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Smarter Tax & Accounting Solutions for Entrepreneurs
Save time, save money, and gain clarity with proactive financial strategies.
Powered by Formations Corp
Smarter Tax & Accounting Solutions for Entrepreneurs
Save time, save money, and gain clarity with proactive financial strategies.
Tax Savings from Proactive Planning (Averages & Ranges)
Self-Employed / Small Business Owners
Studies from the NAEA & AICPA show proactive tax planning can reduce taxable income by 10–30%.
Example: Converting from sole proprietor → S-Corp can save 15–20% of self-employment taxes (~$8K–$15K per $80K–$100K net income).
General Taxpayer (Individuals & Families)
IRS data shows individuals using a tax professional with planning save 7–10% more on taxes.
Common savings: retirement contributions, timing of income/expenses, credits (child, education, energy), and itemized deductions.
High-Income Individuals / Complex Returns
For taxpayers with multiple income streams, proactive planning can yield 20–40% savings.
Strategies include: capital gains harvesting, depreciation planning, charitable giving, multi-state apportionment.
Nationwide reach + local support.
Industries We Serve
At SBS, we know every business is unique — and so are your tax and financial needs. With decades of experience, we’ve helped entrepreneurs across these industries below:
Real Estate Professionals
Deductions, commission structures,
tax strategies, and entity organizations.
1099 Contractors & Freelancers
Self-employment taxes, deductions, and proactive planning.
W-2 Employees with Side Income
Combine salary, rentals, businesses, and investments seamlessly.
Service-Based Businesses
Bookkeeping, payroll, and tax planning designed to help you scale confidently.
With SBS, you get personalized strategies that turn financial data into smarter decisions and lasting savings.
Your Path to Tax Planning & Compliance
Every entrepreneur’s journey is different, and we believe your financial support should be flexible enough to fit your needs. That’s why we offer two paths to ensure your tax planning and compliance are always covered:
Provide Your Own Documentation
If you already manage your personal household tax items or business’ bookkeeping, you can share your financial records with us directly. We’ll take your documentation,
organize it for tax purposes, and ensure your returns and compliance filings are handled with accuracy and care. This option works best for those who have reliable personal records and business bookkeeping systems in place and want support primarily on the tax side.
Partner with SBS Bookkeeping Year Round
For entrepreneurs who want more than “once-a-year tax prep,” we offer full-service bookkeeping throughout the year. With SBS handling your books:
You’ll always have clean, accurate financials ready for tax planning.
We proactively monitor your numbers to uncover opportunities for savings and growth.
You gain peace of mind knowing your financial data is audit-ready and fully compliant—every month, not just at year-end.
Bookkeeping & Reporting
Monthly bookkeeping
Payroll processing & compliance
P&L, Balance Sheet, Cash Flow insights
Year-end close & financial audit
Tax Services
Business & Personal tax prep
Quarterly planning sessions
Entity structure guidance (LLC, S-Corp)
IRS/State compliance
Advisory & Growth
Cash flow forecasting
Budgeting & benchmarking (AI dashboards)
Industry insights (real estate, service-based entrepreneurs)
Growth coaching & strategy
Add-On Services
1099 filings
Benefits setup (retirement, health plans)
No obligation financial reviews!
Tax planning quarterly or annually
Your Path to Tax Planning & Compliance
Every entrepreneur’s journey is different, and we believe your financial support should be flexible enough to fit your needs. That’s why we offer two paths to ensure your tax planning and compliance are always covered:
Provide Your Own Documentation
If you already manage your personal household tax items or business’ bookkeeping, you can share your financial records with us directly. We’ll take your documentation,
organize it for tax purposes, and ensure your returns and compliance filings are handled with accuracy and care. This option works best for those who have reliable personal records and business bookkeeping systems in place and want support primarily on the tax side.
Partner with SBS Bookkeeping Year Round
For entrepreneurs who want more than “once-a-year tax prep,” we offer full-service bookkeeping throughout the year. With SBS handling your books:
You’ll always have clean, accurate financials ready for tax planning.
We proactively monitor your numbers to uncover opportunities for savings and growth.
You gain peace of mind knowing your financial data is audit-ready and fully compliant—every month, not just at year-end.
Bookkeeping & Reporting
Monthly bookkeeping
Payroll processing & compliance
P&L, Balance Sheet, Cash Flow insights
Year-end close & financial audit
Tax Services
Business & Personal tax prep
Quarterly planning sessions
Entity structure guidance (LLC, S-Corp)
IRS/State compliance
Advisory & Growth
Cash flow forecasting
Budgeting & benchmarking (AI dashboards)
Industry insights (real estate, service-based entrepreneurs)
Growth coaching & strategy
Add-On Services
1099 filings
Benefits setup (retirement, health plans)
No obligation financial reviews
Tax planning quarterly or annually
How It Works
Discovery Phase
The first step in working with SBS is Discovery—a structured process designed to uncover opportunities, identify risks, and build a complete picture of your financial life.
Submit Your Initial Documents
The first step in working with SBS is Discovery—a structured process designed to uncover opportunities, identify risks, and build a complete picture of your financial life.
Prior year business tax returns, bookkeeping records, bank statements, payroll reports, and entity formation details.
Prior year personal tax returns, W-2s, 1099s, mortgage interest statements, and any other income or deduction documents.
Having both sides of your financial picture ensures we’re able to plan effectively, since personal and business finances are closely connected for most entrepreneurs.
Schedule a Required Discovery Call
After reviewing your documents, we’ll schedule a required phone call or virtual meeting. This ensures our very first conversation is productive and tailored to your exact situation. During this meeting we’ll cover:
Prior year business tax returns, bookkeeping records, bank statements, payroll reports, and entity formation details.
