If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Electronic Filing

We are an authorized IRS E-File provider and file all Federal and State Tax Returns electronically at no extra charge. This means that in most cases you receive your refund checks in 10-14 days and have the option of having your refund check directly deposited into a checking or savings account.

Federal Refund Transfer (RT)*
The Refund Transfer (RT) is a quick and cost effective method for your client to receive their federal tax refund. The federal tax refund is usually available within 7-14 days from the time the client’s tax return is electronically filed. When the IRS deposits your client’s refund with SBBT, SBBT deducts all applicable fees from the refund amount and disburses the balance of the refund to your client.

State Refund Transfer (SRT)*
The SRT is similar to the Federal RT whereupon the client requests the state taxing authority to deposit the client’s state refund with SBBT. When the state refund is received by SBBT, SBBT will deduct all applicable fees from the state refund and disburse the balance of the refund to your client using the same disbursement method the client selected to receive the RT proceeds.

*Subject to bank and processing fee.

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Small Business Tax Preparation

Getting a jump on your tax obligations and doing some early tax planning and preparation will put you in front of the game and in a good position when reporting time comes around. Sole-Proprietors or single member LLC’s can tax advantage of many tax strategies at the end of the tax year.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Non-Profits and Tax Exempt Organizations

Whether you are establishing a new 501(c)(3), (4), or other nonprofit organization or already have one, you need an expert who has years of experience in tax exempt organizations. We will provide you with sound advice in organizing and starting your tax exempt organization and will navigate the complexity of IRS and state law. We can keep up with all the paperwork while you focus on fundraising, networking, and growing your organization.

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Political Activity by Exempt Organizations

Generally traditional charities may not engage in political election activities under IRS regulations. Associations and other types of nonprofits can and do frequently sponsor PACs and engage in other forms of political campaign and issue communications. We will advise you of the limitations on political and election activities, requirement for reporting activities to IRS, FEC, and state agencies and assist with the proper formation of any PAC or subsidiary organization along with filing the proper disclosures.

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Political Campaign Finance Reporting and Consulting

Federal and State laws and regulations are constantly changing in the area of political campaigns and election activities. We assist in the formation of candidate committees, CCEs, PACs, and SuperPACs. We advise and assist clients with candidate and committee campaign finance disclosure reporting, regulatory inquiries, and in some cases enforcement proceedings. We also formulate campaign strategies for candidates, ballot issues, and legislation.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Acceptance Agent – Individual Taxpayer Identification Number

As an Acceptance Agent we can facilitate the application process for an ITIN. An Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to process a Form 1040 and other tax schedules. The Acceptance Agent reviews the necessary documents and forwards the completed forms to IRS.


Call Sherrill today to schedule an appointment!