BEST Income Tax Preparers in Houston, TX

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Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

Sunil Maini CPA PC in Houston, TX

Sunil Maini CPA PC

Income Tax Preparation Serving in Houston Area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Sunil Maini Certified Public Accountant PC is a well-established financial and taxation service provider serving clients across the Dallas–Fort Worth metro area. With over 20 years of experience, the firm has earned a strong reputation for delivering dependable accounting, tax, and advisory services to individuals, families, and growing enterprises. Known for its client-focused approach, the firm takes time to understand each client’s financial situation and provides guidance that is practical, clear, and result-driven. The firm offers a comprehensive range of services including tax preparation and planning, bookkeeping, payroll management, financial reporting, and business advisory. It caters to diverse industries and ensures that every client receives personalized solutions tailored to their financial goals. Whether handling routine accounting needs or complex financial challenges, Sunil Maini CPA PC simplifies processes and helps clients stay compliant while improving financial efficiency. Serving the Dallas/Fort Worth area for over two decades, the firm is committed to building long-term relationships based on trust and expertise. Clients benefit from working with an experienced financial advisor who listens, understands, and provides the right strategies to make informed decisions. Sunil Maini Certified Public Accountant PC continues to support clients in achieving stability, growth, and long-term financial success.Read more

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen in Houston, TX

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

Income Tax Preparation Serving in Houston Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:Punjabi , English +1 more
Accountant Services:Certified Professional Tax Preparer, Corporate Tax, Individual Tax Return, Sales Tax Return, Tax Problem Resolution, Income Tax, H1/L1 Visa Status Tax Filing, Personal Tax Preparation, Business Tax Preparation, Tax Analysis
  • Pricing Avg - $10

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known reputation in the South Asian community. Contact us.Read more

Lonestar Consulting Group in Houston, TX

Lonestar Consulting Group

Income Tax Preparation Serving in Houston Area
  • 5star8 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:English , Hindi +1 more
Tax Consultants Services:IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Investment Consultant, Non-Filed Tax Returns, Sales Tax Return, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Business Buy-Sell Agreements, Business Buyand Sell
  • Pricing Avg - $283

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:With 15 years of expertise, Lonestar Consulting Group provides comprehensive financial and tax services in Houston, TX. Catering to the city's vibrant business scene and the diverse financial needs of its residents, we offer everything from tax preparation and payroll processing to financial planning and IRS representation. Our dedicated team also specializes in international tax consulting, catering to Houston's globally connected economy. Trust Lonestar for personalized, expert financial guidance.Read more

Ravi Dave Financial in Houston, TX

Ravi Dave Financial

Income Tax Preparation Serving in Houston Area
  • 5star2 Reviews
  • 6.8
    Sulekha score
  • work_history5-15 years in Business
  • translateLanguage:English , Hindi +1 more
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Best Mortgage, Cash Flow Analysis, Certified Professional Tax Preparer, Home Loan Agent, Individual Tax Return, Indiviual Tax Filing, Latest Mortgage Quotes, Mortgage Refinancing, Non-Filed Tax Returns, Property Mortgage, Property Tax Loans, Purchase Loan, Purchase Mortgage, Special Circumstance Mortgages, Tax Implications, Auto and Home Insurance, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Insurance Quote, Tax Preparer Specialist, Mortgages, Insurance Agency, Personal Tax Preparation, Mortgage Banking, Tax Analysis, Accounting Systems, Hindi insurance agent, Broker, Indian insurance agents, Independent Insurance agents, Workers Compensation Insurance, Tax Efficient Investments, Indian Mortgage Broker, Desi Broker, Desi Mortgage, Desi loan officer, Business and Individual tax filing, ATV Insurance, Snowmobile Insurance, Motor Home Insurance, Motor Cycle Insurance, Long Term Insurance, Joint Life Insurance

