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Tax Services

In the past, we've offered tax preparation exclusively for our clients as a value-added service and we will continue to do that.  However, we would like to extend that offer to your family and friends as well.  So if you or someone you know needs some help with tax preparation, we're happy to offer our resources.

Other services we will provide for you:

  • Analyzing what-if scenarios
  • Filing estimates
  • Tax document vault/organizer
  • Amended returns

Tax-Efficient Planning1

You rarely get better than what you plan for.  Creating a good tax plan, you will be prepared and you will have a better idea of what to expect before it happens.  We believe that everyone should pay their taxes however, not one cent more than necessary. We will sit down with you to discuss your annual return each year and we'll give you tips & strategies for planning ahead.

Tax Preparation

Whether you are an individual or a business, we want to help you prepare your tax returns.  With over 20 years of tax preparation experience, we've got the tools and support to get you through any of your tax needs.  We understand the importance of accuracy and if necessary, we have been through the tax audit process before.  We have found that the IRS agents can be quite friendly and helpful. We can get you through the best and the worst of times.  We want you to feel prepared and help you accurately file your taxes, but even if the IRS comes a 'knockin, we'll be here for you.

1The professionals at SRG Financial Advisors are not qualified tax advisors. Tax planning services are offered through the use of a third-party software called, Holistiplan. Holistiplan takes a cursory inventory of a client's Form 1040 and identifies potential opportunities. The scope of these observations is limited to only the information available on a Form 1040. For specific tax planning advice or services, please consult a qualified tax advisor or CPA.

Frequently Asked Questions (FAQs)

  • Yes. SRG Financial Advisors offers tax preparation as a value-added service, with more than 20 years of experience preparing individual and business returns.

  • Yes. SRG Financial Advisors has historically offered tax preparation exclusively to its own clients, but now extends that service to clients' families and friends as well.

  • Beyond tax preparation, SRG Financial Advisors offers what-if scenario analysis, filing estimates, a tax document vault and organizer, and amended returns.

  • Yes. SRG Financial Advisors offers tax-efficient planning, meeting with clients each year to discuss their annual return and provide tips and strategies for planning ahead, delivered through third-party software called Holistiplan.

  • No. The professionals at SRG Financial Advisors are not qualified tax advisors. Tax planning services are offered through third-party software called Holistiplan, which reviews a client's Form 1040 for potential opportunities; for specific tax planning advice, clients should consult a qualified tax advisor or CPA.

  • Holistiplan is the third-party software SRG Financial Advisors uses for tax planning services. It takes a cursory inventory of a client's Form 1040 and identifies potential opportunities, limited to the information available on that form.

  • Yes. Amended returns are one of the tax services SRG Financial Advisors offers.

  • Yes. SRG Financial Advisors prepares tax returns for both individuals and businesses.