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The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.
Northeast Solution CPA
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15 Years in Business
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Language:English
Neighborhoods:Tottenville, Belltown, Cove-East Side, Downtown
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
Goalseek Shared Services Pvt Ltd
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15 Years in Business
Neighborhoods:Tottenville, Belltown, Cove-East Side, Downtown
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.Read more
EasyTaxFiler
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15 Years in Business
- ITIN Preperation and Filing
Neighborhoods:Charleston, Belltown, Cove-East Side, Downtown
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
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies 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
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more
ASHOKA WEALTH MANAGEMENT
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15 Years in Business
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Language:Punjabi , Bengali +3 more
- 5413847
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more
Business Offers
FinFree Services LLC
Manage My Taxes Inc - Pay Less Taxes Legally
Manage My Taxes Inc - Pay Less Taxes Legally
Manage My Taxes Inc - Pay Less Taxes Legally
Manage My Taxes Inc - Pay Less Taxes Legally
Ratings & Reviews for Financial Planning
Kavita has helped us tremendously with our taxes for years now. Worry free experience and takes the hassle out of taxes! She also responds quickly to us when we have questions, we recommend this service
Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time
I am doing my tax filing since 2019. They help me for refund of some of my back taxes.They slso working on my 2014 tax return and it will be great achievment for or them to huge amunt of refund.Also they keep in touch about your irs letter and other matters.I highly recomand to get services of ALAM ONE STOP TAX.
Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.
Financial Planning in Edison, NJ – Trusted Local Experts for Your Needs
Choosing local financial planning experts in Edison, NJ is essential for your financial future. These professionals provide guidance in goal clarity, tax efficiency, risk protection, and long-term wealth building, allowing you to make informed decisions that align with your financial goals. Local experts understand the specific financial dynamics of Edison, enriching your financial planning experience.
Why We’re the Right Choice?
The trusted experts and professionals listed on this page are among the best in Edison, NJ, carefully chosen to deliver reliable and high-quality financial planning services. Each profile is verified, giving you strong reasons to work with these professionals for your specific needs.
- Our platform ensures you connect only with dependable professionals you can count on.
- Certified Expertise – The listed financial planning professionals bring certified skills and proven experience, so you can be confident in the quality of service. They are equipped to deliver precise and effective solutions every time.
- Local Convenience – With experts based in Edison, NJ, you benefit from faster response times and services tailored to your local needs. Their familiarity with the area ensures smoother and more efficient support.
- Year-Round Support – These professionals are available to assist you throughout the year. From routine services to urgent requests, you’ll always find reliable help when you need it most.
Our Services Included
- Retirement planning - Customized strategies to help you enjoy a comfortable retirement in Edison, NJ.
- Investment planning - Expert advice on local and global investment opportunities.
- Wealth Management Services - Comprehensive financial strategies to grow and protect your wealth.
- College Savings Planning - Tailored plans to secure your child's higher education in Edison, NJ.
- Estate Planning - Assistance in managing and distributing your assets.
Languages Spoken
- English
- Hindi
- Tamil
- Telugu
- Gujarati
Typical Pricing by Service
Transparent Pricing You Can Trust: We offer transparent, fair pricing with flat fees for standard services and written estimates for complex work. Fees are based on typical services in Edison, NJ. We also offer a free initial consultation call. Please contact the number listed in the business profile to schedule your consultation.
Key Service Areas in Edison, NJ
- Downtown - Serving the heart of Edison with comprehensive financial planning services.
- Suburbs - Extending our expertise to the families in the suburban areas of Edison.
- Business District - Providing tailored financial planning solutions to businesses in Edison's bustling commercial zones.
- University/College Area - Helping students and educators in Edison's educational institutions to plan their finances effectively.
Tips for Choosing the Right Financial Planning Professional
- Credentials - Verify the professional's qualifications and certifications.
- Specialization - Choose a professional who specializes in the services you need.
- References - Ask for and check references to assess the professional's reliability.
- Communication style - Ensure they can clearly explain complex financial concepts to you.
- Fee transparency - Ensure they provide transparent pricing without hidden charges.
Ready to Plan Smarter and Save More?
Working with trusted local financial planning experts in Edison, NJ makes all the difference. Call us today for your free consultation and let us connect you with professionals who deliver reliable, high-quality service every time.
Everything You Need to Know About Financial & Taxation Services
ARE IRA LOSSES DEDUCTIBLE?
We all make investments to get profitable returns. But what happens if you don't make a profit? In standard taxable investments, reporting capital gains and losses is straightforward. However, IRA does not recognize losses or gains. In fact, the only way you can deduct losses in IRA is after withdrawing all the funds in the account and with a good reason. The reason, in this case, is non-deductible funds which are minimal, if any, in traditional IRAs.
