Best Estate Planning Services in Herndon, VA

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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 Herndon, VA

Vela Life Plan

Estate Planning Serving in Herndon 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 Herndon, VA

Vyom Financial GROUP INC

Estate Planning Serving in Herndon 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

Jain & Associates CPAs in Herndon, VA

Jain & Associates CPAs

Estate Planning Serving in Herndon Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi
Accountant Services:IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Corporate Tax, CPA, Federal State Tax Filing, Indiviual Tax Filing, Internal Audit, Investment Consultant, Irs Audit, Irs Levy, Irs Lien, Irs Payment Plan, Non-Filed Tax Returns, Obtaining Irs Tax, Partnership Taxes, Past Tax Collection, Payroll Software, Quarterly Taxes, Reviews And Compilations, Small Business Formation, Small Business Payroll, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Bookkeeping Clean-up, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Tax Analysis, Accounting Systems, Tax Efficient Investments, Incorporation services, Multinational tax filing, Payroll services, Business and Individual tax filing
  • 26665

Serving ZIP Codes:20170, 20171, 20172, 20192, 22095

From the Business:At Jain and Associates CPAs, we pride ourselves in being a CPA and Business Consulting firm with the heart of a large business and the energy of a rapidly evolving one. We specialize in providing Tax Compliance & Consulting, Accounting Services, Business Advisory Services, and Small Business Services. Our firm offers a wide range of services to our individual and business clients. Being an evolving firm, our clients benefit by getting personalized, quality service that is unparalleled. As a CPA and Business Consulting firm, we provide a host of services across the areas of accounting, taxation, business advisory and small business services. Our service expertise has been detailed below. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. Jain and Associates is led by Parshwa Jain, President and Owner. He is an experienced professional, with over thirty years of accounting experience across varied fields. He has an MBA from University of Northern Virginia and a CPA from Virginia. He is also a member of Institute of Management Accountants, New Jersey.Read more

Visam Financials in Herndon, VA

Visam Financials

Estate Planning Serving in Herndon 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 Herndon, VA

VVS Financial Services

Estate Planning Serving in Herndon 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: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: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

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

KV Financial Solutions & Services LLC in Herndon, VA

KV Financial Solutions & Services LLC

Estate Planning Serving in Herndon 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 17 results

All "Estate Planning" results in Herndon, VA

ST Financials in Herndon, VA

ST Financials

Estate Planning Serving in Herndon Area
  • 2.9
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:20170, 20171, 20172, 20192, 22095

From the Business:ST Financials is a trusted financial services firm specializing in offering a wide range of services to meet the needs of individuals and businesses. Their offerings likely include investment advisory, wealth management, tax planning, financial planning, retirement solutions, and more. With a focus on delivering personalized financial strategies and expert guidance, ST Financials aims to help clients achieve their financial goals, secure their future, and maximize their investments. Their commitment to transparency, trust, and long-term relationships makes them a reliable partner in navigating the complexities of the financial landscape.Read more

SecureFuture LLC in Herndon, VA

SecureFuture LLC

Estate Planning Serving in Herndon Area
  • 3.4
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:20170, 20171, 20172, 20192, 22095

From the Business:SecureFuture LLC, led by Shweta Gomatam, is dedicated to helping individuals and families build strong financial foundations through strategic planning and personalized guidance. With a client-focused approach, SecureFuture LLC offers solutions designed to protect assets, support long-term goals, and create financial stability. From risk management and wealth planning to tailored financial strategies, every service is delivered with clarity, integrity, and commitment. SecureFuture LLC strives to simplify complex financial decisions and empower clients to move forward with confidence.Read more

Ratings & Reviews for Estate Planning

perm_identityRam Shastri
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Good Service

perm_identityRose Gentile
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Congratulations, nice alliance

perm_identityClelia Castro
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Staff highly trained in the preparation of taxes and not only that, they have also assisted me with notary services and translations, I recommend this office offer different kinds of services and the best that are open all the time.

perm_identitySreekanth Saseendran
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I have the best experience with Friendly Tax Solutions in Herndon. I run a marketing firm and they helped me on my Business formation, Bookkeeping, Payroll, accounting and tax planning services. They are always available when I needed them even during evenings and weekends. I highly recommend Friendly tax solutions for those who looks for professional tax preparation or any accounting related services in Northern Virginia.

