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Shree Financials LLC
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Established Since 2021
- $600-$600
- Financial services Avg - $600
Nearby Neighborhoods:Area 2/MIT, Ashmont, Back Bay, Baldwin
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:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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, Financial Accountant, Corporate Accountant, and Manager of Accounting Operations, Jay has a proven track record in handling general accounting functions, transaction processing, account analysis, reconciliations, and fixed asset and inventory/cost accounting. Since starting FinAccurate in 2015, Jay has been committed to bringing about better processes, lowering risks, and increasing value for her clients.Read more

ASHOKA WEALTH MANAGEMENT
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15 Years in Business
- Language:Punjabi , Bengali
- 5413847
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more

Kumar Accountancy CPA
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15 Years in Business
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more

Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher
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.Read more

RUDRA SAI Wealth Management
- Language:Telugu , Hindi
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:
Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.
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Lonestar Consulting Group
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15 Years in Business
- Financial Services Avg - $283
- Pricing Avg - $283
Nearby Neighborhoods:Valley Vistas, Abbott Loop, Airport Heights, Basher
From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. 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. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

NSKT Global
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15 years in Business
- CPA Services Avg - $249
Nearby Neighborhoods:Financial District, Abbott Loop, Airport Heights, Basher
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

Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Nearby Neighborhoods:Braefield, Abbott Loop, Airport Heights, Basher
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 Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more

Trident Financial Consultants
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3 Years in Business
- Language:English , Hindi
Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
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 approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

EZ Tax Works LLC
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16 Years in Business
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Claimed
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Language:English , Hindi
From the Business:We have years of experience in Taxation, Accounting and Financial Services. With experience of more than 15 years in Taxation, Accounting and Financial Services, we are committed towards providing outstanding service to the clients. Our dedication towards the foundation values of Professionalism, Confidentiality and Accountability helps in building client relationship and satisfaction. With the combination of experience and knowledge in our profession each client receives personal and professional attention. We provide end to end financial services to individuals, large and small businesses and other agencies. We make sure that every client is served with our in-depth knowledge and expertise. We are always available for our clients round the year for any questions and queries.Read more

My TaxLinx
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16 Years in Business
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Claimed
From the Business:Manohar Sriramaneni CPA My TaxLinx in Walpole is specialized in Finance and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in the following services like Foreign Income Exclusion, Internal Audit and IRS Audit. They have over 15 years of experience in Finance and Taxation services. As they are experienced Certified Public Accountant, they have solved many financial auditing issues. They are available only on weekdays from 8:30 to 17:30. Some of the other services provided by them are Income Taxes – Individual and Business, Limited Liability Company (LLC), Limited Liability Partnership (LLP), C Corp and S Corp, Estate and Fiduciary, International Tax Issues, Foreign Tax Credit, Indian Tax and Corporate Matters, Sales and Other Taxes Accounting both Regular and Year end Finalization, Payroll Processing and Taxes. During Tax Seasons, which is from January to April 15th, they can be reached from 10:00 to 16:00 on weekdays as well as on Saturdays too. In Audit and Review services they provide Financial Statements Audit, Review and Compilation, Internal Audit, Due Diligence, Audit Representation both IRS and State representation, Collection, Lien, Back Taxes and other settlements. Manohar Sriramaneni CPA My TaxLinx also provides Incorporation and Business Consulting for Setting up of LLC, LLP, Branch and Partnership, Non-Profit Organizations, Dissolution of Corporation and Business Matters, Business process and Accounts Outsourcing. They possess a team of highly qualified professionals in the United States and India by offering all services under one roof.Read more

Smart Tax Corporation
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15 Years in Business
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Claimed
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Closed now
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Language:English , Hindi
From the Business:SMART TAX CORPORATION offers a wide variety of tax, bookkeeping, payroll and consulting services to individuals, including high net-worth clients as well as small/medium businesses. Our primary goal is building relationship with clients and be their trusted advisor. At SMART TAX CORPORATION we make the extra effort to know our client i.e. who you are as a person, your hopes, dreams, fears and definitely your goals for the future. Our only measure of success depends heavily on our clients success. SMART TAX CORPORATION's unmatched professional services have helped us build our brand name and client loyalty. As a results our loyal clients turn around and keep referring others so that it is a win-win for everyone. Listed below are few benefits our clients always cherish: Direct interaction with experienced professional all year round Prompt and accurate high quality service Cost-effective professional serviceRead more

