College Planning/Funding Services in Artesia,CA

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Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

VVS Financial Services in Artesia, CA

VVS Financial Services

College Planning/Funding Serving in Artesia Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history10 Years in Business
  • translateLanguage:Telugu , Urdu +2 more
  • 20306229

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning, wealth protection, education funding, healthcare coverage, and long-term financial security. With a comprehensive approach to financial planning, VVS Financial Services helps clients navigate complex financial decisions through customized solutions that align with their unique objectives and risk tolerance. The firm specializes in life insurance, retirement planning, annuities, college funding strategies, tax optimization, mortgage protection, Medicare solutions, health insurance, and long-term care planning. Understanding that every financial journey is different, VVS Financial Services takes the time to evaluate each client's needs and develop strategies that support both short-term priorities and long-term aspirations. Their commitment to education, transparency, and personalized service enables clients to make informed decisions with confidence. Whether planning for retirement, protecting family assets, preparing for college expenses, or selecting healthcare coverage, VVS Financial Services provides trusted guidance and professional support to help clients achieve financial stability, security, and peace of mind.Read more

Visam Financials in Artesia, CA

Visam Financials

College Planning/Funding Serving in Artesia Area
  • 6.3
    Sulekha score
  • work_history Established Since 2019
  • translateLanguage:English , Tamil

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Devesh Pathak CPA - Book Free 15-minute Consultation in Artesia, CA

Devesh Pathak CPA - Book Free 15-minute Consultation

College Planning/Funding Serving in Artesia Area
  • 5star33 Reviews
  • 9.5
    Sulekha score
  • work_history Established Since 2003
  • translateLanguage:English
Accountant Services:Financial Statements Processing, IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Bank Reconciliation, Budget And Business Plan, Cash Flow Analysis, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Indiviual Tax Filing, Reviews And Compilations, Sales Tax Return, Small Business Payroll, Tax Implications, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Tax Preparer Specialist

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of experience in financial and taxation services. They can be reached only on weekdays from 9:00 to 17:00. They strongly believes that your need their need and your satisfaction is their reward. They go beyond Financial Statements, Audit and Tax Returns. They focus on helping each and every client’s problem and solve a wide range of business problems. They offer a wide range of services like Accounting, Bookkeeping, Tax Preparation, Financial Planning and Information Systems services from Small, Medium, Large sized Business and Individuals. They provide their clients with complete support that includes Bank Reconciliation, Payroll Tax, Sales Tax and a Trial Balance. They work very close with you in managing every aspect of your accounting needs. Their firm helps you save your time and money by implementing new technologies and tools catered to your business growth. They are seriously committed in helping you to achieve your financial goals. They have trained staff of professionals providing the exact combination of financial services and accounting skills dedicated to personal attention and quality standards of service. Whether you own a small or large business or just need some personal financial planning, Devesh Pathak CPA is the exact firm to visit.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

KV Financial Solutions & Services LLC in Artesia, CA

KV Financial Solutions & Services LLC

College Planning/Funding Serving in Artesia Area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history20 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:At KV Financial Solutions, we are passionately committed to empowering individuals and families on their financial journeys. Our mission is to deliver innovative, needs-based financial strategies that strengthen long-term security and peace of mind. Through personalized financial planning, we’ve helped countless families protect what matters most and build a foundation for a prosperous future. For entrepreneurial individuals eager to enter the financial services industry, KV Financial Solutions offers a proven, low-risk business platform designed to help you start and scale your own financial services business. Our system has enabled individuals—many without prior experience—to achieve remarkable financial growth. Beginning part-time and transitioning to full-time, our associates gain not only financial independence but also the freedom and flexibility to create a life on their own terms. Join us and be part of a mission-driven organization dedicated to financial empowerment, leadership, and long-term success.Read more

All "College Planning/Funding" results in Artesia, CA

Serving ZIP Codes:90701, 90702

From the Business:With 15 years of expertise, SYRIAC CPA Tax & Accounting Services, INC provides comprehensive financial solutions in Artesia, CA. Recognizing the city's vibrant small business scene, we offer services from income tax filing to financial planning, tailored to help local enterprises thrive. Our multinational accounting and tax consultation services also cater to Artesia's diverse population. Trust us for your financial needs.Read more

