College Planning/Funding Services in Elk Grove,CA

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Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Vela Life Plan in Elk Grove, CA

Vela Life Plan

College Planning/Funding Serving in Elk Grove Area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

Vyom Financial GROUP INC in Elk Grove, CA

Vyom Financial GROUP INC

College Planning/Funding Serving in Elk Grove Area
  • 5star5 Reviews
  • 6.5
    Sulekha score
  • work_history Established Since 2021
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Welcome to Vyom Financial Group 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

Visam Financials in Elk Grove, CA

Visam Financials

College Planning/Funding Serving in Elk Grove Area
  • 6.3
    Sulekha score
  • work_history Established Since 2019
  • translateLanguage:English , Tamil

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

VVS Financial Services in Elk Grove, CA

VVS Financial Services

College Planning/Funding Serving in Elk Grove Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history10 Years in Business
  • translateLanguage:Telugu , Urdu +2 more
  • 20306229

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning, wealth protection, education funding, healthcare coverage, and long-term financial security. With a comprehensive approach to financial planning, VVS Financial Services helps clients navigate complex financial decisions through customized solutions that align with their unique objectives and risk tolerance. The firm specializes in life insurance, retirement planning, annuities, college funding strategies, tax optimization, mortgage protection, Medicare solutions, health insurance, and long-term care planning. Understanding that every financial journey is different, VVS Financial Services takes the time to evaluate each client's needs and develop strategies that support both short-term priorities and long-term aspirations. Their commitment to education, transparency, and personalized service enables clients to make informed decisions with confidence. Whether planning for retirement, protecting family assets, preparing for college expenses, or selecting healthcare coverage, VVS Financial Services provides trusted guidance and professional support to help clients achieve financial stability, security, and peace of mind.Read more

Serving ZIP Codes:95624, 95757, 95758, 95759

From the Business:From the Desk of Sabu Syriac, MBA, CPA Certified Public Accountant ,Tax Strategist, Business Consultant Syriac CPA Tax and Accounting Services Inc Dear Friend, You are on this page because, as a business owner, you know that you are overpaying in taxes every single year. What you need is a Tax Advisor with a Tax Strategy designed specifically for your industry and your business. Let me introduce myself and keep it super brief. I am a Licensed Certified Public Accountant and Tax Strategist, the founder of Syriac CPA Tax and Accounting Services Inc, a licensed CPA firm offering Tax Planning, Tax Preparation, Accounting, and Advisory services to entrepreneurs, real estate investors, medical professionals, and business owners across the United States. We specialize in Advanced Tax Planning with proven tax strategies that help high income individuals and profitable businesses legally reduce taxes and increase their take home income. Our clients save tens of thousands of dollars every year because we show them how to proactively use the tax code to legally reduce taxes and keep more of their hard earned money. Schedule a Tax Strategy Session with my team. We will assess your current tax situation and prepare a comprehensive tax plan designed to help you start saving money immediately. Let me be your CPA and Tax Advisor and handle all of your business tax needs with a complete year round approach. Speak soon, Sabu Syriac MBA CPARead more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

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

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:95624, 95757, 95758, 95759

From the Business:I am a Licensed CPA from US as well as Lawyer and CA from India. MintCorp Services is a professional tax, accounting, and business advisory firm led by Deepa Atal, CPA. The company provides comprehensive financial services for both individuals and businesses, including tax planning and preparation, individual and business tax filing, bookkeeping, payroll management, and foreign income reporting. They also assist with entity formation, IRS compliance, and strategic tax advisory to help clients maximize deductions and stay compliant with federal regulations. MintCorp supports diverse clients - from self-employed professionals to small business owners and real estate investors - with personalized guidance, accurate filings, and year-round support to simplify complex financial requirements and ensure long-term financial clarity.Read more

KV Financial Solutions & Services LLC in Elk Grove, CA

KV Financial Solutions & Services LLC

College Planning/Funding Serving in Elk Grove Area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history20 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:At KV Financial Solutions, we are passionately committed to empowering individuals and families on their financial journeys. Our mission is to deliver innovative, needs-based financial strategies that strengthen long-term security and peace of mind. Through personalized financial planning, we’ve helped countless families protect what matters most and build a foundation for a prosperous future. For entrepreneurial individuals eager to enter the financial services industry, KV Financial Solutions offers a proven, low-risk business platform designed to help you start and scale your own financial services business. Our system has enabled individuals—many without prior experience—to achieve remarkable financial growth. Beginning part-time and transitioning to full-time, our associates gain not only financial independence but also the freedom and flexibility to create a life on their own terms. Join us and be part of a mission-driven organization dedicated to financial empowerment, leadership, and long-term success.Read more

