SRG Advisors, LLC, CPA's

SRG Advisors, LLC, CPA's

Reviews Summary

The consensus from reviews highlights exceptional service, with frequent praise for responsiveness, professionalism, and expertise. Clients appreciate the team's knowledge, quick communication, and ability to simplify complex tax matters. Many note long-term satisfaction, emphasizing trustworthiness and personalized attention. A single negative review criticizes the process as slow and costly, but overwhelmingly, clients recommend the firm for its efficiency, friendliness, and thorough guidance. The staff is described as accessible, patient, and proactive, making tax season less stressful.

About This Listing

Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

1 University Plaza Dr # 311

Hackensack, New Jersey 07601

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Jay and entire SRG team are fantastic. They are not only quick to respond but are thoughtful in their responses. Their advice has been very helpful and I am happy to have them as a trusted tax advisor!

Spoke with Jay about taxes and setting up a business. He was incredibly informative, friendly and professional. We learned so much from just a 20 minute phone call. Highly recommend!

Had some issues with our last tax return, didn't file with SRG, a friend recommended to talk to Jay. We shared our info with Jay before the first call which allowed the call to be useful. Within a week or so we Jay and his team filed for a correction and a month later we got back a nice refund. Jay also helped with another issue free of charge, while answering my emails in a timely manner. We are really pleased with the service we were provided and will be using them moving forward.

I recently used the services of SRG Advisors to help me get some money back on my taxes and I am extremely satisfied with the results. The team at the company was professional, knowledgeable, and efficient throughout the entire process. From the initial consultation to the final resolution,Jay was always available to answer any questions we had and provide guidance on the best course of action. They took the time to thoroughly review my tax situation and identified several opportunities for me to save mone

Leon Schenker is an excellent accountant. He provides timely and helpful advice. He is easy to talk to and clear in his explanations. He is also a really nice person and very pleasant to work with. He definitely makes doing your taxes a lot less painful. We recommend him highly.

This was hands down the most painful, expensive, and unecessarily stretched out tax process we have ever experienced in our decades of filing taxes. Save yourself $1500+ and go to H&R block because the outcome will be the EXACT same, except you'll be done in 2 hours rather than 8+ months and pay $500. H&R block will also do the actual work for you in front of you rather than you needing to do excel sheets and use a 1990s style portal to upload YOUR work and NEVER meet a human once. Why is this acceptable

For the past few years I had the pleasure of working with SRG Advisors LLC and I have to say, I am thoroughly impressed. From start to finish, they provided top-notch service and expertise that exceeded my expectations. The whole team at this firm is incredibly knowledgeable and well-versed in all areas of tax law. They were able to answer all of my questions and provide me with comprehensive guidance on how to navigate complex tax issues. They were patient and thorough in their explanations, which was espe

Jay and his team have been excellent through the tax season. Having recently relocated to New Jersey, I was very concerned by the potential complexity of my tax situation and SRF was able to quickly decipher what was needed with a few short meetings. They have locked in a new long-term customer. Highly recommend!

I have been with this firm for a couple of years now. My accountant, Jay is talented at responding to questions and emails and doing so in record time! Friendly, supportive, professional, knowledgeable, it makes a stressful situation like tax season that much more doable. There is a great balance here at SRF where it feels ? home-y? yet professional, I attribute this to the one on one attention that can be compared to none. It was particularly helpful to have Jay guiding me as I opened my small business thi

I can't say enough good things about the SRF Accounting Group. I've been working with Jay, and this year Olivia, as well, and we're thrilled with our tax return. They were prompt, efficient, professional and PATIENT throughout our whole experience. Getting a nice refund was just the icing on the cake. I recommend without reservation!

Our company has been working with SRF Accounting Group for well over 20 years. They handle our tax returns, quarterly reviews, and yearly 401k and book audits. They are excellent in what they do. SRF is always professional and prompt with their services. Leon Schenker, the owner has put together a great team that always goes way and beyond to get the job done.

I had a great experience using Jay at SRF Accounting Group. He was very helpful in answering all my questions and always responded in a very timely manner. He completed all of the work very diligently and did so in a kind and professional manner. I highly recommend him.

SRF Accounting Group really does a great job for me. Besides being very knowledgeable about tax planning and reporting, they are proactive and keep in touch with their clients with tax tips and forward-looking guidance. They are accessible, courteous, and responsive. Five stars!