Serving ZIP Codes:30101, 30102

From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

Raman Abrol CPA in Houston, TX

Raman Abrol CPA

Income Tax Preparation Serving in Houston Area
  • 5star50 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, Accounting Software Selection & Implementation, Buying Or Selling A Business, Certified Professional Tax Preparer, Corporate Tax, CPA, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Irs Audit, Non-Filed Tax Returns, Obtaining Irs Tax, Partnership Taxes, Past Tax Collection, Payroll Software, Property Tax Loans, Quarterly Taxes, Quickbooks Service, Quickbooks Training & Setup, Reduce Irs Penalties, Release Irs Levy, Reviews And Compilations, Sales Tax Return, Small Business Advisory service, 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

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Meet Raman Abrol CPA, your trusted partner in Houston, TX for all financial and taxation services. With 16 years of expertise, Raman Abrol CPA offers comprehensive solutions tailored to the unique needs of Houston's thriving oil and healthcare sectors. Our services include tax preparation, payroll processing, multinational accounting, and more. We also specialize in business succession planning, vital in the city's dynamic business environment. Raman Abrol CPA, for meticulous financial management.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:With 5 years of experience, Sure Financial And Tax Services is Houston's go-to firm for comprehensive accounting and financial solutions. We excel in assisting the city's bustling energy sector with services like Audit Review, Tax Consulting, and Investment Management. Catering to Houston's diverse business needs, we also provide Estate Planning, Retirement Planning, and even College Funding. Trust us for personalized financial guidance shaped by Houston's unique economic landscape.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Serving Houston, TX for over 15 years, Northeast Solution CPA is your reliable partner for diverse financial and taxation services. We cater to Houston's bustling energy and healthcare sectors, offering personalized accountant services, tax consulting, and estate planning. Our expertise also extends to multinational accounting, payroll processing, and retirement planning, helping our clients navigate the city's dynamic business landscape. Trust us for financial planning that aligns with your goals in the Bayou City.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:For 15 years, Goalseek Shared Services Pvt Ltd has been Houston, TX's trusted partner in expert financial and taxation solutions. Catering to the city's bustling energy sector, we offer comprehensive services, including multinational accounting, payroll processing, and IRS representation. Our financial advisors specialize in personal and business tax planning, and income tax filing, ensuring your finances are as resilient as Houston itself.Read more

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Devesh Pathak CPA - Book Free 15-minute Consultation in Houston, TX

Devesh Pathak CPA - Book Free 15-minute Consultation

Income Tax Preparation Serving in Houston Area
  • 5star33 Reviews
  • 9.5
    Sulekha score
  • work_history Established Since 2003
  • translateLanguage:English
Accountant Services:Financial Statements Processing, IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Bank Reconciliation, Budget And Business Plan, Cash Flow Analysis, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Indiviual Tax Filing, Reviews And Compilations, Sales Tax Return, Small Business Payroll, Tax Implications, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Tax Preparer Specialist

