US Tax Planning
Review your tax situation with a fresh perspective on business income, ownership, and investments.
SRG ADVISORS, LLC | SECOND OPINION SERVICES
$600,000+
In total tax savings reported for one SRG Advisors client
A real client success story. Individual results vary.
Could Your Tax Returns Be Missing Hundreds of Thousands in Savings?
Even if you’ve worked with the same accountant for years, a fresh perspective could uncover tax-saving opportunities you may have overlooked.
Get your SECOND OPINION SERVICE (SOS)No pressure. No sales pitch. Just a conversation about your tax situation.
Your request starts with a Private Strategy Review. SRG reviews every application before confirming a consultation.
SRG ADVISORY SERVICES
Tax. Business.
Financial perspective.
US Tax Planning
Review your tax situation with a fresh perspective on business income, ownership, and investments.
US Tax Returns
& Compliance
Coordinate individual and business tax returns with the reporting requirements of your financial situation.
Accounting
& CFO Services
Accounting, bookkeeping, and Part-Time CFO support for business reporting and financial decisions.
IRS Tax Resolution
& Disputes
Review tax notices and disputes with SRG to determine an appropriate response and next step.
All SRG advisory services
US Tax Returns & Compliance
Coordinate individual and business tax returns with the reporting requirements of your financial situation.
Accounting & CFO Services
Accounting, bookkeeping, and Part-Time CFO support for business reporting and financial decisions.
IRS Tax Resolution & Disputes
Review tax notices and disputes with SRG to determine an appropriate response and next step.
INDUSTRIES & BUSINESS CONTEXTS
Across industries.
Including yours.
SRG works across a range of business and industry contexts, including the examples below. The scope extends beyond this list; the right services depend on your needs and fit.
Individual context. Appropriate guidance.
Explore the business contextsBroader than one industry ↗
- Part-Time CFO clients
- NY / NJ nonprofitsIncluding organizations around $1M+ in revenue
- Real estate owners & investors
- Short-term rentals & Airbnb
- Large wholesalersJewelry, cosmetics, electronics & more
- Merchant Cash Advance businesses
- Wealth managers
- Audiologists
- Mental health private practices
- Influencers & creator businesses
- Franchise businesses
- Capital / VC-backed startups
- Beauty salons
- E-commerce businesses
- Logistics businesses
- Last-mile real estate & warehousing
Nonprofit needs may include tax, audit, review, or financial statement services, subject to SRG’s assessment. Wealth-manager engagements are considered for their own advisory needs and fit.
YOUR NEXT STEP
Start Your Private
Strategy Review.
Begin with your contact information, then continue to the detailed Private Strategy Review.
- Basic contact information first.
Start with your name, email, and phone.
- Detailed Private Strategy Review next.
Share the context of your situation.
- Manual review before scheduling.
SRG determines the appropriate next step.
STEP 1 OF 2
Your contact information.
SRG reviews every completed application before determining whether clarification, secure documents, scheduling, or another next step is appropriate.
If the form does not load, open the secure contact form.
Submitting the forms does not automatically schedule a consultation. Booking instructions follow manual approval, when appropriate. Phone is the default; Zoom or Teams may be requested. In-person requires Jay’s approval. A paid consultation may apply depending on the case.
Protect your information. Send sensitive documents only through SRG’s secure instructions.