SB Properties

At Donald E. Bates & Co., P.C., we are a leading firm dedicated to providing professional, responsive, and quality services to our clients. Our mission is to build long-lasting relationships with our clients by delivering exceptional results and unparalleled customer service.

Our Values

Our firm is built on a foundation of values that guide our actions and decisions. We are committed to:

• Providing personalized and professional service to each and every client
• Maintaining the highest level of expertise and staying up-to-date with the latest developments in tax laws and accounting standards
• Building trust and fostering strong relationships with our clients
• Delivering exceptional results and exceeding client expectations

Our Services

Our team of experienced professionals offers a broad range of services designed to meet the unique needs of our clients. Our services include:

Tax Services

• Individual Tax Preparation: We help individuals navigate the complexities of individual tax preparation, ensuring they maximize their savings and minimize their tax liability.
• Business Tax Preparation: We provide comprehensive tax preparation services for businesses of all sizes, ensuring compliance with tax laws and regulations.
• Estate & Trust Tax Preparation: We assist clients with preparing and filing tax returns for estate and trust accounts.
• Tax Planning: We help clients develop strategic tax planning strategies to minimize their tax liability and optimize their after-tax income.

Business Services

• Small Business Accounting: We provide full-service accounting solutions for small businesses, including financial statement preparation, budgeting, and forecasting.
• Payroll Services: We handle all aspects of payroll processing, including tax compliance and employee benefits.
• Reviews & Compilations: Our team ensures that clients' financial statements are accurate, complete, and in compliance with regulatory requirements.
• Cash Flow Management: We help businesses manage their cash flow effectively, ensuring they have sufficient funds to meet their financial obligations.
• Business Advisory Services: Our team provides expert guidance and advice on business strategy, operations, and growth.
• Business Financial Planning: We help businesses develop comprehensive financial plans, including budgeting, forecasting, and financial planning.
• Succession Planning: We assist business owners with developing and implementing succession plans, ensuring the continuity and success of the business.
• New Business Formation: We guide entrepreneurs through the process of forming a new business, from incorporation to establishing financial systems.

QuickBooks Services

• Setup for QuickBooks: We set up and customize QuickBooks software to meet the specific needs of our clients.
• Training for QuickBooks: Our team provides training and support to get clients up and running with QuickBooks.
• Answers to QuickBooks Questions: We're here to answer any questions our clients may have about using QuickBooks.
• Tune-up for QuickBooks: We help clients customize and optimize their QuickBooks setup for maximum efficiency.

Tax Resources

• Check Your Refund: We provide guidance on checking the status of federal and state tax refunds.
• Tax Due Dates: Our team ensures clients stay up-to-date on important tax due dates and deadlines.
• Tax Rates: We provide information on current tax rates and how they may impact clients' financial situations.
• IRS Tax Forms & Publications: We offer access to official IRS forms and publications, simplifying the tax preparation process.
• State Tax Forms: We assist clients with preparing and filing state tax returns.