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:With 23 years of experience, Devesh Pathak CPA offers a comprehensive suite of financial and taxation services in Houston, TX. Catering to the city's bustling energy sector, our services include Accountant Services, Tax Consultation, Bookkeeping, Payroll Processing, Incorporation Service, Financial Statement Analysis, and Income Tax Preparation. We understand Houston's unique regulatory environment, ensuring our clients stay financially secure and compliant.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Fintech Shield Solutions LLC is a trusted provider of accounting, taxation, compliance, cybersecurity, and business advisory services, helping businesses strengthen their financial operations while embracing secure digital transformation. The firm offers a comprehensive range of services including bookkeeping, tax planning and preparation, audit support, payroll, financial reporting, anti-money laundering (AML) compliance, risk management, cybersecurity, IT consulting, and business advisory. By combining financial expertise with innovative technology solutions, Fintech Shield Solutions LLC delivers customized strategies that improve operational efficiency, ensure regulatory compliance, protect business assets, and support sustainable growth for organizations across diverse industries.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Harry Patel Professonal Services, Our clients are our family. Through our professionalism and timeliness, we want to see our clients grow their business to their maximum potential.I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Estate Planning,Financial Advisor,Financial Planning,Income Tax Filing,Income Tax Preparation,Personal Tax Planning,Tax Consultants Services,Tax Preparation Services.I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Shahzad Akhtar CPA LLC, I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Accountant Services,Auditing Services,Business Entity Selection,Business Succession Planning,Business Tax Planning,Finance & Accounting Training,Financial Advisor,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,International Tax Consulting,Payroll Processing,Personal Tax Planning,Tax Consultants Services,Tax Preparation Services,Individual Tax Returns,Franchise Tax and Report I am Certified Public Accountant (CPA) has Texas license the office is based in Houston,Texas USA.The tax business quickly evolved from the pencil and paper era, with stacks of forms, to a computer service bureau, with piles of data-entry sheets trucked back and forth to the processing center.We provide Corporate & Partnership Tax Services that help protect our taxpayer dollars, and provide our clients with a wide range of tax and legal services to meet all their tax and legal needs. With our USPIC-certified Tax Planning & Representation, both for individuals and business entities, we help our clients provide the business resources they need to ensure their employees receive the income tax they deserve.Our professional tax planners, CPAs and Accountants strive to provide an integrated solution to tax planning and management. We believe our clients can make better use of their tax dollars and their time with the services we provide.We understand how difficult it can be to monitor your taxes when you’re working from home, especially when your staff keeps you busy. We have several tools that will keep you organized and help you keep track of your important tax information.We have great planning services that will help you prepare your tax documents at home, while at work, or while traveling.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Jambrina, we are continuously evolving how we work and how we look at marketplace challenges so we can continue to deliver measurable, sustainable results for our clients and our communities.Jambrina has established deep roots in the Houston area, founded by Maximiliano Jambrina over two decades ago, who has spent his time in Houston not only growing an organization but becoming a part of the community.In addition to the constantly expanding clientele, the firm has also established a growing network of professionals, so if Jambrina is not able to provide the service you’re looking for, we’ll certainly be able to guide you to the right people. The aggressive growth of the firm has led past the boundaries of the Houston area, with Jambrina today servicing clients across North America, South America, and the European Union. Put our firm’s extensive expertise to use regardless of location.Although the claim of client satisfaction is found on the litany of many a company’s promise page, here at Jambrina we will demonstrate this care for clients from the earliest interactions. With the implementation of the industry’s highest standards, and with a serious commitment to technology, Jambrina can deliver clients a polished product with security practices to assure data security confidence.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:I am one of Houston, TX's most distinguished Financial & Taxation Services. I specialize in Financial Advisor, Accountant Services, Business Tax Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Income Tax Preparation, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income 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 strategies, Business StrategiesRead more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Financial Advisor, Auditing Services, Banking Services, Business Tax Planning, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Income Tax Filing, Income Tax Preparation, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, LegalI offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:We’re laser focused on making your life easier by handling all the books, tax and accounting; all while helping you implement every tax reduction strategy possible so you can keep more of your profits. SQ CPA Firm is created to cater Accounting and Tax needs for individuals and businesses. We take pride in providing exceptional Tax and Accounting solutions. Our services include tax planning, tax compliance, new business advisory services, QuickBooks setup and support, and financial statement preparation coordinated at both the business and individual levels. So you can maximize your tax savings while remaining compliant. We offer Small Business Accounting, IRS Representation, Payroll Processing, Personal Tax Planning, Tax Consultants Services, Business Consulting, Business & Personal Income Tax Preparation & filing, Sales and Use tax Preparation & filing, FBAR Filing, Federal & State Tax Audit Representation. Read more

Serving ZIP Codes:19468, 19809, 23294, 77001, 77002

From the Business:Dilip Krishna Financial Advisor can help you prepare for the expected and unexpected things in life. 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. I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Financial Advisor,Accountant Services,Auditing Services,Banking Services,Business Tax Planning,Cash Flow ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Incorporation Service,Retirement Planning,Tax Preparation ServicesRead more

Business Offers

Ratings & Reviews for Income Tax Preparation

perm_identityRajesh Patel
calendar_month1 week ago

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

perm_identityJessica Celestino
calendar_month3 weeks ago

Chet is AMAZING! He really cares about his clients and making sure everything is properly in order. He is very knowledgeable in his field. He is also very responsive via text, call, and email so if it is a complex tax situation you will never feel alone in it. I would never use anyone else for tax related matters.

perm_identityTifo ben
calendar_month1 month ago

Professional ????

