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Need Financial Clarity?
WE PROVIDE VIRTUAL CFO SERVICES YOU CAN AFFORD TO MAKE YOUR BUSINESS BETTER!
Find out what Kind of Difference PBS Accounting & Tax Can Make for Your Business
At PBS Accounting & Tax, we strive to serve your business to our fullest potential while maintaining the highest levels of accuracy and compliance.
We take a proactive approach to solve problems businesses may not even know they have with experience and integrity.
ABOUT US
Since 2015, PBS Accounting and Tax Solutions has grown from its roots in Southern California into a location independent firm, serving businesses across the United States. We work with service based businesses, from diverse industries, who are looking to scale and need to partner with an accounting professional who not only helps them use their numbers to make strategic business decisions, but also helps them stay compliant in the ever changing landscape of regulations business owners face. Specializing in QuickBooks Online, as well as third-party applications that streamline workflows, we work to save you time and money, and simplify record-keeping so you can focus on doing what YOU love.
20+ years of experience in small business management.
Committed to the highest levels of accuracy & compliance.
Delivering results that provide financial clarity & freedom.
GETTING STARTED
Are We A Good Fit For Your Business?
At our core, we believe in building meaningful partnerships with business owners who share our commitment to growth, efficiency, and success. We’re not just here to crunch numbers—we’re here to help you harness the power of your financial data to drive your entire business forward.
Our ideal clients value collaboration, are eager to engage with the insights we provide, and are dedicated to using that knowledge to scale their businesses and achieve their goals. Together, we aim to create a partnership built on trust, shared vision, and a passion for sustainable growth.
We understand that there are many variables that contribute to creating an ideal partnership - and over the years, we've identified the basics that make us a good fit!
TESTIMONIALS
Proven Outcomes
"I am so glad that I found Sam (PBS)! I had been doing “most” of my books until I lost my manager. That’s when I decided I’d manage my business my way and let some else do the financials. Now she does ALL of the books, got all my shortcomings corrected, and it feels so good to know that all this is in reliable hands"
MIMI LAMP
OWNER, HIGHER GROUNDS COFFEE
"I hired PBS to help me get my finances in order after experiencing a crisis that affected my financial life. Sam and her team met my needs in every way. They have been professional and diligent and at the same time courteous and empathetic. I highly recommend their services."
IDYLLWILD THERAPEUTIC MASSAGE
"PBS Accounting and Tax Solutions have been the best choice for my new charity Grace Now Foundation. Their team is extraordinary, and have handled all of my accounting needs. PBS really cares about their clients. Work smarter, not harder, and hire PBS, you will be glad you did."
SCOT ALPERT
GRACE NOW FOUNDATION
Sam (PBS) Gets It DONE! Her extensive knowledge of everything accounting is remarkable. She has always taken the time to focus on our QuickBooks issues and made us feel like a priority. I feel our company has an advantage with Sam (PBS) by our side!
HENRY SANCHEZ
OWNER, PRECISION ADULT CARE SERVICES
"Sam (PBS) is a skilled individual. I have worked with her and my CPA accountant for many years. I retired from healthcare last year."
CALVIN LAU, DDS
"Samantha (PBS) has done an awesome job with my bookkeeping. Much attention to detail. Willing to learn and apply it. Easy to work with and makes herself available."
MOUNTAIN MIKE
OWNER, MOUNTAIN MIKE'S CUSTOM LEATHER
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CONTACT US:
Call, Text or Fax: (866) 472-7669
Montana Office: (406) 962-5177
info@pbsaccountingandtax.com
BUSINESS HOURS:
Mon-Fri 8:30am to 4:00pm PST