Prior year personal tax returns, W-2s, 1099s, mortgage interest statements, and any other income or deduction documentsBusiness tax considerations (entity structure, deductions, compliance gaps, cash flow reporting)
Personal tax planning (filing status, credits, deductions, retirement contributions, family/household considerations)
Immediate opportunities for savings and proactive strategies
Clarification on any missing or unclear records.
Build Your Custom Roadmap
At the end of Discovery, you’ll have a clear roadmap forward. Whether that means continuing with your own documentation and having SBS step in primarily for compliance or partnering with our bookkeeping and payroll services year-round for a fully integrated solution, you’ll know exactly what to expect.
By including both business (if applicable) and personal tax conversations from the start, we ensure nothing is overlooked—and you gain peace of mind knowing that every financial decision is being considered in the full context of your life.
Onboarding Phase
A seamless onboarding process to ensure clear expectations, smooth communication, and a confident start so you feel supported from day one.
Create a Personalized Needs List
Building on our Discovery Call, we prepare a detailed needs list tailored to your business and personal situation.
Secure Document Upload & Guided Questionnaire
You’ll upload your documents into our secure client portal. Along with this, you’ll complete a guided questionnaire that captures important details about your financial goals, life changes, and any unique tax considerations.
Compliance Work Begins
Once we have everything, our team gets to work—reviewing your documents, reconciling your data, and preparing your tax return with compliance and accuracy at the forefront.
How It Works
Discovery Phase
The first step in working with SBS is Discovery—a structured process designed to uncover opportunities, identify risks, and build a complete picture of your financial life.
Submit Your Initial Documents
The first step in working with SBS is Discovery—a structured process designed to uncover opportunities, identify risks, and build a complete picture of your financial life.
Prior year business tax returns, bookkeeping records, bank statements, payroll reports, and entity formation details.
Prior year personal tax returns, W-2s, 1099s, mortgage interest statements, and any other income or deduction documents.
Having both sides of your financial picture ensures we’re able to plan effectively, since personal and business finances are closely connected for most entrepreneurs.
Schedule Discovery Call (Required)
After reviewing your documents, we’ll schedule a required phone call or virtual meeting. This ensures our very first conversation is productive and tailored to your exact situation. During this meeting we’ll cover:
Prior year business tax returns, bookkeeping records, bank statements, payroll reports, and entity formation details.
Prior year personal tax returns, W-2s, 1099s, mortgage interest statements, and any other income or deduction documentsBusiness tax considerations (entity structure, deductions, compliance gaps, cash flow reporting)
Personal tax planning (filing status, credits, deductions, retirement contributions, family/household considerations)
Immediate opportunities for savings and proactive strategies
Clarification on any missing or unclear records.
Build Your Custom Roadmap
At the end of Discovery, you’ll have a clear roadmap forward. Whether that means continuing with your own documentation and having SBS step in primarily for compliance or partnering with our bookkeeping and payroll services year-round for a fully integrated solution, you’ll know exactly what to expect.
By including both business (if applicable) and personal tax conversations from the start, we ensure nothing is overlooked—and you gain peace of mind knowing that every financial decision is being considered in the full context of your life.
Onboarding Phase
A seamless onboarding process to ensure clear expectations, smooth communication, and a confident start so you feel supported from day one.
Create a Personalized Needs List
Building on our Discovery Call, we prepare a detailed needs list tailored to your business and personal situation.
Secure Document Upload & Guided Questionnaire
You’ll upload your documents into our secure client portal. Along with this, you’ll complete a guided questionnaire that captures important details about your financial goals, life changes, and any unique tax considerations.
Compliance Work Begins
Once we have everything, our team gets to work—reviewing your documents, reconciling your data, and preparing your tax return with compliance and accuracy at the forefront.
Tax Strategy & Filing
Dedicated Review Meeting
We schedule a review meeting to walk through your draft return, explain the details, and answer all your questions before anything is filed.
Final Filing & Delivery
After your approval, we file your return with the IRS and state agencies, then provide you with a complete, finalized set of documents for your records.
Post-Filing Bookkeeping Adjustments
To keep your financial systems in sync, we provide necessary clarifying adjustments to your SBS bookkeeping team. This will ensure that your books are always tied to your business return.
Growth Partnership & Strategic Planning
Taxes shouldn’t be a once-a-year surprise. At SBS, we believe effective tax management is a year-round strategy that combines proactive planning with precise, timely filing.
Strategic Tax Planning inclues:
Maximize deductions and available credits
Align your business structure with your long-term goals
Explore tax-advantaged retirement and savings strategies
Plan for cash flow, estimated tax payments, and potential liabilities
Address compliance gaps before they become costly issues
Our goal is to help you keep more of what you earn while ensuring your business and personal finances work together, not against each other.
Pricing – Transparent Pricing Made Simple
No surprises. No hidden fees. Just clear, straightforward pricing that matches your business or personal needs.
Our Standard Pricing Tiers
One-Time Tax Consultation
A focused, 1 hour session to answer questions and discuss strategy.
Unlimited Tax Consultations
Year-round access to our tax experts for proactive planning.
Entity Formations
Setup of LLC or S Corp with state/federal registration guidance.
Ready To Get Proactive About Taxes?
Schedule a call with our team.
Phone: (480) 248-8450
Email: [email protected]
HQ: 971 North Gilbert Road, Gilbert AZ 85234
HEADQUARTERS
971 North Gilbert, Gilbert, AZ 85234
Quick Links
At Streamlined Business Solutions, we excel in precise bookkeeping tailored to your needs. Contact us today for expert assistance.
