2026

Article

S-Corp vs LLC: The Real Tax Differences for Small Business Owners

S-corps and LLCs differ mainly on self-employment tax. Here's what actually changes, what it costs to run each, and when the switch makes financial sense.

Aug 29, 2026

Browse the learning hub

A quiet, warm office, desk lamp, leather chair, shelves of tax reference books

A real expert

Not a faceless chain. Not a kitchen-table preparer.

SBZ Tax handles small-business tax and bookkeeping end to end. You get a direct relationship with someone who knows your books and your business, backed by modern, secure, remote-first systems that work from anywhere.

CTEC Registered Tax Preparer (CRTP)Small-business focusedRemote-first · nationwideSecure client portal

Meet SBZ Tax →

Review business tax help

Ready when you are

Let's get your books, and your taxes, off your plate

Book a free consultation. We'll review where you are and map a clear next step, with no pressure and no obligation.

Book a Free Consultation Get a Monthly Bookkeeping Quote

Consultations are handled personally from start to finish.