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GST Financial Services
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5 Years in Business
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Language:English
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
From the Business:In tune with Austin's robust tech industry and vibrant lifestyle, GST Financial Services has five years of experience in offering comprehensive financial solutions. Our services include Investment Management, Estate Planning, and more, tailored to meet Austin's unique needs.Read more

FBS Group
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2 Years in Business
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Language:English
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
From the Business:Based in the vibrant city of Austin, TX, FBS Group offers expert financial and taxation services. With 2 years of experience, this team excels in investment management, financial planning, and more. Catering to Austin's growing tech and startup scene, they offer tailored solutions for estate and retirement planning, along with precise financial forecasts. Trust FBS Group for reliable financial advice.Read more
Quantum Leap Wealth
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5 Years in Business
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Language:Tamil , Telugu +2 more
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
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

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
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

Visam Financials
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Established Since 2019
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Language:Telugu , English
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
From the Business:With 7 years of experience, Visam Financials in Austin, TX, expertly navigates the city's dynamic financial landscape. We specialize in Tax Optimized Investment Management and Retirement Planning for the thriving tech community. We also offer Health Insurance and College Planning services, reflecting Austin's focus on education and wellness. Trust us for your financial needs.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:3267, 73301, 73344, 78701, 78702
From the Business:With 9 years of experience, Axon Financial Services is a trusted advisor for Austin, TX's thriving tech professionals. We specialize in investment management, estate and retirement planning, business entity selection, and college funding strategies. Our expertise also extends to long term care insurance, meeting the unique needs of Austin's rapidly growing, forward-thinking population.Read more

Vyom Financial GROUP INC
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Established Since 2021
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
From the Business:Retire Wisely Financial Services, with five years of experience, is your Austin, TX partner for financial peace of mind. We understand the unique needs of our tech-driven city and offer comprehensive services including Investment Management, Retirement Planning, and Business Succession Planning. Our College Planning/Funding expertise is tailored for Austin's education-focused clientele. Trust us for wise financial guidance.Read more

G's Financial Harbor
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Established Since 28
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Language:English , Hindi
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
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
A2F Prosperity Hub
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10 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:3267, 73301, 73344, 78701, 78702
From the Business:Based in the entrepreneurial city of Austin, TX, A2F Prosperity Hub offers a decade of expertise in comprehensive financial services. From investment management and estate planning to college funding solutions, we understand Austin's dynamic business landscape and cater to its diverse financial needs. Our strategic financial forecasts and business succession plans are tailored to the city's thriving startup scene. Trust us for a prosperous tomorrow.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:3267, 73301, 73344, 78701, 78702
From the Business:With 27 years of experience, Mudra Wealth Creation is a trusted name in Austin, TX for holistic financial services. We understand the varying financial needs of Austin's thriving tech professionals and retirees, offering tailored solutions in estate planning, retirement planning, long term care insurance, and college funding. Trust us to navigate your financial journey with care and expertise.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.
Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.
Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.
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.
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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

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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:
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.
Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Investment Management
- Money Transfer Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Multinational Accounting and Taxation
- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
Find Local Financial & Taxation Services in Nearby Cities
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Promoted Financial & Taxation Services Listings in Austin, TX
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- Inderpreet Singh- Certified Public Accountant NYC
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