Best Personal Tax Planning in Midlothian, TX

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Best Personal Tax Planning in Midlothian, TX

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Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

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

FinAccurate LLC

FinAccurate LLC

location_on Serving the Midlothian Area
  • 5star15 Reviews
  • 6.8
    Sulekha score
  • work_history15 Years in Business

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

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

Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher

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

Nearby Neighborhoods:Braefield, Abbott Loop, Airport Heights, Basher

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

Nearby 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

Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook

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

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Prorata Accounting and Consulting LLC stands as a trusted partner for businesses and individuals seeking reliable, professional, and forward-thinking financial services. Based in New Jersey and serving clients across the United States, we specialize in audit and assurance, taxation, outsourced accounting, and strategic business consulting. Our dedicated team brings together years of industry expertise, offering personalized solutions that align with your financial goals and compliance needs. Our mission is to simplify financial complexities, minimize tax liabilities, and help you make sound decisions that drive long-term stability and growth. We understand that every client is different, which is why we take a tailored approach—whether you’re a startup laying your foundation, a mid-size business scaling operations, or a well-established firm navigating changing regulations. At Prorata, we go beyond numbers. We build lasting relationships rooted in trust, accuracy, and proactive support. By staying ahead of regulatory updates and industry trends, we ensure your financial systems remain strong, compliant, and optimized for performance. Let us help you turn financial clarity into confident action. When you work with Prorata Accounting and Consulting, you gain more than an accountant—you gain a strategic advisor committed to your success every step of the way.Read more

Nearby Neighborhoods:Guadalupe River Trail, Abbott Loop, Airport Heights, Basher

From the Business:Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputation as one of the most reliable accounting firms in the area. Locally owned and operated, we have dedicated ourselves to making tax season, payroll management, and financial planning as stress-free as possible for individuals and businesses alike.With over a decade of experience, we’ve seen firsthand how overwhelming managing financial obligations can be. That’s why we believe in a team approach, working closely with our clients to ensure their financial health is properly managed. Our knowledgeable team combines years of experience and diverse backgrounds to deliver a comprehensive suite of services. Whether you’re filing taxes for the first time, running a business, or need ongoing payroll support, Alam One Stop Tax and Accounting Services is here to help.At Alam One Stop, we understand that navigating financial services can feel overwhelming. That’s why we approach each client with understanding, providing customized solutions that are specific to your unique financial situation. We’re not just about numbers; we’re about people and their long-term success. We invite you to discover the power of our services and experience how we can make your financial world easier to manage.Read more

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

location_on Serving the Midlothian Area
  • 5star3 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • CA License: 0M66577

Nearby Neighborhoods:Trevarno, Abbott Loop, Airport Heights, Basher

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Sandu Wealth Builders

Sandu Wealth Builders

location_on Serving the Midlothian Area
  • 8.3
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledge and tools they need for financial success.Read more

Showing 1 - 10 of 38 results

From the Business:Manjula P. Modi, CPA is a local Fort Worth, TX CPA firm offering timely and cost-effective financial management solutions for small businesses. We’re your one stop for accounting services, bookkeeping, and tax advisory. It’s our goal to exceed your expectations by providing exceptional service and practical financial advice you can count on. With our support, you can focus your time and efforts on running your business and leave the accounting to us. At Manjula P. Modi, CPA, we know that every small business is different so we don’t try to fit yours into a box. Instead, we strive to understand your unique reporting requirements, financial concerns, and long-term goals in order to create a package of accounting and tax services that’s right for you. We offer a wide variety of accounting services including budgeting, financial statements, and cash flow management. We’ll also identify tax planning strategies that will reduce your tax liability and increase your profits. For more details contact us.Manjula is a CPA and former IRS Agent that specializes in helping small business and individuals with the tax preparation, tax planning, accounting, bookkeeping, payroll services, state and local taxation, business consulting and selecting right entity for a new business. Having worked for the IRS, Manjula is very good at helping clients with tax compliance and tax saving strategies. Manjula is Caring, Professional and Affordable. She spends as much time as necessary listening to clients’ concerns and needs. Then she tailors her services to meet or exceed each clients’ expectations. Manjula believes in treating her clients the way she would like to be treated. And she'll do whatever it takes to see her clients succeed.Read more

From the Business:Shafiq Hasan CPA offers a variety of accounting and consulting services for clients whose needs require specialized skills and experience. Our focus is on middle-market organizations and the issues they face. Our firm offers a complete range of accounting, tax and consulting services to meet the needs of your business. Our primary services include accounting and bookkeeping, tax planning and preparation, Quick Books support, entity selection, incorporation support and business consulting. In addition, we offer specialty services to meet the unique needs of each individual client. Our partners and managers are actively involved with our clients as business advisors, offering valuable insights and perspectives.Read more

From the Business:Providing over 10 years of professional tax services. We are based in the Dallas-Fort Worth area, but have clients all over the country and support them with remote tax services. We have built a reputation for providing detailed tax services and guaranteeing our clients the highest refund possible. We help individuals, small businesses, remove the burden and stress of tax preparation and payroll. Our experienced, trained and certified tax preparers are ready to give you an exceptional experience. Tax work is a year-round effort, especially for small businesses and so we keep an office open year-round to help you with tax-related questions or needs outside of tax season, including amendments, copies of returns and any other tax questions."WE ARE A TAX PROVIDER SERVICE EXPERIENCED IN PERSONAL AND BUSINESS TAXES.WE ALSO DO US-DOT,IFTA AND ALL TAXES RELATED TO TRUCKING BUSINESS."Read more

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