SBIS, Inc.

SBIS, Inc. Experienced, Reliable, & Professional Accounting, Tax, and Payroll Services Let us help you as well. We're here to help.

SBIS, Inc., services a wide variety of individual and small business clients, and has since 1995 with reliable, personalized, and confidential, Accounting, Tax, and Financial Services. And as a locally owned and operated member of nationwide networks, we have the power of a large organization, with the personalized service and convenience of a small, independent firm. We specialize in a variety of services, including:
* Tax preparation, representation, & planning for individuals and businesses
* Bookkeeping and financial statements for small businesses
* Payroll services
* QuickBooks setup & training by a Certified QuickBooks Proadvisor
* Business startup and operations counseling
Our Tax & Financial Professionals remain on the "leading edge" of ever-changing tax laws, accounting methods, and financial markets through participation in Continuing Professional Education courses offered by national accounting, tax, and financial organizations (National Society of Tax Professionals (NSTP), National Society of Accountants (NSA), National Association of Enrolled Agents (NAEA), etc.). The Owner/President, Phil Unsworth, while holding a Masters in Business Administration, also maintains credentials as an Enrolled Agent (EA), Accredited Tax Advisor (ATA), and Accredited Business Advisor (ABA), which mandate extensive continuing education and experience requirements. Phil has also conducted various seminars at a variety of venues in southeastern Virginia, presenting topics such as Business Planning, Marketing for Small Business, Tax Strategies for Individuals and Businesses, Organizing Business Records, Controlling Cashflow, and others. Phil also maintains certification as a QuickBooks ProAdvisor, assisting business owners in setting up their own financial records. Visit the "Services" area of our site to learn more about the many accounting, tax, and financial services available to individuals and small businesses. Visit us at www.SBISinc.com for more information and feel free to contact the office anytime.

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are ...
09/11/2026

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing.

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.
09/04/2026

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to ...
09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding ...
08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

When an interest rate matters. This is what you need to know.
08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. H...
08/14/2026

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.
08/07/2026

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to ha...
08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.
07/31/2026

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your ...
07/24/2026

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Address

1730 George Washington Mem Highway, Suite F-9
Yorktown, VA
23693

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 4pm
Thursday 10am - 5pm

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