Expert Financial Solutions With SRS BASICS.
Your trusted partner for comprehensive financial services and investment solutions. Get the financial guidance you need to secure your future today!
Fast Processing
Tax Services
Investment Planning
Wealth Building
Trusted Advice
Your Premier Financial Services Partner
At SRS BASICS, we provide comprehensive financial services and personalized solutions designed to help you achieve your financial goals and secure your future.
- Professional tax preparation and planning services with year-round support and expert guidance.
- Investment advisory services tailored to your risk tolerance and long-term financial objectives.
- Comprehensive financial planning including retirement planning, estate planning, and insurance solutions to protect your wealth.
SRS BASICS specializes in helping individuals and businesses navigate complex financial decisions with confidence. We understand the importance of financial security and work diligently to provide the expertise you require.
Personalized Service
Receive customized financial solutions tailored to your unique needs and circumstances.
Quick Turnaround
Efficient processing of tax returns and financial documents with fast, reliable service.
Expert Team
Work with experienced financial professionals who understand your goals and priorities.
Comprehensive Reporting
Detailed financial reports and documentation to keep you informed about your financial position.
Services
Comprehensive Financial Solutions
Tax Preparation
Professional tax preparation services for individuals and businesses with maximum deduction strategies and compliance assurance.
Investment Advisory
Strategic investment planning and portfolio management services to help grow and protect your wealth over time.
Retirement Planning
Comprehensive retirement planning services including 401(k) management, IRA planning, and pension optimization.
Business Financial Services
Complete business financial solutions including bookkeeping, payroll services, and business tax planning.
Insurance Planning
Life, health, and disability insurance planning to protect you and your family's financial future.
Estate Planning
Comprehensive estate planning services including wills, trusts, and succession planning for your legacy.
Start Your Financial Journey Today
Ready to take control of your financial future? SRS BASICS provides expert financial services with personalized attention and professional guidance. From tax preparation to investment planning, we're here to help you achieve your goals. Contact us today to schedule your consultation.
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Trusted by 500+ Clients in Lakewood
SRS BASICS specializes in comprehensive financial services for individuals and businesses seeking professional guidance and personalized solutions.
Satisfied Clients from individuals to businesses
Years Experience serving the community
Million Managed in client assets
Client Satisfaction rate percentage
Michael Rodriguez
Small Business Owner
SRS BASICS helped me restructure my business taxes and saved me thousands. Their expertise in business financial planning is unmatched in the area.
Janet Wilson
Retired Teacher
The retirement planning services at SRS BASICS gave me peace of mind. They helped optimize my pension and Social Security benefits perfectly.
Oliva Chen
Software Engineer
As a young professional, I needed guidance on investment planning. SRS BASICS created a perfect portfolio strategy that fits my risk tolerance and goals.
Our Financial Experts
Meet the SRS BASICS Team Dedicated to Your Financial Success
Samuel Roberts
Chief Executive Officer & CPA
Rachel Stevens
Senior Financial Advisor
Benjamin Smith
Tax Planning Specialist