perm_identityGirish Arora
calendar_month1 month ago

Best Service Family Atmosphere Great service with a Smile

perm_identityShmuel Leonidas
calendar_month2 months ago

Very nice service

calendar_month2 months ago
perm_identitySandeep

As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.

grading
calendar_month2 months ago
perm_identityShyam Iyengar

Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend

calendar_month3 months ago
perm_identityPrashant Bhardwaj

I consulted ManageMyTaxes about new business setup when dealing with a foreign entity. They clearly explained what complexities are involved w.r.t taxes and compliance on the US side when dealing with foreign entities or subsidiaries. They also provided good advice and references about setting up of merchant services within the US. Regarding foreign subsidiary or partnership, they advised to get in touch with a tax or legal expert on the foreign side because the local laws and compliance applicable in another country would require local expertise.

calendar_month4 months ago
perm_identityPrincal Patel

Great experience with quick steps

calendar_month4 months ago
perm_identityA A

We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!

calendar_month4 months ago
perm_identityGomathi S

We've been with GoalSeek for a couple of years now - They are highly professional, knowledgeable about the latest tax laws, and always respond to questions in a timely manner. They ensured our returns are filed accurately and on time.

calendar_month4 months ago
perm_identityMuthu Bala

We had excellent tax filing service from Natraj.

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month4 months ago
perm_identityShashank Venkat

Being new to the US, I was looking for guidance on financial planning and wealth management. The team at Eagle Harbor Advisors was extremely helpful. They patiently walked us through options and built a strategy tailored to our needs. I credit them for helping coordinate between my wife and my account. Their personalized approach and responsiveness really stood out. Highly recommend.

calendar_month4 months ago
perm_identityAftab Mithwani

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

calendar_month5 months ago
perm_identityMehulkumar Patel

Ankita Amin is proving book keeping and tax related services for last 3 years and she has been really helpful. She provides really good suggestions as per legal requirements she provides response for any query on time. I would definitely recommend her for any Bookkeeping and tax related sevices.

calendar_month5 months ago
perm_identityVincent Chou

I've been working with Shamsher and the team since 2020, and I can't recommend them highly enough. Shamsher has been incredibly helpful over the years, patiently answering all my questions especially around capital gains and providing smart, proactive tax planning advice. Thanks to their guidance, I've saved a significant amount of money on taxes that I almost certainly would have overpaid without their expertise. The service feels genuinely personalized, which sets them apart from other CPAs I've tried in the area. It's not just about filing returns, they really take the time to understand your situation and plan ahead. What stands out most is the level of support. I've even reached out late at night with urgent questions, and Shamsher has always responded quickly and helped me sort things out. That kind of availability and dedication is rare. If you're looking for a knowledgeable, responsive, and client-focused firm, I would definitely choose them over others in the area. Highly recommended!

calendar_month7 months ago
perm_identityAakash

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

calendar_month8 months ago
perm_identityMukkul Jayhne

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

calendar_month10 months ago
perm_identityNaveen Pillala

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

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perm_identityKrishna Vijayan

Really helpful.

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perm_identityVinay Nayak

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

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perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

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perm_identitydialsunny

Anand was highly efficient in filing the tax returns. He is very knowledgeable.

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perm_identityCornelius Vaikuntam

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

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perm_identitySyed Maudood

They are Profesional in there work.

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perm_identitymike arora

Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.

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perm_identityAashish Patel

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

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perm_identityGeorge Hanna

Very helpful and great custmer service!

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perm_identityJyotsna Sharma

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

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perm_identityJagadeesht

The reliable place to get the services done with peace of mind.

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityBryce Earls

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

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perm_identityWilliam Mahoney

Been going since they had Long Island tax in east meadow. Although now retired and just get short forms, it’s worth price. If EVER in trouble or problem they got you on top priority. Silly to go anywhere else. I go from Levittown. William J Mahoney

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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perm_identitysindhu

Been getting our taxes down here for 3 years now. Roshan Kumar is very good and had your best interest in mind. He has advice on what you can do in the future to help with getting the most money you can back.

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perm_identityHerbert Lewis

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business questions regarding our taxes. She is customer service focused and it shows in the works she delivers.

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perm_identityAshwin

Thank you Darshana Patel... Highly Recommend to my Friends.

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