SBW & Associates, PC can advise on steps to take in order to reduce and/or manage your personal and business tax burdens. If you are just setting up a new business, we can guide you through the different ownership forms and the related tax implications. We can help with year-end planning, and evaluate any tax consequences from transactions the company has made throughout the year or plans to engage in. As for individual planning we can advise you on the best withholding options, tax benefits/consequences of different retirement plans and investments, along with aiding you in working to meet your tax and retirement goals.

Our tax professionals can prepare your individual tax returns and help you understand the complexities of your individual situation.

Our tax professionals has experience in a wide variety of industries. Whether your return is a partnership, corporation, S Corporation or not for profit, our professionals have the skills to prepare your business returns and provide advice on tax treatments.

Estate and trust tax return preparation can be a complex area of taxation. Our tax professionals can help lead you through the complexities that often arise in those returns.

SBW & Associates, PC will give you peace of mind in working with you to develop an estate plan that is right for you. Let us help to develop a plan to accomplish your particular estate goals while maintaining a manageable tax liability. Proper planning can sometimes prevent you losing a portion of your estate to taxes leaving more to family members or organizations of your choosing.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.