Best Indian Finance & Tax Firms in and Near Atlanta, GA

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MUDRA WEALTH CREATION in Atlanta, GA

MUDRA WEALTH CREATION

Financial & Taxation Services Serving in Atlanta Area
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business
  • translateLanguage: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

Vela Life Plan in Atlanta, GA

Vela Life Plan

Financial & Taxation Services Serving in Atlanta Area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Celebrating 5 successful years in Atlanta, GA, Vela Life Plan offers comprehensive financial and taxation services. Recognizing the city's thriving business landscape and diverse lifestyles, we provide expert Investment Management, Estate Planning, and Retirement Planning. Our tailored Financial Planning, Personal Tax Planning, and Business Entity Selection services cater to Atlanta's unique financial environment, ensuring your cash flow is optimized for success.Read more

G's Financial Harbor in Atlanta, GA

G's Financial Harbor

Financial & Taxation Services Serving in Atlanta Area
  • 5star38 Reviews
  • 7
    Sulekha score
  • work_history Established Since 28
  • translateLanguage: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

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:With its vibrant mix of thriving businesses and booming real estate, Atlanta, GA is a city where financial planning is crucial. TulaVantage - Wealth And Healthcare Services provides Atlanta residents a comprehensive range of services, including investment management, estate planning, college funding, and more. Catering to the city's diverse financial needs, our expert advisors help navigate through complex financial landscapes for a secured future.Read more

Visam Financials in Atlanta, GA

Visam Financials

Financial & Taxation Services Serving in Atlanta Area
  • 6.3
    Sulekha score
  • work_history Established Since 2019
  • translateLanguage:English , Tamil

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

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Wealth Summit Financial in Atlanta, GA, brings five years of expertise in financial and tax services, tailored to meet the city's vibrant entrepreneurial and professional needs. We offer comprehensive estate planning, retirement planning, personal tax planning, and more, ensuring your financial security in the heart of Southern commerce.Read more

Axon Financial Services in Atlanta, GA

Axon Financial Services

Financial & Taxation Services Serving in Atlanta Area
  • 9
    Sulekha score
  • work_history9 Years in Business
  • translateLanguage: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

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

Quantum Leap Wealth in Atlanta, GA

Quantum Leap Wealth

Financial & Taxation Services Serving in Atlanta Area
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Tamil , Telugu +2 more
  • 4153441

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Rising Sun Financial Services in Atlanta, GA

Rising Sun Financial Services

Financial & Taxation Services Serving in Atlanta Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi +2 more
  • 1576030

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Showing 1 - 10 of 117 results

All "Financial & Taxation Services" results in Atlanta, GA

Hanish S Patel Lawyer in Atlanta, GA

Hanish S Patel Lawyer

Financial & Taxation Services Serving in Atlanta Area
  • 2.7
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Financial statement Analysis, Income Tax Filing, Investment Management, Tax Consultants Services, Tax Preparation Services, Associate, Corporate & Finance, Tax Credit Projects, Tax Structuring, Government, RegulatoryHanish is an associate in the Corporate & Finance and Tax practices and a member of the Public Finance & Economic Development industry teams. He focuses his practice on economic development and state and local taxation, with significant experience in assisting companies in negotiating and securing incentives from state and local agencies. He also counsels and advises on state and local tax issues. Hanish has worked on numerous projects across the United States, involving a wide range of industries such as manufacturing, distribution, data centers, entertainment, hospitality, financial institutions, and research and development.Read more

Kevat Patel Financial Advisor in Atlanta, GA

Kevat Patel Financial Advisor

Financial & Taxation Services Serving in Atlanta Area
  • 1.5
    Sulekha score
  • work_history16 Years in Business

