316 East Edgewood Drive, Friendswood, Texas 77546 admin@sbtaxstrategies.com 832-930-6111 or 713-410-9251

Free Consultation

CarolBWTax Consultation Business Advising

SBTS, LLC offers tax and small business consultation in-person, telephone or Skype. We love to Skype.. faces, inflections, all the good stuff for our long distance clients.

In one short hour we can quickly vet out if your situation would be a good fit for us, and for you!

Topics of Discussion

What do you want to chat about?  You probably have a good list of things on your mind, and that usually springboards into other topics.  In general, we try to touch on high level issues such as tax savings and planning, income modeling, asset protection, expense reimbursements, business liability, partnership agreements, and corporate structures just to name a few.  Really!

Our job is to serve you.  And to do that, we need to discover your goals and find out where you want to be.  Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives.  And finally we need to continuously evaluate the plan and tweak as necessary.  You know this of course- but you also know that you might need an objective outside voice.

And as Clint Eastwood once said in Dirty Harry,  A man’s got to know his limitations.  In other words, we are not interested in billable hours.  We are only interested in providing you with sound advice.  So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

Engagement

It is challenging to discern when an interview BY the client turns into free advice FOR the client.  And more importantly we are bound by the IRS, State of Texas and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.

To set up an appointment, please call our office or use the form below.  Thank you in advance for your time, and we look forward to working with you!

SBTS, LLC
316 East Edgewood Drive,
Friendswood, Texas  77546

Telephone: +832-930-6111
Telephone: +713-410-9251
E-mail: info@sbtaxstrategies.com