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Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
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
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Language:English , Hindi +1 more
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
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

NEELKANTH ACCOUNTANTS
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15 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:10292, 13407, 10014, 10001, 10036
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

Accounts Serve
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18 Years in Business
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Language:English , Hindi +1 more
- $75-$105
- Income tax return preparation Avg - $90
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
From the Business:'Whether you are managing your own accounting or preparing your own taxes, it could take hours of your valuable time. In most cases, this process could become confusing, complicated, and difficult. So, let us worry about accounting and tax return preparation as we have years of experience. Besides, we offer a competitive rate from managing accounting books to tax preparation.Read more

SNP Tax & Financials
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Established Since 2011
- 1031 Exchange
Serving ZIP Codes:10292, 13407, 10014, 10001, 10036
From the Business:SNP Tax & Financials is one of the leading financial and taxation service firms in the Bay Area. We specialize in Individual and Business Tax Filing, Bookkeeping, Payroll, Business Formation, and Financial Planning. Founded by professionals with over a decade of experience, our firm has the expertise to manage everything from complex tax filings to comprehensive business consulting. More than just preparing returns, we thrive on reducing our clients’ workload and relieving the stress of managing taxes, payroll, bookkeeping, and investments. To ensure accuracy and compliance, we apply in-depth research and proven techniques aligned with all tax codes and regulations. At SNP Tax & Financials, we don’t just know tax—we deliver peace of mind by giving you the freedom to focus on what matters most.Read more

PAY Financial Service
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16 Years in Business
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Language:English , Urdu +2 more
Serving ZIP Codes:10292, 13407, 10014, 10001, 10036
From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 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. Read more

Sure Financial And Tax Services
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5 Years in Business
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Language:English
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
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 business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

Northeast Solution CPA
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15 Years in Business
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Language:English
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
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 money and grow your wealth in tax efficient manner.Read more

Raman Abrol CPA
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16 Years in Business
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Language:English
Serving ZIP Codes:99503, 99501, 99507, 99599, 99530
From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

Realtime Finance Fix USA LLC
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15 Years in Business
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Language:Telugu , Urdu +4 more
- 00160088
Serving ZIP Codes:10292, 13407, 10014, 10001, 10036
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 encompasses bookkeeping, accounting, reporting, tax filing, payroll, and expert advisory services. We are dedicated to helping small businesses thrive financially through our tailored solutions and expert financial guidance.Read more
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- Audit Review & Compilation Services
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- IRS Representation
- Incorporation Service
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- Estate Planning
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