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Best Indian Certified Financial Planners in Bay Area

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Best Financial Planning in Bay Area

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Bay Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years

From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Bay Area
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

From the Business : At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.

Realtime Finance Fix USA LLC

Realtime Finance Fix USA LLC

 Serving the Bay Area
  •  516-518-8867 (Pin: 38410)
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Experience - 15 Years

From the Business : Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompas...

Dattani & Partners, CPA

Dattani & Partners, CPA

 Serving the Bay Area
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

Inderpreet Singh- Certified Public Accountant NYC

Inderpreet Singh- Certified Public Accountant NYC

 Serving the Bay Area
  •  609-772-4641 (Pin: 12017)
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Established Since - 2018

From the Business : Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New York State Association of Certified Public Accountants and has taught advanced Accounting at top-tier universities since 2016. As a former Revenue Agent, as well as a former Appeals Officer, Inderpreet's 15 years of experience working with t...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Bay Area
  •  312-626-4366 (Pin: 21643)
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Experience - 16 Years

From the Business : With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five co...

  • Services $200
Citta CPA

Citta CPA

 Serving the Bay Area
  •  323-800-4939 (Pin: 35209)
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Experience - 16 Years

From the Business : Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of the countries in which they operate. We do this with our value added, result oriented approach in a courteous, dedicated, professional, responsible, and in an efficient manner while maintaining an uncompromising standard of ethics and integrity.Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of th...

EasyTaxFiler

EasyTaxFiler

 Serving the Bay Area
  •  909-245-6225 (Pin: 22760)
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Experience - 15 Years

From the Business : EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the perso...

Shree Financials LLC

Shree Financials LLC

 Serving the Bay Area
  •  442-241-1122 (Pin: 42831)
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Established Since - 2021
Activity Range: $600-$600

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.

  • Financial services $600
TAAJ Financials

TAAJ Financials

 Serving the Bay Area
  •  551-303-6990 (Pin: 14443)
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Established Since - 15 Years

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...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Bay Area
  •  973-850-4353 (Pin: 69061)
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Experience - 16 Years

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...

DAS Financials

DAS Financials

 Serving the Bay Area
  •  318-722-2221 (Pin: 97122)
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Experience - 16 Years

From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...

Libre Tax Resolution

Libre Tax Resolution

 Serving the Bay Area
  •  848-225-8847 (Pin: 42716)
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Established Since - 1980

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 ...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Bay Area
  •  301-686-5058 (Pin: 88247)
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Experience - 15 Years
IRS and Sales Tax Audits, Internal Audit
25% Offer available VIEW OFFER

From 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!

  • Financial Services $283
  • Pricing $283
Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Bay Area
  •  631-443-3482 (Pin: 96767)
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Experience - 15 Years

From the Business : Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner c...

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Bay Area
  •  213-444-5613 (Pin: 61951)
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Established Since - 2007

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.

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Bay Area
  •  424-400-2358 (Pin: 65870)
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Experience - 15 Years

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!

Square S Strategies Corporation

Square S Strategies Corporation

 Serving the Bay Area
  •  862-350-0123 (Pin: 32177)
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Experience - 2 Years

From the Business : Square S Strategies is an Independent Insurance Agency representing many different companies for your insurance needs. As independent insurance agents, you have the ability to choose the best carrier for your insurance needs. That is the main advantage to using an independent insurance agency, we work to satisfy your needs. Our goal is to educate and service the Michigan communities and throughout USA. Through our independence, we strive to educate the community on the best options for their insurance needs. We can provide an assessment of your insurance needs with a choice of whic...

NSKT Global

NSKT Global

 Serving the Bay Area
  •  318-722-2221 (Pin: 53562)
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Experience - 15 years
20% Offer available VIEW OFFER

From 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...

  • CPA Services $249
PAY Financial Service

PAY Financial Service

 Serving the Bay Area
  •  620-450-4636 (Pin: 4460)
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Experience - 16 Years

From the Business : PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 15 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price.

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Siddhi Financials

Experience - 10

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...

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Jackson Hewitt Tax Service

Experience - 15

From the Business : Jackson Hewitt Tax Service is one of America’s leading tax preparation companies, trusted by millions for fast, accurate, and affordable tax filing solutions. With a strong presence across the United States, including convenient locations in Walmart stores and independent offices, Jackson Hewitt offers a personalized approach to filing taxes—whether you're a salaried employee, self-employed, or managing multiple income streams. What sets Jackson Hewitt apart is its dedication to customer service, accuracy guarantees, and year-round support. Their team of trained tax professionals...

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Piyushkumar Patel Financial Professional

Experience - 5

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...

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Lovepreet Singh Financial Professional

 3150 Hilltop Mall Road suite 53, Richmond, CA, USA
Experience - 5

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...

Showing 25 - 48 of 52 results
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Easy Tax Services USA

 Fremont, CA, USA

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...

USHMS INC

USHMS INC

 Hayward, CA, USA

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...

Principle Tax And Accounting

Principle Tax And Accounting

 1975 O'Toole Way, San Jose, CA, USA

From the Business : Looking for the best Accountancy Services at San Jose? Principle Tax and Accounting is the solution for it. They are specialized in Accountant Services, Finance and Taxation Services, Tax Consultants Services, Tax Preparation Services, Book Keeping...

FundX Wealth Management

FundX Wealth Management

 San Francisco, CA, USA

From the Business : I lead the Financial Planning department at our fiduciary, wealth management firm - FundX Investment Group as Certified Financial Planner. We help families all across US with $500K-$10M in investable assets. Personal Financial Planning and strategic...

NRI Income Tax Expert & Financial Advisor

NRI Income Tax Expert & Financial Advisor

 Bay Area, CA, USA

From the Business : I provide expert financial and taxation services tailored to the needs of US residents seeking investment and tax solutions in India. As a seasoned financial expert, I specialize in offering top-notch services to individuals with savings in India, i...

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