Our Services
We provide innovative tax and financial strategies and incentives for small business owners. This may included credits like the Research & Development Credits, Employee Retention Credits, WOTC, and others…
Beyond that our team offers tax and financial optimization strategies to ensure that your money is working as efficiently and effectively as possible!
Dream Big.
It all begins with a Dream. What do you want to build, create, and contribute with your life? Without an understanding of what you want, it can be very difficult to determine how to move forward. Fortunately, our team can help you maximize the resources to fund your dream through optimizing your tax burden and helping to safely build your piggy bank!
Plan Big.
Without a plan nothing big ever happens. Most people ‘do their best’ and wonder why they aren’t making the progress they desire. Our goal at SBIC is to help you create the systems and structure to build and execute a thought through plan. We pride ourselves in coordinating the different aspects of your financial and personal life to create a path of alignment and walk that path!
Live Big.
The whole point of financial and tax strategy (and your business) is to help build a life you love. When you become part of our financial family we’ll help you see how to line up your financial goals with your life goals to realize your dream. That’s living BIG!
