
Our Services
At SRM Tax and Financial Consulting, we offer an extensive array of financial and advisory services tailored to address the varied requirments of individuals and small enterprises.
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We provide comprehensive tax planning and filing assistance to ensure you are maximizing your tax benefits while staying compliant with tax laws. Our team of experts is here to help you navigate the complexities of tax preparation and planning with ease and confidence.
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If you are facing issues with the IRS, our experienced professionals offer expert support in managing IRS matters. We will work tirelessly to resolve any IRS concerns and ensure that your interests are protected throughout the process.
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SRM provides personalized health insurance solutions tailored to meet the specific needs of individuals, families, and small businesses. We work closely with you to explore and compare coverage options, helping you select the right plan that balances both affordability and comprehensive coverage. From navigating policies to enrollment assistance, we ensure that your health and financial well-being are safeguarded
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Navigating the world of mortgage loans can be daunting, but we are here to help. We assist in evaluating loan options, determining the best rates, and guiding you through each step, from pre-qualification to closing. Whether you are buying your first home or refinancing, our expert advice ensures that you make informed, confident decisions about your mortgage.
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Our streamlined accounting services are designed to help you effectively manage your finances, providing accurate and timely bookkeeping to support your financial decision-making. We manage everything from day-to-day financial transactions to reconciling accounts, ensuring that your business's financial health is always clear. With our support, you can focus on growing your business, while we handle the numbers.
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Starting a business? 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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Navigating state and local sales tax compliance can be challenging. Our team provides assistance with sales tax compliance, ensuring that you meet all your obligations and avoid potential penalties.
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Our personalized financial consulting services provide you with expert advice for smart planning. Whether you need help with budgeting, investment strategies, or financial analysis, we are here to support you every step of the way.