Business Details
Trusted Accounting & Tax Services in Omaha
At Small Business Accounting & Tax, we prioritize delivering timely and accurate financial information to empower our clients. With decades of combined experience, our team specializes in accounting, tax planning, and management consulting tailored to small businesses. We develop customized accounting systems, provide strategic tax solutions, and offer advisory services to enhance business growth.Our Certified QuickBooks Pro Advisor ensures efficient financial systems, while our expertise in multi-state taxation and IRS representation addresses complex client needs. Community involvement and client-focused service remain central to our approach, reflecting our commitment to long-term client success.
Services
Accounting Services
Tax Planning
Payroll Processing
Financial Statements
Cash Flow Analysis
Business Consulting
IRS Representation
Sales Tax Returns
Estate Tax Planning
Business Valuations
Highlights and features
- We offer decades of experience in small business accounting and tax services.
- Our team includes Certified Public Accountants and QuickBooks Pro Advisors.
- We provide personalized tax strategies to maximize after-tax income.
- Our services cover multi-state taxation and IRS representation.
- We prioritize community involvement and client-focused financial solutions.
Services
Accounting Services
We provide full-cycle accounting services including bookkeeping, financial statement preparation, and cash flow analysis. Our Certified QuickBooks Pro Advisor customizes systems to streamline operations and support business growth. With accurate record-keeping, clients gain actionable insights for informed decision-making.
Tax Planning
Our tax planning optimizes after-tax income through strategic structuring for individuals and businesses. Services include multi-state tax compliance, estate tax planning, and IRS representation. We ensure adherence to regulations while minimizing liabilities for C-Corporations, S-Corporations, LLCs, and partnerships.
Business Consulting
We offer management consulting for business strategy, entity selection, and acquisition/sale structuring. Our team provides forecasts, cash flow analysis, and operational improvements. Clients benefit from tailored advice to enhance profitability and navigate complex financial decisions.
Payroll Services
We manage payroll tax reporting and compliance for growing businesses. Our services include system implementation, wage processing, and filing federal/state returns. Clients avoid penalties through accurate, timely submissions while focusing on core operations.
IRS Representation
Our experts represent clients during IRS audits and tax disputes. With decades of experience, we handle examinations, penalty abatements, and collections. Proactive communication ensures clients remain focused on business while we resolve tax agency matters efficiently.
People
Rob
President
Rob, a CPA and CFP since 1972 and 1991, founded SBAT after leading Richardson & Associates for 37 years. He specializes in business valuations, financial planning, and community service, bringing over 50 years of public accounting experience to client solutions.
Diana Cervantes
Paraprofessional Accountant
Diana has over 20 years of public accounting experience, managing bookkeeping, tax returns, and payroll processing. She enhances client systems through advanced computer skills and ongoing education, ensuring accurate financial operations for small businesses.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, cash flow analysis, and QuickBooks system customization for small businesses.
Do you handle multi-state tax filings?
Yes, we coordinate multi-state tax returns to prevent double taxation for businesses operating across jurisdictions.
Can you assist with IRS audits?
Our team represents clients during IRS examinations and resolves tax disputes efficiently with proven expertise.
What tax planning strategies are available?
We optimize after-tax income through entity selection, estate planning, and strategic structuring for individuals and businesses.
Do you offer payroll tax services?
Yes, we prepare and file federal/state payroll tax returns, ensuring compliance and avoiding costly penalties.
