Sri Tax & Accounting

SRI Tax & Accounting is committed to providing cost-effective services, personal attention, and professional excellence. We understand that completing tax returns requires more than just hurriedly filling out paperwork on April 15th. It involves gathering information throughout the year, keeping track of changes in tax law, and being aware of tax planning opportunities that may arise, all of which could keep more money in your pocket.

At SRI Tax & Accounting, we encourage personal contact with our accountants and don't charge extra for it. We're here for you in case something comes up regarding your taxes throughout the year, and we're here for you now. Our expertise in tax returns and other tax return services can save you money and give you peace of mind that you have had your tax returns completed professionally. We can help you make your taxation decisions and make tax planning easier.

Personal Services

We provide independent personal tax and financial planning advice on your individual taxes, personal financial planning, retirement planning, and mortgage services. Our services include:

• Educational Planning
• Tax Strategies
• Estate and Trust Tax Planning
• Federal Filings
• Gift-Tax Returns
• International Filings
• Multi-State Filings
• Retirement Implications Strategies
• Strategic Tax Planning
• Tax Agency Representation

The diversity of the products and services offered by SRI Tax and Accounting allows our clients to come to one place for all of their tax service needs. Clients experience first-rate professional services and products, as well as our commitment to customer service.

Business Services

SRI Tax and Accounting is dedicated to staying current with the latest changes that affect you and your business. We help you navigate the myriad of compliance issues and provide proactive tax consultation to help you plan strategically and minimize your tax liability. We offer the same services as the "big guys", but with the perspective of a small business. We know you by name and adjust to your needs, and at affordable rates.

Our business services include:

• Business Taxes
• Payroll Services
• Tax Resolution

Whether you need help with business taxes, payroll services, or tax resolution, SRI Tax and Accounting has the expertise and experience to help.

FAQ

We understand that there will always be questions when it comes to taxes and accounting. Here are a few frequently asked questions we thought might help.

• Should we wait until tax preparation time to contact you? No, complicated tax questions come up during the year. It is much better to send a question to your tax preparer when an issue occurs than to inform them of it after the fact.
• What pieces of paper do I need to keep in order to do my taxes? Keep detailed records of your income, deductions, and expenses throughout the year. This will make the tax preparation process much smoother.

If you have any questions about how SRI Tax & Accounting can help you minimize your tax liability and headache, please don't hesitate to contact us.