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perm_identityIndra
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He's great and will work with you if there are any problems.

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perm_identityCBThakur

I did the tax filing using prosper tax ( Mitesh ) last year for tax year 2018 . I had very BAD experience with this Guy . First thing you can not reach out to him directly. You need to send him email and you have to wait for the reply ..if you will call him , he won’t pick your phone . He will ask you to first pay his Filing fee . Once you will pay then he will send you the draft copy . If you see any discrepancies in the draft then you are stuck , you need to keep chasing him and unable to reach out to him since he won’t pick your call or reply to your email . Same things happened in my case , I paid the money and found there was multiple discrepancies in my tax filing form then my chasing started and got very tough time. I also ask him for applying of ITIN and he charged me the fee for that and did lot of mistake. I had to keep chasing him to fix this issue , couple of time my ITIN request got rejected by the IRS since he advised me wrong . I corrected that issue and then followed with IRS to fix the issue . You can reach out to President/Prime minister easily but you can not reach him when you need him . Also , I observed he has very less knowledge about the CPA field . I would NOT recommend any one to go with this guy for tax filing, instead go somewhere else or file your self using turbo tax or other tax filing software. I have never given this long feedback to any one but I am giving here to save the people to get mentality torcher which I suffered.Thanks

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perm_identityMarc Tiaranai

100/10 knowledgeable, high quality, efficient service. Service is better than Chick-fil-A

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perm_identityRory Agana

I highly recommend Mr.Ahmed as a Tax Advisor. He clarified everything to me and he got a very reasonable price. I would recommend people to visit this place.

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perm_identityKazi Shawon

Mr.Sayek in very professional and knowledgeable.I have been doing my tax file here for 2 years and I am very satisfied.I highly recommend him.

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perm_identityNakoa Brown

Completely professional while also being very personable. He charged us nothing for the consultation and yet provided some very important information that saved us from a lot of inconvenience and possible. Highly recommended!

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perm_identityRk Reja

An awesome person. Knowledgeable and listens to the matter and provide honest advice. Pleased to meet.

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perm_identityRK

Mr.Ahmed is very knowledgeable and helpful person, he has been doing my tax returns for 4 years now. I highly recommend to go to him for tax refunds.

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perm_identityAbir Talukder

I highly recommend Mr. Ahmad as a Tax consultant, who helped me so much. I appreciate the services they provided.

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perm_identityAnurag Adhimari

Mr. Sayek prepared our taxes for the last two years. He is very friendly. Very honest, knowledgeable, and highly educated with the current and the new Tax Law. I highly recommend him if you’re looking for high refunds.

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perm_identitySteve Amores

Mr. Sayek helped my dad and I file our tax return and thinking we owed money to the IRS, we received money back! We felt that our last tax professional was very incompetent, we are so glad we made the switch. Now I will be recommending all my family and friends to get there taxes done here! Great service!

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perm_identityZain Goraya

Mr. Sayek is very knowledgeable and explains everything with details. I highly recommend this place.

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perm_identitySavron Hr

I was referred to this Tax Pro by a co-worker and I found him to be knowledgeable ,and professional. Sayek Ahmed I highly recommend if you're looking for someone that's well versed in tax laws. He is one of the best tax prepares his business site lends also to a clean,warm and friendly professional atmosphere which parallels with his business ethic.

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perm_identityKazi Tanim

Very knowledgeable, honest. Been doing my personnel and business tax in here for the last five years. I'm very happy with the service. Also very reasonable price. Highly recommended.

