SBZ Tax & Accounting
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 + remote
- Software?
- None named on its website
2 of 5 answered from a dated source.
Documents 4 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 | SBZ Tax & Accounting | home page | |
| Website | https://sbztax.com/ | home page | |
| Office locality | Palmdale, CA | home page | |
| Service area | United States (stated by the firm) | /about | |
| Phone | +18187482020 | home page | |
| Offers bookkeeping | Documented: SBZ Tax, Bookkeeping, tax & planning for U.S. small businesses Tax Planning Bookkeeping Never be surprised... | home page | |
| Monthly bookkeeping | Documented | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...partner K-1s quoted on your call Tax-prep ranges assume reasonably organized records. Catch-up bookkeeping, amended returns, or multi-state complexity may adjust the price, always... | /pricing | 5 pts (max 5) |
| Payroll coordination | Documented: ...$1,450+ /mo ✓ Everything in Growth ✓ 1099 tracking (filing quoted separately) ✓ Payroll coordination ✓ Tax planning touch-points ✓ Priority support Get a quote Prices are... | /bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and files your return What's included Everything your books need, every month A clean monthly close, done by a real person, not a bot and not an overseas mill. ✓ Bank & credit-card... | /bookkeeping | 6 pts (max 6) |
| Local / remote model stated | Local + remote | /about | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$450 /mo" | /bookkeeping | 6 pts (max 6) |
| What is included / excluded | Documented | /bookkeeping | 5 pts (max 5) |
| Onboarding described | Documented: ...and garnishments, calm, clear next steps. ◈ Premium tier · advisory Clean books were step one. Fractional CFO for the decisions behind cash flow, pricing, hiring, and growth.... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Owners who need a forecast, a dashboard, and a monthly check-in. By consultation ✓ Monthly financial review meeting ✓ Cash flow forecast (rolling) ✓ Core KPI dashboard ✓ Budget... | /fractional-cfo | 4 pts (max 4) |
| Communication channel / process | Documented | home page | 3 pts (max 3) |
| 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: Privacy policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SBZ Tax & Accounting' 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): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); 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 SBZ Tax & Accounting'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.