Tax Preparation and Strategic Consulting

How Will You Optimize Your Tax Situation?

While taxes are unavoidable, Sullivan Bruyette Speros & Blayney’s (SBSB) advisors can help you understand the tax ramifications of your overall financial situation and identify planning opportunities to legally and efficiently minimize your income taxes. We offer tax preparation and strategic consulting services provided by our tax experts, or in conjunction with your current tax advisors.

SBSB Tax Services

  • Prepare individual, trust and gift tax returns
  • Prepare tax projections
  • Conduct tax research
  • Coordinate tax strategies with accountant
  • Make estimated tax payments
  • Research and calculate cost basis
  • Manage trust distributions
  • Provide documentation to accountant
  • Respond to tax notices

Contact Us About Tax Prep Services

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