SB BOOKKEEPING & TAX SERVICES
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: contractors (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SB BOOKKEEPING & TAX SERVICES | home page | |
| Website | https://www.sbbookkeepingtax.com/ | home page | |
| Office locality | Santa Ana, CA | /contact-us | |
| Phone | +17149316254 | home page | |
| Offers bookkeeping | Documented: ...Local Bookkeepers Request a Call Your Local Bookkeepers Accounting is what we do best! Bookkeeping Personal and Business Taxes Heading This is some text inside of a div block.... | home page | |
| Monthly bookkeeping | Documented: ...Hustle $195 PER MONTH Bookkeeping for less than $20K in monthly expenses Includes: Monthly Bookkeeping with Reporting on the 20th. Get Started now ❯ Boost $295 PER MONTH... | /bookkeeping | 8 pts (max 8) |
| Payroll coordination | Documented: ...We help small and medium business owners with the following services File EIN Payroll Corporations Bankruptcy And more ... LEARN MORE Years of Experience Helping Our... | home page | 4 pts (max 4) |
| Industries served (documented) | contractors | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /contact-us | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$195 PER MONTH" | /bookkeeping | 6 pts (max 6) |
| What is included / excluded | Documented: ...your business. Hustle $195 PER MONTH Bookkeeping for less than $20K in monthly expenses Includes: Monthly Bookkeeping with Reporting on the 20th. Get Started now ❯ Boost $295 PER... | /bookkeeping | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Review our Privacy Policy. | home page | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SB BOOKKEEPING & TAX SERVICES' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from SB BOOKKEEPING & TAX SERVICES's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.