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Giri Lankipalle - Financial Services
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15 Years in Business
- CA License: 0M66577
Neighborhoods:Trevarno, Abbott Loop, Airport Heights, Basher
From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Tax Troopers LLC
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5 Years in Business
Neighborhoods:Airport Sub, Arden Park, Aviation Sub, Bagley
From the Business:TaxTroopers LLC is a professional tax service provider specializing in tax planning, bookkeeping, payroll, and financial consulting for individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex tax laws, maximize deductions, and ensure compliance with all federal and state tax regulations. With a focus on personalized service, TaxTroopers offers tailored solutions to meet the unique needs of each client, whether it's tax filing for individuals or strategic financial planning for businesses. The company prides itself on offering accurate, efficient, and affordable services, providing peace of mind to clients throughout the tax process.Read more

Sure Financial And Tax Services
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5 Years in Business
Neighborhoods:Airport Sub, Arden Park, Aviation Sub, Bagley
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

Neighborhoods:Airport Sub, Arden Park, Aviation Sub, Bagley
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 knowledge and tools they need for financial success.Read more

Northeast Solution CPA
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15 Years in Business
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Language:English
Neighborhoods:Tottenville, Abbott Loop, Airport Heights, Basher
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

Inderpreet Singh- Certified Public Accountant NYC
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Established Since 2018
- Language:English , Punjabi
- Trucking Services(IFTA,USDOT, MC)
Neighborhoods:Alger Heights, Arden Park, Aviation Sub, Bagley
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

Dattani & Partners, CPA
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15 Years in Business
Neighborhoods:Bergen Hill, Airport Sub, Arden Park, Aviation Sub
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 care, senior care, non-profit, medical, dental, hospitality and more. We are one of the most distinguished Financial & Taxation Services in Jersey City, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Business Succession Planning, Business Tax Planning, Cash Flow, Estate Planning, Finance & Accounting Training, Financial Forecasts ,Financial Planning, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, IRS Representation, Multinational Accounting and Taxation, Personal Tax Planning, Tax Consultants Services, Tax Preparation Services.Read more

Texas Finserv Inc
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16 Years in Business
- Language:English , Urdu
- Services Avg - $200
Neighborhoods:Douglass Community, Abbott Loop, Airport Heights, Basher
From the Business:With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

EasyTaxFiler
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15 Years in Business
- ITIN Preperation and Filing
Neighborhoods:Charleston, Airport Sub, Arden Park, Aviation Sub
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 personal assistance you receive comes from years of advanced training, technical experience, and financial acumenRead more

Shree Financials LLC
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Established Since 2021
- $600-$600
- Financial services Avg - $600
Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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.Read more

Chugh CPA LLP
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16 Years in Business
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Claimed
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Closed now
- Language:English , Hindi
From the Business:In 1981, our founder Navneet S. Chugh moved from his native India to the United States. He was driven to make a difference in his new home. Mr. Chugh had a passion for strategic thinking and adding value to businesses. This drive led him to found Chugh CPAs, LLP in 1985 in Cerritos, CA. Our team started off small, with steady growth based on an early reputation as a top provider of medical practice accounting. Since our start more than 30 years ago, we have expanded to serve clients across a diverse array of industries, from information technology to retail. In 1997, Mr. Chugh founded our full-service sister law firm. Today, we employ over 200 staff members and serve corporate clients across a wide array of industries. Our team of dedicated Certified Public Accountants have an intricate understanding of the complexities of your accounting needs. Chugh CPAs, LLP regularly assists our clients on issues regarding Tax Filings, Tax Planning, Tax Consulting, Accounting, Audit & Assurances, and more. The scope of our involvement with our clients extends to day-to-day affairs where we counsel clients on accounting and business needs on a microscopic level. We distill complex information into easy to understand key points so that our clients can focus on operating a successful business. Our clients have come to rely on our seamless service and know that they can contact our firm day or night for customized solutions to any problem.Read more

Financial Services
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15 Years in Business
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Claimed
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Closed now
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Language:Telugu , English
- 18658074
From the Business:World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

From the Business:Empowering Families Through Financial Freedom! Where licensed financial professionals stand ready to guide you through a comprehensive suite of services that address the full spectrum of your financial needs. At the heart of our commitment is a team of experienced professionals dedicated to delivering personalized solutions. Whether you’re focused on securing your present with robust protection planning, envisioning a fulfilling retirement, or ensuring your loved ones’ educational dreams through college savings planning—we’ve got you covered. Our Mission Empowering Families Through Financial Freedom. Our Vision Creating Financial Wealth for Everyone.Read more

Phyphar Inc
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5 Years in Business
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Claimed
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Closed now
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Language:English , Hindi
From the Business:At Phyphar, Inc, 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 personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.Read more

Gurutaxpro
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16 Years in Business
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Claimed
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Closed now
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Language:Telugu , English
- Individual Tax Planning and Return Preparation Avg - $75
Neighborhoods:Villas of the Hills
From the Business:GuruTaxPro!Over the last decade Accounting-Taxation-Auditing outsourcing industry has grown by 3X to touch $ YY billion and is looking to grow by another 25% Y-o-Y for the coming five-year period. Businesses from across the world and across several industries have benefited by outsourcing their Accounting, Taxation and auditing requirements.While some firms continue to have some form of an in-house team to cater to these requirements, most firms have outsourced or are in the process of outsourcing to specialist Accounting, Taxation and Auditing firms. GuruTaxPro is a firm with extensive experience of managing Accounting-Taxation-Auditing requirements relieving businesses from the complexities of tax filing and back-end financial management. We pride ourselves as efficient business partners to our clients saving considerable time and efforts that can be ploughed back into their core business functions.Read more
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Lonestar Consulting Group

Lonestar Consulting Group

FinFree Services LLC

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally
Ratings & Reviews for Estate Planning
Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend
I had a great experience working with Goalseek Services for my 2023 & 2024 US tax filing. The team was highly knowledgeable and made the entire process smooth and stress-free. They were prompt in answering all my queries, no matter how small, and provided clear guidance at every step. I really appreciated their attention to detail and timely communication. It's rare to find a service that is both efficient and responsive. Goalseek truly delivered on both fronts. I would highly recommend them to anyone looking for reliable and professional tax assistance.
Everyone in the office were very and friendly! Vik was very thorough and made sure all my bases were covered for my tax filing this year. Thank you to all, and would highly recommend to others!
I worked with them in 2023, they are very efficient and patiently responded to my questions. I am planning to work with them in the coming years as well
Best CPA i came across who has deep knowledge on tax returns and guide to right way. She is very professional and will explain in details about every options. I highly recommend her
Everything You Need to Know About Estate Planning

How Estate Pricing Can Help You Plan Your Future and Protect Your Assets
Know about Estate Planning Estate planning is the process of creating a plan for how your assets and affairs will be handled after your death or incapacity. It involves making decisions about who will inherit your property, who will manage your finances and health care, and how your taxes and debts will be paid. Benefits of Estate Planning