“Sulekha /Trusted” indicates that the identity & information of the vendors/services, viz., name, address, contact details, business name has been verified on best effort basis, as existing, based on the documents/information furnished by the vendors/service providers. "Sulekha Trusted Stamp" are also allocated to the vendors/service providers considering user's reviews/ratings or any other criteria.
Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.

Value Financial Services
-
15 Years in Business
-
Language:English , Telugu
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

Sure Financial And Tax Services
-
5 Years in Business
-
Language:English
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:In the heart of Charlotte, NC, Sure Financial And Tax Services offers a comprehensive suite of services from tax consulting to retirement planning. With 5 years of experience, we understand the financial needs of our city's diverse professionals, including the thriving entrepreneur community. Our expertise extends to international tax consulting, estate planning, and more, ensuring Charlotte's residents always have a trusted financial partner.Read more

Raman Abrol CPA
-
16 Years in Business
-
Language:English
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:Serving the financial needs of Charlotte, NC for 16 years, Raman Abrol CPA is your trusted partner for all financial and taxation services. Known for our expertise in multinational accounting, tax consulting, and payroll processing, we also offer personalized services in income tax filing, tax planning, and financial forecasting. Recognizing the city's bustling business sector, we specialize in incorporation services, business entity selection, and business succession planning. We're committed to helping you navigate Charlotte's dynamic economic landscape.Read more

Northeast Solution CPA
-
15 Years in Business
-
Language:English
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:With 15 years of experience, Northeast Solution CPA is a trusted partner for Charlotte, NC's thriving finance sector and growing small businesses. Offering a comprehensive range of financial services, including investment management, tax consulting, bookkeeping, and more, their expertise is tailored to meet the city's dynamic economic landscape. They specialize in handling multinational accounting and taxation, making them an ideal choice for Charlotte's globally engaged businesses. Their personalized approach to estate, retirement, and financial planning ensures every client's unique needs are met.Read more

Ravi Dave Financial
-
5-15 years in Business
-
Language:English , Hindi +1 more
- Business Loan, Home Mortagage
Serving ZIP Codes:30101, 30102
From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

Virtual Accounting And Tax Solutions Inc
-
15 Years in Business
-
Language:English , Hindi
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:With 15 years of experience, Virtual Accounting And Tax Solutions Inc is a trusted partner for businesses and individuals in Charlotte, NC. From tax preparation to financial planning, we understand the unique financial landscape of this bustling banking hub. Our services, including income tax filing, retirement planning, and international tax consulting, cater to the diverse needs of our clients, reflecting the flourishing local economy and regulatory environment.Read more

Inderpreet Singh- Certified Public Accountant NYC
-
Established Since 2018
-
Language:English , Punjabi +2 more
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New York State Association of Certified Public Accountants and has taught advanced Accounting at top-tier universities since 2016. As a former Revenue Agent, as well as a former Appeals Officer, Inderpreet's 15 years of experience working with the IRS provides clients the assurance that their reporting requirements meet the strictest standards. And when representation is needed before the IRS or NY State taxing authorities, Inderpreet's experience makes him eminently qualified to defend even the most complex cases and tax positions.Read more

Goalseek Shared Services Pvt Ltd
-
15 Years in Business
-
Language:English , Hindi
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:For 15 years, Goalseek Shared Services Pvt Ltd has been a trusted partner of Charlotte, NC's bustling business community, offering comprehensive financial and taxation services. As home to numerous multinational corporations, Charlotte demands an expert touch in areas such as Multinational Accounting and Taxation, IRS representation, and financial planning. Goalseek's team provides this expertise, along with personalized services like income tax filing, business and personal tax planning, and financial forecasts. Whether you're a local entrepreneur or a global business, trust Goalseek for precise bookkeeping, payroll processing, and financial advisory tailored to Charlotte's dynamic economic landscape.Read more

Realtime Finance Fix USA LLC
-
15 Years in Business
-
Language:Telugu , Urdu +4 more
- 00160088
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:With 15 years of experience, Realtime Finance Fix USA LLC offers comprehensive financial, accounting, and taxation services to the thriving business community in Charlotte, NC. Our services, ranging from personal tax planning to international tax consulting, are tailored to meet the city's dynamic financial needs. We understand the unique demands of Charlotte's diverse economy and provide bespoke financial solutions to effectively navigate its regulatory environment.Read more

