- 424-400-2358 (Pin: 73275)
- Santa Clara, CA
- 773-886-1257 (Pin: 63770)
- Pleasanton, CA
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From the Business : At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.
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 t...
From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...
From the Business : At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting ...
25% Offer available VIEW OFFERFrom the Business : We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today!
From the Business : We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.
From the Business : Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services!
20% Offer available VIEW OFFERFrom the Business : Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparatio...
From the Business : I am very passionate about my work. I love trying newer things and ideas and constantly learn from my findindgs and share it with my team to improve our pracitse. I believe in doing things the right way from the start while coaching others at the same time learning from people who have done it all ! Shouldering important responsibilities in current industry trends and empowering people to do so, is what I enjoy the most and it helps me find meaning in everyday being. Past few years I have been working in ever exciting Financial industry and quickly growing myself and my team as qual...
From the Business : Imran Jaffer is the founder and CEO of Total Wealth Solutions. An independent wealth management advisor that focuses on building client relationships that lasts for generations. Total Wealth Solutions commonly known as TWS, has a simple but effective business model that Imran and his team of talented financial advisors have relied on since the company’s founding in 2003. It is to provide transparent, prudent, and comprehensive wealth strategies which strive to ultimately result in financial confidence and capital retention. Imran’s career in finance dates back to 1998, when he was a...
From the Business : I am one of the most distinguished Financial & Taxation Services in Alviso, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,IRS Representation,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation Services As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-ter...
From the Business : I am one of the most distinguished Financial & Taxation Services in San Pablo, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Financial Planning,Financial statement Analysis,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-te...
From the Business : Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Our firm is responsive. Companies who choose ...
From the Business : Sridhar CPA is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals. Sridhar CPA has over a decade of experience providing tax, payroll, and accounting services to individuals and businesses. With his background as a Chartered Accountant in India, he is known for his knowledge in matters relating to repatriation of funds and Indian Tax laws. Our firm provides outstanding service to our clients because of our dedication to three underlying princ...
From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. 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 we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings...
From the Business :
From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. 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 we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings...
From the Business : FutureRight Financial, led by Lipsa Rath, is a forward-thinking financial advisory firm dedicated to helping individuals and families secure their financial futures. With a focus on wealth protection, investment strategies, and comprehensive financial planning, FutureRight Financial offers personalized solutions tailored to each client’s unique needs. Lipsa Rath, with her extensive experience in project management at Synchrony, brings a strategic approach to the firm’s operations, ensuring clients receive expert guidance and effective financial strategies. The firm is committed to e...
From the Business : Samanbi Financials, led by Manjula, is a trusted financial services firm offering expert financial advice and planning. As a licensed financial professional, Manjula specializes in providing personalized financial solutions tailored to clients' unique needs. Whether it's retirement planning, investment management, wealth protection, or tax optimization, Samanbi Financials helps individuals and families navigate their financial journey with confidence. Manjula's approach is client-focused, offering in-depth consultations to ensure financial goals are met through strategic planning an...
From the Business : I am one of the most distinguished Financial & Taxation Services in Oxnard, CA. I specialize in Estate Planning, Retirement Planning, Life Insurance, College Planning, Home Mortgage, Annuity We have a team of State Life licensed professionals wi...
From the Business : We specialize in comprehensive tax planning and preparation services for individuals and businesses, ensuring compliance and optimizing tax strategies. Our expertise extends to financial consulting, estate planning, and managing tax obligations for ...
From the Business : I am one of the most distinguished Financial & Taxation Services in Fremont, CA. I specialize in Accountant Services,Banking Services,Investment Management,Money Transfer Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping,Multina...
From the Business : Camelia's practice emphasizes estate planning and trust, decedent estate administration, and family law. We take great pride in our ability to earn the trust and confidence of our clients. Our firm is committed to providing you with the expertise ne...
From the Business : I am one of the most distinguished Financial & Taxation Services in Livermore, CA. I specialize in Bookkeeping,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Represen...
After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again
Tax Troopers helped me with their top-notch preparation and planning services. They know their stuff and kept me updated on all the latest tax changes. With their help, I felt confident everything was handled correctly and got the best refund possible. Let me know if you have any questions.
I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers
Good back ground knowledge. IRS experience. Thank you
Thank you so much, best wishes and prayers.
Thanks for the work done. Really recommend you for your quality work.
I’m going to mr. Singh for many years. Highly recommend.
Excellent accountant! Don’t hesitate to use him for all of your accounting needs!
One of the most professional accountant I ever met understand and helpful. He is the guy.
Very helpful and professional. Will definitely recommend all my friends. 5 star service.
Mr Singh was very professional and effective. I'm very pleased with his services
We went to Mr Singh, for the first time for our taxes, he is very professional ,prompt & patience listening to our questions.We definitely recommend him.
Mr. Singh is very good with what he does. He is one of the best accountants I have ever been to. I definitely recommend him.
Very professional CPA with extensive knowledge. Does not waste your time or his, responds fast to his clients and goes above and beyond to insure the best service. Our whole family only works with Mr. Singh regarding our finances.
Amazing Person, Humble Kind, most importantly such a well educated professional knows how to handle client legal issues and gives right direction, Thanks for your service
I've been working with Inderpreet for my taxes, and I genuinely can't recommend him enough. He's incredibly knowledgeable, with a strong background as a former auditor, which gives him a deep understanding of tax laws and financial regulations. Every year, he goes above and beyond—not just filing my taxes, but actually helping me save money by identifying deductions and strategies I wouldn’t have found on my own. What really stands out is how cooperative and approachable he is. No matter how many questions I have, he takes the time to explain everything clearly and makes sure I feel confident in every step of the process. Working with him has been a game-changer for my finances. Absolutely top-tier CPA!
Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.
Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....
Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.
I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.
Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies
we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!
Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services
I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.
They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!
I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.
Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!
Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.
Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.
Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.
3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.
I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!
Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.
I will highly recommend this office for all Tax related work excellent service
I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.
Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !
When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.
SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.
I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.
I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!
I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!
Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.
Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.
I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)
I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.
I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.
Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes
I had a great experience with Sure Financials and Tax Services. Surya Padhi was very polite and knowledgeable for the smooth Tax return filing. Thank you
Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.
Sure Financials and Tax Services LLC is excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .
Know about Estate Planning Estate planning is the process of creating a plan for how your assets and affairs will be handled after your death or incapacity. It involves making decisions about who will inherit your property, who will manage your finances and health care, and how your taxes and debts will be paid. Benefits of Estate Planning
