TAAJ Financials Financial & Taxation Services Lewisville, TX US

TAAJ Financials

Organize Your Financial House
  • manage_accounts
  • Serving Across US
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Accountant Services

Overview of TAAJ Financials

  • Established Since

    15 Years

  • Business owner name

    Jagadeesh Tangudu

  • Contact name

    Jagadeesh Tangudu

Services Offered by TAAJ Financials
Areas Served in US by TAAJ Financials

About TAAJ Financials

I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three years

Review for TAAJ Financials in Lewisville, TX

  • 5/5
Based on
  • 5 Ratings
  • 1 review
J
2 yrs ago

Rated 5.0 The reliable place to get the services done with peace of mind.

Facebook posts by TAAJ Financials

Frequently Asked Questions - TAAJ Financials

    • 1. What services does Taaj Financials offer?

      Taaj Financials specializes in services like tax planning, financial consulting, wealth management, and business advisory.

    • 2. How experienced is Taaj Financials in the financial and consulting industry?

      With years of expertise, Taaj Financials is known for providing reliable and tailored solutions to clients.

    • 3. Can Taaj Financials assist with tax planning and financial management?

      Yes, Taaj Financials provides comprehensive tax and financial management services to meet diverse needs.

    • 4. What industries does Taaj Financials cater to?

      Taaj Financials caters to industries such as healthcare, technology, real estate, and individual clients.

    • 5. How does Taaj Financials support individuals and businesses in financial planning?

      Taaj Financials offers personalized financial planning to help achieve long-term goals effectively.

    • 6. What should I expect during my first consultation with Taaj Financials?

      Expect a thorough analysis of your financial requirements, followed by a custom action plan from Taaj Financials.

    • 7. Does Taaj Financials provide ongoing support after the initial consultation?

      Yes, ongoing support is available from Taaj Financials to ensure smooth implementation of strategies.

    • 8. What are the benefits of working with Taaj Financials?

      Taaj Financials stands out for its experienced team, personalized approach, and proven results.

    • 9. How soon should I contact Taaj Financials for my financial needs?

      Contact Taaj Financials as early as possible to benefit from timely and effective financial solutions.

    • 10. How do I get started with Taaj Financials?

      Get started by scheduling an appointment with Taaj Financials through their website or by contacting them directly.

TAAJ Financials – Trusted Financial & Taxation Services in Lewisville, TX

Business Overview

TAAJ Financials, headquartered in Lewisville, Texas, is a full-service financial and taxation advisory firm. Founded by Jagadeesh Tangudu, our mission is to deliver comprehensive and customized solutions—ranging from retirement planning to bookkeeping, tax optimization, estate strategies, and insurance. We aim to simplify complex financial needs and support clients nationwide with clarity and confidence.

Who We Are

Led by Jagadeesh Tangudu RMD, our firm brings seasoned expertise, unwavering ethics, and client-first values. With a team of certified professionals and a dedication to lifelong learning, we offer credible, trustworthy guidance rooted in financial integrity and personalized service.

Our Services

Accounting & Tax Services

  • Bookkeeping & Payroll Processing
  • Audit Review & Compilation
  • Foreign Accounts Disclosure & IRS Representation
  • Incorporation & Business Entity Selection

Financial & Investment Services

  • Investment Management & Cash Flow Planning
  • Retirement Planning & Forecasting
  • College Planning/Funding & Estate Planning
  • Business Succession & Financial Statement Analysis

Insurance & Compliance

  • Health, Life & Long-Term Care Insurance
  • Financial Planning & Risk Management
  • IRS Compliance & Tax Advisory

Why Choose Us

  • End-to-end financial & tax solutions under one roof
  • Certified team with commitment to ethics and accuracy
  • Secure, virtual and in-person consultations
  • Transparent pricing and clear communication
  • Clients served nationwide with local Texas hospitality
  • Quick turnaround and proactive advice

Who We Serve

  • Individuals & Families
  • Small to Medium Businesses
  • Startups & Entrepreneurs
  • Remote & Virtual Clients Nationwide
  • Freelancers & Solopreneurs
  • Corporations

Client Testimonials

“Jagadeesh and his team managed my payroll and tax reporting seamlessly.” – Maria, Frisco

“Their retirement planning gave me peace about my future.” – Raj, Plano

“Excellent service and honest advice on my estate plan.” – Lisa, Flower Mound

Service Area & Availability

Open 24/7 for scheduling. Main office at Lewisville, TX, with virtual and in-office consultations available across the U.S. Monday–Sunday.

How to Get Started

  • Contact us to schedule your free initial consultation in Sulekha
  • Prepare your financial and taxation-related documents
  • Meet virtually or in person to discuss your needs
  • Receive tailored solutions and transparent pricing
  • Let our team handle the rest while you stay stress-free
  • Click “Enquire Now” or check the TAAJ Financials profile on Sulekha to connect with us

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