“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.
Sponsored Results

Ranjana Financials' Services
-
5 Years in Business
-
Language:English , Hindi +3 more
- Financial & Taxation Services


ARK Financial Services LLC
-
10 Years in Business
-
Language:English , Hindi +2 more

FUTURE WEALTH PARTNERS
-
6 Years in Business
-
Language:Telugu , English +3 more

Navaksha Financial Wellness
-
5 Years in Business
-
Language:Telugu , English +4 more
- Financial & Taxation Services

Vital Financial Solutions
-
10 Years in Business
-
Language:Tamil , English

VVS Financial Services
-
10 Years in Business
-
Language:Telugu , Urdu +2 more
- 20306229

Visam Financials
-
Established Since 2019
-
Language:English , Tamil

A2F Prosperity Hub
-
10 Years in Business
-
Language:Telugu , English +1 more

Infinitefs LLC
-
2 Years in Business
-
Language:English , Hindi +3 more
All "Long Term Care Insurance" results in Irving, TX

Shweta Patel Licenced Financial Professional
-
3 Years in Business
-
Language:English , Hindi
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:
Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shweta's approach is centered on understanding the specific goals and circumstances of each client, ensuring that every financial plan is uniquely designed to help them achieve lasting security and prosperity.
With a keen understanding of complex financial matters, Shweta excels at guiding clients through key decisions related to wealth growth, asset protection, and long-term financial planning. Her work is not just about numbers; it's about empowering clients to make informed choices that align with their aspirations. Whether it's planning for retirement, managing investments, or protecting loved ones with appropriate insurance, Shweta's commitment is to provide the tools, knowledge, and support necessary to make sound financial decisions.
As a trusted advisor, Shweta Patel fosters long-term relationships with her clients, prioritizing their best interests and offering ongoing guidance throughout life's financial milestones. Her personalized services are designed to help clients confidently navigate the financial landscape, knowing they have a professional partner looking out for their well-being. For more details about her services, visit her profile on Sulekha.
Read more
Trident Financial Consultants
-
3 Years in Business
-
Claimed
-
Open 24hrs
-
Language:English , Hindi +1 more
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:"Trident Financial Consultants in Irving, TX are your trusted experts in financial and taxation services. With 3 years of experience, we specialize in a wide array of services, from tax preparation to investment management, tailored to the diverse needs of our thriving local business community. Our understanding of Irving's vibrant economy and regulatory environment enables us to provide top-notch personal and business tax planning, alongside other services like estate planning and college funding."Read more

Dinank Patel Financial Professional
-
3 Years in Business
-
Open 24hrs
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Dinank Patel is a seasoned financial professional specializing in a wide array of services aimed at securing your financial future. He offers expert guidance in areas such as college planning and funding, estate planning, retirement planning, and investment management. In addition to these, Dinank provides comprehensive insurance solutions, including long-term care insurance, Index Universal Life Insurance (IUL), whole life insurance, term insurance, and mortgage protection. He also assists clients in optimizing their retirement savings through strategies like IRAs and 401k planning. With a personalized approach to financial advising, Dinank ensures that each client’s needs and goals are met with tailored solutions designed to foster long-term financial stability and peace of mind.Read more

Riverbull Financials
-
5 Years in Business
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Riverbull Financials, led by Shashidhar Chinchakhandi, is a professional financial services firm dedicated to providing a wide range of financial solutions. Specializing in U.S. income tax preparation, ITIN assistance, business formation, bookkeeping, payroll processing, retirement planning, estate planning, life insurance, and college planning, Riverbull Financials aims to help individuals and businesses manage their financial needs efficiently. The firm is known for its commitment to offering personalized, high-quality services designed to ensure compliance, maximize financial benefits, and support long-term growth. With a focus on customer satisfaction, Riverbull Financials strives to make complex financial tasks seamless and stress-free for its clients.Read more

