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    SRM Tax and Accounting Services

    5.0 (1 review)
    Closed Closed

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    Services - SRM Tax and Accounting Services

    Accountants

    Business filing for current tax year

    Individual filing for current tax year

    6 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - SRM Tax and Accounting Services

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    2 years ago

    Great service, easy to use, great communication being using sue for years. Walks you through the entire process

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    PA Financial, CPA

    PA Financial, CPA

    5.0
    (2 reviews)

    I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

    PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

    M. L. Perry, CPA

    M. L. Perry, CPA

    4.1
    (13 reviews)

    You won't find a more professional, thorough, and kind CPA to do your taxes and assist with tax…read moreplanning throughout the year. They have been my go-to for all things taxes for the past 5 years because their prices are fair, they're open to questions, and they take time to carefully answer them in a way that's easy to understand. Whether you're a business owner whose tax prep can be quite a bit more involved or you require simpler tax prep services for yourself and/or family, I strongly recommend giving them a call to start working with them. All of my tax returns have been better than expected working with them. And it feels good to learn how it all works when Mr Perry breaks it all down for you.

    Just spoke with a representative of M.L. Perry and I was completely unsatisfied with the…read morecommunication of the representative. I was looking to get a consultation with Mr. Perry to explain the specifics of my needs, however the representative stated that Mr. Perry wouldn't be available until May. However, the representative stated that she could be helpful. I started to explain my needs, then she interrupts me and says, "We need all the details of your situation, and when you're serious, about doing business with our firm, please do call us back." She proceeds by ending the telephone call. It is in my opinion, that when working with potentially "new" clients, that you may have a bit more patients to understand their needs. Also, please don't offer your time when you truly do not mean it. Hopefully, they will improve their "new" client relationships in the future.

    SRM Tax and Accounting Services - taxservices - Updated June 2026

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