SRM
FINANCIALS
At SRM, our journey began with a profound passion for self-empowerment and a vision to surpass personal ambitions and live beyond ourselves. Since our humble beginnings in 2017, operating from a home-based office, we have grown to establish a larger workspace, reflecting our commitment to excellence and growth in tax services, insurance, mortgage, bookkeeping, and financial consulting for individuals and small businesses. We aim to create a positive, lasting impact for our clients, ensuring they receive the highest level of expertise and support. We strive to build a lasting legacy through our work by enhancing financial security, simplifying complex processes, and creating valuable opportunities. We are dedicated to making a meaningful difference in the lives of our clients and our community, demonstrating our spirit of progress and purpose.
Senay Desta, EA
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Founder & CEO
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Senay Desta, EA ~ Founder & CEO ~
Senay Desta is a seasoned tax and financial professional with extensive expertise in bookkeeping, taxation, financial analysis, reporting, entrepreneurship, management, and business planning. With over 10 years of experience in the field, Senay holds a bachelor's degree in accounting from the University of Houston. Moreover, Senay is admitted to practice taxation as an Enrolled Agent federally.
Our Mission
Our mission is to empower individuals and businesses through clear, honest financial guidance and comprehensive services. We aim to protect and grow your assets with tailored solutions in tax services, insurance, financial consulting, and more.
OUR APPROACH
Streamlined Process To Optimize Your Finances and Fuel Growth
01 Initial Consultation
Starting with a comprehensive review of your business, our experienced tax and financial experts will discuss your unique business needs and challenges. Understand how our services can help you achieve your financial goals.
02 Discovery and Analysis
Our team will conduct a thorough analysis of your financial situation, including income, expenses, tax returns, and business operations. We will identify areas for improvement and potential tax savings.
03 Implementation and Optimization
Our experts will guide you through the implementation of your personalized financial strategy, provide ongoing support and advice to ensure your plan remains effective. We will continuously monitor your financial performance and make adjustments as needed to maximize your results.
04 Maximize Profits, Minimize Taxes
Our goal is to help you achieve your financial objectives while minimizing your tax burden. We will leverage our expertise to identify legal and ethical tax deductions and credits. We will help you optimize your business operations for maximum profitability.
