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Best Indian Certified Financial Planners in Dallas Fortworth Area

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Best Financial Planning in Dallas Fortworth Area

Sandu Wealth Builders

Sandu Wealth Builders

 Serving the Dallas Fortworth Area
  •  848-800-2070 (Pin: 97671)
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Experience - 5

From the Business : Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledg...

Sure Financial And Tax Services

Sure Financial And Tax Services

 Serving the Dallas Fortworth Area
  •  862-350-0123 (Pin: 26962)
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Experience - 5

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 b...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Dallas Fortworth Area
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years

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 ...

NRI Tax Group

NRI Tax Group

 Serving the Dallas Fortworth Area
  •  424-400-2358 (Pin: 73275)
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Experience - 15 Years

From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Dallas Fortworth Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years

From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Dallas Fortworth Area
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

From the Business : At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.

Realtime Finance Fix USA LLC

Realtime Finance Fix USA LLC

 Serving the Dallas Fortworth Area
  •  516-518-8867 (Pin: 38410)
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Experience - 15 Years

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 encompas...

Dattani & Partners, CPA

Dattani & Partners, CPA

 Serving the Dallas Fortworth Area
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

Citta CPA

Citta CPA

 Serving the Dallas Fortworth Area
  •  323-800-4939 (Pin: 35209)
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Experience - 16 Years

From the Business : Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of the countries in which they operate. We do this with our value added, result oriented approach in a courteous, dedicated, professional, responsible, and in an efficient manner while maintaining an uncompromising standard of ethics and integrity.Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of th...

EasyTaxFiler

EasyTaxFiler

 Serving the Dallas Fortworth Area
  •  909-245-6225 (Pin: 22760)
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Experience - 15 Years

From the Business : EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the perso...

Shree Financials LLC

Shree Financials LLC

 Serving the Dallas Fortworth Area
  •  442-241-1122 (Pin: 42831)
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Established Since - 2021
Activity Range: $600-$600

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.

  • Financial services $600
Venkata Tax Services INC

Venkata Tax Services INC

 Serving the Dallas Fortworth Area
  •  562-991-6551 (Pin: 61159)
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Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Payroll Processing,Tax Consultants Services,Tax Preparation ServicesOur offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Dallas Fortworth Area
  •  973-850-4353 (Pin: 69061)
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Experience - 16 Years

From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...

DAS Financials

DAS Financials

 Serving the Dallas Fortworth Area
  •  318-722-2221 (Pin: 97122)
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Experience - 16 Years

From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...

Libre Tax Resolution

Libre Tax Resolution

 Serving the Dallas Fortworth Area
  •  848-225-8847 (Pin: 42716)
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Established Since - 1980

From the Business : At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting ...

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Dallas Fortworth Area
  •  631-443-3482 (Pin: 96767)
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Experience - 15 Years

From the Business : Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner c...

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Dallas Fortworth Area
  •  213-444-5613 (Pin: 61951)
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Established Since - 2007

From the Business : We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Dallas Fortworth Area
  •  424-400-2358 (Pin: 65870)
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Experience - 15 Years

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!

Square S Strategies Corporation

Square S Strategies Corporation

 Serving the Dallas Fortworth Area
  •  862-350-0123 (Pin: 32177)
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Experience - 2 Years

From the Business : Square S Strategies is an Independent Insurance Agency representing many different companies for your insurance needs. As independent insurance agents, you have the ability to choose the best carrier for your insurance needs. That is the main advantage to using an independent insurance agency, we work to satisfy your needs. Our goal is to educate and service the Michigan communities and throughout USA. Through our independence, we strive to educate the community on the best options for their insurance needs. We can provide an assessment of your insurance needs with a choice of whic...

NSKT Global

NSKT Global

 Serving the Dallas Fortworth Area
  •  318-722-2221 (Pin: 53562)
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Experience - 15 years
20% Offer available VIEW OFFER

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 Preparatio...

  • CPA Services $249
PAY Financial Service

PAY Financial Service

 Serving the Dallas Fortworth Area
  •  620-450-4636 (Pin: 4460)
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Experience - 16 Years

From the Business : PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 15 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.

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Smart & Bright Bookkeeping, LLC

Experience - 3

From the Business : Smart & Bright Bookkeeping, LLC is a professional financial services firm committed to helping small businesses and entrepreneurs manage their finances with confidence. They offer a full range of services including Bookkeeping, Payroll Services, Accounting, and Financial Reporting. With a focus on accuracy and personalized support, the team ensures that clients have clear, up-to-date financial information to make smart business decisions. Whether you're just starting out or need help streamlining your financial operations, Smart & Bright Bookkeeping is here to make things ea...

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Maya Malani Financial Professional

Experience - 2

From the Business : Maya Malani is a skilled and experienced financial professional who offers a wide range of financial services. Specializing in areas such as financial planning, retirement planning, investment management, tax consulting, and insurance services, Maya helps clients navigate complex financial decisions and achieve their long-term goals. With a focus on personalized strategies, she provides expert guidance to individuals, families, and businesses, ensuring financial security and stability. Through in-depth analysis and tailored solutions, Maya Malani works to optimize her clients' finan...

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ISHA Financials USA

 75024 Texas Trail, McKinney, TX, United States
Experience - 2

From the Business : We offer a full range of financial services designed to help individuals and families plan for a secure future. Our expertise includes college planning and funding, helping parents prepare for their children’s education expenses with smart savings strategies. We also guide clients through estate planning to ensure their assets are protected and passed on smoothly. As trusted financial advisors, we assist with comprehensive financial planning, including financial statement analysis to understand income, spending, and net worth. Our investment management services focus on building and...

Showing 25 - 48 of 52 results
Iris Wealth Advisory

Iris Wealth Advisory

 17250 Dallas Pkwy, Dallas, TX, USA

From the Business : Iris Wealth Advisory (IWA) is a multi-strategy investment advisory and management firm which creates customized investment strategies for clients . IWA is a class apart in leveraging on our industry experience and expertise, combined with necessary...

TaxMind Services LLC

TaxMind Services LLC

 4528 Cape Charles Drive, Plano, TX, United States

From the Business : TaxMind Services LLC in Plano is specialized in Accountant services, Finance & Taxation services, Tax Preparation services, Book Keeping, Payroll Processing, Incorporation services and Notary services. They are servicing throughout the United St...

Jijo Valiyaparambil, CPA, EA

Jijo Valiyaparambil, CPA, EA

 2625 North Josey Lane, Carrollton, TX, USA

From the Business : "Certified Public Accountant/Enrolled Agent/Financial Advisor Practicing full-service tax, accounting and financial planning and dedicated to serving the business and personal financial needs of all specialties. Specific services include: - Tax Co...

MyTaxFiler

MyTaxFiler

 4512 Legacy Drive, Plano, TX, USA

From the Business : MyTaxFiler was founded by professionals with over 70 years of combined experience at industry-leading companies, including Infosys, Jackson Hewitt, and KPMG. We’re celebrated experts in finance, bookkeeping, taxation, and business consulting. We kno...

Avyan Tax Services

Avyan Tax Services

 14793 Pensham Drive, Frisco, TX, United States

From the Business : Avyan Tax Services in Frisco is specialized in Accountant services, Finance & Taxation services, Tax Consultants services, Tax Preparation services and Review & Compilation services. They are servicing throughout the United States and Canada...

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