What is an Individual Taxpayer Identification Number?
Your Individual Taxpayer Identification Number expires in three years unless used even once. ITIN allows people to cooperate with US laws. The person gets the full advantages that the IRS offers to ITIN holders. Another important aspect is that you can have ITIN if you are ineligible for SSN.
ARE IRA LOSSES DEDUCTIBLE?
We all make investments to get profitable returns. But what happens if you don't make a profit? In standard taxable investments, reporting capital gains and losses is straightforward. However, IRA does not recognize losses or gains. In fact, the only way you can deduct losses in IRA is after withdrawing all the funds in the account and with a good reason. The reason, in this case, is non-deductible funds which are minimal, if any, in traditional IRAs.
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FAQ of Financial Planning
- What types of finance and taxation services are available in Edison, NJ via Sulekha?
You can find tax filing, bookkeeping, payroll, business incorporation, and financial planning services.
- Why should I hire a professional CPA to prepare my tax return?
Certified Public Accountants (CPAs) pass an extensive, two-day examination on accounting, auditing, taxation, and business law. They maintain their licenses by taking ongoing classes. CPAs have a depth and breadth of knowledge that most tax professionals do not. Hiring a CPA through Sulekha Financial Taxation Services ensures you have an expert with comprehensive knowledge and up-to-date information on tax laws and regulations.
- How often should bookkeeping be performed?
Generally, bookkeeping is performed once per month. However, the frequency can vary depending on the size and needs of your business. New businesses with limited transactions might only need quarterly bookkeeping, while larger businesses with more frequent transactions might need it more often. Regular bookkeeping through Sulekha Financial Taxation Services ensures accurate financial records, aiding in better financial decision-making and compliance.
- Are there Indian CPA or tax professionals in Edison listed on Sulekha?
Yes, many Indian-origin CPAs and tax experts serve the Edison area and are listed on Sulekha.
- Can I get help with both personal and business taxes in Edison?
Absolutely. Professionals on Sulekha handle both individual and business tax needs.
- What is tax planning and why is it important?
Tax planning involves analyzing your financial situation to ensure tax efficiency, minimizing tax liability through strategies such as timing of income, purchases, and investments, and leveraging tax deductions and credits. It is important because it helps minimize tax liabilities, maximizes savings, and ensures compliance with tax laws. Effective tax planning with Sulekha Financial Taxation Services can also help in avoiding penalties and interest charges.
- How can I minimize my tax liability?
Strategies to minimize tax liability include taking advantage of deductions and credits, deferring income, maximizing retirement contributions, utilizing tax-advantaged accounts, and seeking professional tax advice for effective tax planning. Implementing these strategies with the help of Sulekha Financial Taxation Services can significantly reduce the amount of tax you owe, allowing you to retain more of your earnings.
- Do Edison-based tax consultants offer virtual consultations?
Yes, most professionals offer phone or video consultations for convenience.
- Is it possible to file taxes for both the USA and India through Sulekha experts in Edison?
Yes, many experts specialize in cross-border taxation and NRI tax filing.
- What are the different types of tax returns?
The main types of tax returns include: Individual Income Tax Returns (Form 1040): Filed by individuals to report their income, deductions, and credits. Corporate Tax Returns (Form 1120): Filed by corporations to report income, gains, losses, deductions, and credits. Partnership Tax Returns (Form 1065): Filed by partnerships to report income, deductions, and credits, with income passed through to partners. S-Corporation Tax Returns (Form 1120S): Filed by S-Corporations to report income, gains, losses, deductions, and credits, with income passed through to shareholders. Estate/Trust Tax Returns (Form 1041): Filed by estates and trusts to report income, deductions, and credits.
- What is the difference between tax deductions and tax credits?
Tax deductions reduce your taxable income, thus lowering your overall tax liability based on your marginal tax rate. Examples include mortgage interest, medical expenses, and charitable contributions. Tax credits provide a dollar-for-dollar reduction in your tax liability, significantly reducing the amount of tax owed. Examples include the Earned Income Tax Credit (EITC) and Child Tax Credit. Sulekha Financial Taxation Services can help you identify and maximize these deductions and credits.
- How do I choose the right tax consultant in Edison on Sulekha?
Check reviews, compare services, and contact multiple providers for quotes.
- Are there bilingual (English + Indian languages) tax professionals in Edison?
Yes, many professionals speak Hindi, Tamil, Telugu, Gujarati, and more.
- How do I handle back taxes?
Handling back taxes involves filing any past-due tax returns, paying the owed amount, and potentially setting up a payment plan with the IRS. Sulekha Financial Taxation Services can assist in negotiating payment plans and exploring options like offers in compromise. Addressing back taxes promptly can help avoid additional penalties and interest charges.