Serving ZIP Codes:90701, 90702

From the Business:Sabu Syriac is a Certified Public Accountant (CPA) licensed and Tax Strategist, the founder of Syriac CPA Tax and Accounting Services Inc, in the State of California,. A licensed CPA firm offering Tax Planning, Tax Preparation, Accounting, and Advisory services to entrepreneurs, real estate investors, medical professionals, and business owners across the United States. We specialize in Advanced Tax Planning with proven tax strategies that help high income individuals and profitable businesses legally reduce taxes and increase their take home income. Our clients save tens of thousands of dollars every year because we show them how to proactively use the tax code to legally reduce taxes and keep more of their hard earned money. He is graduated in Business Accounting and Post graduated in Business Administration. He is a member of Calcpa and Artesia Chamber of Commerce.Read more

Showing 1 - 2 of 2 results

Ratings & Reviews for College Planning/Funding

perm_identityAnson Patrick
calendar_month1 month ago

I highly recommend Sabu Syriac CPA and Syriac CPA Tax & Accounting Services. As a small business owner I have had a great experience working with Sabu and his team. They help us with bookkeeping accounting payroll IRS matters business tax returns corporation tax returns and individual tax returns. Sabu is very knowledgeable about tax planning and tax saving strategies and always explains things in a simple and friendly way. The team is professional responsive and very helpful whenever we have questions. I feel comfortable calling them whenever I need help with my business or taxes. I highly recommend Sabu Syriac CPA to any small business owner looking for a reliable CPA and accounting firm.

perm_identityRanjith Menon
calendar_month1 month ago

As a restaurant owner, I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu and his team have been very helpful with our restaurant bookkeeping, payroll, sales tax, business tax preparation, and tax planning, and they understand the unique accounting needs of restaurant owners. Sabu is knowledgeable, responsive, and always provides practical tax strategies to help our business stay compliant and manage taxes effectively. If you are looking for a reliable CPA, accountant, or bookkeeper in Artesia, Cerritos, or the Los Angeles area, I highly recommend Sabu Syriac and his team.

perm_identityAmbili Reji
calendar_month2 months ago

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. As a retail business owner, I have been very impressed with Sabu’s knowledge and experience in tax planning, tax strategies, business accounting, bookkeeping, and tax preparation. He understands the needs of business owners and provides valuable guidance for corporations, small businesses, and individual tax matters, with a strong focus on effective tax-saving strategies and compliance. If you are looking for a knowledgeable and reliable CPA or tax accountant serving the Bay Area, San Francisco, and surrounding areas, I highly recommend Sabu Syriac, CPA and his team.

perm_identityRavish Rao
calendar_month2 months ago

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu is a knowledgeable and experienced CPA who takes the time to understand each client’s tax and accounting needs and explain the best options clearly. If you are looking for a reliable CPA in Artesia, Cerritos, or the Los Angeles area, this is a great firm to work with. They provide professional tax preparation, tax planning and tax strategies, bookkeeping, accounting, payroll, business tax services, and IRS and California tax assistance. What I appreciate most is Sabu’s focus on proactive tax planning and helping business owners legally reduce taxes while staying compliant. His team works with individuals, small businesses, corporations, LLCs, S corporations, and professionals. I would definitely recommend Sabu Syriac, CPA to anyone searching for an experienced tax accountant, business accountant, or CPA near Artesia and Cerritos, CA.

perm_identitySatish Tottempudi
calendar_month2 months ago

Excellent and professional place for taxes. Sabu is always available when there is a need to get an answer on investment tax related items. Very helpful and knowledgeable team.

calendar_month3 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month3 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month3 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month3 months ago
perm_identityRakib Alislam

Best tax return service provide me just wow works. But they charge me at low price

calendar_month3 months ago
perm_identityTanjina Rahaman

They did an amazing job, especially their work speed was great and they did everything on time.

calendar_month4 months ago
perm_identitySumaiya fateha Ohi

A top-notch company for tax permits, offering excellent service.

calendar_month4 months ago
perm_identitysadia Akther

A top-notch company for tax permits, offering excellent service.

calendar_month4 months ago
perm_identityNaz Gh

Highly recommend Syriac CPA for their professionalism, knowledge, and attention to detail. They have been extremely helpful in handling my taxes and financial matters, always taking the time to answer my questions and explain everything clearly.Best cpa in Los Angeles, Cerritos and Artesia area. Highly recommend for tax planning and tax strategies.

