Respect is earned in the work.
The strongest endorsements come from the professionals who’ve seen the thinking, the strategy, and the results firsthand.
Mike and his team helped one of my clients save over $900,000 on a $3,000,000 taxable transaction and made my client very happy.Paul H. / Financial Advisor, Texas
My experience has been that Mike Owens and his team are ALWAYS looking for an innovative and legal way to solve complex tax and planning issues.Barry / Attorney, Nebraska
Mike has a really great quality: he can take a complicated issue and its solution and boil it down so that a listener with a limited financial background understands. A lot of the time, he does it with a story.Jonathan / Advisor, Pennsylvania
The advantage is seeing more before you act.
Success changes the questions worth asking. And when the financial stakes become extraordinary, conventional planning doesn’t always reveal every opportunity.
SRMG brings decades of experience, specialized insight, and a different way of thinking to the professionals already in your corner.
Our work doesn’t begin and end with tax season. We engage throughout the year, exploring lawful strategies, challenging assumptions, and bringing the right minds into the conversation while there’s still time to make a difference.
We don’t replace the team you trust. We expand what’s possible together.
The right minds.
In the right room.
Complex challenges rarely belong to a single discipline.
SRMG draws on an established national network of tax attorneys, senior accountants, and experienced financial professionals, bringing specialized perspectives into the conversation when the situation demands it.
The right expertise. The right conversation. The right time.
Because the most important planning happens before the decisions become irreversible.
Experience is the foundation.
Perspective is the advantage.
Three accomplished professionals. Distinct careers. Decades of experience and relationships built across the country.
Mike Owens, Matthew Owens, and Jim Forbis bring independent thinking and a shared commitment to seeing beyond conventional strategies.
Different minds. One standard.
Meet the FirmClarity before commitment.
Every engagement begins with understanding what’s changing, the decisions ahead, and the professionals already at your side.From there, the work becomes deliberate.
First, we ask better questions.
We examine the situation, the timeline, and the decisions still on the table. Before recommending a direction, we establish where a different perspective could add value.
Then, we challenge conventional thinking.
Working alongside your trusted professionals, we explore lawful strategies, evaluate tradeoffs, and consider the timing and structure of potential opportunities.
Finally, we turn insight into direction.
We work with your advisory team to identify priorities, coordinate expertise, and establish informed next steps before consequential decisions are made.
“Formality brings forth focus and discipline.”— Mike Owens
Start a ConversationThe best time to explore your options is before they’re gone.
The decisions ahead deserve more than conventional thinking.
Start a Conversation