Growth
PRIVATE TAX, ACCOUNTING & ADVISORY REVIEW
Complex Tax Situations Need More Than a Tax Return.
Start With the Full Financial Picture.
Jay H. Guttmann, CPA, and the SRG team work with business owners, real estate investors, and individuals whose situations may require more than standard tax preparation. Begin with a Private Strategy Review so SRG can review the facts, timing, and complexity before determining the appropriate next step.
Start My Private Strategy Review
- CPA-led advisory review
- Every application manually reviewed
- Secure document instructions when applicable
When a review may help
Has the financial picture become more complex?
Growth, new entities, investments, or major decisions can change what should be reviewed before the next filing deadline or transaction.
Complexity
Multiple entities, investments, or tax obligations are becoming harder to coordinate.
Decision
An important financial decision is approaching, but planning still feels reactive.
SRG reviews the connected facts before recommending the appropriate next step.
Tax, accounting & advisory support
One coordinated view of the decisions ahead.
Proactive direction
US TaxPlanning
Proactive tax planning for important business, income, investment, and ownership decisions.
Coordinated compliance
US TaxReturns &Compliance
Coordinate filing obligations, deadlines, and reporting for increasingly complex tax situations.
Financial visibility
Accounting& CFOServices
Build clearer financial visibility for cash flow, reporting, growth, and operational planning.
Broader tax support
IRS TaxResolution &Disputes
Address notices or disputes when they are part of a broader tax, accounting, or advisory need.
Tax, accounting, and advisory support shaped around the facts and decisions ahead.
How the SRG Review Works
Begin
Submit basiccontact information.
Complete
Complete the detailedPrivate Strategy Review.
Review
SRG manually reviewsthe submitted application.
Secure
When applicable,SRG provides securedocument-submission instructions.
Next step
SRG provides the appropriatenext step after manual review.
Submitting the forms does not automatically schedule a consultation.
Do not send tax returns, IDs, financial statements, or other sensitive documents through ordinary email.
When applicable, SRG will provide secure document-submission instructions.
A booking link is sent only after manual approval, when appropriate.
The SRG Partner Team
Four partners. One review-first approach.
Jay, Leon, Joshua, and Heather bring complementary experience across tax, accounting, audit, real estate, financial reporting, and business advisory work. SRG determines the appropriate expertise to bring into the conversation based on the matter under review.
Step 1 of 2
Start Your PrivateStrategy Review
Begin with your contact information, then continue to the detailed Private Strategy Review. SRG reviews each completed application before deciding whether clarification, secure documents, scheduling, or another next step is appropriate.
- Basic contact information first
- Detailed Private Strategy Review next
- Manual SRG review before booking
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