Business Details
26 Years
experience
Trusted Accounting & Tax Services in Wrentham, MA
At SDB Accounting & Tax Services, we are dedicated to delivering professional, personalized tax and accounting solutions tailored to the unique needs of individuals and businesses. Our team of certified professionals, including CPAs and Enrolled Agents, brings decades of combined experience in public accounting, corporate finance, and tax management. Since 2000, we have prioritized understanding our clients' goals to provide strategic guidance that minimizes tax liabilities and supports long-term financial success. We specialize in individual and business tax planning, bookkeeping, estate compliance, and IRS dispute resolution, leveraging our expertise to simplify complex financial matters.Our commitment to transparency, ethical practices, and client education ensures our clients receive actionable insights and reliable support. By utilizing cutting-edge tools like QuickBooks Online, we enhance collaboration and efficiency while maintaining compliance with all regulatory requirements. Whether you are a small business owner or an individual taxpayer, our focus remains on turning our experience into tangible value for your financial well-being.
Services
Individual Tax Management
Bookkeeping and Accounting
Business Entity Tax Management
Small Business Consulting
IRS and State Dispute Resolution
Estate and Trust Compliance
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of experience in tax and accounting services.
- Our team includes certified QuickBooks advisors for efficient bookkeeping.
- We provide personalized strategies to minimize tax liabilities.
- Our professionals include CPAs and Enrolled Agents with deep expertise.
- We represent clients during IRS and state tax disputes.
Services
Individual Tax Management
We guide clients through tax planning and preparation, minimizing liabilities by leveraging deductions, credits, and strategic timing. Our services cover investment decisions, education benefits, and business-individual tax integration. Clients benefit from proactive strategies tailored to their financial goals.
Business Entity Tax Management
From entity selection to business closure, we handle compliance and planning for business taxes. Our expertise includes aligning business strategies with individual tax goals and ensuring adherence to regulatory requirements. We support startups and established businesses with tailored solutions.
IRS and State Dispute Resolution
We represent clients during IRS or state audits, inquiries, and compliance issues. Our team navigates complex tax disputes to resolve matters efficiently. Clients receive expert guidance to address liabilities and minimize risks associated with tax authority interactions.
Bookkeeping and Accounting
Using QuickBooks Online, we establish and maintain accurate financial records for informed decision-making. Our services include system setup, ongoing bookkeeping, and compliance support. This foundation ensures transparency and efficiency for small businesses at all growth stages.
Estate and Trust Compliance
We assist with estate and trust tax filings, collaborating with attorneys to ensure compliance and asset transfer strategies. Services include preparing returns and managing trust obligations. Clients receive support to navigate complex estate planning and compliance requirements.
People
Samuel D. Blackmore
Principal and Founder
Samuel Blackmore founded SDB Accounting in 2000 after a 20-year career in public and corporate accounting. He holds an MBA in Accounting from Bryant College and specializes in strategic tax planning for individuals and businesses.
Robert H. Cooke
CPA
Robert Cooke brings extensive auditing and tax compliance expertise to SDB, supporting clients with meticulous financial reporting and regulatory adherence. His experience spans diverse industries, ensuring tailored solutions for complex accounting needs.
Evan A. Collins
Enrolled Agent
Evan Collins specializes in tax resolution and compliance, assisting clients with IRS disputes and strategic planning. His background includes resolving complex tax cases, ensuring clients achieve favorable outcomes while maintaining compliance.
Julie A. Cummings
CPA
Julie Cummings focuses on individual and business tax services, leveraging her expertise in QuickBooks to streamline financial processes. She prioritizes client education and proactive planning to optimize tax-saving opportunities.
Karen L. Solomon
Office Manager
Karen Solomon coordinates client onboarding and administrative operations, ensuring seamless service delivery. Her role includes managing new client checklists and scheduling appointments to support efficient client interactions.
Questions
What services does SDB Accounting & Tax Services offer?
We provide individual and business tax planning, bookkeeping, IRS dispute resolution, estate compliance, and small business consulting tailored to your needs.
How can I schedule an appointment?
Book directly via our online calendar or contact our office manager to arrange a call, in-person, or virtual meeting at your convenience.
Do you serve clients outside Boston Metrowest?
Yes, we serve clients throughout Eastern New England and the Northeastern United States with virtual and in-person support.
What sets SDB apart from other accounting firms?
Our team of CPAs and Enrolled Agents combines decades of experience with personalized strategies, ensuring transparent, client-focused solutions for complex financial needs.
How do you handle IRS or state tax disputes?
We represent clients during audits and inquiries, leveraging our expertise to resolve issues efficiently while minimizing liabilities and compliance risks.
