SBIS

Tax & Accounting Servicessbisinc.com

Company typePrivate
Founded1995
HeadquartersYorktown, United States
Headcount1–10
GTM typeB2B and B2C
OfferingServices

SBIS firmographics

Firmographics

Name: SBIS
Legal name: SBIS, Inc.
Website: https://sbisinc.com
Company type: Private
Founded year: 1995
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

SBIS industry classification

Industry

Product category: Tax & Accounting Services
NAICS: Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
akta.pro primary industry: Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
akta.pro secondary industry: Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

Tax preparation services
Small business bookkeeping
Payroll processing
QuickBooks ProAdvisor services
IRS tax representation

Where SBIS is headquartered

Location

Headquarters

HQ city: Yorktown
HQ country: United States
HQ region: North America

Offices2 records

Markets served

SBIS business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Others

Revenue model

Tax Preparation and Filing Services: One-time professional fees for tax return preparation for individuals and businesses, including C corporation, S corporation, LLC, partnership, and sole proprietorship returns.
Bookkeeping Services: Ongoing bookkeeping and recordkeeping services for small businesses, including financial statement preparation, account reconciliation, and reporting.
QuickBooks Training and Setup: QuickBooks ProAdvisor services including initial setup and training for small business clients.
Business and Tax Counseling: Advisory and consulting services for business and personal finances, including business entity selection, retirement planning guidance, and tax strategy development.
Tax Representation: IRS representation services including negotiating settlements, installment plans, and resolution of tax notices and liens.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

SBIS product offering

Product offering

Core offering

SBIS, Inc. delivers accounting, tax, and financial services to individuals and small businesses in southeastern Virginia. Core offerings include federal and state tax return preparation for individuals and business entities (C corps, S corps, LLCs, partnerships, sole proprietorships), recurring bookkeeping and financial statement preparation, QuickBooks setup and training, year-round tax planning and forecasting, business and tax counseling, and IRS and state tax representation. Services are priced on a quote basis with free initial consultations and complemented by free digital resources such as financial calculators, educational videos, and a monthly newsletter.

Product overview

SBIS, Inc. is an accounting, tax, and financial services firm offering a comprehensive suite of services for individuals and small businesses. The core service portfolio includes Bookkeeping, QuickBooks ProAdvisors, Individual Tax Returns, Business Tax Returns, Tax Planning, Business & Tax Counseling, and Tax Representation. These services are complemented by online tools including Financial Calculators (tax, business, mortgage, retirement, loan, savings), Educational Videos, a Free Monthly Newsletter, and downloadable resources such as Tax Organizers and Employer Forms. The offering functions as a unified service model where the professional services (tax preparation, representation, bookkeeping, counseling) form the primary revenue streams, supported by self-service digital tools (calculators, videos, downloads) that client engagement and education.

Differentiator

Problem solved

Functional benefit

Products and services

Bookkeeping Services Complete bookkeeping services for small businesses, including record organization, report preparation, account reconciliation, and financial statement preparation. Compatible with various accounting programs including QuickBooks.
QuickBooks ProAdvisors QuickBooks setup and training delivered by certified ProAdvisors, including on-site or in-office training and follow-up support to help small business owners implement their own accounting system.
Individual Tax Returns Personal tax preparation and electronic filing for Form 1040, including tax reduction strategy consultation, deduction identification, and year-end planning for individuals.
Business Tax Returns Federal and state tax return preparation and filing for small business entities including C corporations, S corporations, LLCs, partnerships, and sole proprietorships across contractor, service, retail, and manufacturing industries.
Tax Planning Long-term, annual, and mid-year tax planning and forecasting services for individuals and small businesses, focused on minimizing tax liability through consistent strategic tax planning.
Business & Tax Counseling Advisory addressing business and personal finance questions, including profitability analysis, cash flow control, tax minimization, business entity selection, and retirement planning guidance.
Tax Representation IRS and state representation by licensed Enrolled Agents, covering tax notice resolution, settlement negotiation, installment plans, and removal of liens and levies on behalf of clients.

Companies that use SBIS

Customer profile

Named customers1 record

Segments2 records

Ideal customer profiles2 records

SBIS technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration1 record

SBIS partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Intuit (QuickBooks)coreTechnology or IntegrationSBIS maintains certification as a QuickBooks ProAdvisor, providing QuickBooks setup and training services to small business clients. This partnership enables the firm to assist clients in implementing and using QuickBooks accounting software.

Scale indicators3 records

Recent moves1 record

SBIS competitors and assessment

Company assessment

Emerging players

Botkeeper: AI-assisted bookkeeping service for small businesses combining automation with human accountants. Competes with SBIS for SMB bookkeeping clients using a technology-led model that pressures traditional local practices.
Pilot.com: Online bookkeeping, accounting, and tax services for startups and small businesses. Targets a similar SMB client base to SBIS with a subscription-based, software-assisted service model.
Bench (now part of Employer.com): Tech-enabled bookkeeping service for small businesses combining software with dedicated bookkeepers. Directly comparable to SBIS's bookkeeping offering, with a digital-first delivery model competing for the same SMB segment.

Broad incumbents

Intuit: Owner of QuickBooks, TurboTax, and QuickBooks Live, providing both the DIY software and the live assisted bookkeeping/tax services that compete with SBIS. Indirect incumbent threat given SBIS's QuickBooks ProAdvisor partnership.
H&R Block: National tax preparation chain offering individual and small business tax services, plus DIY software. Competes with SBIS for the same individual and small business tax clients but at much larger scale and through retail locations.

Direct peers

Bookkeeper360: Outsourced bookkeeping, accounting, and tax services for small businesses and startups. Closely comparable to SBIS in service mix (bookkeeping, tax, advisory) and SMB target market, with hybrid human/tech delivery.
Liberty Tax Service: Franchised retail tax preparation chain serving individuals and small businesses. Comparable offering to SBIS's individual and small business tax services, with overlapping customer segments though distributed via office/retail footprint.
Padgett Business Services: Franchise network of small business accounting, tax, and payroll services for SMBs. Closely comparable to SBIS in target customer (small business), service mix (tax, bookkeeping, payroll), and consultative local delivery model.
Jackson Hewitt: National tax preparation chain focused on individual and small business returns. Overlaps directly with SBIS's core individual and business tax preparation services for similar client profiles.
1-800Accountant: Virtual accounting and tax services firm serving small businesses and individuals with bookkeeping, tax preparation, and advisory. Comparable service portfolio and SMB target market to SBIS, though delivered virtually rather than through physical offices.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

SBIS financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SBIS leadership team

Management profile

Number of profiles

Profiles1 record

SBIS funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SBIS M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SBIS

What does SBIS do?

Is SBIS a public or private company?

SBIS is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was SBIS founded?

SBIS was founded in 1995. It employs 1 to 10 people.

Where is SBIS based?

SBIS is headquartered in Yorktown, United States, in the North America region.

How does SBIS make money?

Five revenue lines are on record. Tax Preparation and Filing Services are the primary driver. The others are bookkeeping Services, quickBooks Training and Setup, business and Tax Counseling and tax Representation.

Who are SBIS's main competitors?

Emerging players on record are Botkeeper, Pilot.com and Bench (now part of Employer.com). Broad incumbents are Intuit and H&R Block. Direct peers are Bookkeeper360, Liberty Tax Service, Padgett Business Services, Jackson Hewitt and 1-800Accountant.

Does SBIS have an API?

No public API is recorded for SBIS.

What industry is SBIS in?

SBIS's product category is Tax & Accounting Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 54121.