Business Details
26 Years
experience
Trusted Accounting & Tax Services in Wrentham, MA
At SDB Accounting & Tax Services, we are a team of CPAs, Enrolled Agents, and Accountants dedicated to delivering personalized tax and accounting solutions to individuals and businesses throughout the Boston Metrowest area. Since 2000, our firm has prioritized understanding client needs to provide strategic guidance that maximizes financial potential. Our expertise spans tax planning, bookkeeping, IRS dispute resolution, and small business consulting, supported by certified QuickBooks advisors. We combine decades of experience in public accounting and corporate roles to offer transparent, client-focused services. Our growth from a solo practice to a team of seven reflects our commitment to building long-term relationships grounded in trust and results.We specialize in connecting business and individual tax strategies, ensuring compliance while minimizing liabilities. Our teams educational backgrounds, including advanced degrees from Bryant College, underscore our dedication to professional excellence. We actively collaborate with attorneys on estate and trust compliance, providing comprehensive support for asset planning and settlement. Our digital tools, including QuickBooks Online, enhance collaboration and efficiency for clients. We pride ourselves on accessible, responsive service, offering direct communication with our principal and team members. Whether you are a startup or an established business, our tailored approach ensures clarity and confidence in managing your financial goals.
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 accurate bookkeeping.
- We provide personalized strategies to minimize tax liabilities.
- We represent clients in IRS and state tax disputes.
- Our CPAs and Enrolled Agents ensure compliance expertise.
Services
Individual Tax Management
We guide clients through tax planning and preparation, minimizing liabilities by leveraging deductions, credits, and strategic timing. Our expertise includes stock options, education benefits, and business-individual tax integration. We also assist with IRS and state compliance.
Business Entity Tax Management
We handle tax compliance and planning for businesses from entity selection to sale, aligning business and personal tax strategies. Services include payroll tax, multi-state filings, and succession planning for long-term growth.
IRS and State Dispute Resolution
Our team represents clients in audits, collections, and appeals with the IRS and state agencies. We negotiate settlements, file appeals, and ensure compliance while protecting client interests during tax authority interactions.
Bookkeeping and Accounting
We maintain accurate financial records using QuickBooks Online, ensuring compliance and informed decision-making. Services include bank reconciliations, payroll processing, and financial statement preparation for businesses of all stages.
Estate and Trust Compliance
We collaborate with attorneys to prepare estate tax returns and manage trust compliance. Our services ensure proper asset transfer, minimize tax burdens, and meet legal requirements for estate and trust administration.
People
Samuel D. Blackmore
Principal and Founder
CPA with 20+ years in public and corporate accounting. Founded SDB in 2000 after roles at KPMG and NEN Life Sciences. Focuses on strategic client value.
Robert H. Cooke
CPA
Experienced accountant providing tax and compliance services. Specializes in business entity planning and individual tax strategies for high-net-worth clients.
Evan A. Collins
Enrolled Agent
IRS-licensed tax professional with expertise in dispute resolution and audit representation. Assists clients with complex tax compliance issues.
Julie A. Cummings
CPA
Certified public accountant managing bookkeeping and financial reporting. Skilled in QuickBooks implementation and small business accounting systems.
Karen L. Solomon
Office Manager
Coordinates client services and new client onboarding. Provides administrative support and serves as primary contact for scheduling and initial inquiries.
Questions
What services does SDB Accounting & Tax Services offer?
We provide individual and business tax planning, bookkeeping, IRS dispute resolution, small business consulting, and estate/trust compliance services.
How long has SDB been in business?
Our founder began practicing in 2000, growing from a solo practice to a team of seven accounting professionals.
Can SDB help with IRS or state tax issues?
Yes, we represent clients in audits, inquiries, and disputes with the IRS and state taxing authorities.
Do you work with small businesses only?
We serve businesses of all sizes, from startups to established companies, across various industries.
What accounting software does SDB use?
We exclusively use QuickBooks Online for bookkeeping to ensure collaboration and cost efficiency.
How do I schedule a consultation?
Contact Karen Solomon via email or book directly with Sam Blackmore through our online scheduling tool.