Nexgen Tax And Wealth
-
6 Years in Business
-
Language:Telugu , English +1 more
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Nexgen Tax and Wealth Services, led by financial expert Syed Noor, provides comprehensive tax and wealth management solutions to individuals and businesses in Irving, Texas. With a focus on personalized strategies, the firm offers services such as tax planning and preparation, IRS resolution, bookkeeping, payroll, and wealth management. Their mission is to help clients optimize their financial strategies, navigate complex tax issues, and build long-term wealth. By leveraging years of experience and a client-focused approach, Nexgen Tax and Wealth Services aims to deliver tailored financial solutions that ensure clients’ success and peace of mind.Read more

Sarin Financial Services
-
20 Years in Business
-
Open 24hrs
-
Language:Hindi
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Sarin Financial Services provides dedicated financial guidance to individuals and families seeking clarity and confidence in their financial planning. With a focus on personalized strategies, the team helps clients navigate areas such as financial planning, investment management, retirement preparation, and risk management. Sarin Financial Services emphasizes transparency, education, and long-term relationships, ensuring clients receive practical solutions aligned with their goals. Their thoughtful approach and ongoing support help clients make informed decisions and work toward lasting financial stability.Read more

Wealthtactic Financial Services
-
4 Years in Business
-
Open 24hrs
-
Language:English , Hindi
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Wealthtactic Financial Services, led by Jyotika Patel, supports individuals and families with practical, goal-based financial planning designed to build long-term confidence. The Wealthtactic team focuses on creating tailored strategies across financial planning, investment planning, estate planning, retirement and legacy planning, tax planning, college savings planning, and life insurance planning so clients can move forward with clarity and control. With a client-first approach and structured guidance, Wealthtactic helps you organize your finances, protect what matters, and make decisions that align with your future goals and lifestyle.Read more

AYA Inc
-
15 Years in Business
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:AYA Inc. is a local accounting firm combining years of experience with a commitment to client satisfaction. Since we opened our doors, clients from all backgrounds have come to trust and appreciate our services. Our expert accounting solutions are renowned for saving our clients money and helping them forge a more stable financial future. I am one of the most distinguished Financial & Taxation Services in Irving, TX. I specialize in Accountant Services,Banking Services,Business Entity Selection,Business Succession Planning,Cash Flow ,College Planning/Funding,Compilation Services,Estate Planning,Financial Advisor,Financial Forecasts ,Financial statement Analysis,Foreign Accounts Disclosure,Income Tax Preparation,Investment Management,Long Term Care Insurance,Multinational Accounting and Taxation,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Eagle Financial Services
-
15 Years in Business
-
Closed now
Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Eagle Financial Services is a trusted financial solutions provider dedicated to helping individuals and businesses achieve financial stability and growth. Offering a wide range of services, including investment planning, wealth management, tax advisory, and business consulting, Eagle Financial Services tailors its expertise to meet each client's unique needs. With a commitment to integrity, reliability, and strategic financial guidance, the company empowers clients to make informed decisions for a secure financial future. Whether it's personal financial planning or corporate financial strategies, Eagle Financial Services stands as a dependable partner in navigating the complexities of finance with confidence and success.Read more

Serving ZIP Codes:75014, 75017, 75038, 75039, 75060
From the Business:Legacy Financials is a premier financial services firm dedicated to helping clients build and preserve wealth through strategic financial planning and investment management. With a focus on personalized solutions, the team provides expert advice in areas such as retirement planning, wealth management, insurance, and estate planning. Committed to integrity and client success, Legacy Financials works closely with individuals and families to create tailored financial strategies that align with their long-term goals. Whether you’re planning for retirement, protecting your assets, or growing your investments, Legacy Financials is your trusted partner for securing a prosperous financial future.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Long Term Care Insurance
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
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.
Get instant updates on new services, Special offers, Business opportunities and announcements.
By Joining, you will receive updates and promotional communications.
Everything You Need to Know About Financial & Taxation Services

Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

Unlock Financial Peace with Raman Abrol CPA: Expert Tax and Finance Services in Parsippany, NJ
In the fast-paced world of US finances, navigating taxes and planning for the future can feel overwhelming. That's where Raman Abrol CPA

