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GST Financial Services
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5 Years in Business
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Language:English
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With 5 years of experience, GST Financial Services is a trusted partner for Atlanta's bustling business community and thriving entrepreneurs. We offer savvy Investment Management, comprehensive Estate and Retirement Planning, and expert Financial Advice. We also specialize in Long Term Care Insurance and College Planning/Funding, catering to Atlanta's diverse lifestyles and needs.Read more

FBS Group
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2 Years in Business
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Language:English
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With 2 years of experience, FBS Group caters to Atlanta's thriving business community by offering expert investment management, financial planning, and retirement planning services. This dedicated financial advisor also specializes in estate planning and financial forecasts, meeting the distinct needs of Atlanta's dynamic, fast-paced lifestyle.Read more

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

VVS Financial Services
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Language:Telugu , Urdu +2 more
- 20306229
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With the vibrant hustle of Atlanta's business scene and the city's growing retiree population, VVS Financial Services offers expert Investment Management, Estate Planning, and Retirement Planning services. Also specializing in Long Term Care Insurance, Financial Advising, and College Planning/Funding, we are your reliable partner in navigating Atlanta's dynamic financial landscape.Read more

Visam Financials
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Established Since 2019
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Language:Telugu , English
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:Visam Financials, with 7 years of expertise, is your reliable partner in Atlanta, GA, for comprehensive financial and tax solutions. In a city known for bustling business activity, we offer services ranging from investment management and estate planning to tax optimization and market risk avoidance. Catering to Atlanta's diverse needs, we specialize in retirement planning, health and term insurance, and financial planning. With a solid focus on future-proofing, we assist in college planning, IRA/ ROTH-IRA rollovers, and lifetime guaranteed income planning. Trust us to secure your financial future.Read more

Axon Financial Services
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9 Years in Business
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Language:Telugu , Malayalam +4 more
- Financial Advisor Avg - $400
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With 9 years of experience, Axon Financial Services is a trusted partner for Atlanta, GA's thriving business community and ambitious professionals. From investment and financial planning to retirement and college funding strategies, we understand Atlanta's dynamic economic landscape and help you navigate it with confidence.Read more

Retire Wisely Financial Services
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Established Since 2021
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:In the bustling hub of Atlanta, GA, Retire Wisely Financial Services stands out with a 5-year track record of excellence. Catering to the city's thriving community of professionals and entrepreneurs, we provide a comprehensive suite of services—from investment management and estate planning to retirement planning. We also offer our expertise in financial planning, cash flow management, business succession planning, and long-term care insurance. As your trusted financial advisor, we ensure that your needs for college planning/funding and living will and trust are handled with utmost precision and care. Trust us to guide you to a secure financial future in the heart of Atlanta.Read more

G's Financial Harbor
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Established Since 28
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Language:English , Hindi
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:
Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.
As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.
In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.
Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.
Read more
MUDRA WEALTH CREATION
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27 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With 27 years of experience, Mudra Wealth Creation, situated in the heart of bustling Atlanta, GA, offers a comprehensive range of financial and taxation services. Tailoring solutions to fit Atlanta’s dynamic lifestyle and diverse professions, we specialize in estate planning, retirement planning, and college funding. Trust us to safeguard your long-term financial future.Read more

A2F Prosperity Hub
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10 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:30309, 10075, 14808, 24712, 30301
From the Business:With a decade of experience, A2F Prosperity Hub offers comprehensive financial and tax solutions in Atlanta, GA. Catering to the city's prevalent business scene and the financial goals of its ambitious residents, our services include Investment Management, Estate Planning, Retirement Planning, Financial Forecasts, and more. Our strategic approach tailors each financial plan to the unique needs of Atlanta's diverse population, from college planning to business succession.Read more
Business Offers

Surefinbiz Financial Services

Securemoney4life

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya
I consulted Raman for tax advice recently and found him to be very polite and knowledgeable. His guidance was extremely helpful and even helped me save on my state income tax.
I consulted ManageMyTaxes about new business setup when dealing with a foreign entity. They clearly explained what complexities are involved w.r.t taxes and compliance on the US side when dealing with foreign entities or subsidiaries. They also provided good advice and references about setting up of merchant services within the US. Regarding foreign subsidiary or partnership, they advised to get in touch with a tax or legal expert on the foreign side because the local laws and compliance applicable in another country would require local expertise.
We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!
Everything You Need to Know About Financial & Taxation Services

Navigating State Income Tax Filing Changes for Remote Workers in 2026
As remote work has become an established norm in the United States, understanding the intricate web of state income tax filing changes for remote workers is more important than ever. With evolving tax legislation in 2026, remote employees need to be well-informed to ensure compliance and optimize their tax situations. This guide will explore the current state tax requirements for remote employees while offering actionable insights to navigate these changes effectively.

