Business Details
31 Years
experience
Trusted Accounting & Tax Services in Yorktown
SBIS has provided reliable, personalized, and confidential accounting, tax, and financial services to individuals and small businesses since 1995. As a locally owned firm with access to nationwide networks, we combine the strength of a large organization with the personalized attention of a small business. Our expertise spans tax preparation, representation, and planning, bookkeeping, QuickBooks setup and training, and business startup counseling. Our team maintains credentials including Enrolled Agent (EA), Accredited Tax Advisor (ATA), and Accredited Business Advisor (ABA), supported by ongoing professional education through organizations like the National Society of Tax Professionals and National Association of Enrolled Agents. We specialize in simplifying financial processes, reducing tax liabilities, and delivering tailored solutions to help clients achieve their financial goals.Our commitment to staying current with evolving tax laws and accounting standards ensures clients receive accurate, forward-thinking advice. We empower clients through educational resources, financial calculators, and proactive tax planning to enhance financial clarity and compliance. Our services are designed to give clients peace of mind while maximizing profitability and minimizing tax exposure. With offices in Yorktown and Williamsburg, Virginia, we serve a diverse range of industries, including retail, service, construction, and manufacturing. Our dedication to client satisfaction is reflected in our 24/7 availability, free initial consultations, and comprehensive support for resolving tax issues with the IRS or state agencies.
Services
Bookkeeping
QuickBooks ProAdvisors
Individual Tax Returns
Business Tax Returns
Tax Planning
Tax Representation
Details
- Year established: 1995
Highlights and features
- We offer personalized service combining local expertise with nationwide resources.
- Our team includes a QuickBooks ProAdvisor for specialized accounting software support.
- We provide IRS representation to resolve tax issues efficiently.
- Our professionals maintain advanced credentials through continuous education.
- We serve Yorktown and Williamsburg, VA with industry-specific financial solutions.
Associations and certifications
- Enrolled Agent (EA)
- Accredited Tax Advisor (ATA)
- Accredited Business Advisor (ABA)
- QuickBooks ProAdvisor
- National Society of Tax Professionals (NSTP)
- National Society of Accountants (NSA)
- National Association of Enrolled Agents (NAEA)
Services
Bookkeeping
We provide complete bookkeeping services to organize financial records, prepare reports, and reconcile accounts for small businesses. Our team works with various accounting programs, including QuickBooks, to ensure accurate financial tracking. This service helps business owners focus on growth while maintaining clear financial visibility.
QuickBooks ProAdvisors
Our QuickBooks ProAdvisors set up accounting systems and provide training to streamline financial processes. We offer on-site or remote training with follow-up support to ensure proficiency. This service empowers businesses to manage their finances independently while reducing accounting errors and inefficiencies.
Individual Tax Returns
We prepare accurate, confidential individual tax returns with a focus on tax reduction strategies and deduction optimization. As IRS electronic filing providers, we simplify the submission process while ensuring compliance. Our consultations help clients understand their tax situations and plan for future obligations.
Business Tax Returns
We specialize in preparing federal and state tax returns for all business structures, including LLCs, corporations, partnerships, and sole proprietorships. Our service minimizes tax liabilities while ensuring compliance with evolving regulations. We've filed thousands of returns for diverse industries, including retail, manufacturing, and service sectors.
Tax Representation
We represent clients in resolving IRS and state tax notices, liens, and levies through settlements and installment plans. As licensed Enrolled Agents, we handle communications with tax authorities to reduce client stress. This service provides expert negotiation and compliance solutions for past-due tax situations.
People
Phil Unsworth
Owner/President
Phil Unsworth holds an MBA and credentials as an Enrolled Agent, Accredited Tax Advisor, and Accredited Business Advisor. He conducts financial seminars in southeastern Virginia and provides QuickBooks training to small businesses. His expertise spans tax strategy, business planning, and financial education.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, and QuickBooks setup/training to help small businesses maintain accurate records and streamline financial processes.
How can you help reduce my tax liability?
We use strategic tax planning, deduction optimization, and compliance strategies tailored to your financial situation to legally minimize tax obligations.
Do you offer IRS representation services?
Yes, as licensed Enrolled Agents, we represent clients in resolving IRS notices, negotiating settlements, and setting up payment plans.
What makes your firm different from other accounting services?
We combine local personalized service with national network resources, maintaining advanced credentials and offering free initial consultations for all clients.
How do you stay updated on tax law changes?
Our team participates in continuing education through organizations like the National Society of Tax Professionals and National Association of Enrolled Agents.
Reviews (2)
Ben Munson - Williamsburg Realtor
Jul 20, 2020
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I have used SBIS for my company's payroll and taxes. Phil is incredibly knowledgable and professional. He always seems to know the tax rules around whatever I throw his way. I have referred several clients to him and they have always come back with glowing reviews. I'm glad to have him as part of my financial team of trusted advisors!
Dr. Brandon Babin
Mar 16, 2019
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I highly recommend SBIS for all of your accounting needs. When I filled my taxes last year, Phil Unsworth made the entire process incredibly easy and simple for us. Then the state decided that they wanted to put up a fight with us. The state was completely wrong and Phil helped us fight with them until they realized their mistake. I cannot imagine trying to argue with the IRS on my own and was thrilled to have Phil tirelessly working in our corner to get everything taken care of! 5 Stars; Highly recommended.
