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Ishaan Shah RICP®, CRES® ,Financial Planner & Insurance Advisor
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12 Years in Business
- Language:Tamil , Arabic
Neighborhoods:Central Business District, Abbott Loop, Airport Heights, Basher
From the Business:Ishaan Shah Insurance Advisor, When it comes to preparing for the future it’s 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, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents 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. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement Read more

Manage My Taxes Inc - Pay Less Taxes Legally
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Established Since 1980
- ITIN Acceptance Agent, W7 Application, Payroll, Incorporat
Neighborhoods:Sunnybrook Farms, Abbott Loop, Airport Heights, Basher
From the Business:MMTi provides Online Tax Preparation, one-on-one Professional Tax Preparation, Tax Review, Electronic Filing, Audit Assistance, Payroll Services, Small Business Consulting & Incorporation services. MMTI™ has partnered with Drake Software's 1040.com to provide you the highest quality, comprehensive and one of the most affordable online tax preparation & e-file services. We always ensure that your filing status results in the lowest possible tax possible.Read more

ABVS Advisory Services Private Limited
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Established Since 2025
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Language:English , Hindi
Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:We deliver end-to-end financial solutions designed to support businesses across industries and geographies. Our services span Tax Preparation, Bookkeeping, Accounting, Payroll, Auditing, Review & Compilation, Cash Flow Management, Financial Forecasts, and Financial Statement Analysis. We also specialize in Foreign Account Disclosures, Income Tax Filing, and Multinational Accounting & Taxation. As part of a global CPA network with presence in 70+ countries, our team of seasoned CPAs and professionals ensures accuracy, compliance, and cross-border expertise.Read more

Prorata Accounting And Consulting
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15 Years in Business
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Language:English , Hindi
Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Prorata Accounting and Consulting LLC stands as a trusted partner for businesses and individuals seeking reliable, professional, and forward-thinking financial services. Based in New Jersey and serving clients across the United States, we specialize in audit and assurance, taxation, outsourced accounting, and strategic business consulting. Our dedicated team brings together years of industry expertise, offering personalized solutions that align with your financial goals and compliance needs. Our mission is to simplify financial complexities, minimize tax liabilities, and help you make sound decisions that drive long-term stability and growth. We understand that every client is different, which is why we take a tailored approach—whether you’re a startup laying your foundation, a mid-size business scaling operations, or a well-established firm navigating changing regulations. At Prorata, we go beyond numbers. We build lasting relationships rooted in trust, accuracy, and proactive support. By staying ahead of regulatory updates and industry trends, we ensure your financial systems remain strong, compliant, and optimized for performance. Let us help you turn financial clarity into confident action. When you work with Prorata Accounting and Consulting, you gain more than an accountant—you gain a strategic advisor committed to your success every step of the way.Read more

PAY Financial Service
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16 Years in Business
- Language:English , Urdu
Neighborhoods:Tottenville, Belltown, Cove-East Side, Downtown
From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 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. Read more

Tax Troopers LLC
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5 Years in Business
Neighborhoods:Amberleigh, Asherton, Autumn Rose Woods, Avondale
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

Alam One Stop Tax And Accounting Services INC
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20 Years in Business
- Language:Urdu , Bengali
Neighborhoods:Guadalupe River Trail, Belltown, Cove-East Side, Downtown
From the Business:
Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputation as one of the most reliable accounting firms in the area. Locally owned and operated, we have dedicated ourselves to making tax season, payroll management, and financial planning as stress-free as possible for individuals and businesses alike.With over a decade of experience, we’ve seen firsthand how overwhelming managing financial obligations can be. That’s why we believe in a team approach, working closely with our clients to ensure their financial health is properly managed. Our knowledgeable team combines years of experience and diverse backgrounds to deliver a comprehensive suite of services. Whether you’re filing taxes for the first time, running a business, or need ongoing payroll support, Alam One Stop Tax and Accounting Services is here to help.At Alam One Stop, we understand that navigating financial services can feel overwhelming. That’s why we approach each client with understanding, providing customized solutions that are specific to your unique financial situation. We’re not just about numbers; we’re about people and their long-term success. We invite you to discover the power of our services and experience how we can make your financial world easier to manage.
Read more
Sure Financial And Tax Services
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5 Years in Business
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Language:English
Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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

Raman Abrol CPA
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16 Years in Business
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Language:English
Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

NRI Tax Group
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15 Years in Business
- Language:English , Punjabi
Neighborhoods:Forest - Pruneridge, Abbott Loop, Airport Heights, Basher
From the Business:NRI Tax Group is a professional tax and accounting firm located at 5201 Great America Parkway, Suite 350, Santa Clara, California, USA. The firm specializes in individual and business tax preparation, accounting, payroll management, sales tax filing, and audit support services. Led by Shamsher Grewal, NRI Tax Group is known for its expertise in NRI (Non-Resident Indian) and expatriate taxation, helping clients navigate complex U.S. and international tax regulations. The firm provides personalized financial guidance to ensure compliance, optimize tax savings, and simplify financial management for both individuals and businesses. With a focus on accuracy, professionalism, and client satisfaction, NRI Tax Group has established itself as a trusted partner for clients seeking reliable tax and accounting solutions in the Santa Clara region and beyond.Read more
Ratings & Reviews for Audit Review & Compilation Services
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.
Everything You Need to Know About Financial & Taxation Services

How Can You Use Proactive Tax Planning to Avoid Future IRS Problems?
How Can You Use Proactive Tax Planning to Avoid Future IRS Problems? Proactive tax planning is essential for individuals and businesses aiming to minimise tax liabilities and avoid future problems with the IRS. Rather than waiting until tax season or facing an unexpected audit, strategic planning throughout the year lays a foundation for compliance and financial efficiency.

Missed the FBAR Deadline? What Should You Do Now?
Missed the FBAR Deadline? What Should You Do Now? The Foreign Bank Account Report (FBAR) deadline is a critical compliance date for U.S. taxpayers with foreign financial accounts. Missing the FBAR filing deadline can have serious consequences, but there are steps you can take if you find yourself late. Understanding the FBAR Requirement

Why Are International Tax Laws So Complicated, and Can You Simplify Them?
Why Are International Tax Laws So Complicated, and Can You Simplify Them? International tax laws are notoriously complex, posing significant challenges for individuals and businesses engaged in cross-border activities. The complications arise from the interplay of multiple countries' tax systems, varying regulations, and the evolving global economic landscape. Why Are International Tax Laws Complicated?

How Can You Secure Your Family's Future? Start with Estate Planning
How Can You Secure Your Family's Future? Start with Estate Planning Securing your family’s future requires thoughtful planning that ensures your assets are protected and your wishes honoured even after you’re gone. Estate planning is the crucial first step toward this security, empowering you to make decisions about asset distribution, guardianship, and healthcare proactively.

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How Can You Use Proactive Tax Planning to Avoid Future IRS Problems? Proactive tax planning is essential for individuals and businesses aiming to minimise tax liabilities and avoid future problems with the IRS. Rather than waiting until tax season or facing an unexpected audit, strategic planning throughout the year lays a foundation for compliance and financial efficiency.

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Do I Need a Notary for That Document?
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Financial & Taxation Services Specialisation
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- Investment Management
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- Audit Review & Compilation Services
- Foreign Accounts Disclosure
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- Incorporation Service
- Notary Services
- Estate Planning
- Retirement Planning
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