Tax Services

About Tax Services

The tax law is an increasingly complex web of rules and regulations. SSB’s tax team is highly recognized for its experience and expertise in tax compliance and planning. Whether it’s income taxes, retirement planning, compensation planning, business succession or estate concerns, we can help you map your strategy to take the best advantage of the tax law provisions.

We know the ropes—and talk your language. Our professional team is highly trained. CPAs are tested and licensed before they can place “CPA” after their names. Our profession has rigorous continuing education requirements which ensures you of our competence. But, our practical experience may mean more to you. We put our knowledge to work for you every day in all types of settings—and we are constantly learning more as a result. These experiences let us identify problems faster and propose solutions better and more cost effectively for you.




  • Tax-advantaged planning and preparation

  • Business tax matters

  • Type of organization“C” or “S” corporation, LLC, partnership and proprietorship

  • Election of accounting methods

  • Multistate tax considerations

  • Tax considerations for sale or purchase of a business

  • Like-kind exchanges

  • Retirement and employee benefit planning

  • Individual tax matters

  • Maximizing deductions/minimizing taxes

  • Tax effects of investments

  • Coordination of business with personal tax planning

  • Estate and gift taxes

  • Payroll, sales, use and excise taxes

  • Asset protection strategies

News & Updates

3 min read

Update on New Retirement Account Catch-Up Contribution Rules

The Setting Every Community Up for Retirement Enhancement (SECURE) Actbrought numerous changes to the retirement and...

4 min read

Businesses: It's Time to Get Ready for the New Corporate Transparency Reporting Rules

Attention: Your business may soon have to meet new reporting requirements that take effect on January 1, 2024. Under...

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