With over 35 years of serving the Greater San Diego County Region, our Team of Tax and Legal experts at our La Mesa financial planner office is ready to provide you with proven solutions for all business and tax matters. With today’s fast-paced economy, the key to financial success is KNOWING you always have CHOICES.
What We Do
Companies that make a concerted effort at financial planning can grow their revenues at a more accelerated pace. Financial and Tax planning provides the numerical logic for decision making. It shows where the business should concentrate its resources for maximum effectiveness to grow their ROI.
Do you owe the IRS? Do you have non-filed prior year returns? Did you receive a Collection Enforcement Demand for Payment? Did you receive a bank or wage LEVY ORDER? No matter the problem, regardless of how BIG or SMALL, our TEAM of Tax Specialists at SMIB is ready to FIND your Resolution.
SMIB Management is a full-service business valuation and consulting firm, providing company valuations (business appraisals) to companies of all sizes and also assists clients in growing, building, and maximizing business value. We offer a wide variety of services to assist in business valuations.
Our matters generally involve the restructuring and reorganization of companies throughout North America. We have extensive experience in navigating our clients through the process of restructuring. Working with SMIB Management, will provide you with the guidance you need in these efforts.
Consultation | Review
Stay In Control Of Your Finances & Build A Tax Plan That Fits Your Needs. Speak With A Local La Mesa Financial Planner To Assess Your Tax Strategies.
Fact Finding Analysis
We will start our analysis of your financial situation and challenges to create a strategy that will help you to define your financial goals.
Resolution & Planning
Whether you hire us to resolve Tax Problems, plan your financial future or to consult in business reorganization, we create resolutions.
Our Experienced Enrolled Agents & La Mesa Tax Consultants and Financial Planning Professionals Can Help You Resolve Your IRS Tax Problems Now!
We can help you immediately with:
- IRS Offer in Compromise
- IRS Tax Liens, Garnhishments, Penalties
- IRS Fresh Start Qualification
- IRS Payment Plans
- Tax & Business Consulting
- Real Estate Planning
- Business Reorganization
- Wealth Management
Our POWERFUL Four-Step Process to Financial Success
Gather Facts and Identify Issues
Gather Facts and Identify Issues Taxes are precise, and as such our attention to detail and the gathering of all facts allows us to provide you with a clear understanding of those facts that determine the tax outcome. From these facts our La Mesa financial planners can then…..Identify all ISSUES you should be aware of BEFORE you take a next step. This is the peace of mind you must have before you decide What To Do!
Review & Analysis
Once we identify the “Issues” we roll up our sleeves, get to work, conduct our research, and analyze the facts. Our Review and Analysis is comprehensive, whether you need a tax plan designed for you OR if you have a tax problem, large or small, that needs to be resolved now. During this phase, it’s important you know that every avenue will be explored, thus allowing you to keep that “Clear Direction” toward your goal.
Provide a “Report of Findings”
Our “Report of Findings” will outline for you those facts, the issues we identify, and our analysis and research results so that you have all the information necessary in making an informed decision aimed at your goal. It is not uncommon that our Report of Findings can also serve as a useful tool to ensure decisions you must make are sound and reassure you that you are in fact ON THE RIGHT TRACK!
Develop Resolution/Strategy Plan to Execute
The Report of Findings guides us in providing you either a Resolution Plan aimed at solving your current problem, or a Strategic Plan aimed at your desire to build your business, sell your rental, save taxes on your new business opportunity. It is truly a roadmap to your success and our La Mesa business and personal financial consultants take great pride in helping you develop this important tool as a basis to measure all success.
Achieve Financial Wellbeing
The key to financial success is KNOWING you always have CHOICES. Our mission is to help you align your wealth with your values in order to live a meaningful and purposeful life by making values-based financial decisions. Call or stop by our office in La Mesa, financial planners and tax consultants are here to help you with personal or business financial questions.
Let’s work on a Financial Strategy to get your taxes and finances on track.
Years of Tax Debt
Taxpayer business owner had numerous years of tax debt that eventually totaled more than $3 million dollars; after working with the client and taking every step to protect their rights we finally settled the case for $0 ZERO liability and recovered a refund in excess of $200,000!
Taxpayer had plans for the business and was looking to sell in the near future. As we worked to assist in developing a “Exit Strategy” and “Valuation” we discovered the business owner overpaid taxes by nearly $190,000 and we filed the claims to recover these overpaid taxes. More importantly our work led to increasing the “Value” of the business significantly!
Non Filed Returns
Taxpayer had multiple tax years (nine) of non filed returns and owed IRS more than $300,000. By the time we worked with the IRS and corrected the situation of non filed returns, the taxpayer had a final liability of less than $15,000 and we were able to get a very fair installment agreement