Best Estate Planning Services in Dallas Fortworth

• - 5/5

After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again

• - 5/5

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.

• - 5/5

I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers

• - 5/5

Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.

• - 5/5

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

• - 5/5

Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.

• - 5/5

I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.

• - 5/5

Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies

• - 5/5

we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!

• - 5/5

Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services

• - 5/5

I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.

• - 5/5

They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!

• - 5/5

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

• - 5/5

Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!

• - 5/5

Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.

• - 5/5

Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.

• - 5/5

Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.

• - 5/5

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

• - 5/5

I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!

• - 5/5

Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.

• - 5/5

I will highly recommend this office for all Tax related work excellent service

• - 5/5

I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.

• - 5/5

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

• - 5/5

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.

• - 5/5

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

• - 5/5

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.

• - 5/5

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

• - 5/5

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.

• - 5/5

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

• - 5/5

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.

• - 5/5

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

• - 5/5

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

• - 5/5

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.

• - 5/5

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.

• - 5/5

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.

• - 5/5

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

• - 5/5

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

• - 5/5

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! ??

• - 5/5

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

• - 5/5

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.

• - 5/5

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.

• - 5/5

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.

• - 5/5

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.

• - 5/5

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.

• - 5/5

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

• - 5/5

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

• - 5/5

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

• - 5/5

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

• - 5/5

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

• - 5/5

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.