calendar_month4 months ago
perm_identityKANU PATEL

We at American Circuit Tech were looking for an accounting services company which would be knowledgable and expert at ERC application and refunds. Even after a quite few contacts we could not find one. Finally we came across Syriac CPA and felt that we were at right place. Syriac did a wonderful job for us. Syriac did all our personal and firm's accounting services and tax preparations and e-filings and amendments for last three years. The staff is very co-operative and very helpful and accommodated us every time. And the accountants are very knowledgable too. It was a very pleasant experience. We are pleased with their services and continuing to use their service as long as we need.

calendar_month4 months ago
perm_identitybhubon bhubon

You can definitely get work done from them. I definitely got a very good service.

calendar_month4 months ago
perm_identityPesern Hitler

An excellent and reliable site. I give it five stars.

calendar_month4 months ago
perm_identityZidan Forlen

Everything was perfect, clean, and well explained. I've done my tax return with them twice.

calendar_month4 months ago
perm_identityArafat Bhuvon

They offer excellent services regarding tax permits. Many thanks to their company for these services.

calendar_month4 months ago
perm_identitySamama shahrin khan Ruhi

This is an ideal and cooperative company in terms of servicing. I took service from them the next day, without hesitation, and you will receive excellent service.

calendar_month4 months ago
perm_identityMst. Rabeya Basri

They worked very efficiently and professionally, quickly.

calendar_month4 months ago
perm_identityDevid

An amazing company, the quality of service was really great, you can provide service without any fear.

calendar_month4 months ago
perm_identityOlubukunola Babalola

Always helpful

calendar_month4 months ago
perm_identityIt's me Fahim

Nice ????

calendar_month5 months ago
perm_identityDonal marko

I have heard the name of Syriac CPA Tax & Accounting Services from many people. After taking the service myself, I understood why everyone praises them so much. The quality of their service is really good and professional. The staff's behavior and communication are very elegant. They have been very cooperative from the beginning to the end of the work. Their service is like getting 5 out of 5 stars.

calendar_month5 months ago
perm_identityJeviya marko

I was running around between Cerritos and Los Angeles for work, and my finances were each over the place. Syriac CPA duty and Accounting Services Inc helped me sort everything out. They handled an old IRS issue I had been dealing with for a long time, and now they take care of my secretary and payroll every month so I do not have to stress about it. They are one of the best tax firms in California, and they also help people across Southern California including Cypress, Whittier, and nearby areas.

calendar_month5 months ago
perm_identityGokul Krishna

Syriac, was very helpful in navigating my first tax return filing as a part-time employment at San Francisco State University. His team responds promptly and courteous from the start, highly recommended and will be appoaching him for my finantial enquiries.

calendar_month5 months ago
perm_identityJohnson Ro

Some firms do the work. Syriac CPA Tax and Accounting Services Inc does it exceptionally well. Their deep knowledge of tax law, IRS processes, and long-term financial planning has been valuable for both my family and my business. As a trusted CPA in Downey, they bring a level of transparency and thoroughness that builds confidence from the very first meeting. Their personalized approach to tax planning in Downey means every decision is made with your best interests in mind, not a one-size-fits-all formula. As a dedicated tax strategies firm in Downey, their proven tax planning strategies Los Angeles County area business owners rely on make them stand out in a crowded market. A CPA firm this skilled and this personable is hard to come by in Southern California - I found one in Syriac CPA Tax and Accounting Services Inc, and I have never looked back

calendar_month5 months ago
perm_identityJesika Jesika

Running a small business is already demanding enough : accounting shouldn't add to the stress. Syriac CPA Tax and Accounting Services Inc. changed that for me completely. From payroll to a tricky IRS issue, they handled everything calmly and professionally. As a reliable CPA in Los Angeles County, their personalized approach to tax planning in Los Angeles County goes beyond just filing , they genuinely care about your business growth and long-term success. As a dedicated tax strategies firm in Los Angeles, their practical tax planning strategies that business owners can truly depend on make them the first firm I recommend to anyone.

calendar_month
perm_identityJeff Lee

Sabu Syriac CPA has been doing our corporate tax returns which are pretty complex. We are very satisfied with his knowledge and expertise. I really think he is the best CPA and accountant in the area, so happy to have found him.

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

calendar_month
perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

calendar_month
perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

calendar_month
perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityBatman Batman

Great Cpa. Always available for my questions. Highly professional and cant reccomend enough

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