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Our Services

Tailored financial solution to help individuals and businesses stay organized, complaint, and positioned for growth.

Individual Tax Preparation

For simple returns with one state filing.

Basic

(1040 + 1 state)

For multiple states and applicable tax credits.

Multi-state / Credits

For more complex financial situations and deductions.

Complex Returns
Business Tax Services

For self-employed individuals and sole proprietors.

Schedule C

For partnerships and multi-member business returns

Partnership (1065)
Bookkeeping Services
Income & Expenses Tracking

Track income and expenses accurately and consistently.

Monthly Organization

Keep your financials organized and up to date each month.

Reporting Support

Receive clear report to help you make informed decisions.

Financial Management & Advistory Services
Growth Premium Package

Bookkeeping, reporting, payroll support and financial oversights.

$850/month
Financial Operations Suite (Add-On)

Accounts receivable, accounts payable and workflow support.

Starting at

$200/month
Tax Strategy & Compliance Support

Ongoing tax positioning and readiness support.

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Starting at

$300/month
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Why Choose SFS

Instead of hiring in-house staff, SFS provides the structure and support of a part-time financial manager and operations, allowing business owners to focus on growth while we manage the financial backend.

CLARITY • PROTECTION • GROWTH • CLARITY • PROTECTION • GROWTH • CLARITY • PROTECTION • GROWTH • CLARITY • PROTECTION • GROWTH •

Ready to Take Control of Your Financial Future?

Let’s create a plan that brings clarity, reduces stress, and helps you move forward with confidence.

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