- Can financial taxation services help with IRS audits?
Yes, Sulekha Financial Taxation Services can assist with IRS audits by providing representation, preparing necessary documentation, and offering guidance to ensure compliance with IRS requirements and reduce potential liabilities. Our professionals are experienced in handling audits and can help navigate the process efficiently.
- What is the average cost of tax filing services in Edison, NJ?
It typically ranges from \$100 to \$300 depending on complexity.
- Can I get help with IRS notices or audits in Edison?
Yes, several professionals offer IRS representation and audit support.
- What is the Alternative Minimum Tax (AMT)?
The Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure that high-income individuals and corporations pay a minimum amount of tax, even if they qualify for various deductions and credits under the regular tax system. Sulekha Financial Taxation Services can help you understand if the AMT applies to you and how to manage its impact on your tax liability.
- What is a tax extension, and how do I apply for one?
A tax extension provides additional time to file your tax return (typically six months) but does not extend the time to pay any taxes owed. You can apply for an extension using IRS Form 4868 for individuals or Form 7004 for businesses. Sulekha Financial Taxation Services can assist you in filing for an extension and ensuring all necessary forms are completed accurately.
- Do Edison-based accountants help with LLC or corporation setup?
Yes, business formation and registration services are commonly offered.
- Is it safe to share my financial documents with Sulekha-listed professionals?
Yes, but always verify credentials and use secure communication channels.
- What are quarterly tax payments, and who needs to make them?
Quarterly tax payments are estimated tax payments made four times a year by individuals and businesses with income not subject to withholding, such as self-employment income, rental income, or investment income. Making these payments helps avoid penalties for underpayment of taxes. Sulekha Financial Taxation Services can help you determine your estimated tax payments and ensure they are made on time.
- What is tax loss harvesting?
Tax loss harvesting is a strategy to offset capital gains by selling securities at a loss. These losses can be used to reduce taxable capital gains and potentially offset up to $3,000 of ordinary income per year. Sulekha Financial Taxation Services can help you implement tax loss harvesting strategies to minimize your tax liability.
- Can I find QuickBooks-certified professionals in Edison via Sulekha?
Yes, many accountants are QuickBooks ProAdvisors.
- Do professionals in Edison help with tax planning for H1B or F1 visa holders?
Yes, they offer tailored advice for visa holders and international students.
- What are the benefits of electronic tax filing (e-filing)?
Benefits of e-filing include faster processing of tax returns, quicker refunds, reduced errors, secure submission, and immediate confirmation of receipt by the IRS. Sulekha Financial Taxation Services offers e-filing options to make your tax filing process more efficient and hassle-free.
- Can I amend a tax return after it has been filed?
Yes, you can amend a tax return if you need to correct errors or make changes. This is done by filing IRS Form 1040-X. Sulekha Financial Taxation Services can assist with this process to ensure accuracy and compliance, helping you make the necessary corrections to your previously filed returns.
- Are weekend or after-hours appointments available in Edison?
Many providers offer flexible scheduling, including evenings and weekends.
- Can I get help with ITIN application or renewal in Edison?
Yes, several professionals assist with ITIN processing.
- What is the Earned Income Tax Credit (EITC)?
The Earned Income Tax Credit (EITC) is a refundable tax credit for low to moderate-income working individuals and families. The amount of the credit depends on income, filing status, and number of qualifying children. Sulekha Financial Taxation Services can help you determine your eligibility for the EITC and assist in claiming this valuable credit.
- How do I choose the right tax professional?
Choosing the right tax professional involves considering their qualifications (such as CPA, EA, or tax attorney), experience, reputation, fees, and whether they specialize in your specific tax situation. Sulekha Financial Taxation Services connects you with qualified and experienced tax professionals who can provide tailored advice and services to meet your needs.
- Do Edison-based experts help with Canadian tax filing too?
Some professionals offer cross-border services for both USA and Canada.
- How soon should I book a tax consultant during tax season in Edison?
It’s best to book early — January to March is peak season.
- Can financial taxation services help with international tax issues?
Yes, Sulekha Financial Taxation Services can assist with international tax issues, including compliance with foreign tax laws, reporting foreign income, navigating tax treaties, and addressing expatriate tax concerns. Our experts are well-versed in international tax regulations and can help you manage your global tax obligations effectively.
- Can I get bookkeeping help for my small business in Edison?
Yes, bookkeeping and payroll services are widely available.
- Do Sulekha professionals in Edison offer free initial consultations?
Many do — check individual listings for details.
- How do I contact a finance expert in Edison through Sulekha?
Visit sulekha.com, search “Finance and Taxation - Edison, NJ,” and connect directly.
