Best Personal Tax Planning in Madison

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Best Personal Tax Planning in Madison metro area

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FinAccurate LLC

FinAccurate LLC

location_on Serving the Madison area
  • 5star15 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business

Neighborhoods:Alcott Park, Alverno, Appalachian Ridge, Arbor Hills

From the Business:Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financial Accountant, Corporate Accountant, and Manager of Accounting Operations, Jay has a proven track record in handling general accounting functions, transaction processing, account analysis, reconciliations, and fixed asset and inventory/cost accounting. Since starting FinAccurate in 2015, Jay has been committed to bringing about better processes, lowering risks, and increasing value for her clients.Read more

ASHOKA WEALTH MANAGEMENT

ASHOKA WEALTH MANAGEMENT

location_on Serving the Madison area
  • 5.1
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Punjabi , Bengali +3 more
  • 5413847

Neighborhoods:Alcott Park, Alverno, Appalachian Ridge, Arbor Hills

From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more

Neighborhoods:Ammersee, Alcott Park, Alverno, Appalachian Ridge

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

  • Financial Services Avg - $283
  • Pricing Avg - $283

Neighborhoods:Valley Vistas, Alcott Park, Alverno, Appalachian Ridge

From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

Neighborhoods:Alcott Park, Alverno, Appalachian Ridge, Arbor Hills

From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more

Neighborhoods:Alcott Park, Alverno, Appalachian Ridge, Arbor Hills

From the Business:

Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.

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  • CPA Services Avg - $249

Neighborhoods:Financial District, Alcott Park, Alverno, Appalachian Ridge

From the Business:Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

Neighborhoods:Alcott Park, Alverno, Appalachian Ridge, Arbor Hills

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

Neighborhoods:Braefield, Alcott Park, Alverno, Appalachian Ridge

From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more

Neighborhoods:Tottenville, Abbott Loop, Airport Heights, Basher

From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price. Read more

Showing 1 - 10 of 39 results

From the Business:I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax Preparation, Bookkeeping, Multinational Accounting, and Payroll Processing, I provide comprehensive solutions for both individuals and businesses. My services extend to areas such as IRS representation, estate and retirement planning, financial forecasting, and international tax consulting. With a strong focus on personalized attention, I help clients navigate complex tax laws and financial regulations. Whether you need help with financial statement analysis, business succession planning, or incorporation services, I’m available 24/7 to offer expert guidance tailored to your needs. My goal is to provide efficient, reliable financial support to help you achieve long-term success.Read more

Vela Life Plan

Vela Life Plan

location_on Serving the Madison area
  • 5star1 Review
  • 3.2
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • 3233869
  • $600k-$689k
  • For Sale Avg - $654616

From the Business:I am an esteemed financial and taxation expert based in Duluth, GA. My areas of expertise encompass a wide range of services, including Business Entity Selection, Finance & Accounting Training, Financial Advisor services, Financial Planning, Tax Consultants Services, Tax Preparation Services, Retirement Planning, and Life Insurance. Moreover, I extend my assistance to individuals looking to establish their own financial service agencies throughout the United States.Read more

From the Business:Nationwide accounting firm serving in Dallas, TX. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly. Please call us for a free initial consultation. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment.Read more

From the Business:At Phyphar, Inc, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.Read more

Yamini Patel CPA

Yamini Patel CPA

location_on Serving the Madison area
  • 5star11 Reviews
  • 3.9
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English

From the Business:Yamini Patel is a certified public accountant practicing in Fairfield, New Jersey. Certified public accountants'''' required training equips them with a broad understanding of America''''s tax system, making them a reliable source for tax preparation. Yamini Patel, CPA and other tax preparers located in Fairfield, New Jersey will help you with tax preparation, tax planning, bookkeeping, estate and trust taxes, and so much more. She Provide the followings: Prepare Business and Personal Income Tax Returns, Bookkeeping, Payroll Service, Sales Tax, New Business Set-Up, Tax Planning and Tax Consulting, Compilations and Reviews, Foreign Financial Accounts and Offshore Assets Filing, Assist with Personal and Business Income Tax Audits, IRS & State Representation- Specialize in dealing with Federal and State tax notices. For more details contact her.Read more

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Ratings & Reviews for Personal Tax Planning

perm_identitySanthosh Anand
calendar_month6 days ago

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

perm_identityYonathan Solomon
calendar_month3 weeks ago

I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.

perm_identityDivakar Vijayasarathy
calendar_month1 month ago

Jay is an amazing professional - extremely responsive and diligent at what she does We have had an amazing experience working with her All the best Jay

perm_identityAnkit M
calendar_month1 month ago

Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting

perm_identityUnknown
calendar_month5 months ago

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

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