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

Off your plate. Onto ours.

Plan the next tax bill

Start where you are

Start with what's keeping you up.

We'll point you to the right service. No guesswork.

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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

Clean books were step one.

Fractional CFO for the decisions behind cash flow, pricing, hiring, and growth.

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0.0★Average client rating

0+Years in business

NationwideU.S. businesses & families served

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How working with us works

Everything but the handshake.

Fully remote. Upload, meet on video, e-sign. Anywhere in the U.S.

Start with a consultation

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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.

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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

Tax, translated.

No jargon, no scare tactics. Just what small-business owners actually ask us.

Article

Loan-Out Corporation Taxes for California Entertainment Professionals: How the Structure Works

A loan-out corporation lets entertainment professionals contract their services through a separate entity to manage income, deductions, and benefits — here's how it works in California.

Oct 4, 2026

Article

What Triggers an IRS Audit for Small Business Owners

The IRS flags small business returns for large deductions relative to income, unreported income, repeated Schedule C losses, and cash-heavy industries. Clean books and accurate reporting are your best protection.

Oct 4, 2026

Article

IRS Audit Representation for High Earners: What to Expect and How to Prepare

High earners face a significantly elevated audit risk, and the stakes climb when complex income is involved. This guide explains the audit process, what to gather, and why professional representation matters.

Sep 14, 2026

Browse the learning hub

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

Who you work with

Well-balanced. Books included.

Bookkeeping and taxes, under one roof. Books closed every month. Returns built from numbers we already know. And when a question comes up in July, you get an answer in July. Secure and remote-first, wherever you are.

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

Meet SBZ Tax →

Review business tax help

Ready when you are

Off your plate. Onto ours.

A free consultation and a clear next step. No pressure, no obligation.

Book a Free Consultation Get a Monthly Bookkeeping Quote

Consultations are handled personally from start to finish.