Best Banking Services in Coppell, TX

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Sunil Maini CPA PC in Coppell, TX

Sunil Maini CPA PC

Banking Services Serving in Coppell Area
  • 5star7 Reviews
  • 7
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi

Serving ZIP Codes:75019, 75099

From the Business:Sunil Maini Certified Public Accountant PC is a well-established financial and taxation service provider serving clients across the Dallas–Fort Worth metro area. With over 20 years of experience, the firm has earned a strong reputation for delivering dependable accounting, tax, and advisory services to individuals, families, and growing enterprises. Known for its client-focused approach, the firm takes time to understand each client’s financial situation and provides guidance that is practical, clear, and result-driven. The firm offers a comprehensive range of services including tax preparation and planning, bookkeeping, payroll management, financial reporting, and business advisory. It caters to diverse industries and ensures that every client receives personalized solutions tailored to their financial goals. Whether handling routine accounting needs or complex financial challenges, Sunil Maini CPA PC simplifies processes and helps clients stay compliant while improving financial efficiency. Serving the Dallas/Fort Worth area for over two decades, the firm is committed to building long-term relationships based on trust and expertise. Clients benefit from working with an experienced financial advisor who listens, understands, and provides the right strategies to make informed decisions. Sunil Maini Certified Public Accountant PC continues to support clients in achieving stability, growth, and long-term financial success.Read more

Ravi Dave Financial in Coppell, TX

Ravi Dave Financial

Banking Services Serving in Coppell Area
  • 5star2 Reviews
  • 6.8
    Sulekha score
  • work_history5-15 years in Business
  • translateLanguage:English , Hindi +1 more
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Best Mortgage, Cash Flow Analysis, Certified Professional Tax Preparer, Home Loan Agent, Individual Tax Return, Indiviual Tax Filing, Latest Mortgage Quotes, Mortgage Refinancing, Non-Filed Tax Returns, Property Mortgage, Property Tax Loans, Purchase Loan, Purchase Mortgage, Special Circumstance Mortgages, Tax Implications, Auto and Home Insurance, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Insurance Quote, Tax Preparer Specialist, Mortgages, Insurance Agency, Personal Tax Preparation, Mortgage Banking, Tax Analysis, Accounting Systems, Hindi insurance agent, Broker, Indian insurance agents, Independent Insurance agents, Workers Compensation Insurance, Tax Efficient Investments, Indian Mortgage Broker, Desi Broker, Desi Mortgage, Desi loan officer, Business and Individual tax filing, ATV Insurance, Snowmobile Insurance, Motor Home Insurance, Motor Cycle Insurance, Long Term Insurance, Joint Life Insurance

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

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Realtime FinanceFix is a tax, accounting, and advisory firm helping individuals and businesses stay organized, compliant, and financially prepared. We provide tax preparation and planning, bookkeeping, accounting, payroll support, business advisory, and financial consulting services designed to give clients clarity and confidence in their numbers. Our goal is to make financial management easier, more accurate, and more proactive — so clients can make better decisions throughout the year, not just during tax season.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

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

Serving ZIP Codes:75019, 75099

From the Business:Vl tax services provide unparalleled personalized accounting services CPA to a broad range of clients across the Frisco area. As your certified accountants CPA, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success. No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the greater Frisco area with both individual and business needs. We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you. We specialize in Accountant, Tax Preparation Services, Financial Planning, Tax Services, Payroll Services, Bookkeeping Services, Tax Consultation, IRS Audit, Financial Statement Analysis, Sales & Use Taxes Etc.Read more

Serving ZIP Codes:75019, 75099

From the Business:I am one of the most distinguished Financial & Taxation Services in Cedar Park, TX. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Financial Planning,Income Tax Preparation,Notary Services,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation ServicesRead more

All "Banking Services" results in Coppell, TX

Serving ZIP Codes:75019, 75099

From the Business:Ashok Agarwalla Financial Advisor personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. I am one of the most distinguished Financial & Taxation Services in Coppell, TX. I specialize in Finance & Accounting Training,Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Tax Planning,Cash Flow ,Estate Planning,Financial Advisor,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Long Term Care Insurance,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Ratings & Reviews for Banking Services

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perm_identityBalraj Singh Salh
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Mohit is best, i needed some reports with timely manner. he delivered them before i needed awesome service. ??

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perm_identityP Patel
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It was our first time working with a CPA like Surbhi. She is very smart, super fast, follows up, even if you forget about your taxes, she will not forget, and provides excellent service. Couldn't have asked for better..thanks again, you’ve got a client for life.

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perm_identityUPS Store # 6735
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We are working with SG INC CPA since 2022. We have a wonderful experience of working with such a profesional team. The staff is very helpful and stretch to accommodate our request. Thankyou team for the continuous help and support to run our business. Thanks

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perm_identityMasjid Arafat
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Always prompt and helpful to handle all the payroll requirements of our staff, thank you team for your help

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perm_identityJEESHAN MAHFOOZ
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Highly recommend. Surabhi is highly knowledgeable, detail oriented, and truly cares about her clients. A go to CPA for both personal and business tax needs.

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perm_identitySushil Vasudeva

Excellent service. Very friendly

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perm_identityPramod Prodduturi

Been using SG Inc for years for business and personal taxes. Strongly recommend.

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perm_identityGreen Texas

Thank you for your service

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perm_identityAhmed Sharif

Excellent service and professional services

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perm_identityAli Haider Chowdhury

Farnaz Jamil, she is very cooperative and helpful. We are happy for her service. We wish her great success. Thank you .

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perm_identityHiba Aftab

So glad I came across Faranaz Anis, super professional, smart and cooperative. She went above and beyond to help me file my taxes. Highly recommend going to her! ??

