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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:53201, 53202, 53204, 53207, 53208
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

Ankita Amin CPA LLC
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15 Years in Business
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Raman Abrol CPA
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16 Years in Business
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Language:English
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:With 16 years of experience, Raman Abrol CPA is Milwaukee's go-to expert for comprehensive financial and taxation services. From tax consulting and preparation to business succession planning, we cater to the city's vibrant mix of industries. We are skilled in handling the complex needs of the multinational and local companies that drive Milwaukee's economy. Our personalized service includes IRS representation, audit review, and more, ensuring your financial success in the Brew City.Read more

Sure Financial And Tax Services
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5 Years in Business
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Language:English
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:Serving Milwaukee, WI for over 5 years, Sure Financial And Tax Services provides comprehensive financial solutions. Understanding the city's robust manufacturing sector and active business environment, our services include Accountant Services, Investment Management, and Tax Consultation. We specialize in areas such as business tax planning, IRS representation, and estate planning, all tailored to meet Milwaukee's unique financial landscape. Our team is dedicated to helping you navigate the complexities of finance and taxation with confidence.Read more

Ravi Dave Financial
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5-15 years in Business
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Language:English , Hindi +1 more
- Business Loan, Home Mortagage
Serving ZIP Codes:30101, 30102
From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

Samatva Wealth Management LLC
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Established Since 2007
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Language:English
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
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

NRI Tax Group
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15 Years in Business
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Language:English , Punjabi +1 more
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:NRI Tax Group, with 15 years of experience, is Milwaukee's premier choice for comprehensive financial and taxation services. Understanding the city's robust manufacturing sector and dynamic business environment, we offer tailored solutions from tax preparation to business succession planning. With expertise in multinational accounting, we're adept at navigating complex financial landscapes. Trust us for personalized, strategic guidance to meet your financial goals.Read more

TaxMagic.tax
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24 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:With 24 years of experience, TaxMagic.tax has been providing Milwaukee with comprehensive financial and taxation services. Tailored for the city's booming brewery and healthcare sectors, our services include everything from audit reviews, payroll processing, to multinational accounting. Ensuring your tax obligations are met, we also offer IRS representation and income tax filing. Our team of experts are dedicated to simplifying your financial journey in the vibrant heart of Wisconsin.Read more

Dattani & Partners, CPA
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15 Years in Business
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:With 15 years of experience, Dattani & Partners, CPA has been rooted in Milwaukee, WI, catering to the diverse financial and taxation needs of the city's bustling business community. We offer a wide array of services such as accounting, bookkeeping, tax consultation, and financial planning, which are particularly beneficial for Milwaukee's thriving manufacturing and healthcare sectors. Our team of experts also specializes in multinational accounting and taxation, IRS representation, income tax filing, and business succession planning. We take pride in our personalized approach to each client's unique financial landscape, expertly navigating the complex waters of foreign accounts disclosure, audit review, and financial forecast. Trust Dattani & Partners, CPA for all your financial and taxation needs.Read more

TAAJ Financials
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Established Since 15 Years
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Language:English
Serving ZIP Codes:53201, 53202, 53204, 53207, 53208
From the Business:"TAAJ Financials, based in Milwaukee, WI, has been a reliable pillar in the community for 15 years, offering a comprehensive suite of financial and taxation services. We understand the specific needs of our diverse clientele - from local brewers to healthcare professionals. Our services range from personal tax planning to multinational accounting, ensuring your financial health and stability in the city's dynamic economy."Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Auditing Services
MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.
Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.
Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.
Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya
I consulted Raman for tax advice recently and found him to be very polite and knowledgeable. His guidance was extremely helpful and even helped me save on my state income tax.
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Financial & Taxation Services Specialisation
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Promoted Financial & Taxation Services Listings in Milwaukee metro area
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