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SMIB Management

3.9 (11 reviews)
Closed • 8:00 am - 5:00 pm

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Services - SMIB Management

Business consulting

Individual filing for current tax year

Current year tax preparation and filing

4 More Services

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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David L Moran

David L Moran

5.0
(6 reviews)

We needed some financial advice, so we contacted David. We had a telephone conference for about 30…read moreminutes. He was knowledgable and quite kind because he refused any payment! We were quite satisfied with David's advice and would highly recommend his services.

David has been our financial planner and money manager for 6 years. We, at least I, have not been…read morethe easiest to deal with. David took care of all our financial interests for 6 years. Unfortunately my husbands mental and physical decline caused many problems and with that many questions and uncertainties in my mind. At times I was very angry, with things not necessarily related to David, yet unable to communicate with my husband, I lashed out at David with angry emails and messages, about which he legally couldn't discuss with me. David never sunk to my level. He always maintained a professional, even concerned demeanor, offering to come and speak to my husband and I together. Life is hard and can be confusing and tricky, especially when you don't understand the actions and behavior of someone you love. David is a good man. I'm sure this review will never make up for the things I have said and done. David has suffered the brunt of my anger and frustration with my husbands behavior, and never said "if you're not happy with me, go find someone else." If I were in his shoes, I would have. David not only handled our money, but also handled a very angry, mean, relentless woman who took a lot of her frustrations out on him, and he did it with calm, professional kindness. Honestly he has done much more than I think you could reasonably ask of anyone. Thank you David, Beth Marshall

Epperson & Co

Epperson & Co

4.7
(26 reviews)

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

SMIB Management - taxservices - Updated July 2026

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