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perm_identityAmir zain Ashari

Very nice experience, Swathi was really helpful. Highly recommend this place.

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perm_identityHira Mubashar

Great experience Knowledgeable accountant. Front desk staff is very kind.

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perm_identityMrs Sq

Farnaz was very helpful and friendly with us. We had great experience. Thank you.

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perm_identityTalat Shehzad

I have been coming to SG INC for years and I always get excellent service. Especially this time when FARNAZ not only did my taxes but help me fill out the w9 form. She is exceptionally good with her work and has helped me a lot.

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perm_identitysohail Rizvi

Done my accounting here for the last 25 years from SG Inc. Every time the firm is very courteous and did paperwork correctly. Thanks to Asim, Sonali. Sonali & Shweta.

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perm_identitywasem khalid

Very good experience

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perm_identityImran Mohammed

I have been coming here for more than 10 years now and these people are very helpful and takes care of my taxes very smoothly and professionally. This time Farnaz helped me with my taxes, she was very good in communicating and helping me understand all the changes that I had last year, very good employee, would like to do my taxes with her again next year.

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perm_identitySehatu Bayru

I'am impressed with the professionalism and efficiently. Great customer service

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perm_identityJusneet Transportation

Great company they do my business and personal taxes every year.

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perm_identityA Agha

This is a team of seasoned individuals who are very good at what they do. I recommend them highly and will continue to do business with this company.

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perm_identityEbrar Celiktas

Haris, helped me a lot for commericail insurance quotes. He found the best deal out there, very recommneded.

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perm_identityJ F

Surabi and Asim were great!

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perm_identitySameer Syed

Great team! Great work

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perm_identityAnsar Hasan

Excellent service and one stop for all of your firms (inception to year end-Tax returns)

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perm_identityUtkal Patel

Have tried multiple CPAs in the past. They were recommended by a friend of mine and I am very glad. I have referred multiple family and friends. They are responsive and creative

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perm_identitykuldip bains

This company is very good. They have for over 10 years done my taxes, Payroll and book keeping as well as sale taxes. Their prices are very fair. I always recommend them to others. The staff are friendly and very knowledgeable with tax services.

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perm_identityDr. Saeed Yaz

I have been using their services for bookkeeping, payroll and filing taxes for four years. They have very helpful, professional and knowledgeable staff always willing to help. The founder and CEO Ms. Shweta Garg is always available when need arises. I highly recommend SG INC CPA to anyone like me who doesn't want to venture around with complicated tax matters.

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perm_identitySatwinder Singh

Great customer service, fast and efficient.

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perm_identityHardeep Singh

Great service !! staff is very polite and friendly always ready for help!! Excellent ????

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perm_identityWasif Karim

The staff at SG INC is phenomenal. They have always taken care of my requests with utmost professionalism and urgency and have helped me save lots of money in IRS penalties due to my own shortcomings. I highly recommend them.

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perm_identitySaad Sheikh

SG has been serving my accounts for the past 8 years and I will never turn back they do everything in house so it’s a one stop shop Bhaarat is my go to guy who always makes sure all of my employees for all of my stores are always paid on time keep up the good work SG

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perm_identityBhavin Jaiswal

I am with this firm for almost 12 years for business accounting . They are very professional and best thing I like about them is they are easily reachable to solve your issues.

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perm_identityA2 Logistics

Exceptional Service. Very Friendly and Knowledgeable Staff.

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perm_identityBilal Khaleeq

Awesome service and always a solution to the issues at hand.. highly recommended

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perm_identityS Fatehdin

Excellent

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perm_identityAneel Anjum

Best service always provided

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perm_identityA M

I came from a very large CPA firm and am very happy with the service and work done by SG INC CPA. They've helped me run my small business and pointed out ways to improve my finances. I also use them for bookeeping for my business and the communication is excellent.

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perm_identityAccounting Team

Surabhi Agrawal and Asim Shamim are an amazing accountants and tax experts. They are easy to work with and a thorough professionals. Would definitely recommend !

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perm_identityedward perez

PERTEX Roofing & Construction is very happy with the services from SG INC CPA since 2019 we have been using their services. One thing we immediately found out is that with our previous CPA we were being double taxed! We were paying taxes on our 203k and my personal take home in which it should be categorized a distribution. The owner and my tax lady which I call Sofi have been great in coaching us through each year. Plus the place is always clean and great customer service.

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perm_identityTahira

Exceptional service from SG Inc CPA - Tax! Knowledgeable, friendly, and stress-free experience. Highly recommend!

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perm_identitySteven Khoshsokhan

I had some issue on my 2023 Tax report but Madhvi took care of the case and fix it imm

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perm_identityUsman Zaheer

Friendly staff. Amazing service!

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perm_identityrioroy

SG INC CPA provided exceptional service, guiding me through tax complexities with expertise and care. Their proactive approach and dedication to maximizing savings made the process seamless and stress-free.

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perm_identityRajesh Tahaliyani

Great customer service, very responsive and great staff. Surabhi was very accommodating and prompt with tax returns

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perm_identityChris Custer

Great work ethics and a beautiful office to top it off. Highly recommended!

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perm_identityMustafa Cirit

SG Finance prepared and completed my and my company's tax correspondence on time, without any problems

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perm_identityKamran John

Very professional and knowledgeable. Welcoming, helpful and accomodating. Will certianly go back.

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perm_identityParwana Ziaulhaq

Very respectful agents

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perm_identityRobert Sha

Sunil Mani is the best CPA, He is not only easy to work with, he is also always looking out for your best interest and really knows his stuff. I recommend him to all my friends and family.

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