At SB Accounting and Business Services, our goal is to help clients stay informed, organized, and confident—whether you’re managing your own business, self-employed, or preparing for tax season.
These trusted resources can help you make informed decisions and navigate your financial life with clarity.
HELPFUL RESOURCES
2025 Federal Tax Law Changes
Explore the most significant updates to individual, business, estate, and international tax law for 2025, including insights from the new One Big Beautiful Bill Act. (Includes in-depth subpages and planning tools.)
Financial and Tax Tools
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Where’s My Refund?
Quickly and securely check the status of your federal tax refund.
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360 Degrees of Financial Literacy
Learn how to manage personal finances through every stage of life—from budgeting to retirement.
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Dave Ramsey’s Guide to Budgeting
A straightforward approach to setting financial goals and building a plan that works for you.
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IRS Taxpayer Guide to Identity Theft
Understand how to protect your information and respond if you suspect identity theft.
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U.S. Income Tax Treaties — A to Z
Access up-to-date treaty information for cross-border individuals and businesses.
GET ORGANIZED
Running a business or managing your own finances comes with plenty of moving parts — receipts, invoices, reports, and deadlines.
At SB Accounting and Business Services, we want to make it easier for you to stay organized year-round. Here are a few trusted tools that help simplify daily financial management and keep your records in order.
Recommended Tools
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ExpensePal
Quickly capture, organize, and store your original receipts in one secure place. Perfect for tracking deductible expenses and staying ready for tax season.
Built for professional service firms to track time and expenses with specific customers and projects. You have
the flexibility to integrate it with QuickBooks or use it as a fully customized standalone solution.
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QuickBooks Solopreneur or Simple Start
Manage your income and expenses, track mileage, and estimate quarterly taxes with ease. Ideal for freelancers, consultants, and small business owners.
Additional Organization Resources
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Google Drive
Safely store and share important financial documents online — accessible from anywhere and easy to organize by year or client.
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MileIQ
Automatically track business mileage and categorize trips for accurate expense reporting. -
Trello
Plan, prioritize, and collaborate on business or project tasks to keep your workflow running smoothly.
Need a Little Help Getting Started?
We’re here to help you set up systems that work — from choosing accounting software to creating digital filing structures that make tax time stress-free.
CLIENT PORTAL
At SB Accounting and Business Services, protecting your information is a top priority.
Our secure TaxDome Client Portal makes it easy to share, sign, and access your tax, accounting, payroll and planning documents — all in one place.
Through the portal, you can:
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Upload and download documents safely
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Electronically sign engagement letters and forms
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Communicate securely with our office
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View and pay invoices online
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Access personalized organizers and updates year-round
Whether you’re an individual, small business, or international client, the portal provides a convenient and confidential way to stay connected and on track.
➡️ Log In to the Client Portal
(New to the portal? Contact us and we’ll help you get set up.)