Best Investment Advisors in Bay Area

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Best Investment Management in Bay Area

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  • Financial services Avg - $600

Nearby Neighborhoods:28 Palms, Agnew, Airport, Alamo Square

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.Read more

Nearby Neighborhoods:Valley Vistas, 28 Palms, Agnew, Airport

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 than three yearsRead more

Nearby Neighborhoods:Founders Row, 28 Palms, Agnew, Alamo Square

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 possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business thrive.Read more

Nearby Neighborhoods:Park Central, 28 Palms, Agnew, Alamo Square

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 your specific needs. As you may or may not know, financial statements are important for management decision making. They represent your business when it comes to partners, lenders, potential buyers and other interested parties.Read more

Nearby Neighborhoods:Imperial Estates, 28 Palms, Agnew, Airport

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 out personal financial matters, organizing your business, or resolving tax-related challenges, our team is dedicated to guiding you through every step.Trusted Advisors: Our team is committed to being your trusted advisor and advocate. With our extensive knowledge and dedication to your satisfaction, we ensure that every challenge is met with practical, effective solutions.Tailored Expertise: With our deep background in taxes, real estate, and business development, we offer a wide range of personalized services. From tax resolution to bookkeeping and real estate transactions, we craft strategies to meet your specific needs.CxO Services for Dreamers: Our CxO service is perfect for those who aspire to become business owners or want to grow personally and professionally. We offer the guidance and support you need to turn your business dreams into reality, helping you navigate the path to success.Stress-Free Service: We understand that financial matters can be stressful, so we bring a sense of humor and a lighthearted approach to reduce your stress while providing top-tier service.Become Our Business Partner & Learn to EarnAt Libre, we believe in empowering others. You have the opportunity to not only receive help but also to become our business partner. Learn valuable skills like sales, organization, and financial management while earning income. Read more

Nearby Neighborhoods:North Frederick Avenue/Hechinger/Mardirossian, Abbott Loop, Airport Heights, Basher

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.Read more

Nearby Neighborhoods:Harsimus Cove, 28 Palms, Agnew, Airport

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! Read more

  • CPA Services Avg - $249

Nearby Neighborhoods:Financial District, 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial

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 Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

Showing 21 - 28 of 28 results
  • Individual Tax Planning and Return Preparation Avg - $75

Nearby Neighborhoods:Villas of the Hills

From the Business:GuruTaxPro!Over the last decade Accounting-Taxation-Auditing outsourcing industry has grown by 3X to touch $ YY billion and is looking to grow by another 25% Y-o-Y for the coming five-year period. Businesses from across the world and across several industries have benefited by outsourcing their Accounting, Taxation and auditing requirements.While some firms continue to have some form of an in-house team to cater to these requirements, most firms have outsourced or are in the process of outsourcing to specialist Accounting, Taxation and Auditing firms. GuruTaxPro is a firm with extensive experience of managing Accounting-Taxation-Auditing requirements relieving businesses from the complexities of tax filing and back-end financial management. We pride ourselves as efficient business partners to our clients saving considerable time and efforts that can be ploughed back into their core business functions.Read more

Tax Genius

location_onBay Area, CA, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

From the Business:Where you get more from your return - That's The Genius Way! Where we assure you the highest level of customer service and tax advice to get you the best possible return.....We are specialized in business services and people with non-resident staRead more

From the Business:Looking for a CPA at Henrico? Vishali CPA is the exact solution for it. She is specialized in offering Company formation Services, Finance, and Taxation services. She is servicing throughout the United States and Canada. She is expertise in offering services like Business Incorporation, Foreign Bank Account Report (FBAR) Filings, Internal Controls, Individual Taxpayer Identification Number (ITIN) Application, and Non-Alien Returns (F1 status). She is available only on weekdays and can be reached from 9:00 to 17:00. She was filing Individual taxes and Company taxes for over 3 years and has expertise in Payroll, Book Keeping, and Company Formation. Vishali CPA also coordinates franchise audits and sets up Internal Control procedures. She is from India and worked as an Associate in Management Consultancy, before moving to the United States. She has dealt with many financial and taxation issues like loan syndication, project planning, and financial analysis, mergers, and acquisitions. Her mission is to provide the clients with efficient tax and accounting services in a cost-effective and timely manner. She focuses on providing services to Small Businesses and Individuals. Vishali CPA is committed in understanding the unique needs of the clients and tailors the services to meet their specific needs. She is truly professional in providing any of the services and makes the taxation service so easy and simple. She never minds going over all the details and also very personal throughout your conversation with her. You will definitely go back to Vishali CPA next year because of the services offered by her.Read more

From the Business:"IRS Enrolled Agent with more than 15 yrs of service in tax prep and IRS Rep. Services offered: businesses and personal tax preparation, payroll and sales services, all us states. IRS Representation, audit and appeals, installment agreement- payment plans, offer in compromise, bank and wage levies, innocent spouse relief, penalty and interest abatement, back taxes owed. "Read more

Nearby Neighborhoods:State Fair

From the Business:Ez Taxfile Tax Preparation Services from $50 in Troy is specialized in Finance & Taxation services, Tax Preparation services and E File. They are servicing throughout the United States and Canada. They are expertise in providing services like Individual Tax Return, IRS Audit, IRS Representative and Sales Tax Return. Ez Taxfile Tax Preparation Services are available only on weekdays from 9:00 to 18:00. They are tailored to the unique needs of each client, securing the best possible results and maximized returns. They give equal attention to all of their clients. Ez Taxfile Tax Preparation Services are IRS Designated Registered Tax Return Preparer (RTRP) and IRS Authorized E-File provider. By combining their expertise, experience and the team mindset of their crew, they promise that every client receives the close analysis and attention they justify. Their dedication to the high standards, engaging of seasoned tax professionals and work moral is the main reason their client base increases year after year. Ez Taxfile Tax Preparation Services’ mission is to help the clients maintain financial activity in the present, while taking a proactive approach to achieve the forthcoming goals. It requires open communication to reach an understanding of their clients need through research and robust analysis. Ez Taxfile Tax Preparation Services is dedicated to meet those goals with high standards of perfection and professionalism. They have been a predominant of many business communities for years and pride themselves on the level of revere they have earned. They accept Cash as the mode of payment.Read more

Business Offers

Ratings & Reviews for Investment Management

  • 5/5
  • Based on 5 reviews
perm_identityJaspreet Bhatha
calendar_month2 yrs ago

Alam One Stop Tax service is one of the kind. We only used their service once and were satisfied with the service we received from Mr. Alam. We will use Alam Tax service in the future. We highly recommend Alam One Stop Tax & Accountant service to everyone.

perm_identityRaj Venugopal
calendar_month6 yrs ago

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

perm_identityS K
calendar_month3 yrs ago

Mr Alam is a phenomenal tax accountant. I’ve been doing taxes with him for many years now. He’s extremely diligent and is very easy to work with. Strongly recommend!

perm_identityFloyd Harrison
calendar_month6 yrs ago

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

perm_identityFaran
calendar_month6 yrs ago

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well!

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