Business Details
31 Years
experience
Your Trusted Accounting, Tax, and Financial Services Partner
Established in 1995, SBIS has provided personalized accounting, tax, and financial services to individuals and small businesses across southeastern Virginia. Our team combines the resources of national networks with the attentive care of a locally owned firm, ensuring clients receive both expertise and individualized attention. We specialize in tax preparation, bookkeeping, QuickBooks setup, and business advisory services, helping clients navigate complex financial landscapes. Our professionals maintain active memberships in leading industry organizations, including the National Society of Tax Professionals and National Association of Enrolled Agents, to stay at the forefront of regulatory changes. Owner Phil Unsworth, holding an MBA and credentials as an Enrolled Agent and Accredited Tax Advisor, leads our commitment to education through seminars on tax strategies and business planning.We leverage technology through our Online Office platform, enabling clients to access financial tools, tax updates, and secure communication 24/7. Our services emphasize proactive tax planning, accurate recordkeeping, and tailored financial solutions designed to maximize profitability and compliance. With over 1,000 small business tax returns prepared annually, we serve diverse industries including retail, construction, and professional services. Our dedication to continuing education ensures clients benefit from the latest strategies in tax minimization and financial management. We offer free initial consultations to help clients evaluate how our services align with their financial goals.
Services
Bookkeeping
Tax Preparation
QuickBooks Setup
Tax Planning
Business Advisory
Financial Statements
Tax Representation
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of combined experience through our certified tax professionals
- Our QuickBooks ProAdvisor certification ensures expert accounting software implementation
- We provide free initial consultations with no obligation for all prospective clients
- Our team maintains active continuing education in evolving tax regulations and financial strategies
- We combine national network resources with personalized, local business service delivery
Associations and certifications
- National Society of Tax Professionals (NSTP)
- National Society of Accountants (NSA)
- National Association of Enrolled Agents (NAEA)
Services
Bookkeeping
Our complete bookkeeping services help small businesses maintain accurate financial records. We organize documentation, reconcile accounts, and generate reports to improve financial visibility. Using various accounting platforms, we ensure your business stays audit-ready while you focus on growth.
Tax Preparation
We prepare individual and business tax returns with emphasis on tax reduction strategies. Our IRS-certified professionals handle all entity types including LLCs, corporations, and partnerships. We identify deductions and ensure compliance with federal and state regulations through electronic filing.
QuickBooks Setup
As certified QuickBooks ProAdvisors, we implement customized accounting systems for small businesses. Our training sessions teach proper software usage while our ongoing support ensures accurate financial tracking. We help clients transition from manual systems to digital efficiency.
Tax Planning
Our proactive tax planning services minimize future liabilities through annual forecasting and mid-year adjustments. We develop long-term strategies tailored to individual and business client needs. This includes entity selection advice and cash flow optimization techniques to reduce tax exposure.
Business Advisory
We counsel entrepreneurs on business structure selection, operational setup, and financial management. Our advisory services include cash flow analysis, recordkeeping systems, and growth strategy development. We support clients from initial planning through ongoing operations.
People
Phil Unsworth
Owner/President
MBA holder with Enrolled Agent (EA) and Accredited Tax Advisor (ATA) credentials. Provides expert tax guidance and business consulting. Conducts financial seminars across southeastern Virginia. Maintains QuickBooks ProAdvisor certification for software implementation.
Questions
What accounting software platforms do you support?
We work with QuickBooks, both desktop and online versions, and can assist with setup, training, and ongoing support.
Do you offer tax representation services?
Yes, we represent clients before the IRS and state tax authorities for audit resolution and tax debt negotiation.
What business entity types do you support?
We handle tax preparation and advisory services for all structures including LLCs, S corporations, partnerships, and sole proprietorships.
Are your tax planning services available year-round?
Yes, we provide ongoing tax planning including annual forecasts, mid-year adjustments, and long-term strategy development.
How can I access your Online Office tools?
Contact us directly to receive login credentials and instructions for accessing our secure client portal with financial calculators and tax resources.