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perm_identityRedouane Zaid

It was my first time to get my tax return. done at Mr. Sayek Ahmed business office. I really like his service. He is an expert in taxes, has a lot of knowledge and experienes. In addition, he is so nice person. I recommend him for any one wants to do her/ his taxes return.

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perm_identityDaniel Diaz

Sayek is a tax pro and an overall amazing guy. He helped me in such a big way to clear out old unfiled tax returns, fix issues I was suffering from with the IRS, and get me up to date. He made it so easy for me and I could not be more grateful! Happy to have found my tax guy for life! If you need your taxes done for business or personal, I highly recommend Sayek/RTS Tax Pro.

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perm_identityChase Tran

Sayek is really fast and knowledgeable. He completed both my business and personal taxes. He has his own businesses and investments so he can relate to a lot of things. If you were to visit him for the first time, his office is in the right wing of his house.

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perm_identityMohin Chowdhury

I was really impressed and complete satisfied with the service that Interstate Tax provided. Thanks to Suhel, the tax file preparer, he is very helpful and a very pleasant person. Always willing to help everyone.

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perm_identityRubab Khaled

Mr. Ahmed is a true professional and is up-to-date and knowledgeable on the latest policy and law changes. He was meticulous with all my paperwork and made the process easy and simple for me. If it means receiving excellent service with reasonable charge I highly recommend Interstate Tax Experts.

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perm_identityNir Gurung

Quick, satisfied and hassle free tax return.. Highly recommend to folks who're looking for tax return..

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perm_identityRahul

As a small business owner, it is reassuring to know that I can count on Jain & Associates CPAs and his knowledgeable and friendly staff to take care of me. Our tax returns are always submitted on time and our accounts are always in order. I don't have to worry about payroll, business loans or tax planning. I trust Parshwa and his staff to look after all of my financial needs

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perm_identityUday M

Parshwa has been a great asset to my business. He has given me a wealth of information as well as good advice saving me money since I have been using his services. I am very lucky to have found him and would highly recommend him to anyone. He always looks out for my best interest

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perm_identityBarbara

Parshwa is one of the very few CPAs who knows his field inside out. Working with him has to be one of the most pleasant experience as he always provides a high-level of personal service. Having a CPA with an excellent sense of humor surely makes things easier. Parshwa is a great friend and business colleague and I can easily say that I now have a CPA for life.

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perm_identityRobert D.

Parshwa is thorough, knowledgeable and very reliable. Time and time again he has gone the extra mile, and often outside his role, to help me out when needed. I would recommend him to all my friends and colleagues!

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perm_identityKabilan D

Parshwa has been my accountant for several years and he has a special way of making you feel like you are his most important client. He is both extremely knowledgeable and trustworthy

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perm_identityArun patel

Good services.. highly recommended.

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perm_identityManjima

Best services... Recommended.

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perm_identityVijay

Very helpful, take personal interest in each and every one of his clients. He was recently nominated as one of the best cpa in the Washington metro

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perm_identityPrashant

Best tax return service available in northern Virginia. Great knowledgeable CPA with outstanding service. I highly recommend filing taxes with them.

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perm_identityRam Thapa, Restaurant Manager

If anyone is looking for an accountant - and it doesn't matter where you live, because nowadays your accountant can live anywhere and Jay makes it super easy - I strongly consider that you set up an appointment with Mitesh at Prosper Tax. And for those of you lucky enough to already have Mitesh, pass it on. Someone this good at what they do shouldn't be kept a secret!

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perm_identityJill Simmons, Business Owner for Cleaning Services

“It didn’t take long for us to realize that you have a keen talent with clients. Relaying complicated accounting information in “layman’s terms” must be at times challenging – but you do it with sincerity and skill. Thank you for helping us with our payroll breakdown and for being mindful of our accounting budget.”

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perm_identityAris Gonzalez, Real Estate Agent

“You have been of invaluable service to me over the past three years, both as a quality referral source for legal accounting work and as my personal accountant. I have never had any complaints and have received praises from the many clients whom I have referred...”

