Business Details
26 Years
experience
Your Trusted Accounting Partner in Wrentham, MA
SDB Accounting & Tax Services is a full-service tax and accounting firm serving clients throughout the Boston Metrowest area. Founded in January 2000 by Samuel D. Blackmore, CPA, our team of certified professionals brings decades of combined experience in public accounting and corporate finance. We specialize in providing personalized tax planning, bookkeeping, and business consulting services tailored to individuals and small-to-medium businesses. Our expertise extends to IRS and state dispute resolution, estate and trust compliance, and QuickBooks-based accounting systems. We prioritize understanding each client's unique needs to deliver strategic solutions that minimize tax liabilities and support long-term financial goals.With a team of seven professionals, including CPAs and Enrolled Agents, we combine technical proficiency with personalized service. Our commitment to excellence is reflected in our 22+ years of serving the local community and our focus on leveraging technology to enhance client collaboration. We work closely with attorneys and other advisors to ensure comprehensive compliance and planning for estates and trusts. Our approach emphasizes transparency, continuous education, and proactive communication to empower clients with financial clarity.
Services
Individual Tax Management
Bookkeeping & Accounting
Business Entity Tax Management
Small Business Consulting
IRS & State Dispute Resolution
Estate & Trust Compliance
Details
- Year established: 2000
Highlights and features
- We have 20+ years of experience in tax and accounting services.
- Our team includes certified QuickBooks advisors and Enrolled Agents.
- We provide personalized tax strategies tailored to individual needs.
- We offer comprehensive IRS and state dispute resolution support.
- We combine technical expertise with transparent, client-focused communication.
Services
Individual Tax Management
We guide clients through tax planning and preparation, minimizing liabilities by leveraging deductions, credits, and strategic timing. Our services cover investment decisions, stock options, and business-individual tax connections. With CPAs and Enrolled Agents, we ensure compliance while optimizing returns for long-term financial benefits.
Bookkeeping & Accounting
Using QuickBooks Online, we establish and maintain accounting systems for startups and established businesses. Our certified advisors ensure accurate records for decision-making and tax compliance. Services include system setup, ongoing bookkeeping, and support for financial reporting needs.
Business Entity Tax Management
We handle tax compliance and planning for businesses from entity selection to exit strategies. Our team connects business operations with individual tax goals, ensuring strategic planning throughout the business lifecycle while maintaining regulatory compliance.
IRS & State Dispute Resolution
Our experts represent clients in IRS and state audits, resolving tax liabilities and compliance issues. We navigate inquiries and enforcement actions to protect client interests while ensuring transparent communication with tax authorities.
Estate & Trust Compliance
We collaborate with attorneys to prepare estate tax returns and maintain trust compliance. Our services ensure proper asset transfer planning and adherence to complex tax regulations for settling estates and managing trusts.
People
Samuel D. Blackmore
Principal and Founder
CPA with 20+ years in public accounting and corporate roles. Founded SDB in 2000 after serving as Tax Director at American Thread and Tax Manager at KPMG. Holds MBA and BA in Accounting from Bryant College.
Robert H. Cooke
CPA
Certified Public Accountant with extensive experience in tax compliance and financial reporting for small businesses and individuals.
Evan A. Collins
Enrolled Agent
IRS-licensed Enrolled Agent specializing in tax preparation, planning, and representation for individuals and businesses.
Karen L. Solomon
Office Manager
Coordinates client services, new client onboarding, and appointment scheduling while ensuring smooth administrative operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, entity selection, and financial consulting tailored to small businesses using QuickBooks Online for efficient collaboration.
How do you handle IRS tax disputes?
Our team represents clients in IRS and state audits, offering strategic resolution services to address tax liabilities and compliance issues.
Can you assist with estate and trust tax compliance?
Yes, we prepare estate tax returns and ensure trust compliance while collaborating with attorneys to meet legal and tax requirements.
What makes your tax preparation different?
We combine CPA expertise with personalized planning to minimize liabilities and connect individual tax strategies with business financial goals.
Do you offer virtual consultations?
Yes, we provide Zoom meetings and online portals for convenient access to accounting services and document sharing.
