“Sulekha /Trusted” indicates that the identity & information of the vendors/services, viz., name, address, contact details, business name has been verified on best effort basis, as existing, based on the documents/information furnished by the vendors/service providers. "Sulekha Trusted Stamp" are also allocated to the vendors/service providers considering user's reviews/ratings or any other criteria.
Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.
Samatva Wealth Management LLC
-
Established Since 2007
-
Language:English
Neighborhoods:North Frederick Avenue/Hechinger/Mardirossian, Adams-Normandie, Alsace, Angeles National Forest
From the Business:We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.Read more
NEELKANTH ACCOUNTANTS
-
15 Years in Business
-
Language:English , Hindi +1 more
Neighborhoods:Harsimus Cove, Adams-Normandie, Alsace, Angeles National Forest
From the Business:Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services! Read more
Business Offers
Smart Tax INC
Smart Tax INC
Smart Tax INC
Ratings & Reviews for Investment Management
Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend
I had a great experience working with Goalseek Services for my 2023 & 2024 US tax filing. The team was highly knowledgeable and made the entire process smooth and stress-free. They were prompt in answering all my queries, no matter how small, and provided clear guidance at every step. I really appreciated their attention to detail and timely communication. It's rare to find a service that is both efficient and responsive. Goalseek truly delivered on both fronts. I would highly recommend them to anyone looking for reliable and professional tax assistance.
I worked with them in 2023, they are very efficient and patiently responded to my questions. I am planning to work with them in the coming years as well
Attentive, knowledgeable and communicates clearly - what more do you want from an accountant that knows complex international filing needs. I highly recommend Krish (KP), if you are in need of complex accounting services KP is your guy!
I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly knowledgeable and experienced tax professional, well-versed in international tax laws, individual, and small business taxes. His expertise is unmatched, and he consistently delivers top-notch service. Not only is the fee structure very reasonable, but the office staff is also welcoming and extremely helpful. The overall experience of working with NRI Tax Group has exceeded my expectations time and time again. I highly recommend NRI Tax Group. Their expertise, reasonable fees, and exceptional service make them stand out in the industry.
Everything You Need to Know About Investment Management
Strategies for Successful Investment Management
Investment management is selecting, monitoring, and adjusting a portfolio of assets to achieve specific financial goals. Investment management can be done by individuals, institutions, or professionals who charge a fee for their services. Regardless of who manages the investments, some common strategies can help achieve successful investment management. Here are some of them: Define your investment objectives and risk tolerance:
Navigating the New Digital Asset Reporting Landscape: What Indian-Americans Need to Know
In the ever-evolving world of finance and taxation, a new player has entered the field: regulations requiring custodial brokers to report digital asset transactions, including cryptocurrencies. For Indians living in the USA and Canada, this development brings both opportunities and challenges. Let's dive into what these changes mean for you and how they might affect your financial decisions in the digital asset space.
Corporate Stock Repurchase Excise Tax: What It Means for Indian Investors in North America
In the ever-evolving landscape of U.S. tax law, a new player has entered the field: the Corporate Stock Repurchase Excise Tax. This 1% excise tax on corporate stock buybacks has been introduced with the aim of curbing excessive repurchases and promoting more equitable financial practices. For the Indian community in the USA and Canada, many of whom are active investors or work in the corporate sector, understanding this new tax is crucial.
Are you providing Financial & Taxation Service
- 1586+
Needs/month for Financial & Taxation Services
- 1358+
Searches for Financial & Taxation Services for this month
- 9881+
Service provider providing Financial & Taxation Services