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perm_identityShivshankar Joshi, Restaurant Owner, Bay area

“For the past three years Prosper Tax has provided us with exceptional service. We are continual impressed with their professionalism, experience and customer service.”

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perm_identityKomolika Chakravarthy, Software Engineer.

“I have been a client of Prosper Tax since 2008. They always have the time to speak with me, and phone calls are always returned promptly. I have never experienced better service!”

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perm_identityRachel Bishop, Marketing Director.

“Prosper Tax has been our Accounting firm for about three years. Shilpa and her team from the first moment got right to work and we received some back tax credits we never knew we were entitled to. They take special attention will all their clients. We are just a small business and have received nothing but their best services.”

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perm_identitySridhar K, Owner of IT consulting Firm

“Prosper Tax has been a great asset to my business. They have given me a wealth of information as well as good advice saving me money since I have been using their services. I am very lucky to have found them and would highly recommend them to anyone. They really look out for your best interest!!!

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perm_identityBrian Knecht, Green View Construction, Inc.

“Prosper Tax continues to meet and exceed our expectations year after year. The quality of attention given to each customer is what really sets them apart from other firms and makes every experience so pleasant! Our questions are always answered promptly and thoroughly and the staff is extremely friendly and accommodating to all our requests. We will definitely be lifelong clients!”

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perm_identityJulie Siebrham

“Mitesh at Prosper Tax has been outstanding to work with from day one. Time and time again he has gone the extra mile, and often outside his role, to help me out when needed. He’s extremely responsive and does everything he can to help answer my questions thoroughly, completely and most importantly, in a way I will understand. On top of being reliable and trustworthy, I have been very impressed with the professionalism of their team. I highly recommend Mitesh and the Prosper Tax team to anyone needing CPA services.”

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perm_identityDeepak Kumar

I was terrified when I received a notice from IRS that I owed them $ 14,500 for a 1099 that I missed reporting. Mitesh at Prosper Tax worked closely with me and figured out the mess. He did a great job amending my taxes and reduced the overall tax liability to $ 2100 which was much better than paying $ 14,500. I owe him a lot of referrals for helping me out.

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perm_identityBakir Oz

I am an IT professional and need to travel to Client site on a frequent basis and I incur lot of expenses in relation to my job. It is always very difficult for me to navigate what is deductible and what is not. I trust Prosper Tax and they are always on top of my situation and offer me personalized consulting to get me the maximum tax refund. What more they guarantee their service fully.

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perm_identityManoj Khelwani, Business Owner

I always want to file my Tax returns with a CPA firm. For over 20 years I have not used anyone who is not a CPA. When my 15 year trusted CPA retired, I had to find a new one. I was skeptical at first but was amazed by the level of service and knowledge that Prosper Tax CPAs have. The good thing is they do not nickel and dime you and charge you fees hourly. They charge a fixed fee and offer unlimited consulting. I live it that way. This helps me to use them as a sounding board for all my tax and accounting needs. Their service has been worth tens of thousands of dollars in tax savings and profit for me.

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perm_identitySonya F.

Prosper Tax made time for me, knew what was best for me and had GREAT customer service. I will use them again in the future.

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perm_identityGautam Basanta

My Tax returns were filed wrong in prior years. We missed several deductions and also missed some items on the brokerage statement. Prosper Tax helped us amend two years of our tax returns and got us a good refund. We will now always file with Prosper Tax.

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perm_identityJoe Donahue

All I need when filing my tax returns is assurance that I am doing it right and also get the best refund. I get the best of both when I file with prosper tax

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perm_identityLeah Jenkins

I would highly recommend using Prosper Tax for all your tax and accounting needs, especially because of unlimited free consulting that you get from them. It is worth many times over the fees you pay.

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perm_identityDilip P., IT consultant and business owner

I worked with Prosper Tax for the first time last year and I must say this is the best experience I have had when preparing a tax return. The service was great, the process was easy, it just took 10 minutes of my time and my refund was in my account within 2 weeks.

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