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Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more
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
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more
Surefinbiz Financial Services
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15 Years in Business
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Language:Telugu , English +1 more
- NPN 19454748
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more
Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.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
Soujanya Vundavalli Financial Professional
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1 Year in Business
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Language:Telugu , English +1 more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to make informed decisions for a stable and prosperous future.Read more
Jain & