What We Do
Most CPAs are excellent at compliance filing the return correctly, on time, and defensibly. That’s their job. What they’re typically not staffed for is strategic tax work: cost segregation studies, R&D credits,
entity restructuring, retirement-plan strategy, and the half-dozen other moves that recover real money for owners who qualify.
SRG Tax Strategy works alongside your CPA, not against them. We find the opportunities most compliance-focused tax work misses. We document them. We coordinate the work with your existing CPA to file properly. The relationship is collaborative your CPA gets a better result for their client, and
you get a better outcome.
Most engagements pay for themselves in the first year. Many in the first quarter.
01
Cost Segregation Study
Identified $312,000 in accelerated depreciation on a recently acquired commercial facility a study the previous CPA hadn’t pursued. The refund funded the next year’s capital improvements.
02
Entity Restructuring
Restructured an S-corp to a more tax-efficient structure for a growing SMB owner approaching a major liquidity event. Net tax savings projected over the three-year horizon: $480,000.
03
Retirement Plan Strategy
Set up a defined-benefit plan paired with the existing 401(k) for a high-earning professional services owner. Annual tax-deferred contribution capacity went from $66,000 to $290,000.
“My CPA filed the return. SRG found the strategy he wasn't paid to find.”
SMB Owner, Real Estate
Let's see what your CPA missed.
A 30-minute call usually surfaces whether there’s a meaningful opportunity. If there isn’t, we say so.