SMD Business Services, Inc
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SMD Business Services, Inc | home page | |
| Website | https://smdtax.info/ | home page | |
| Office locality | Upland, CA | /contact-us | |
| Phone | +18559551040 | home page | |
| Offers bookkeeping | Documented: ...Tax Planning Long term, annual and mid-year tax planning and tax forecasting services. Bookkeeping Complete bookkeeping services for small businesses. Business Tax Returns A... | home page | |
| Payroll coordination | Documented: ...Services, Inc. Keeping You On Track Personal assistance you deserve Our Services Payroll Services Total payroll services for small, medium and large business clients.... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Business Tax Returns A variety of small business tax returns are prepared each year. Financial Statements Monthly, quarterly and year-end, internal Balance Sheet and Profit & Loss... | home page | 6 pts (max 6) |
| Local / remote model stated | Local | /our-services/financial-statements Oct 10, 2026 | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Saleem Dhalla · Enrolled Agent (on the IRS record) · business name on the record: SMD BUSINESS SERVICES, INC. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...Services Full payroll services for small, medium and large business clients. Services include: Set up and maintenance of all records, withholdings of tax and benefit contributions... | /our-services/payroll-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. | /our-services/financial-statements Oct 10, 2026 | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SMD Business Services, Inc' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Saleem Dhalla under the business name 'SMD BUSINESS SERVICES, INC.' in Upland, CA. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from SMD Business Services, Inc's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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