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Samatva Wealth Management LLC
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Established Since 2007
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Language:English
Neighborhoods:North Frederick Avenue/Hechinger/Mardirossian, 28 Palms, Agnew, Airport
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
NEELKANTH ACCOUNTANTS
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15 Years in Business
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Language:English , Hindi +1 more
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
Business Offers
Smart Tax INC
Smart Tax INC
Ratings & Reviews for Retirement Planning
I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.
Very responsive and efficient set of folks! Thank you team :)
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.
Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.
Smart Tax Inc. Has been my go to for taxes since the start of my busniess in 2018 , Sanjivani does an AMAZING job making sure that all of the details are correct so that your return is maximized , even after doing my taxes Sanjivani calls to remind me to pay my yearly llc tax amongst other important reminders throughout the year , I WILL NOT trust anyone other than Sanjivani to do my taxes
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