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Best Indian Finance & Tax Firms in Bay Area

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Best Financial & Taxation Services in Bay Area

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 3933 Baronet Ct, San Jose, CA 95121, USA
  •  424-400-2358 (Pin: 11539)
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Experience - 20

From the Business :

Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputatio...

SNP Tax & Financials

SNP Tax & Financials

 3015 Hopyard Rd ste m, Pleasanton, California, United States
  •  609-772-4641 (Pin: 24271)
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Established Since - 2011

From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 7031 Koll Center Parkway #140, Pleasanton, CA, USA
  •  773-886-1257 (Pin: 63770)
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Experience - 15 Years

From the Business : I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million f...

NRI Tax Group

NRI Tax Group

 5201 Great America Pkwy, Santa Clara, CA, USA
  •  424-400-2358 (Pin: 73275)
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Experience - 15 Years

From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Venkata Tax Services INC

Venkata Tax Services INC

 Milpitas, CA, USA
  •  562-991-6551 (Pin: 61159)
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Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Payroll Processing,Tax Consultants Services,Tax Preparation ServicesOur 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...

Smart Tax INC

Smart Tax INC

 4020 Moorpark Avenue suite 208, San Jose, CA, USA
  •  773-886-1257 (Pin: 89641)
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Experience - 15 Years
IRS and Sales Tax Audits
10% Offer available VIEW OFFER

From the Business : Smart Tax Inc is a full-service bookkeeping firm, serving clients throughout the Bay Area and providing professional and personalized services. We offer a wide range of services to individuals, business owners, executives and independents professionals. This is a one-stop shop. We have a long-term relationship with our clients. We have a long-term relationship with our clients. Smart Tax Inc will maximize tax refund and avoid taxpayers’ costly mistakes. We will help to increase cash flow and most importantly, we want you to feel confident that your accounting system accurately refl...

FinAccurate LLC

FinAccurate LLC

 Serving the Bay Area
  •  425-620-3135 (Pin: 67796)
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Experience - 15 Years

From the Business : Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financ...

GST Financial Services

GST Financial Services

 Serving the Bay Area
  •  640-600-9258 (Pin: 58062)
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Experience - 5

From the Business : GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.

Majestic Wealth Builders

Majestic Wealth Builders

 Serving the Bay Area
  •  640-600-9258 (Pin: 26087)
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Experience - 8

From the Business : I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are...

Retire Wisely Financial Services

Retire Wisely Financial Services

 Serving the Bay Area
  •  312-626-4366 (Pin: 28821)
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Established Since - 2021
50% Offer available VIEW OFFER

From the Business : Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified port...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Bay Area
  •  737-377-4784 (Pin: 73921)
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Experience - 1

From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...

Surefinbiz Financial Services

Surefinbiz Financial Services

 Serving the Bay Area
  •  224-223-1076 (Pin: 48163)
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Experience - 15

From the Business : SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides busines...

Vela Life Plan

Vela Life Plan

 Serving the Bay Area
  •  848-800-2070 (Pin: 92984)
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Experience - 5 Years

From the Business : SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.

Trillium Square Advisors LLC

Trillium Square Advisors LLC

 Serving the Bay Area
  •  512-355-7224 (Pin: 82716)
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Experience - 15 Years

From the Business : Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the ...

Soujanya Vundavalli Financial Professional

Soujanya Vundavalli Financial Professional

 Serving the Bay Area
  •  640-222-0303 (Pin: 89327)
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Experience - 1

From the Business : Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to mak...

Trident Financial Consultants

Trident Financial Consultants

 Serving the Bay Area
  •  310-912-7663 (Pin: 79672)
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Experience - 3

From the Business : Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first ap...

Vital Financials

Vital Financials

 Serving the Bay Area
  •  602-600-0217 (Pin: 11462)
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Experience - 10 Years

From the Business : Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's unique needs. Our expert team ensures accuracy, compliance, and strategic growth, empowering clients with the knowledge and tools to make informed financial decisions. At Vital Financials, we are committed to building lasting relationships ...

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

 Serving the Bay Area
  •  224-223-1076 (Pin: 95010)
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Experience - 15 Years
Offer available VIEW OFFER

From the Business : My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services ...

Tax Troopers LLC

Tax Troopers LLC

 Serving the Bay Area
  •  480-485-2277 (Pin: 54644)
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Experience - 5 Years

From the Business : TaxTroopers LLC is a professional tax service provider specializing in tax planning, bookkeeping, payroll, and financial consulting for individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex tax laws, maximize deductions, and ensure compliance with all federal and state tax regulations. With a focus on personalized service, TaxTroopers offers tailored solutions to meet the unique needs of each client, whether it's tax filing for individuals or strategic financial planning for businesses. The company prides itself on offer...