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business: financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Business Tax Planning, College Planning/Funding, Estate Planning, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Investment Management, Long Term Care Insurance, Retirement Planning, and Tax Preparation ServicesDeven joined us in July after earning his B.S. in Financial Planning from The University of Georgia. A Georgia native, Deven grew up in Gainesville and started gaining customer service experience at 16. Deven enjoys golfing and cheering on the Georgia Bulldogs.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in College Planning/Funding, Estate Planning, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Long Term Care Insurance, Tax Preparation Services, and Mortgage ProtectionI deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about critical economic areas including covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By identifying clear steps toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your economic life. For more details kindly contact me.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Bookkeeping, Business Tax Planning, Financial Planning, Incorporation Services, Payroll Processing, Tax Consultants Services, and Tax Preparation ServicesViraj is a CPA with 15+ years of experience in Financial Accounting, Tax, and Audit. He has gained vast experience in federal, and state & local taxation while working at regional and local CPA firms across Atlanta. He gained knowledge & experience in International Taxation by working with European and Southeast Asian multinational companies. He is actively involved in the local community, where he meets small business owners and fellow professionals. He enjoys assisting them with all their Tax and Accounting needs. He is also an active member of the American Institute of Certified Public Accountants.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:MG Accounting & Tax Services LLC, Managing daily accounting and bookkeeping and navigating today’s tax environment is challenging for any business. The expertise of an accounting and tax professional can help you maintain good financial records and minimize the stress of your tax filings. We tailor our approach to meet your specific needs and constantly share information that evolves in today’s changing financial environment. Our motto, “Impart knowledge to yield power” expresses our belief that the more the client is informed, the better the ability to make sound and successful financial decisions.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Choudhury Financial Services,When it comes to purchasing a new home or refinancing a mortgage, everyone's financing needs are different. You may want lower monthly payments, to pay less up front, or you may have something else in mind. Our mortgage specialists update their knowledge of the current market trends, rates, and regulations regularly, allowing them to provide you with sound guidance. Your time is a precious commodity, and we're experts in taking care of the financing details on your behalf - with your best interest in mind. Plus, we have access to broker-only mortgage lenders, which could offer mortgage rates and features that you may not otherwise have access to. What's more, we'll take your needs and goals into consideration when shopping for your mortgage. We understand that mortgages aren't a one size fits all proposition. Using our exclusive Mortgage Market technology, we're able to factor in a number of lifestyle and financial variables to search for the mortgage that's exactly right for you. ! Whatever your situation, I'll help you understand your options so you can make informed decisions. Contact me to get started.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Bookkeeping, Business Succession Planning, Business Tax Planning, Investment Management, Long Term Care Insurance, Retirement Planning, Tax Consultants Services, and Tax Preparation Services We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also determines the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimate expenses, implement a savings program, and manage assets for future purposes. For more details kindly contact me.Read more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Anuska Kovalcheck Financial Advisor personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Tax Planning,Cash Flow ,Finance & Accounting Training,Financial Advisor,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Serving ZIP Codes:30309, 10075, 14808, 24712, 30301

From the Business:Poojan Shridharani Financial Advisor personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Cash Flow ,Finance & Accounting Training,Financial Advisor,Financial Planning,Financial statement Analysis,Income Tax Filing,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants ServicesRead more

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Ratings & Reviews for Financial & Taxation Services

perm_identitymedha thakker
calendar_month3 days ago

Has always guided me and my business with best knowledge and expertise. Highly recommend them.

grading
perm_identityRaj Jose
calendar_month2 weeks ago

I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.

grading
perm_identityMichael Bartlett
calendar_month3 weeks ago

We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.

grading
perm_identityAbhishek Jha
calendar_month3 weeks ago

I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.

grading
perm_identityAnita Schayot
calendar_month3 weeks ago

NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.

calendar_month3 weeks ago
perm_identityGregory Caviness

Fast, efficient service. Immediate attention to my special tax filing needs.

