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Tax Done Right. Planning Done Smart 
We Combine Accurate Compliance with Advanced
Tax-Planning Strategies Designed Around You

Why Choose Us?

We care deeply about doing taxes right

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At SBS Tax & Consulting Services, we genuinely care about our clients and the quality of work we deliver. That’s why getting tax filings done correctly is our number one mission. Doing taxes right is never simple, which is why we focus on precise filings, clean financial records, and strong internal quality controls

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With open communication at the core of our approach, we encourage clients to ask questions and discuss decisions before they’re made. Built on this foundation, we provide proactive, year-round tax planning that delivers peace of mind, legitimate tax savings, and long-term financial confidence

Our Our Process

Schedule an Appointment

Book a free 30-minute consultation where we learn more about you and your business, understand your goals and needs, and determine how we can best support you

Review & Assess

Once the review is completed, we will outline the scope of work and provide you with a final quote before moving forward

Initial Consultation

During the scheduled call, we discuss your tax situation in greater detail, provide initial feedback, review estimated quote based on your needs, and outline the next steps tailored to your specific situation

Present & Sign Service Engagement Letter

​After the quotation is confirmed, we will send you a service engagement letter for your review and signature

Send & Collect Documents

After you decide to proceed, we will request that you upload the required documents to our secure client portal for our review and analysis

Kickoff & Onboarding

Once engaged, we manage the process end to end and provide hands-on support throughout

What Our Clients Say About Us...

"I have been working with Samuel for several years at this point, & can't recommend him enough, btw small business & personal taxes, it gets complicated, but he is efficient & communicative. No news is good news from the IRS!"

Liz Koening

Contact

800 Third Avenue Suite A #1053

New York, NY 10022

929-205-7601

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800 Third Avenue Suite A #1053 New York, NY 10022

©2025  by SBS Tax and Consulting Services, LLC

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