Tax Planning
Year-Round Tax Planning
Plan ahead instead of reacting in April, with guidance built around your actual numbers.
Tax planning works best when it happens throughout the year. We review your position and discuss options before deadlines arrive.
What working together looks like
- 01A free consultation to understand your records and deadlines.
- 02A written recommendation covering scope, timing, and pricing.
- 03Ongoing work on a set schedule, with documents exchanged securely.
Common questions
- Do you work with clients in Spanish?
- Yes. Every part of our service is available in Spanish and English, including consultations, document review, and explanations of your return or financial statements.
- Do I need to come to an office?
- No. We work with clients in person where practical and securely online everywhere else, using our client portal for document exchange.
- How much experience does SBS have?
- Santiago Aguilera has more than 25 years of accounting and financial-services experience, including accounting operations, financial reporting, payroll, and individual and business tax preparation.
Related services
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Monthly accounting, financial reporting, and general-ledger support so you always know where your business stands.
Bookkeeping
Organized, reconciled books every month so you can make decisions with numbers you trust.
Catch-Up Bookkeeping
Behind on your books? We reconstruct and reconcile prior months so you can file and move forward.