Smart Finances Start with the Right Guidance
Managing finances today isn’t just about saving money—it’s about making informed decisions that secure your future. Whether it’s tax planning, investments, or wealth management, having the right guidance can make all the difference. Why Financial Planning Matters More Than Ever

Girish Navare, CFA: A Trusted Financial Partner for Indian Families in the US
When it comes to your financial future, you don't just need a service—you need a partner who listens, understands, and walks beside you through every milestone. Girish Navare, CFA, based in Boca Raton, Florida, has been exactly that for clients across the United States for over 28 years.

Financial & Taxation Planning for Indian NRIs in the US: What You Need to Know
For Indian professionals and families living in the US, managing money across two countries is never simple. You may have a US salary, an Indian bank account, a home back home, aging parents who depend on you, and someday—children heading to college here. Every one of these life events comes with financial and tax implications that can quickly become overwhelming without the right guidance. US Tax Obligations for NRIs and Dual Residents

Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

H-1B Tax Trap? How 78% of Indian Tech Workers Overpay IRS!
Your Form 16 vs. W-2 Nightmare (And Why TurboTax Fails You) You’re a Pleasanton-based H-1B/L-1 visa holder earning $150K at Google. Back home, you filed taxes once a year with Form 16. Here? W-2s, 1099s, and foreign income chaos. Result: You overpay $3,200+ yearly because: Double taxation

Unlock Financial Peace with Raman Abrol CPA: Expert Tax and Finance Services in Parsippany, NJ
In the fast-paced world of US finances, navigating taxes and planning for the future can feel overwhelming. That's where Raman Abrol CPA

Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol
Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol The finance and taxation landscape in 2026 is evolving rapidly, with AI-driven audits, green energy credits, and crypto regulations reshaping how Americans manage money. Inflation lingers, remote work blurs state tax lines, and gig economy earners face new Form 1099-K rules. Enter the domain of
FAQ of Financial & Taxation Services
- Why should I hire a professional CPA to prepare my tax return?
Certified Public Accountants (CPAs) pass an extensive, two-day examination on accounting, auditing, taxation, and business law. They maintain their licenses by taking ongoing classes. CPAs have a depth and breadth of knowledge that most tax professionals do not. Hiring a CPA through Sulekha Financial Taxation Services ensures you have an expert with comprehensive knowledge and up-to-date information on tax laws and regulations.
- How often should bookkeeping be performed?
Generally, bookkeeping is performed once per month. However, the frequency can vary depending on the size and needs of your business. New businesses with limited transactions might only need quarterly bookkeeping, while larger businesses with more frequent transactions might need it more often. Regular bookkeeping through Sulekha Financial Taxation Services ensures accurate financial records, aiding in better financial decision-making and compliance.
- What is tax planning and why is it important?
Tax planning involves analyzing your financial situation to ensure tax efficiency, minimizing tax liability through strategies such as timing of income, purchases, and investments, and leveraging tax deductions and credits. It is important because it helps minimize tax liabilities, maximizes savings, and ensures compliance with tax laws. Effective tax planning with Sulekha Financial Taxation Services can also help in avoiding penalties and interest charges.
- How can I minimize my tax liability?
Strategies to minimize tax liability include taking advantage of deductions and credits, deferring income, maximizing retirement contributions, utilizing tax-advantaged accounts, and seeking professional tax advice for effective tax planning. Implementing these strategies with the help of Sulekha Financial Taxation Services can significantly reduce the amount of tax you owe, allowing you to retain more of your earnings.
- What are the different types of tax returns?
The main types of tax returns include: Individual Income Tax Returns (Form 1040): Filed by individuals to report their income, deductions, and credits. Corporate Tax Returns (Form 1120): Filed by corporations to report income, gains, losses, deductions, and credits. Partnership Tax Returns (Form 1065): Filed by partnerships to report income, deductions, and credits, with income passed through to partners. S-Corporation Tax Returns (Form 1120S): Filed by S-Corporations to report income, gains, losses, deductions, and credits, with income passed through to shareholders. Estate/Trust Tax Returns (Form 1041): Filed by estates and trusts to report income, deductions, and credits.
- What is the difference between tax deductions and tax credits?
Tax deductions reduce your taxable income, thus lowering your overall tax liability based on your marginal tax rate. Examples include mortgage interest, medical expenses, and charitable contributions. Tax credits provide a dollar-for-dollar reduction in your tax liability, significantly reducing the amount of tax owed. Examples include the Earned Income Tax Credit (EITC) and Child Tax Credit. Sulekha Financial Taxation Services can help you identify and maximize these deductions and credits.
- How do I handle back taxes?
Handling back taxes involves filing any past-due tax returns, paying the owed amount, and potentially setting up a payment plan with the IRS. Sulekha Financial Taxation Services can assist in negotiating payment plans and exploring options like offers in compromise. Addressing back taxes promptly can help avoid additional penalties and interest charges.
- Can financial taxation services help with IRS audits?
Yes, Sulekha Financial Taxation Services can assist with IRS audits by providing representation, preparing necessary documentation, and offering guidance to ensure compliance with IRS requirements and reduce potential liabilities. Our professionals are experienced in handling audits and can help navigate the process efficiently.
- What is the Alternative Minimum Tax (AMT)?
The Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure that high-income individuals and corporations pay a minimum amount of tax, even if they qualify for various deductions and credits under the regular tax system. Sulekha Financial Taxation Services can help you understand if the AMT applies to you and how to manage its impact on your tax liability.
- What is a tax extension, and how do I apply for one?
A tax extension provides additional time to file your tax return (typically six months) but does not extend the time to pay any taxes owed. You can apply for an extension using IRS Form 4868 for individuals or Form 7004 for businesses. Sulekha Financial Taxation Services can assist you in filing for an extension and ensuring all necessary forms are completed accurately.
- What are quarterly tax payments, and who needs to make them?
Quarterly tax payments are estimated tax payments made four times a year by individuals and businesses with income not subject to withholding, such as self-employment income, rental income, or investment income. Making these payments helps avoid penalties for underpayment of taxes. Sulekha Financial Taxation Services can help you determine your estimated tax payments and ensure they are made on time.
- What is tax loss harvesting?
Tax loss harvesting is a strategy to offset capital gains by selling securities at a loss. These losses can be used to reduce taxable capital gains and potentially offset up to $3,000 of ordinary income per year. Sulekha Financial Taxation Services can help you implement tax loss harvesting strategies to minimize your tax liability.
- What are the benefits of electronic tax filing (e-filing)?
Benefits of e-filing include faster processing of tax returns, quicker refunds, reduced errors, secure submission, and immediate confirmation of receipt by the IRS. Sulekha Financial Taxation Services offers e-filing options to make your tax filing process more efficient and hassle-free.
- Can I amend a tax return after it has been filed?
Yes, you can amend a tax return if you need to correct errors or make changes. This is done by filing IRS Form 1040-X. Sulekha Financial Taxation Services can assist with this process to ensure accuracy and compliance, helping you make the necessary corrections to your previously filed returns.
- What is the Earned Income Tax Credit (EITC)?
The Earned Income Tax Credit (EITC) is a refundable tax credit for low to moderate-income working individuals and families. The amount of the credit depends on income, filing status, and number of qualifying children. Sulekha Financial Taxation Services can help you determine your eligibility for the EITC and assist in claiming this valuable credit.
- How do I choose the right tax professional?
Choosing the right tax professional involves considering their qualifications (such as CPA, EA, or tax attorney), experience, reputation, fees, and whether they specialize in your specific tax situation. Sulekha Financial Taxation Services connects you with qualified and experienced tax professionals who can provide tailored advice and services to meet your needs.
- Can financial taxation services help with international tax issues?
Yes, Sulekha Financial Taxation Services can assist with international tax issues, including compliance with foreign tax laws, reporting foreign income, navigating tax treaties, and addressing expatriate tax concerns. Our experts are well-versed in international tax regulations and can help you manage your global tax obligations effectively.
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Promoted Financial & Taxation Services Listings in Atlanta, GA
- Raman Abrol CPA
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