Small Business Tax

Our team at Small Business Tax assists individuals and business owners with their financial and income tax statements. We are highly qualified to advise clients on how to minimize their tax liability, inform them on any tax changes that may affect their business and ensure compliance with taxing agency requirements. SBT Financial Solutions is a year round, full service tax, accounting and financial services firm, located in Orange County, CA. We combine the breadth of knowledge normally found in a large firm with the care and attention you expect from a small firm. The death of a family member is difficult; financial and tax issues can make it even more difficult. We can help guide you through the trust administration process and other issues. This could include inventorying and valuing assets, notifying financial institutions, dealing with beneficiaries and other unfamiliar tasks. We have helped dozens of clients successfully navigate these complex issues.