Best Indian Certified Financial Planners in Atlanta, GA

From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more

From the Business:Akbar Wadhwania is a financial professional specializing in a wide range of financial services, including retirement planning, college savings planning, investment strategies, and tax optimization. With a focus on providing personalized financial guidance, Akbar helps individuals and families navigate complex financial decisions to secure a stable future. His expertise spans areas such as disability and long-term care planning, will and trust management, and financial protection. Akbar offers valuable insights through workshops and seminars, empowering participants to make informed decisions about their finances and investments.Read more

From the Business:Swati Gupta is a seasoned financial professional dedicated to helping individuals and families achieve financial security, clarity, and long-term growth. She offers personalized guidance across a wide spectrum of services including college planning and funding, estate planning, financial advisory, investment management, and comprehensive financial planning. Swati also specializes in long-term care insurance, retirement planning, tax consulting services, wealth-building strategies, and a full suite of insurance solutions tailored to each client's unique needs. With a holistic and client-first approach, she partners with you to develop customized strategies that align your financial goals with your life’s vision—ensuring protection today and prosperity for the future.Read more

From the Business:GuruTaxPro!Over the last decade Accounting-Taxation-Auditing outsourcing industry has grown by 3X to touch $ YY billion and is looking to grow by another 25% Y-o-Y for the coming five-year period. Businesses from across the world and across several industries have benefited by outsourcing their Accounting, Taxation and auditing requirements.While some firms continue to have some form of an in-house team to cater to these requirements, most firms have outsourced or are in the process of outsourcing to specialist Accounting, Taxation and Auditing firms. GuruTaxPro is a firm with extensive experience of managing Accounting-Taxation-Auditing requirements relieving businesses from the complexities of tax filing and back-end financial management. We pride ourselves as efficient business partners to our clients saving considerable time and efforts that can be ploughed back into their core business functions.Read more

From the Business:At AKM Financial Services, we are your trusted partner in financial success, offering expert support in financial taxation, tax planning, and business consulting. Based in Smyrna, GA, we specialize in a wide range of services tailored for individuals, freelancers, small businesses, and corporations. Our offerings include personal tax planning, inheritance and retirement tax planning, income tax preparation (1040), business tax returns (1120, 1065), and nonprofit tax filing (990). We also provide efficient e-file services, W-2 & 1099 filing, quarterly estimated taxes, sales tax filing, and IRS representation. Our team assists with business expense deductions, capital gains tax, LLC and partnership tax filing, payroll tax compliance, donor reporting, and gift tax services. We help clients with estate tax filing (Form 706), foreign account disclosure, fiduciary and probate tax preparation, and 501(c)(3) compliance. Beyond taxation, we offer financial planning, estate planning, bookkeeping, payroll processing, and business entity selection. Whether you're managing self-employment taxes or optimizing corporate finances, AKM is committed to clear communication, integrity, and personalized care. Let us help you navigate your finances with confidence and ease.Read more

From the Business:Ez Taxfile Tax Preparation Services from $50 in Troy is specialized in Finance & Taxation services, Tax Preparation services and E File. They are servicing throughout the United States and Canada. They are expertise in providing services like Individual Tax Return, IRS Audit, IRS Representative and Sales Tax Return. Ez Taxfile Tax Preparation Services are available only on weekdays from 9:00 to 18:00. They are tailored to the unique needs of each client, securing the best possible results and maximized returns. They give equal attention to all of their clients. Ez Taxfile Tax Preparation Services are IRS Designated Registered Tax Return Preparer (RTRP) and IRS Authorized E-File provider. By combining their expertise, experience and the team mindset of their crew, they promise that every client receives the close analysis and attention they justify. Their dedication to the high standards, engaging of seasoned tax professionals and work moral is the main reason their client base increases year after year. Ez Taxfile Tax Preparation Services’ mission is to help the clients maintain financial activity in the present, while taking a proactive approach to achieve the forthcoming goals. It requires open communication to reach an understanding of their clients need through research and robust analysis. Ez Taxfile Tax Preparation Services is dedicated to meet those goals with high standards of perfection and professionalism. They have been a predominant of many business communities for years and pride themselves on the level of revere they have earned. They accept Cash as the mode of payment.Read more

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

From the Business:PG CPA, PC, your CPA in the clouds, provides a full range of virtual accounting, bookkeeping, consulting, outsourcing, and tax services. Welcome to PG CPA, PC We can ensure that your financial records are maintained correctly and accurately. We can also assist in setting up and training your staff on the financial systems that you might be using or installing. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting. ? We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. Our services include, but are not limited to: Bookkeeping Accounting? Small Business and Individual Income Tax Planning? Tax Preparation- Individiuals and Businesses Accounting Set-Up We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Read more