Business Details
26 Years
experience
Trusted Accountants in Wrentham, MA
SDB Accounting & Tax Services is a full-service tax and accounting firm serving clients throughout the Boston Metrowest area. Our team of CPAs, Enrolled Agents, and Accountants leverages decades of combined experience to deliver personalized solutions for individuals and businesses. We specialize in tax planning, bookkeeping, business consulting, and IRS dispute resolution, utilizing QuickBooks Online for efficient collaboration. Founded in 2000 by Sam Blackmore, our firm has grown from a solo practice to a team of seven professionals dedicated to turning experience into client value.We prioritize understanding each client's unique needs to provide actionable insights and compliance support across all phases of business life cycles. Our services span individual tax management, estate and trust compliance, business entity tax planning, and small business consulting tailored to Eastern New England clients.
Services
Individual Tax Management
Bookkeeping & Accounting
Business Entity Tax
Small Business Consulting
IRS Dispute Resolution
Estate Compliance
Details
- Year established: 2000
Highlights and features
- CPAs and Enrolled Agents with 20+ years of combined experience
- Certified QuickBooks Online advisors for modern accounting solutions
- Personalized tax strategies minimizing liabilities for individuals and businesses
- IRS audit representation and dispute resolution specialists
- Local expertise serving Boston Metrowest and Eastern New England
Services
Individual Tax Management
Comprehensive tax planning and preparation for individuals, minimizing liabilities through strategic deductions, investment timing, and business-integrated tax strategies. Our CPAs analyze education credits, stock options, and estate connections to optimize returns while ensuring compliance with federal and state regulations.
Bookkeeping & Accounting
QuickBooks Online-based bookkeeping services maintaining accurate financial records for decision-making and tax compliance. We handle system setup, transaction recording, and reporting for startups and established businesses, ensuring seamless collaboration and cost-effective accounting solutions tailored to small business needs.
Business Entity Tax
Full-cycle business tax compliance and planning from entity selection to business exit strategies. Our experts align tax planning with business goals, managing corporate tax returns, payroll tax filings, and strategic advisory to minimize liabilities while supporting growth and succession planning for small to mid-sized companies.
IRS Dispute Resolution
Representation and resolution services for IRS and state tax authority disputes. We assist with audit responses, collection negotiations, and compliance issues, leveraging our team's 20+ years of experience in tax law to protect client interests and achieve favorable outcomes during tax authority investigations.
Estate Compliance
Estate and trust tax compliance services coordinating with attorneys to ensure proper asset transfer and fiduciary tax reporting. We prepare estate tax returns, manage trust compliance filings, and provide planning guidance to preserve wealth across generations while meeting all regulatory requirements.
People
Samuel D. Blackmore
Principal and Founder
CPA with 20+ years in public accounting and corporate roles. Founded SDB in 2000 after serving as Tax Director at American Thread and Tax Manager at KPMG. Holds MBA and BA in Accounting from Bryant College.
Robert H. Cooke
CPA
Certified Public Accountant providing tax and accounting expertise to small businesses and individuals. Specializes in compliance and strategic tax planning for local clients.
Karen L. Solomon
Office Manager
Manages client onboarding and scheduling while providing administrative leadership. Coordinates new client checklists and appointment logistics for the professional team.
Questions
What accounting software do you use?
We exclusively use QuickBooks Online for bookkeeping and accounting services, enabling real-time collaboration and cloud-based access for our clients.
Do you handle IRS audit representation?
Yes, our CPAs and Enrolled Agents provide full audit representation and dispute resolution services for IRS and state tax authority inquiries.
What areas do you serve?
We primarily serve Boston Metrowest and Eastern New England, with clients throughout the Northeastern United States.
How can I schedule a consultation?
Schedule directly through our Calendly link or contact Karen Solomon via email to arrange in-person, phone, or Zoom consultations.
What business entity types do you support?
We assist with tax planning and compliance for all entity types including sole proprietorships, partnerships, corporations, and LLCs.
