Services Available – Individuals

We provide a variety of services to our clients to help them keep everything about their finances in order, help them protect their family and achieve a prosperous Retirement.


Tax Preparation

Whether you have a complex or simple tax situation our trained professionals are available to prepare your return, maximize your tax savings and electronically file your return.


Tax Planning

(Free Service to our Clients) – We believe that managing your taxes in not something that should be done once a year. Controlling your taxes is something that needs to be monitored all year long. Our Accountants are available to help you monitor your tax situation and help plan for any tax issues throughout the year.


Estate Planning

Protecting your Estate can be very difficult. With proper planning our Accountants can evaluate your Estate and help you protect it so that you can pass on as much to your loved ones as possible.


Financial Review Services

(Free Service to our Clients) – Taxes are only one piece of the financial process. In order to truly help our clients achieve financial success we believe it is necessary to conduct a complete review of all the pieces of the financial puzzle. We can than offer up ways to help the client get their financial house in order. This review can include all or some of the following areas;

  • Budgeting and Cash Flow Assistance
  • Debt Analysis
  • Life Insurance Programs
  • Retirement Projections and Assistance
  • Investment Asset Allocation
  • Disability Insurance
  • Long term Care Insurance

Employee Retirement Plans

(Free Service to Our Clients) – Our Accountants can help make sure that our clients get the right guidance when it comes to protecting and maximizing their Retirement Assets. Our trained professionals can assist with making sure you get the right product and help you with your Retirement decisions whether you’re just starting out or reaching Retirement Age.

  • 401K Plans/Rollovers
  • IRA Rollovers
  • Defined Contribution Plans
  • Deferred Compensation Plans
  • Simple/SEP IRA
  • Keogh Plans


(Free Service to Our Clients) – While B & B Tax Service does not offer clients loans, we can offer assistance in obtaining the right loan for our clients. Through our network of resources we can put our clients in touch with the right people and make sure that they are getting the service that they should be receiving. Our resources can help with any of the following;

  • Refinances
  • Mortgages
  • Home Equity Loans
  • Debt Consolidation Loans

Services Available – Business Owners

We provide individualized services to our business owners so that they can concentrate on growing their business and doing what they love without having to worry about the many Federal and State Tax guidelines or the little things needed to protect their business.


Accounting/Bookkeeping Services

Whether it is an annual visit, monthly visit or even more often we can help keep your business on track with everything financial. Our Accountants have enough experience to handle any business or not for profit organization no matter what the industry. We can provide these services either at our office with our trained staff or we can come to you, whichever is more suitable to help you grow your business.


Tax Preparation/Tax Planning

Our Accountants can prepare and file any tax filings that are necessary for your busy entity. By being involved with your business on a regular basis we can also give you the heads up on any tax issues that may be on the horizon and guidance on how to minimize tax liabilities.


Financial Statement Preparation

Vivamus lacinia, nibh eget faucibus aliquam, tortor turpis ornare est, ut congue nulla sapien.


Budget and Cash Flow Projections

Budget and Cash Flow projections are the most important financial aspect of any business. We can help you achieve greater success by working with you to better understand your budget and manage cash flow. This is essential to maintain any successful business.


Payroll and Sales Tax Filings

Payroll and Sales Tax Filings are usually where business owners struggle the most. Improperly prepared or filed Payroll and Sales tax Returns can cause substantial headaches and costly fines. Our Accountants can make sure that your returns are properly prepared and filed in a timely manner helping you avoid costly problems.


Business Consulting Services

We take pride in the fact that we have experience dealing with many different business types in many different industries. We enjoy helping our business owners grow their business and become successful in their field of choice. Our Accountants are available to help with any questions our business owners have to solve a problem, get ahead or just become more efficient.


Group Health Insurance Plans

Our Accountants want to make sure our clients are protected in every way. We are eager to help with setting up health plans for our clients and their employees in the most cost effective manner possible.


Employee Retirement Plans

Our Accountants are available to not only help our business owners be successful for today but also into Retirement. We can help our clients to achieve success by establishing a Retirement program that is designed for whatever their individual needs.

Give us a call so that we can help you keep your Financial House in Order.

We Appreciate the Opportunity to Service All of Your Financial Needs

Email Us:

Call Us:

(631) 277-2626