Best Banking Services in Duluth, GA

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Ravi Dave Financial in Duluth, GA

Ravi Dave Financial

Banking Services Serving in Duluth 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:11501, 30095, 30096, 30097, 30099

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:11501, 30095, 30096, 30097, 30099

From the Business:He is an Enrolled Agent with over 15 years of experience in the areas of Taxation, Accounting & Payroll. Umang has served a wide variety of tax clients, including individuals, small businesses and trusts. He has worked with a number of high-net worth business owners and professionals. He has assisted many delinquent filers that have not filed previous year’s tax returns and are now receiving notices from the IRS and State taxing authorities. Our Comprehensive Services Include: Accounting & Bookkeeping, Accounting Staffing, Corporate Compliance Services, Corporate Taxation, Financial Staffing, HR Services, Incorporation, Incorporation/Entity Formation, Individual Taxation, Payroll Services, QuickBooks and Taxation Training.Read more

All "Banking Services" results in Duluth, GA

Serving ZIP Codes:11501, 30095, 30096, 30097, 30099

From the Business:Gayathri is the Founder and CEO of GI Accounting & Consulting. Gayathri has over 20 years of working in the medical industry. She specifically focuses on working with physicians and medical practice owners reduce their tax liability while increasing their profit margin. She has a deep understanding of the challenges taken on by medical practices by ever-changing regulations and high tax burden physicians face every year. I am one of the most distinguished Financial & Taxation Services in Duluth, GA. I specialize in Accountant Services,Audit Review & Compilation Services,Banking Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Advisor,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Serving ZIP Codes:11501, 30095, 30096, 30097, 30099

From the Business:Majestic Financial Services LLC is a professional financial consulting firm dedicated to providing personalized and comprehensive financial solutions for individuals, families, and businesses. With a client-centric approach, Majestic Financial Services LLC offers a range of services including tax planning and preparation, accounting, business consulting, investment advisory, and financial planning tailored to meet diverse needs. Known for its integrity, professionalism, and attention to detail, the firm focuses on helping clients achieve financial stability and long-term growth. Whether you're a small business owner seeking accurate bookkeeping and compliance or an individual planning for retirement, Majestic Financial Services LLC brings a wealth of knowledge and hands-on expertise to every engagement. The team consists of certified professionals who stay up to date with the latest financial regulations and market trends. They emphasize proactive planning and customized strategies, enabling clients to make informed financial decisions. Majestic Financial Services LLC often serves a diverse clientele, including members of the Indian and South Asian communities, providing culturally aware and accessible service. Their commitment to transparency and reliability makes them a trusted partner for long-term financial success. With offices in key metropolitan areas, the firm continues to expand its presence while maintaining a strong focus on personalized, high-quality service that clients can depend on year after year.Read more

Ratings & Reviews for Banking Services

perm_identityHrishith Bharatia
calendar_month6 months ago

Best services and had great experience making my tax work easier.

perm_identityYiki L
calendar_month

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.

perm_identityRam Gandhi
calendar_month

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

perm_identityAshish Patel
calendar_month

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

perm_identityYiki L
calendar_month

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.

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perm_identityAshish Patel

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

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perm_identityRam Gandhi

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

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perm_identityDwight S.

AJ and his team are great to work with. Highly recommend- give him a call! You won't be disappointed

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perm_identityShail Amin

Knowledgeable and easy to work with. Highly recommend AJ as your CPA

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perm_identityJosh Beeson

Jane was great—she helped us clean up our Quickbooks. Other fun stuff we wanted off our plate, got resolved: IRS Notices, Errors that other accountants made, she fixed them plus saved us money

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityAnisa Ali

Good luck!!

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perm_identityMerChant Menswear Menswear

I am so proud of you ,you are doing fantastic

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perm_identityNia Pedreira

This is great!

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perm_identityKushal

Amazing knowledge of taxation and documentation. Short to the point service. Don't ask or tons of papers. Specially if you are H-1B or F1 or Motel owners you should visit and look at the great staff and great knowledge

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perm_identityDirector, Global Technology Company

I have had ITA & handle my personal tax return since last 7 years. They have showcased highest level of expertise when it comes to working on International Taxation Laws and requirements. They communicate well, understand my needs and interpret complex tax laws easily.

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perm_identityGirish

good services

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perm_identityDhruv Desai

Excellent Service

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perm_identityMeera K

I'm sooooo happy I found Mehul. I've had worked with other agents in the past who just seemed to want to get the deal done, but Mehul is different, he wants to do things right and carefully so that I got the best price for my Property.

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perm_identityNisarg Acharya

Excellent service*****

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perm_identityAzym Hooda

Great!

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perm_identityAkber Gilani

Best accounting services

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perm_identityDonna Goldstein

My boss used this firm and has all of our information including paychecks and W-2's on file. My boss went out of business, filed bankruptcy and took off but when I went to get a copy of my final paystub or W-2 to file my taxes they refused to give me a copy of My information! This firm is rude and arrogant toward clients and though I understand HIPA laws regarding client confidentiality, I showed ID and confirmed my SS# on file they should've released my info to me. My advice go elsewhere and do business with someone else.

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