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Value Financial Services
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15 Years in Business
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Language:English , Telugu
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
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

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen
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16 Years in Business
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Language:Punjabi , English +1 more
- Pricing Avg - $10
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
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

Raman Abrol CPA
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16 Years in Business
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Language:English
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:With 16 years of experience, Raman Abrol CPA of Lexington, KY offers comprehensive financial services tailored to the needs of our diverse clientele. We provide everything from tax consulting to payroll processing, with a special focus on international tax consulting and financial analysis. Our team understands the financial complexities of Lexington's thriving horse industry and rapidly growing tech sector, providing tailored solutions to support local industry growth.Read more

Northeast Solution CPA
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15 Years in Business
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Language:English
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:Located in Lexington, KY, Northeast Solution CPA is a trusted firm offering customized financial and taxation services. With over 15 years of experience, we specialize in everything from Accountant Services to Retirement Planning, navigating Lexington's thriving equestrian industry and evolving regulatory environment. Our multinational accounting and taxation expertise also assists businesses expanding internationally. We're committed to helping Lexington's community thrive financially.Read more

Goalseek Shared Services Pvt Ltd
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15 Years in Business
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Language:English , Hindi
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:For 15 years, Goalseek Shared Services Pvt Ltd has been Lexington, KY's trusted partner in finance and taxation. Catering to the city's thriving equestrian industry and diverse local businesses, we offer a comprehensive suite of services, from bookkeeping to IRS representation, financial planning to income tax filing. Our expertise in multinational accounting and taxation also makes us a reliable ally for businesses with a global footprint. Come, experience personalized financial solutions, tailored to Lexington's unique commercial landscape.Read more

NRI Tax Group
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15 Years in Business
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Language:English , Punjabi +1 more
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:With 15 years of experience, NRI Tax Group is Lexington, KY's premier destination for comprehensive financial and taxation services. Catering to the needs of our city's robust equestrian industry and thriving small businesses, we offer everything from personal tax planning to multinational accounting. Our team, well-versed in international tax consulting and foreign accounts disclosure, also assists in retirement planning, financial forecasts, business entity selection, and more. Choose us for a financially secure future.Read more

Devesh Pathak CPA - Book Free 15-minute Consultation
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Established Since 2003
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Language:English
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:With 23 years of experience, Devesh Pathak CPA in Lexington, KY offers a variety of financial services. In a city renowned for its thriving equine industry and bustling local businesses, our services include income tax preparation, bookkeeping, payroll processing, financial statement analysis, and more. We're here to streamline your financial processes and help you navigate the complex world of taxation.Read more

TaxMagic.tax
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24 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:With 24 years of experience, TaxMagic.tax is Lexington, KY's go-to resource for comprehensive Financial & Taxation Services. From personal tax planning to multinational accounting, our services cater to the varied needs of Lexington's vibrant horse racing industry and thriving small businesses. Trust us for timely, accurate, and strategic financial solutions.Read more

Dattani & Partners, CPA
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15 Years in Business
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
From the Business:Located in the heart of Lexington, KY, Dattani & Partners, CPA, has been offering comprehensive financial and taxation services for the past 15 years. With a deep understanding of the city's diverse business activity and regulatory environment, our services range from bookkeeping and auditing to estate planning and business succession planning. We specialize in multinational accounting and taxation, catering to Lexington's thriving international business community. Trust us for personalized, professional service.Read more

Samatva Wealth Management LLC
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Established Since 2007
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Language:English
Serving ZIP Codes:40502, 40503, 40504, 40505, 40507
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.We are dedicated to provide our clients with a wide array of investment advisory services and help them to achieve their long term retirement goals.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Multinational Accounting and Taxation
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.
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Everything You Need to Know About Financial & Taxation Services

CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
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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.

IRS Audit Notice in Your Mailbox? Here's How to Stay Calm and Handle It Smartly
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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
Financial & Taxation Services Specialisation
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- Money Transfer Services
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- 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
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Promoted Financial & Taxation Services Listings in Lexington, KY
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