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Success Stories

Uncovering significant tax savings.

A seasoned entrepreneur initially approached SBLR to file trust returns. At our introductory meeting we walked him through the process of filing trust returns. As our conversations unfolded, he shared his long-awaited business dream of setting up an acquisition platform. What began as a meeting to discuss trust returns suddenly turned into a bigger conversation requiring our advisory services.

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A successful sale.

A client has been in the allied health industry business for over 50 years and has trusted us to look after his business needs for the last 15. Over time, the business has grown and become very successful. One good day, our client unexpectedly received an offer to purchase his business, taking him by surprise as he did not know how a sale process worked. Given the relationship we had built with our client, we were called to advise him through each phase of the transaction.

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What Our Clients Say About Us

A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

Mark Satov

Founder and Leader – SATOV Consultants

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.

JM

Entrepreneur and Investor

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