Showing 1 - 10 of 16 results

All "College Planning/Funding" results in Elk Grove, CA

Serving ZIP Codes:95624, 95757, 95758, 95759

From the Business:I am one of the most distinguished Financial & Taxation Services in Elk Grove, CA. I specialize in Auditing Services,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Forecasts ,Financial Planning,Investment Management,IRS Representation,Retirement Planning,Tax Consultants Services,Tax Preparation Services 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 short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me.Read more

Serving ZIP Codes:95624, 95757, 95758, 95759

From the Business:I am one of the most distinguished Financial & Taxation Services in Elk Grove, CA. I specialize in Accountant Services,Bookkeeping,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services  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 short-term and long-term financial objectives. Prospecting, which is the process of finding new clientsRead more

Serving ZIP Codes:95624, 95757, 95758, 95759

From the Business:I am one of the most distinguished Financial & Taxation Services in Elk Grove, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Financial statement Analysis,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services.Read more

Serving ZIP Codes:95624, 95757, 95758, 95759

From the Business:I am one of the most distinguished Financial & Taxation Services in Elk Grove, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Investment Management,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services.Read more

Ratings & Reviews for College Planning/Funding

perm_identityAnson Patrick
calendar_month2 weeks ago

I highly recommend Sabu Syriac CPA and Syriac CPA Tax & Accounting Services. As a small business owner I have had a great experience working with Sabu and his team. They help us with bookkeeping accounting payroll IRS matters business tax returns corporation tax returns and individual tax returns. Sabu is very knowledgeable about tax planning and tax saving strategies and always explains things in a simple and friendly way. The team is professional responsive and very helpful whenever we have questions. I feel comfortable calling them whenever I need help with my business or taxes. I highly recommend Sabu Syriac CPA to any small business owner looking for a reliable CPA and accounting firm.

perm_identityRanjith Menon
calendar_month2 weeks ago

As a restaurant owner, I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu and his team have been very helpful with our restaurant bookkeeping, payroll, sales tax, business tax preparation, and tax planning, and they understand the unique accounting needs of restaurant owners. Sabu is knowledgeable, responsive, and always provides practical tax strategies to help our business stay compliant and manage taxes effectively. If you are looking for a reliable CPA, accountant, or bookkeeper in Artesia, Cerritos, or the Los Angeles area, I highly recommend Sabu Syriac and his team.

perm_identityAmbili Reji
calendar_month2 weeks ago

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. As a retail business owner, I have been very impressed with Sabu’s knowledge and experience in tax planning, tax strategies, business accounting, bookkeeping, and tax preparation. He understands the needs of business owners and provides valuable guidance for corporations, small businesses, and individual tax matters, with a strong focus on effective tax-saving strategies and compliance. If you are looking for a knowledgeable and reliable CPA or tax accountant serving the Bay Area, San Francisco, and surrounding areas, I highly recommend Sabu Syriac, CPA and his team.

perm_identityRavish Rao
calendar_month2 weeks ago

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu is a knowledgeable and experienced CPA who takes the time to understand each client’s tax and accounting needs and explain the best options clearly. If you are looking for a reliable CPA in Artesia, Cerritos, or the Los Angeles area, this is a great firm to work with. They provide professional tax preparation, tax planning and tax strategies, bookkeeping, accounting, payroll, business tax services, and IRS and California tax assistance. What I appreciate most is Sabu’s focus on proactive tax planning and helping business owners legally reduce taxes while staying compliant. His team works with individuals, small businesses, corporations, LLCs, S corporations, and professionals. I would definitely recommend Sabu Syriac, CPA to anyone searching for an experienced tax accountant, business accountant, or CPA near Artesia and Cerritos, CA.

perm_identitySatish Tottempudi
calendar_month3 weeks ago

Excellent and professional place for taxes. Sabu is always available when there is a need to get an answer on investment tax related items. Very helpful and knowledgeable team.

calendar_month3 weeks ago
perm_identityS U S M I T A M

Deepa is an excellent tax consultant .She did an amazing job in filing my tax which had FBAR and most tax consultants try to avoid clients who have FBAR :) She paid attention to every minute details needed for the filing . Thank you Deepa .Truly appreciate your help .

calendar_month2 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month2 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month2 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month2 months ago
perm_identityDivyansh Jain

Amazing services and clear guidance by the CPA. Totally recommend it for all your tax needs.

calendar_month2 months ago
perm_identityRakib Alislam

Best tax return service provide me just wow works. But they charge me at low price

calendar_month2 months ago
perm_identityTanjina Rahaman

They did an amazing job, especially their work speed was great and they did everything on time.

calendar_month3 months ago
perm_identitySumaiya fateha Ohi

A top-notch company for tax permits, offering excellent service.

calendar_month3 months ago
perm_identitysadia Akther

A top-notch company for tax permits, offering excellent service.

calendar_month3 months ago
perm_identityNaz Gh

Highly recommend Syriac CPA for their professionalism, knowledge, and attention to detail. They have been extremely helpful in handling my taxes and financial matters, always taking the time to answer my questions and explain everything clearly.Best cpa in Los Angeles, Cerritos and Artesia area. Highly recommend for tax planning and tax strategies.

