Investment Management Services

• - 5/5

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

• - 5/5

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

• - 5/5

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

• - 5/5

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

• - 5/5

Excellent customer service, very friendly, I immediately trusted him. ????

• - 5/5

Easy fast and simple no complaints. Good service I recommended highly.

• - 5/5

Been doing taxes for 3 years with them and have been satisfied with my tax return every single year! trust worthy and professional are the best way to describe members in this location. can not recommend any more. try it your selves and see the wonders they do

• - 5/5

I have been doing my taxes with Sam maybe 5 years . I return to him every year because of his fast service and he does his best to get you your maximum refund .

• - 5/5

Sam and his team are the best Tax consultants I worked with. They are proactive, efficient and very knowledgeable. They got me setup quickly in their system and helped me get the max refund possible. I would highly recommend Libre Tax Services for your Tax needs.

• - 5/5

I have been doing my taxes here for 3 years, and I have always been satisfied with my experience. Sam will always try to get you the maximum refund possible, and he is very helpful and knowledgeable. I highly recommend this tax service !

• - 5/5

Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend

• - 5/5

Filing my taxes for the first time was nerve-wracking, but with Libre professional services, it went real smooth and quick. Their team guided me through the process with patience and expertise and we’re kind enough to answer any questions I had. The experience was amazing, and I'll definitely be returning next tax season. Highly recommend!

• - 5/5

They are knowledgeable,efficient and make the tax process smooth and stress-free. Their attention to detail and willingness to answer all my questions excellent customer service.

• - 5/5

First time doing my taxes this year and had a great experience with libre professional service people. They make it simple and try to give the best refund and give helpful advice. Recommend doing your taxes with them??

• - 5/5

Sam at Libre Tax Services ?? is a true expert, especially when it comes to expat tax services, accounting, audits, and bookkeeping. Whether you're living abroad or managing a business at home, Sam provides accurate, reliable support to keep your finances in order and your taxes compliant. Highly recommended for anyone needing trusted, professional tax help!

• - 5/5

One of the Best Tax Services.

• - 5/5

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

• - 5/5

Surya is a great person to work with.

• - 5/5

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

• - 5/5

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

• - 5/5

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

• - 5/5

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

• - 5/5

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

• - 5/5

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

• - 5/5

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

• - 5/5

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

• - 5/5

I had a great experience with Sure Financials and Tax Services. Surya Padhi was very polite and knowledgeable for the smooth Tax return filing. Thank you

• - 5/5

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.

• - 5/5

Sure Financials and Tax Services LLC is excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

• - 5/5

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

• - 5/5

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs!

• - 5/5

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

• - 5/5

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

• - 5/5

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

• - 5/5

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

• - 5/5

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him …

• - 5/5

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

• - 5/5

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

• - 5/5

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

• - 5/5

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future.

• - 5/5

Excellent attention, fast and efficient service.

• - 5/5

The service was very good and I recommend other people to come and see Tax Guru and the service is excellent. I'm happy.

• - 5/5

Excellent attention and very well prepared. Grateful for everything

• - 5/5

Excellent service

• - 5/5

Excellent service!!

• - 5/5

Excellent accountant

• - 5/5

Great and professional service!

• - 5/5

The service was smooth and responsive

• - 5/5

Best Consultant, Highly recommended

• - 5/5

Excellent service