Tax ยท planning ยท bookkeeping ยท nationwide

Clean books, calm taxes โ€” for small businesses everywhere.

Monthly bookkeeping, business and personal tax, planning, and IRS & state tax resolution โ€” run by a real Enrolled Agent, serving small businesses and individuals nationwide.

โ˜…โ˜…โ˜…โ˜…โ˜… 4.9 average rating ยท 300+ U.S. businesses & families ยท secure client portal
American small-business storefront
0.0โ˜…Average client rating
0+Years in practice
0+U.S. businesses & families served
0%Secure client document portal
How working with us works

Three steps, all from wherever you are

Fully remote-first: no office visit, no mailing originals. Just a clear path forward from anywhere in the U.S.

01

Upload securely

Send your documents through the encrypted client portal from any device โ€” no office visit, no mailing originals.

02

Meet by video

Talk it through on a video consult. We review your situation and map exactly what you need, in plain English.

03

We file โ€” you e-sign

We prepare your return or books, you e-sign online, and we stay in touch year-round through the portal.

Monthly bookkeeping

Recurring plans, honest pricing

Pick a plan that matches your volume. No long-term contract, ever.

StarterSole proprietors & new LLCs keeping it simple.
$350/mo
  • Monthly reconciliation
  • Up to 2 bank/card accounts
  • Quarterly check-in
  • Year-end tax-ready package
Most popular
GrowthEstablished businesses that need clean monthly books.
$650/mo
  • Everything in Starter
  • Up to 5 accounts
  • A/R + A/P tracking
  • Monthly review call
Get a quote

Most popular for S-Corps

Full-ServiceBooks + business tax handled end to end.
$1,150/mo
  • Everything in Growth
  • Business tax prep included
  • Payroll coordination
  • Priority support
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A real expert

Not a faceless chain. Not a kitchen-table preparer.

SBZ Tax is led by an Enrolled Agent โ€” a licensed tax professional admitted to practice before the IRS. You get a direct relationship with someone who knows your books and your business, backed by modern, secure, remote-first systems that work from anywhere.

Enrolled Agent (EA)Small-business focusedRemote-first ยท nationwideSecure client portal
Ready when you are

Let's get your books โ€” and your taxes โ€” off your plate

Book a free consultation. We'll review where you are and map a clear next step, with no pressure and no obligation.

An Enrolled Agent reviews every consultation personally.