SRG Advisors

Business Details

14 Years

experience

Trusted Accounting Services in Hackensack, NJ

SRG Advisors has been providing comprehensive accounting and tax services to businesses in Hackensack, Teaneck, Fort Lee, Paramus, and surrounding communities since 2012. Our team of experienced CPAs, including partners Leon Schenker, Milton Rosenblatt, and Jay Guttmann, combines decades of industry expertise with personalized service to ensure client success. We maintain an internal quality control system that rigorously reviews all tax returns and financial documents to guarantee accuracy and compliance. Our firm specializes in real estate accounting, business tax planning, and financial consulting while serving clients across diverse industries. We prioritize client relationships over transactional interactions, dedicating ourselves to understanding each business's unique needs.

Our professionals stay current with evolving tax regulations to provide strategic guidance that minimizes liabilities and maximizes growth opportunities. We emphasize transparency in all communications and maintain strict ethical standards in our practice. Our commitment to excellence has earned us long-standing relationships with clients who value our proactive approach to financial management. We focus on delivering value beyond basic accounting services through customized solutions tailored to each client's specific circumstances. Our reputation for reliability and expertise has been built through consistent delivery of high-quality services over multiple decades.

Services

Accounting Services Tax Planning Real Estate Accounting Business Consulting Financial Planning Audit Services Payroll Tax Services Retirement Planning S Corporation Planning Cost Segregation Studies

Details

Year established: 2012

Highlights and features

We have over 20 years of experience in accounting and tax services
Our team includes certified CPAs with specialized real estate expertise
We implement a rigorous internal review process for all tax documents
We provide time-saving solutions that reduce client administrative burdens
Our tax planning strategies are tailored to each business's unique needs

What people say

Exceptional responsiveness Smooth payroll transition Expert tax guidance Thorough financial analysis Proactive communication

Website

Update Listing

Services

Accounting Services

Our comprehensive accounting services include tax preparation, book balancing, and financial statement preparation tailored to businesses in various industries. We ensure accurate financial reporting and regulatory compliance while providing strategic insights to improve business performance. Our experienced CPAs deliver reliable financial management solutions that help businesses make informed decisions.

Real Estate Accounting

Specialized accounting services for real estate businesses address unique tax challenges and regulatory requirements. We provide tailored financial strategies for property owners, developers, and realtors, including 1031 exchange planning and cost segregation studies. Our expertise helps real estate clients optimize tax benefits while maintaining compliance with industry-specific regulations.

Tax Planning

Our proactive tax planning services identify opportunities to minimize liabilities while ensuring compliance with evolving federal and state regulations. We develop customized strategies for businesses and individuals, focusing on long-term financial benefits. Our CPAs stay current with tax law changes to provide timely, effective guidance that supports clients' financial objectives.

Business Consulting

We offer strategic business consulting services that combine financial expertise with industry-specific knowledge. Our consulting includes cash flow management, profit optimization, and growth strategy development. We help business owners make data-driven decisions through comprehensive financial analysis and forward-looking recommendations tailored to their specific needs.

S Corporation Planning

Our S Corporation planning services help business owners optimize tax benefits through proper entity structuring. We guide clients through the election process and develop strategies to maximize deductions while maintaining compliance. Our expertise includes reasonable compensation planning, retirement account integration, and tax-efficient distribution strategies for S corporation shareholders.

People

Leon Schenker

CPA, Partner

Leon Schenker, a Baruch College graduate with an MBA in Taxation, brings extensive accounting expertise to SRG Advisors. With decades of experience in public accounting, he specializes in tax planning and financial strategy for businesses and individuals.

Jay H. Guttmann

CPA, Partner

Jay Guttmann, a former professional at PriceWaterhouseCoopers and BDO Seidman, contributes deep auditing and tax compliance expertise. His career spans major accounting firms and specialized tax consulting, making him a valuable asset to SRG's client service model.

Milton Rosenblatt

CPA, Partner

Milton Rosenblatt, a certified CPA in New York and New Jersey, combines technical expertise with personalized client service. With extensive experience in tax preparation and financial planning, he plays a key role in delivering SRG's core accounting services.

Joshua Goldstein

Tax Partner

Joshua Goldstein, a Sy Syms School of Business graduate, specializes in tax strategy and compliance. His expertise in individual and business tax planning helps clients navigate complex regulations while optimizing financial outcomes.

Heather Fineman

CPA

Heather Fineman, a licensed CPA in New York, contributes expertise in tax preparation and financial reporting. Graduating Magna Cum Laude from Pace University, she provides high-quality accounting services while maintaining a client-focused approach.

Questions

What accounting services do you offer for real estate businesses?

We provide specialized accounting services for real estate businesses including 1031 exchange planning, cost segregation studies, property tax optimization, and financial reporting tailored to the real estate industry's unique requirements.

Do you serve businesses outside of Hackensack?

While based in Hackensack, we serve clients throughout New Jersey, New York City, and multiple states including Florida, Georgia, and California through our virtual accounting services and nationwide expertise.

What tax planning strategies do you specialize in?

We specialize in S Corporation planning, retirement account integration, home office deductions, health savings account strategies, and cost segregation studies to help clients minimize tax liabilities while maintaining compliance.

How do you handle complex business audits?

Our experienced team conducts thorough financial reviews and prepares comprehensive documentation to ensure audit readiness. We provide audit support services and work proactively to address potential issues before they arise.

What sets your firm apart from other accounting practices?

We combine personalized service with technical expertise, maintaining an internal quality control system that reviews all deliverables. Our focus on real estate accounting and business tax strategy differentiates us in the industry.

How can I schedule a consultation?

You can schedule a consultation by calling our office at 201-525-1222 or contacting us through our website. We offer flexible appointment times to accommodate business owners' schedules.

Reviews (7)

Write a Review

Mizuho Imanishi

Aug 06, 2021 Report

Positive:Professionalism,Responsiveness
Jay was very responsive and professional, and helped me understand quickly what I need to do to optimize the tax benefits as a new real estate investor.

Sam Song

May 14, 2021 Report

Positive:Quality
Had my taxes done for 2020 and had a great experience with the team here. They helped me navigate some tricky issues. They also reminded me to extend my tax filing when needed. Look forward to working with them again next year.

Theodore Halperin

Apr 19, 2021 Report

Simply the best. I never have to worry with SRG. Jay Guttman is so attentive and diligent, highly recommend working with him.

Dovid Baum

Apr 01, 2021 Report

Positive:Professionalism,Responsiveness
Jay Guttmann @ SRG Advisors was a superb professional! He went far beyond his duties to ensure I received quality service and respond to my many tax questions. He not only understands the intricacies of tax law but can explain it clearly to someone in another field. 100% recommend.

Joe Herman

Mar 22, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Jay has prepared the tax returns for a family trust for several years. He and team are responsive, professional and easy to work with. Have referred other family members to the firm as well.

Dmitriy

Mar 20, 2021 Report

This is my second year working with Jay and his team. Although I think I maybe one of Jays smallest client, he has always been available for me to reach out to and speak with if I have any questions. I find Jay to be knowledgeable and I appreciate his guidance when it comes to guiding me through the complexities of the tax world.

Zachary Fuld

Mar 20, 2021 Report

Positive:Professionalism,Quality,Responsiveness
The team here always does right by me & my clients. I would recommend them to anyone seeking help with their taxes and complex tax questions.