Phoenix ITIN & Tax Services, LLC & North Phoenix Tax Relief

Phoenix ITIN & Tax Services, LLC & North Phoenix Tax Relief

 Serving the Bay Area
  •  504-272-2167 (Pin: 12390)
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Experience - 11
Activity Range: $300-$300

From the Business : I am an Enrolled Agent licensed by the IRS and admitted to practice before the IRS for all 50 states. I specialize in representing Real Estate agents, IT Professionals, Truckers, and small businesses to resolve their tax issues. I also hold the United States Tax Court Practitioner (USTCP) designation which allows me to practice and represent clients before the United States Tax Court as a Non-Attorney. Only less then 250 people hold this prestigious credential. I have a Master of Science in Taxation degree from the prestigious Golden Gate University where I enhanced my knowledge o...

  • Tax Representation $300
FinFree Services LLC

FinFree Services LLC

 Serving the Bay Area
  •  737-232-7100 (Pin: 91230)
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Experience - 1
1% Offer available VIEW OFFER

From the Business : Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize t...

Sandu Wealth Builders

Sandu Wealth Builders

 Serving the Bay Area
  •  848-800-2070 (Pin: 97671)
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Experience - 5

From the Business : Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledg...

Sure Financial And Tax Services

Sure Financial And Tax Services

 Serving the Bay Area
  •  862-350-0123 (Pin: 26962)
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Experience - 5

From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Bay Area
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years

From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...

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Four Dollar Notary Plus Apostille Services

Four Dollar Notary Plus Apostille Services

 35111 Newark Blvd, Newark, CA, USA

From the Business : I am one of the most distinguished Financial & Taxation Services in Newark, CA. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Payroll Processing

My Tax Filer

My Tax Filer

 1190 Miraloma Way Suite P, Sunnyvale CA

From the Business : About My Tax Filer MyTaxFiler® was founded by professionals with over 70 years combined experience at industry-leading companies, including Infosys, Jackson Hewitt, and KPMG. We’re celebrated experts in finance, bookkeeping, taxation, and business ...

Geetika Ahuja CPA

Geetika Ahuja CPA

 21580 Stevens Creek Boulevard, Cupertino, CA, United States

From the Business : At Geetika Ahuja, CPA, we strive to provide best quality tax preparation and planning services to our clients that lay the foundation for a long term professional relationship. We take into account all possible legitimate deductions and credits that...

BayAreaIndianCPA

BayAreaIndianCPA

 3375 Scott Blvd, Santa Clara, CA, United States

From the Business : BayAreaIndianCPA in Santa Clara is specialized in Accountant Services, Finance and Taxation Services, Book Keeping and Payroll Processing. They are servicing at Bay area. Some of the following services they are skilled are Certified Professional Tax...

Agile Tax Services

Agile Tax Services

 302 S Abel St, Milpitas, CA 95035, USA

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. Professionalism Our firm is one of the leading firms in the area. By combining our ex...

ARK PENNY

ARK PENNY

 5201 Great America Parkway, Santa Clara, CA, USA

From the Business : We are experts in Indian expats and non residents and are revolutionizing the way all tax returns are filed in U.S.Expertise placed our firm in the list of top 8 Accountants due to our unique platform and customer service. We are an online tax platf...

My Tax Filer - Pleasanton

My Tax Filer - Pleasanton

 3015 Hopyard Rd, Pleasanton, CA, USA

From the Business : MyTaxFiler® provides you with top-quality tax and consulting services, so you are free to shine at what you do best - manage your business. From income tax solutions, business formation payroll processing to business consulting and corporate taxatio...

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Wezen Alle Solution, Inc.

 3753 Branding Iron Place, Dublin, CA, United States

From the Business : I am one of the most distinguished Financial & Taxation Services in Dublin, CA. I specialize in Accountant Services, Bookkeeping,Cash Flow ,Finance & Accounting Training,Payroll Processing,Sales Tax Services,Quickbooks Training,Consulting Se...

Khob Tax Services

Khob Tax Services

 38750 Paseo Padre Pkwy, Fremont, CA, United States

From the Business : Khob Tax Services in Fremont is specialized in Accountant services, Book Keeping, Personal Tax Planning and Business Tax Planning. They are servicing throughout the United States and Canada. They are skilled in providing services like Foreign Bank A...

Diwakar Taxes

Diwakar Taxes

 1850 Warburton Ave, Santa Clara, CA, United States

From the Business : Diwakar Paliwal, an experienced Enrolled Agent, offers best Tax filing services for individual, small and medium business. Diwakar Tax service believes in 100% customer satisfaction and best price in the market. You can safely bank upon us for tax a...

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