Devesh Pathak CPA
-
Established Since 2003
-
Language:English
Serving ZIP Codes:22195, 28201, 28202, 28203, 28204
From the Business:For 23 years, Devesh Pathak CPA has been providing robust financial and taxation services in Charlotte, NC, a city known for its bustling banking sector. Our expertise spans tax preparation, bookkeeping, payroll processing, and more, catering to both individual and corporate needs. We help navigate the complex financial landscape with ease.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Payroll Processing
I highly recommend NSKT Global for business tax planning, entity structuring, and strategic tax advisory services. Their team helped me evaluate my business structure and successfully guided me through the process of converting my LLC to a C-Corporation through the appropriate tax election. Their expertise and proactive tax planning strategies resulted in substantial tax savings and helped maximize my refund. What stood out most was their commitment to delivering results. Beyond handling the technical and compliance aspects, they actively followed up with the IRS to ensure my refund was processed efficiently. Throughout the engagement, the team was highly knowledgeable, responsive, and genuinely invested in achieving the best possible outcome for my business. If you're seeking a trusted advisor for tax planning, business structuring, and ongoing tax strategy, NSKT Global provides exceptional expertise, personalized service, and a results-driven approach. I would confidently recommend them to any business owner looking to optimize their tax position and support long-term growth.
MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.
Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.
Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.
Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya
Everything You Need to Know About Financial & Taxation Services

Unlock Financial Peace with Raman Abrol CPA: Expert Tax and Finance Services in Parsippany, NJ
In the fast-paced world of US finances, navigating taxes and planning for the future can feel overwhelming. That's where Raman Abrol CPA

Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

Smart Finances Start with the Right Guidance
Managing finances today isn’t just about saving money—it’s about making informed decisions that secure your future. Whether it’s tax planning, investments, or wealth management, having the right guidance can make all the difference. Why Financial Planning Matters More Than Ever

Girish Navare, CFA: A Trusted Financial Partner for Indian Families in the US
When it comes to your financial future, you don't just need a service—you need a partner who listens, understands, and walks beside you through every milestone. Girish Navare, CFA, based in Boca Raton, Florida, has been exactly that for clients across the United States for over 28 years.

H-1B Tax Trap? How 78% of Indian Tech Workers Overpay IRS!
Your Form 16 vs. W-2 Nightmare (And Why TurboTax Fails You) You’re a Pleasanton-based H-1B/L-1 visa holder earning $150K at Google. Back home, you filed taxes once a year with Form 16. Here? W-2s, 1099s, and foreign income chaos. Result: You overpay $3,200+ yearly because: Double taxation

Financial & Taxation Planning for Indian NRIs in the US: What You Need to Know
For Indian professionals and families living in the US, managing money across two countries is never simple. You may have a US salary, an Indian bank account, a home back home, aging parents who depend on you, and someday—children heading to college here. Every one of these life events comes with financial and tax implications that can quickly become overwhelming without the right guidance. US Tax Obligations for NRIs and Dual Residents

Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol
Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol The finance and taxation landscape in 2026 is evolving rapidly, with AI-driven audits, green energy credits, and crypto regulations reshaping how Americans manage money. Inflation lingers, remote work blurs state tax lines, and gig economy earners face new Form 1099-K rules. Enter the domain of

CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
Tax season in 2026 feels a little different. With more people juggling multiple income streams, freelance gigs, and digital assets, the question isn't just "how" to file, but "who" should file for you. Should you hire a Certified Public Accountant (CPA) or a Tax Preparer?
Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Investment Management
- Money Transfer Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Multinational Accounting and Taxation
- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
Find Local Financial & Taxation Services in Nearby Cities
Most Searched Financial & Taxation Services Terms in Charlotte, NC
- Retirement Investment Companies
- Payroll Firms
- Small Business Accountants
- Tax Accountants
- Cpa Tax Preparers
- Certified Financial Advisors
- Health Insurance Offices
- Term Life Insurance
- Quickbooks Live Bookkeeping
- Long Term Care Insurance
- Wedding Insurance
- Business Payroll Services
- Variable Universal Life Insurance
- CFP Financial Planners
- Long Term Disability Insurance
- Business Bookkeeping
- Licensed Life Insurance Agent
- Chartered Financial Planners
- Income Tax Preparers
- Income Tax Services
- Retirement Plan Advisors
- Life Insurance Companies
- Manufactured Home Insurance
- Family First Life Insurance
- Bookkeeping Firms
- Senior life insurance
- Affordable Life Insurance
- Tax Preparers
- Audit Office
- Health Insurance Broker
- Home Insurance Broker
- Small Business Bookkeeping
Promoted Financial & Taxation Services Listings in Charlotte, NC
- Darshana Patel CPA
- Quantum Leap Wealth
- Sure Financial And Tax Services
- Raman Abrol CPA
- Northeast Solution CPA
- Ankita Amin CPA LLC
- Shweta Patel Licenced Financial Professional
- Virtual Accounting And Tax Solutions Inc
- Inderpreet Singh- Certified Public Accountant NYC
- SG Financial Hub
- Vyom Financial GROUP INC
- Best CPA Service LLC
- G's Financial Harbor
- Devesh Pathak CPA
- Rising Sun Financial Services
- FNA-APP (Single Platform For Families, Agents, & Agencies)
