Your Path To a Brighter Financial Future.
Tailored Solutions, Guaranteed Results!
INDUSTRIES WE SERVE
Delivering Results Across Industries! We Are Well Versed In A Wide Range Of Sectors
Small Business
Health Insurance
Mortgage Loans
Our Services
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Tax Services
We provide comprehensive tax planning and filing assistance to ensure you are maximizing your tax benefits while staying compliant with tax laws.
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Bookkeeping
Our streamlined bookkeeping services are designed to help you effectively manage your finances, providing accurate and timely bookkeeping to support your financial decision making.
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IRS Representation
If you are facing issues with the IRS, our experienced professionals offer expert support in managing IRS matters.
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Health Insurance
We assist with personalized health insurance plan choice to meet the specific needs of individuals, families, and small businesses.
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Mortgage Loans
We assist in evaluating loan options, determining the best rates, and guiding you through each step, from pre-qualification to closing.
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Business Entity Formation
SRM offers guidance in setting up your business entity, ensuring that you choose the right structure to meet your business goals and comply with legal requirements.
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Financial Consulting
Our personalized financial consulting services provide you with expert advice for smart planning.
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Sales Tax Services
Our team provides assistance with sales tax compliance, ensuring that you meet all your obligations and avoid potential penalties.
Our Streamlined Process To Optimize Your Finances and Fuel Growth
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Initial Consultation
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Discovery & Analysis
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Implementation & Optimization
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Maximize Profits, Minimize Taxes
TESTIMONIALS
Why Our Clients Choose Us
“ Collaborating with SRM Tax and Financial Consulting has significantly transformed my approach to financial management. Their team is comprehensive, well-informed, and consistently proactive in enhancing tax strategies. They streamlined the entire process, alleviating stress while saving me valuable time and resources. I highly endorse their services. ”
~ Yohana Asefa
“ SRM Tax and Financial Consulting Is an Amazing firm very professional and helpful with our construction business needs. Very friendly and Very experienced. I would look no further, they can handle anything you give them. ”
~ Michaels G. Contractor LLC
“ Senay's exceptional guidance and steadfast encouragement during my times of doubt about my work have been truly outstanding. In a landscape frequently marked by insincerity, discovering someone authentic is a rarity. ”
~ Faven, Abi Baltina
“ SRM Tax and Financial Consulting provided us with prompt assistance. We are assured and at ease with the services offered for our business. We greatly appreciate your excellent service and support. ”
~ Debora
“ I have been filing my taxes with SRM for years. I love their expertise and flexibility. They have affordable pricing and take great care of each customer individually. I highly recommend SRM! ”
~ Yohana Tsegai, 1st Gen Realty
Frequently Asked Questions
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Our financial services include bookkeeping, payroll, sales & use tax, individual and corporate tax.
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We serve a diverse range of clients, including individuals, businesses, and non-profit organizations.
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Our expertise covers a wide range of taxes, including income tax, corporate tax, sales tax, and international tax.
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Yes, we provide comprehensive tax planning strategies to help you minimize your tax liability.
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Our consulting services include business strategy, financial analysis, and operational efficiency improvement.