calendar_month3 months ago
perm_identityKANU PATEL

We at American Circuit Tech were looking for an accounting services company which would be knowledgable and expert at ERC application and refunds. Even after a quite few contacts we could not find one. Finally we came across Syriac CPA and felt that we were at right place. Syriac did a wonderful job for us. Syriac did all our personal and firm's accounting services and tax preparations and e-filings and amendments for last three years. The staff is very co-operative and very helpful and accommodated us every time. And the accountants are very knowledgable too. It was a very pleasant experience. We are pleased with their services and continuing to use their service as long as we need.

calendar_month3 months ago
perm_identitybhubon bhubon

You can definitely get work done from them. I definitely got a very good service.

calendar_month3 months ago
perm_identityPesern Hitler

An excellent and reliable site. I give it five stars.

calendar_month3 months ago
perm_identityZidan Forlen

Everything was perfect, clean, and well explained. I've done my tax return with them twice.

calendar_month3 months ago
perm_identityArafat Bhuvon

They offer excellent services regarding tax permits. Many thanks to their company for these services.

calendar_month3 months ago
perm_identitySamama shahrin khan Ruhi

This is an ideal and cooperative company in terms of servicing. I took service from them the next day, without hesitation, and you will receive excellent service.

calendar_month3 months ago
perm_identityAayush Kalantri

I had an excellent tax filing experience with Deepa. She is knowledgeable about both State and Federal tax laws. She even took the time to get me acquainted with international tax regulations, which was incredibly helpful. Communication was prompt throughout, and the entire process was transparent and completely stress-free. I highly recommend Deepa for any tax-related services!

calendar_month3 months ago
perm_identityLikith Purushotham

Deepa was wonderful to work with for my tax filing. She made the entire process simple, organized, and stress-free. She was very responsive, explained things clearly, and handled everything with great care and professionalism. I truly appreciate her guidance and would highly recommend her CPA services.

calendar_month4 months ago
perm_identityNavrattan Kaur

I had a very positive experience with Deepa for my tax return filing. She was professional, knowledgeable, and very patient in answering all my questions. The entire process was smooth, organized, and stress-free. I would highly recommend Deepa to anyone looking for reliable and trustworthy tax and accounting services.

calendar_month4 months ago
perm_identityNilay Somani

Very cooperative to work with and had a seamless experience for the tax filing:) would recommend other people to have her assistance in your tax filing process

calendar_month4 months ago
perm_identitySwarupa Vaishampayan

We’ve had an excellent experience working with Deepa. She is knowledgeable, professional, and always takes the time to explain everything clearly. Filing taxes has been a smooth process since we got her services. I highly recommend her to anyone looking for a trustworthy and experienced CPA.

calendar_month4 months ago
perm_identityPrakash Soni

I am glad that I found Deepa to file my Amended tax return. Very professional and has all the knowledge required to file a tax return. She is at ease to work with complex and simple cases also. Will be using her for my future requirements. All the best Deepa

calendar_month4 months ago
perm_identityAnup Sodhani

Deepa has been amazing with my Family's taxes. She is very organized, meticulous, responsive and thorough in her work. I am so happy to make use of her services. I highly recommend her as a CPA.

calendar_month4 months ago
perm_identityManish Jauhari

I engaged Deepa for tax advice and tax return this year, and was very pleased with her knowledge , professionalism, and the overall services; and the fees was reasonable too. Manish

calendar_month4 months ago
perm_identityHemasagar Babu

Deepa helped file my federal and state taxes with utmost diligence and made the whole process very easy for me. She was always patient in the midst of peak tax season and answered every question I had.

calendar_month8 months ago
perm_identityLexy D

I have been working with Deepa Atal at Mint Corp Services. She is knowledgeable, but what impressed me most was her friendliness and patience. She took the time to understand my situation and explained it all in a straightforward, concise manner. Tax season normally gives me a headache, but working with Deepa made it all seamless and hassle-free. She was responsive and attentive to details, and she really showed she cared that things were right. That's a great feeling to have a CPA I can trust and lean on. I strongly recommend Deepa and Mint Corp Services!

calendar_month8 months ago
perm_identitySoham Daga

Deepa Atal CPA did an amazing and thorough job while at the same time being quick. As a student with little idea about tax filing, I found her work to be really helpful and it made the whole process super easy. I would definitely recommend!

calendar_month9 months ago
perm_identitySanjiv Kaushik

A very diligent and sincere CPA service

calendar_month9 months ago
perm_identityMukul Kant

I used services from Deepa for filing multiple states taxs and I must say that she is very thorough and diligently in her work.

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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perm_identityBatman Batman

Great Cpa. Always available for my questions. Highly professional and cant reccomend enough

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