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8030 La Mesa Blvd Ste # 608 Lamesa, CA 91942

San Diego Financial Planner & Tax Consultant | SMIB

With SMIB - Problems Turn Into Solutions

SMIB Management is a dedicated San Diego financial planner and tax consultant firm and we are here to help you resolve personal and business issues as quickly as possible. Our experienced team has been working in the industry for over 35 years and we will use our proven solutions to help you find financial success.


What We Do

Providing Answers | Offering Information | Exchanging Knowledge | Delivering Tools

Business/Tax Consulting

When you want to grow your business, it is vital to have established financial planning processes in place. When you partner with a San Diego financial planner and tax consultant at our firm, you can rest easy knowing an expert is here to guide you in matters relating to business and tax consulting. With our resources, you can make informed decisions that impact your ROI positively.

Tax Resolution

Do you have tax returns that you did not file last year? Are you facing an audit? When you are dealing with any of these tough tax situations, SMIB Management can assist with our professional tax resolution services. We have experience with handling issues of all sizes and can work to find the best solution to your unique situation.

Business Valuation

For premier business valuation services, the team at SMIB Management is here for you. We specialize in business valuation and consulting, helping business owners sustainably grow their company and make vital decisions when it comes to purchasing or selling the business. When you need a business appraisal, reach out to us today.

Business Reorganization

Restructuring a business is a complex process, but when you work with us at SMIB Management, you do not have to go through it alone. We have years of experience with business reorganization, and we have helped clients throughout North America find the best structure for their needs. We will provide you with the tools and guidance to make this new endeavor a success.

Consultation | Review

Stay In Control Of Your Finances & Build A Tax Plan That Fits Your Needs. Speak With A Local San Diego 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 & San Diego 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, Garnishments, 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 San Diego 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 San Diego business and personal financial consultants take great pride in helping you develop this important tool as a basis to measure all success.


    NOW is a good time to...

    Achieve Financial Well-being

    Achieving financial stability is possible when you know you have options. At SMIB Management, our experienced team of Orange County financial planners and tax consultants is here to help you find real success. For any personal or business financial issues, contact us today.

    Let’s work on a Financial Strategy to get your taxes and finances on track.


    Good to Know

    Case Studies


    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!



    Overpaying Taxes

    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.




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