We have been working with Jay Guttman and the team at SRF Accounting for a very short time thus far. What they have managed to produce for us in a couple of weeks would have taken others months to get to where we need to be. We have received a fast, efficient, detailed and professional service which has saved us time, money and effort and we look forward to establishing a long term relationship with them. Would highly recommend - 100%.

Joshua helped me navigate what would have been a completely overwhelming tax experience with foreign income. He took the time to clarify everything, was extremely responsive, and was always willing to get on a quick call. Jackie helped ensure everything was processed smoothly. I am definitely working with them every year from now on!

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.

SRF is a very professional accounting firm that has been managing both my company's and my personal accounting needs as well as both corporate and personal tax matters for over 20 years now. I deal with Leon who is very thorough, accurate and extremely knowledgeable of the accounting principles and tax laws that affect both my company and myself personally to help maximize allowable deductions and thereby minimize taxes. I would highly recommend SRF and Leon in particular you'll be glad you did!

A+ team - the best, super fast, amazing communications, speed and delivered beyond my expectations. The second you talk to Jay or Josh you realize you are in the right hands and there is no one better than them. You will love them immediately! If there were Olympic Games for the CPAs, SRG Advisors will be definitely getting the Gold. This team is simply outstanding! Words can not describe my satisfaction and whatever amazing reviews you read here, 100% truth and facts!

I have been working with SRG for a few years now, since the inception of my business, they are quick, attentive, responsive, friendly, and they try to make tax season as least overwhelming and intimidating as possible! ??Highly recommend!

Professional, Responsive and Knowledgeable - Jay Guttmann did our personal tax return last year and we are happy with his service. He listened, addressed our concerns and answered our questions. Great firm and staff.

This is my second year working with Jay and his team. Although I think I maybe one of Jay?s 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.

Jay prepared my 2017 taxes. This was my first time working with a CPA for my small business. He was very helpful, responsive, and a pleasure to work with. I will work with SRF again and would recommend to others.

I can highly recommend SRF Accounting Group. Fantastic customer service, they are always there to help you and answer your questions in a friendly and knowledgeable manner. Our business and personal tax returns are always processed fast and professionally. Thank-you SRF!

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.

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.

SRF is wonderful. Professional, knowledgeable, thorough, easy to work with and contact. Great office staff, too. They make the tax filing process as painless as possible. I highly recommend SRF.

I'd highly recommend Jay Guttmann at SRG Advisors. I have holdings across multiple states, as well as do some work in NYC and he makes my tax planning and prep very easy!

Leon and his team do outstanding work. They are thoughtful, exacting, prompt and very, very patient with us as clients. Excellent guidance and service. They receive top marks!

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.

Jay was my accountant this year. He was knowledgeable of any issues, professional, and went above and beyond to find out any thing that needed to be researched promptly. I highly recommend!

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

Great client service, proactive and helped solve problems quickly. Dealt with cross-border issues and other technical matters. Would recommend Leon & Josh to anyone.

Thank you so much for your service and patience. Without your guidance, it's just too scary to deal with tax filing. I really appreciate it! Jay and Jackie are so awesome!

Team is very knowledgeable, quick with answers. Have only been working with SRG for the past 5 months, but would definitely recommend.

Knowledgeable, helpful and thorough. Leon Schenker and the entire staff of SRF are the people to help through any tax, investment and accounting issue.

Been working with Jay Guttman and SRG for a couple of years now. Very knowledgeable, available for questions, and quick response times.

Fantastic tax representation. Have used them for years, planning on using them for many more. 5 star accounting and customer service. Strongly recommend for all accounting/tax needs.

Amazing firm with excellent service! Jay is one of the most responsive professionals I know and recommend their services to anyone :)

Very professional and friendly at the same time. You can ask questions and they will give you the time to go over your material. I would definitely recommend!

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.

This firm is highly organizes, responds to email inquiries quickly and is always pleasant to deal with.

How do I connect with the firm through internet enabled app such as WhatsApp ?

They provide excellent service and are very helpful. I would recommend them strongly!!

Responsive. Professional. Thorough. Caring. Highly recommend.

I have found Milton to be very helpful and always available

Especially good support staff! The best!

Jay was very helpful and knowledgeable!

Was very pleased with the work and advice I was given.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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