SDB Accounting & Tax Service

A Team of Experienced Professionals Committed to Your Success

SDB Accounting & Tax Services, Inc. is a full-service tax and accounting firm serving clients throughout the Boston Metrowest Area. Founded on the belief that personalized attention and strategic guidance are key to our clients' success, we are dedicated to providing exceptional service and fostering lasting client relationships.

Comprehensive Services for Individuals and Businesses

We offer a comprehensive range of accounting and financial services tailored to meet the unique needs of individuals and small businesses. Our services include:

Individual Tax Management Services

• Comprehensive tax planning and preparation
• Optimization of deductions and credits
• Guidance on investment and retirement planning
• Tax controversy and dispute resolution support

Business Entity Tax Management Services

• Formation and selection of business entities
• Tax planning and compliance
• Payroll and sales tax management
• Employee benefit plan consulting

Estate and Trust Compliance Services

• Preparation of estate tax returns
• Trust establishment and administration
• Inheritance and succession planning

Small Business Consulting

• Business planning and financial analysis
• Strategy development and implementation
• Operational efficiency assessments
• Financing and funding solutions

Expert Bookkeeping and Accounting

• QuickBooks online platform proficiency
• Accurate and timely financial reporting
• Comprehensive accounting system setup and management

More than just numbers-we provide peace of mind

At SDB Accounting & Tax Services, Inc., we value open communication, transparency, and personalized attention. We take the time to understand your unique situation and goals in order to develop tailored strategies and solutions that align with your financial aspirations.

We are committed to

• Client-focused approach: We prioritize open communication and regular updates to ensure your complete understanding and involvement in the process.
• Expertise and Experience: Our team of certified professionals stay updated on the latest tax laws and regulations to provide informed guidance.
• Transparency and accountability: We provide clear and concise reports and explanations to empower you with financial knowledge and control.

Let us be your trusted partners in achieving financial success and realizing your financial goals. Contact us today to schedule a complimentary consultation and discuss how we can help you achieve your financial goals!