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All "Financial Forecasts " results in Frisco, TX

ARK Financial Services LLC
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10 Years in Business
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Language:English , Hindi +2 more
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:ARK Financial Services LLC, founded by Amit & Supriya Arkatkar, is a financial services firm based in Frisco, Texas. At ARK Financial Services, our mission is simple — to help individuals and families protect what they have built, prepare for what lies ahead, and create greater financial confidence for the future. We work with individuals, families, professionals, and business owners to understand their unique financial goals and provide personalized strategies focused on protection, retirement, wealth preservation, and legacy planning. As independent financial professionals, we have access to solutions from multiple leading financial institutions, allowing us to explore strategies based on each client's individual needs and circumstances rather than taking a one-size-fits-all approach. Our services include: - Life Insurance with Living Benefits - Retirement & Guaranteed Lifetime Income Strategies - 401(k) and IRA Rollover Options - Tax-Efficient Financial Strategies - College Education Funding Strategies - Estate Planning Solutions, including Will & Trust Documentation - Financial Education & Protection Planning At ARK Financial Services, we believe financial planning should not be complicated or intimidating. We focus on education first — helping our clients understand their options so they can make informed financial decisions for themselves and their families. Protect Today. Plan Tomorrow. Build a Legacy.Read more

FNA-APP (Single Platform For Families, Agents, & Agencies)
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Established Since 2025
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Language:Telugu , English +7 more
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:At fna-app.com, we believe that a professional Financial Diagnostic and a clear Roadmap aren't just luxuries—they are a fundamental right for everyone! That’s why we’ve poured our passion into building a tool that is incredibly simple and easy to use, yet massive in its power to transform your life. Agents & Strategists: Say goodbye to "convincing" and hello to collaborating! Give your clients this world-class tool for free. The self-analysis report does the heavy lifting for you, allowing the data to show the value of your solutions. Plus, you can easily team up with other strategists to crush every case! Agency Owners: Scale your impact! Gift this powerful platform to your entire team. Monitor progress in real-time and watch your productivity skyrocket organically as your team delivers more value than ever before! For Individual Families : Take the driver's seat! When you sign up, you have total peace of mind. Your data is for your eyes only and remains 100% private until you decide to share it with an advisor. Experiment with unlimited scenarios, bridge your financial gaps, and watch your goals come to life!Read more

Texas Tax Genius
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5 Years in Business
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Claimed
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Closed now
- NO
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:I am one of the most distinguished Financial & Taxation Services in Frisco, TX. I specialize in Accountant Services,Banking Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping and Taxation,Payroll Processing,Audit Review & Compilation Services,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,IRS Representation,Incorporation Service,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,Financial statement Analysis,Cash Flow ,Financial Forecasts ,Business Entity Selection,Business Succession Planning,Income Tax Preparation.Read more

Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:I am one of the most distinguished Financial & Taxation Services in Frisco, TX. I specialize in Accountant Services, Estate Planning, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Retirement Planning, Tax Consultants Services, Tax Preparation Services, Property Tax Returns, and IRS representationA dedicated tax professional and successful entrepreneur; Prem Shahi has co-founded the Avant Financial Corporation. Prem has been recognized as one of the most trustworthy and passionate CPAs in his community. He has over 25 years of experience working with taxation and accounting. Currently, he serves as the CEO of Avant Financial Corporation (AFC) which offers a wide range of financial solutions in Texas. AFC subsidiaries include Avant Tax, Avant Insurance, Avant Mortgage, Avant Capital, Avant Digital Solutions, and Kairali Farm Produce & Himalayan Valley Foods. He takes great pride in his Nepali heritage and partakes in many philanthropic efforts. He is the President of the Far Western Nepalese Society, on the board of directors for the Nepalese American Chamber of Commerce, and an Honorable Trustee of the Nepali Cultural and Spiritual Center. For over 25 years, Prem has accumulated copious experience in taxation, auditing, and accounting. AFC s subsidiary, Avant Tax, and Finance, Inc. have grown exponentially since its launch in 2016. It is now one of the leading individual and business tax service providers in Texas. Prem has poured out his heart and soul into the company to ensure that clients are met with the greatest attention to their needs. Over the years, prem has received numerous accolades and awards for his careful and devoted attention to every client, regardless of income or status. He holds a high position in his Nepali community and is enamored by everyone that crosses his path. Most CPAs are not knowledgeable enough to handle every need of a client, but Prem ensures that any client that visits one of AFC s subsidiaries can be satisfied by the services provided. He analyzes every minuscule detail of a client and caters to their individual needs. Due to his committed efforts, the client satisfaction rate for the AFC subsidiaries has remained at a high percentage. Prem, through all his struggles in life, lives by the motto of treating each person the same. He offers patience, guidance, and loyalty to everyone he is associated with. Prem s outlook on the secret ofRead more

Swapna Menon Tax Services Accountant
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16 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Swapna Menon is a tax services accountant who specializes in providing comprehensive tax planning, preparation, and advisory services for individuals and businesses. Her expertise typically includes helping clients navigate complex tax regulations, maximizing tax savings, and ensuring compliance with federal, state, and local tax laws.Read more

Smart & Bright Bookkeeping, LLC
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3 Years in Business
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Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Smart & Bright Bookkeeping, LLC is a professional financial services firm committed to helping small businesses and entrepreneurs manage their finances with confidence. They offer a full range of services including Bookkeeping, Payroll Services, Accounting, and Financial Reporting. With a focus on accuracy and personalized support, the team ensures that clients have clear, up-to-date financial information to make smart business decisions. Whether you're just starting out or need help streamlining your financial operations, Smart & Bright Bookkeeping is here to make things easier. Read more
Ratings & Reviews for Financial Forecasts
Arun Mago is someone I trust and respect fully for his work ethic and efficiency. And I must add he is a wonderful and kind person. You won’t be disappointed.
Professional CPA firm , i had great experience working with them , from past 3 year they are filling my tax returns without any issue ,They have Knowledgeable tax advisors and complete understanding of tax process . I highly recommend them for your current and future Tax returns.
I like their service they have helped me by providing me with valuable financial advice, are always prompt and professional in their communications. Their efforts have made a real difference in my financial situation, and I am grateful for their help.
I had a fantastic experience working with Nabira Tarannum and her team for my business and Personal income tax filing. The responses to my queries were timely and impressed with several suggestions that helped me in terms of taxes. I am recommending Texas Tax Genius for any tax filing services
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