From the Business:Liberty Tax Service in Shrewsbury is specialized in Finance and Taxation services. They are servicing at Boston Metro area. They are also skilled in providing services like Finance Operations, Income Tax, Tax Consultation and Tax Preparer Specialist. They are available only on weekdays from 9:00 to 19:00. Their knowledge of income tax preparation, their enthusiasm, their commitment to the clients and their selection of products are all just the start of what they offer. They refund your preparation fees if you are not satisfied, it maybe any reason. They offer free consultation, free information and tax advice at their office. Their offices stand behind every tax preparation with cent percent experience and dedication. If the IRS Audits you for a return that was prepared by them, they will assist you in preparing for the audit and explaining their methods of income tax preparation. Liberty Tax Service help you in handling of all IRS and State Tax Return correspondence that you get, which includes audits, letters and inquiries about your tax return. After using their tax return service, you can get copies of your paid tax return for free at any time. Their offices will provide you the most accurate return and the largest possible refund or work to find more deductions or breaks to reduce your tax liability. If the office makes an error in preparing your tax return that result in penalties and interest, the office will compensate you for the associated penalty and interest that are initially assessed.Read more
Ratings & Reviews for Personal Tax Planning
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 wholeheartedly recommend Shree Financials for securing your future and safeguarding your loved ones. Their Life and Health Insurance plans are thoughtfully designed to address key responsibilities, ensuring your family's financial stability while benefiting from tax-free growth. The 401K/IRA Rollovers stand out with unparalleled advantages, including bonuses of up to 30% and protection from market volatility. Their Will & Trust Estate Planning services provide seamless asset management and transfer, offering peace of mind. For education planning, their College Savings Planning presents a flexible, tax-free alternative to traditional 529 plans, even supporting international studies. Shree Financials empowers long-term financial success with expert strategies to reduce taxes, diversify retirement income, and achieve guaranteed wealth generation. Additionally, their Partnership Opportunities offer the chance to get trained, take charge, and reap the rewards—a comprehensive financial growth and security solution!
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.
Everything You Need to Know About Financial & Taxation Services

Understanding the Decline in Your Tax Refund This Year
Why Tax Refunds Are Lower This Year Many taxpayers in the USA and Canada have noticed a significant drop in their tax refunds in 2024. This trend can be attributed to several factors, including changes in tax laws, adjustments in withholding, and the expiration of pandemic-related tax benefits.

Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.

Understanding Self-Employment Taxes: A Comprehensive Guide
What is Self-Employment Tax? Self-employment tax is a critical aspect of managing your finances as a self-employed individual. Unlike traditional W-2 employees, self-employed individuals must handle their own Social Security and Medicare taxes, collectively known as self-employment tax. This tax ensures that self-employed workers contribute to these essential programs. How much is Self-Employment Tax?

How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)
So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?

What a TikTok Ban Could Mean for Business Taxes and Compliance!
Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses are encouraged to consult finance and taxation professionals to maximize deductions, ensure compliance, and develop sustainable strategies for future growth. These experts can provide tailored advice to help businesses transition smoothly and stay competitive in an evolving digital landscape.

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.

Understanding Taxes on 401(k) Distributions: What You Need to Know
401(k) distributions refer to withdrawing funds from your retirement account, with tax implications based on timing and method. Standard withdrawals after age 59½ are taxed as ordinary income, while early withdrawals may incur a 10% penalty plus taxes. Rolling over to another retirement plan can avoid immediate tax consequences. It's essential to plan distributions, understand exceptions, and consult professionals to manage taxes effectively.

Understanding the Child Tax Credit: Maximizing Your Benefits
What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.