Your whole tax picture, lined up.

Accurate business and personal returns, prepared by Enrolled Agents and coordinated so nothing falls between them. Planning through the year so the bill is lighter and the filing is calm, with no April scramble.

Where this helps

Tax season shouldn't feel like a reckoning.

For most owners the spring is a scramble, digging up documents and hoping the number isn't ugly. We handle the returns and plan the year that leads up to them, so filing is the calm last step instead of the whole ordeal.

The return you file in April is decided by the moves you make all year.

What you get

Plan the year. File it clean.

Planning

A lighter bill, by design

Planned all year, not just filed in April.

Projections and quarterly reviews through the year, so there are fewer surprises and a smaller bill when the deadline comes.

  • Quarterly estimate reviews
  • Tax analysis and projections
  • Entity and S-Corp guidance
Preparation

Returns that line up

Business and personal, coordinated.

Accurate returns for the business and the family, filed on time and prepared by Enrolled Agents.

  • Business returns for LLC, Corp, Partnership, Non-Profit, Sole Prop
  • Personal returns
  • Texas Franchise and state filings

Right-sized

Enrolled Agents in your corner.

Your returns are prepared by federally licensed Enrolled Agents, the same people who plan the year ahead and, if the IRS ever comes calling, can represent you directly.

"They make tax season so simple and we would never consider using someone else."

Jessica R.

The next step

Let's make the next tax year the easy one.

Bring last year's return and this year's questions. The first consultation is free, and you'll leave knowing exactly what to do before the deadline.

Schedule a Free Consultation

101 Business Center · 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español