H-1B Tax Trap? How 78% of Indian Tech Workers Overpay IRS!
Your Form 16 vs. W-2 Nightmare (And Why TurboTax Fails You) You’re a Pleasanton-based H-1B/L-1 visa holder earning $150K at Google. Back home, you filed taxes once a year with Form 16. Here? W-2s, 1099s, and foreign income chaos. Result: You overpay $3,200+ yearly because: Double taxation

The Roadmap to Financial Clarity: Why Generic Advice Fails the North American Diaspora
If you talk to three different people about what to do with your money, you'll likely get three entirely different answers. One will tell you to invest solely in real estate; another will swear by index funds; a third will focus heavily on tax mitigation. The truth? None of those pieces of advice matter unless they are stitched together into a cohesive, individualized Financial Plan.

CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
Tax season in 2026 feels a little different. With more people juggling multiple income streams, freelance gigs, and digital assets, the question isn't just "how" to file, but "who" should file for you. Should you hire a Certified Public Accountant (CPA) or a Tax Preparer?

Beyond the Paycheck: 3 Major Wealth Triggers McKinney Families Miscalculate (And How to Handle Them)
Collin County has rapidly become one of the premier destinations for thriving families and professionals in Texas. With booming master-planned communities, excellent local infrastructure, and a surging economic market, building a life in McKinney feels like a massive win.

Why Houston Businesses and Families Trust Devesh Pathak CPA for Their Financial and Tax Needs
Taxes. Audits. Payroll. Bookkeeping. Financial planning. Just reading those words can make anyone want another cup of coffee. Whether you're running a growing business or managing your family's finances, staying on top of tax rules and financial responsibilities can quickly become overwhelming. That's where having a trusted advisor makes all the difference. More Than Just a CPA

IRS Audit Notice in Your Mailbox? Here's How to Stay Calm and Handle It Smartly
Picture this: You're sipping your morning coffee, checking the mail, and suddenly spot an envelope from the IRS. Your heart skips a beat. Questions start racing through your mind. Did I make a mistake? Am I in trouble? What happens next?
Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Investment Management
- Money Transfer Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Multinational Accounting and Taxation
- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
Find Local Financial & Taxation Services in Nearby Cities
Most Searched Financial & Taxation Services Terms in Irving, TX
- Independent Life Insurance Agent
- Bookkeeping Tax Services
- Licensed Life Insurance Agent
- Cargo Insurance
- Licensed Financial Advisors
- Payroll Service Companies
- Camera Insurance
- Qualified Financial Advisors
- Vehicle Insurance
- Family Life Insurance
- Variable Universal Life Insurance
- Retirement Plan Advisors
- Bookkeeping Company
- Group Life Insurance
- Bookkeeping Firms
- Accounting Tax Preparation
- Life Insurance Companies
- Health Insurance Agents
- Personal Tax Accountants
- Accounting Firms
- Family First Life Insurance
- Final Expense Insurance
- Personal Financial Advisors
- Financial Advisor Firms
- Camper Insurance
- Health Insurance Broker
- Quickbooks Live Bookkeeping
- Business Bookkeeping
- Bookkeeping Companies
- CFP Financial Planners
- Certified Financial Planners
- Cpa Accounting
Promoted Financial & Taxation Services Listings in Irving, TX
- D C TAX Specializing For H1 Visa And Green Card Holders And Citizen
- Darshana Patel CPA
- Quantum Leap Wealth
- Sure Financial And Tax Services
- Raman Abrol CPA
- Northeast Solution CPA
- Ankita Amin CPA LLC
- Shweta Patel Licenced Financial Professional
- Virtual Accounting And Tax Solutions Inc
- Inderpreet Singh- Certified Public Accountant NYC
- SG Financial Hub
- Vyom Financial GROUP INC
- Sunil Maini CPA PC
- Best CPA Service LLC
- G's Financial Harbor
- Devesh Pathak CPA - Book Free 15-minute Consultation
