Tax Solutions - Tampa Bay Tax Planners & CPA Firm: SBF

A buttoned down approach.

Our formal suite of tax services pairs with our approachable methods to create solutions for your individual needs. By partnering with you, we are able to design specific plans that enhance your company’s growth, profitability, and deliver the best overall results possible. Pick one. Pick a few. Whatever it is, we’ll find a way to solve it.

Client Accounting

We provide accurate financial reporting along with a critical analysis which allow you to understand the story behind the numbers.

Tax Planning & Returns

Our tax planning service grants you access to an expert from our team, dedicated to working with you year-round to create tax-saving strategies tailored uniquely to your objectives.

Business Consulting

We cover all the bases—offering everything from initial setup of analytical tools and dashboards to preparing our clients for a strategic transaction such as a sale, acquisition, or recapitalization.

Audit & Review Services

A successful assurance engagement helps businesses create value and mitigate risk. Backed by professionals with decades of experience, we offer the depth of resources to address complex technical issues.

Estate & Trust Planning

Our Estate and Trust department understands the responsibility a personal representative or trustee takes on following their appointment, often with little warning and a heavy heart.

Forensic Accounting

Forensic accounting involves the application of special skills in accounting, finance, auditing, economics, and investigative techniques to gather and analyze key financial data.

Business Valuation

We provide business valuation services to business owners, attorneys, and senior leadership teams. A privately-held business is often the business owner’s most valuable asset.