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All "Financial & Taxation Services" results in Jacksonville, FL
SRLSK Financials
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5 Years in Business
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Open 24hrs
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Language:Telugu , English +1 more
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:SRLSK Financials is a professional financial services provider dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term financial goals. We provide personalized financial guidance and solutions based on each client's unique needs, priorities, and financial circumstances, with a focus on financial planning, wealth building, retirement planning, investment guidance, and financial protection strategies. With a client-focused approach, SRLSK Financials works closely with clients to understand their objectives and provide practical strategies designed to build financial confidence, protect their future, and support long-term financial stability. Our commitment to personalized service, trust, and professional guidance helps clients navigate their financial journey with greater clarity and confidence.Read more
Shah Wealth Management
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15 Years in Business
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:Amid an ever-changing investment landscape, investors need an experienced Financial Advisor they can trust who can guide them through the intricacies of investing and financial planning. At Shah Wealth Management, we work closely with our clients to evaluate each component of your financial situation and to develop and implement a custom financial plan to help turn your goals into a reality. Our process starts with a thorough analysis of your current and future financial situation and continues with an ongoing conversation about your lifetime and legacy goals. We provide independent, unbiased advice and implement long-term wealth management strategies for individuals, families, and business owners. I am one of the most distinguished Financial & Taxation Services in Jacksonville, FL. I specialize in Accountant Services, Bookkeeping, Business Succession Planning, Business Tax Planning, College Planning/Funding, Estate Planning, Financial Planning, Investment Management, IRS Representation, Long Term Care Insurance, Payroll Processing, Retirement Planning, Tax Consultants Services, Tax Preparation Services.Read more
Arjun Bhandari Financial Advisor
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15 Years in Business
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:I offer a variety of products that can help you meet a number of 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 through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies. Additionally, I am a Registered Representative of and offers securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency, and a New York Life Company.Read more
Our Bookkeepers Inc
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16 Years in Business
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:I am one of the most distinguished Financial & Taxation Services in Jacksonville, FL. I specialize in Accountant Services,Banking Services,Business Succession Planning,Business Tax Planning,Cash Flow ,Estate Planning,Financial Advisor,Financial Planning,Income Tax Filing,Income Tax Preparation,International Tax Consulting,Payroll Processing,Personal Tax Planning,Tax Consultants Services,Tax Preparation Services. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.Read more
Priti Choudhary Financial Advisor
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15 Years in Business
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Open 24hrs
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:I am one of the most distinguished Financial & Taxation Services in Jacksonville, FL. I specialize in Estate Planning, financial advice, Planning, Insurance, long-term Care,Investments, and annuities. Our offer 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. For more details kindly contact me. Thanks Read more
AD Transactions LLC
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Established Since 2010
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Open 24hrs
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:We the team of AD Trans., are knowledgeable, experts and experienced in the field of Accounts, Payroll Management, Taxations, Book Keeping, Balance Sheets, Account Clearance, Invoices etc. But we know that listening to clients views, their requirements and their problems and providing solution based on it is the bottom line. Our clients are like a family to us. We treat them as our own and a belief that we are always with them to help and support on their needs related to Accounting, Payroll drafting, Tax, Profit and Loss, Balance Sheets, IRS related tax filings etc.Read more
Universal Accounting & Bookkeeping LLC
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20 Years in Business
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:We are excited to introduce Universal Accounting, a Tax & Accounting firm specializing in small and mid-sized businesses. Serving clients in Florida and nationwide for over 20 years, we are committed to delivering exceptional customer service. At Universal Accounting, we handle all your accounting needs and resolve IRS tax issues with expertise. Get assistance with #Business, #CorporateTaxReturns, and #PersonalTaxReturns from Florida's top accountants. As the leading firm for comprehensive accounting services, we pride ourselves on having the best professionals in the industry. Universal Accounting holds an A+ rating with the Better Business Bureau and has been recognized as the Best Accountant for over four consecutive years.Read more
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:Bhagwati is the glue that helps push administrative and operational needs to be resolved accurately and quickly for our high-net worth clients. The goal is confidence for our clients and her experience and accolades keep our processes efficient to help reach that ultimate goal. In addition to her stunning resume, she’s also fluent in four languages: English, Hindi, Gujarati and Swahili. Outside of work, she enjoys meditating, traveling, listening to music and spending time with her husband and two sons.Read more
Serving ZIP Codes:32099, 32202, 32204, 32205, 32207
From the Business:Bijal Patel is a dedicated financial professional committed to helping clients achieve financial security and long-term growth. With strong expertise in financial planning, investment strategies, and risk management, she provides tailored solutions to meet both individual and business needs.She focuses on building lasting relationships through trust, transparency, and personalized service. By offering clear guidance and practical financial insights, Bijal empowers clients to make confident and well-informed financial decisions.Read more
Business Offers
Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
Has always guided me and my business with best knowledge and expertise. Highly recommend them.
I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.
We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.
I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.
NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.
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CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
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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.
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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?
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.
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Promoted Financial & Taxation Services Listings in Jacksonville, FL
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