With SMIB - Problems Turn Into Solutions
With over 35 years of experience, SMIB Management has served individuals and business owners in need of financial counsel. One of our Chula Vista financial planners and tax consultants is happy to assist you with any concerns you have and propose a solution that brings you peace of mind.
What We Do
Providing Answers | Offering Information | Exchanging Knowledge | Delivering Tools
To ensure long-term success of your company, it is important to have resources for business and tax consulting, to keep you on track each step of the way. By partnering with a knowledgeable Chula Vista financial planner and tax consultant, you can rest assured that you have a dedicated resource when you want to plan for the future and grow your ROI.
From non-filed returns to audits, and everything in-between, our experienced tax specialists can work with you to find a swift and comprehensive resolution to any tax problems you are having. We have resolved minor tax issues to big problems, so you can rely on us to find a solution that works best for your needs.
SMIB Management offers business valuation and consulting services, helping you make critical decisions about the purchase or sale of a company. We can offer you business appraisals, giving you the insight needed to buy or sell a business, and make a long-term financial plan for yourself and your company. We offer several services to assist with business valuation.
Are you interested in reorganizing or restructuring your business? SMIB Management can help! We have decades of experience helping business owners just like you take this important step and navigate each step of the process with ease. Business reorganization is complex, but with our knowledge and tools, you can ensure a smooth transition into the next chapter of your career.
Consultation | Review
Stay In Control Of Your Finances & Build A Tax Plan That Fits Your Needs. Speak With A Local Chula Vista 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 & Chula Vista Tax Consultants and Financial Planning Professionals Can Help You Resolve Your IRS Tax Problems Now!
We can help you immediately with:
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 Chula Vista 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!
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!
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.
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 Chula Vista business and personal financial consultants take great pride in helping you develop this important tool as a basis to measure all success.
Good to Know
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.