Smart Financial Management Inc 90045

Smart Financial Management Inc. trades online as SmartBookkeeper, and one of its more unusual lines of work is bringing California businesses back from suspension or forfeiture by the Franchise Tax Board. That means filing the missing years of returns and the delinquent Statements of Information, asking for penalty abatement where the lapse had a reasonable cause such as illness or bad professional advice, and filing the revival application with the Secretary of State. The firm deals with both agencies directly. Some revivals close in two to four weeks; where several years of returns are missing, longer.

The practice is also an IRS Certified Acceptance Agent, so ITIN applicants can have identity documents verified in person rather than mailing originals to the IRS. The rest of the work is ongoing bookkeeping, tax and payroll compliance, run on cloud-based tools. New clients begin with a fit call and then a paid strategy session, the fee for which may be credited toward whatever engagement follows.