calendar_month1 month ago
perm_identityRajesh Patel

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

calendar_month1 month ago
perm_identityPriya Sharma

The tax filing process was smooth and clearly explained. Every question was answered patiently, and I felt confident that my return was prepared accurately. Highly recommended for professional tax services

calendar_month2 months ago
perm_identityVikram Mehta

Very professional, organized, and detail-oriented. They helped resolve my tax concerns and kept me informed throughout the process. I truly appreciated the personalized attention

calendar_month2 months ago
perm_identityNeha

Reliable tax professionals who genuinely care about getting things right. My filing was completed efficiently, and all my questions were addressed with clarity. I will gladly return next year

calendar_month2 months ago
perm_identityAnjali Reddy

I received knowledgeable guidance for both personal and small-business taxes. Complex tax matters were explained in simple language, making the entire experience stress-free

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month6 months ago
perm_identityPal

Excellent tax filing service! The process was smooth and quick

calendar_month6 months ago
perm_identityitay bog

Have your taxes done with this guy simple as that. Attentive and listens to what you are looking to get done and advises on a plan to execute.

calendar_month6 months ago
perm_identityJames Tovey

Chet’s prompt, responsive and goes above and beyond in his service. Glad to have been connected with him and look forward to working with him going forward.

calendar_month6 months ago
perm_identityjanice rittberg

Meeting Chet was terrific for me. He makes you feel very comfortable. Chet is very skilled and knowledgeable. He answered all of my questions and prepared a detailed return. Using the tax questionnaire and upload of tax prep documents made it easier to send all the data I accumulated. I would definitely recommend Chet and his services!

calendar_month6 months ago
perm_identityAmelia Mitchell

Chet Tooker, CPA was hands down the best CPA / Accounting experience I have had yet. I was hesitant to move away from using an online tax system, but after working with Chet I will truthfully only be using his tax services moving forward. Thank you so much Chet Tooker CPA!

calendar_month6 months ago
perm_identityJill Neary

Chet was extremely helpful and made the process quick and stress free! I really appreciated his responsiveness and professionalism. Highly recommend!

calendar_month6 months ago
perm_identityGeorge Yetka

Excellent service. Very quickly maximized and prepared my return. Will be coming back next year.

calendar_month7 months ago
perm_identityCharlie Misch

My wife and I couldn’t recommend Chet Tooker more highly. I’ve known him since childhood, and beyond being a great friend, he’s an absolute professional. He did a fantastic job with our taxes - thorough, efficient, and completely stress-free. He makes the whole process simple and easy to understand, and he’s always patient with questions. Most importantly, he’s 100% trustworthy and genuinely cares about doing what’s best for his clients. If you’re looking for someone knowledgeable, reliable, and just great to work with, Chet is the best.

calendar_month7 months ago
perm_identityCelestial Industries LLC (Celestial Industries LLC)

Excellent service! Chet Tooker, CPA handles my tax return for my small business. And as an entrepreneur I’m able to trust his services and spend the year worry free!

calendar_month7 months ago
perm_identityJohn S

Chet is a true pro and a joy to work with. Easiest tax filing season of my adult life

calendar_month7 months ago
perm_identityJack

Chet was a pleasure to work with this year and severely reduced the stress of tax filing for my wife and I. His services are a tremendous value and we are excited to continue working with him year after year.

calendar_month7 months ago
perm_identityJared Smallwood

Reliable and thorough. Great value

calendar_month7 months ago
perm_identityJohn Yetka

This year was my first experience with using Chet's services! He did not disappoint! Very professional, very accommodating and always able to get in touch even on the weekend! I am recommending him to all my closet family and friends! It is very nice to have a down-to-earth accountant that is easy to talk too! Chet was also very punctual with getting our return ready for submission! 5 stars!

calendar_month7 months ago
perm_identityjim reck

A+ rating.. prompt , professional service. Friendly,well informed staff put my worries to ease.

calendar_month7 months ago
perm_identityChris Guerrero

Chet was great and incredibly easy to work with. I've done my own taxes for a while and this year's tax situation was more complicated than in the past. Chet took care of it all. He was very helpful and responsive throughout. Will be recommending Chet to friends and family.

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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Everything You Need to Know About Financial & Taxation Services

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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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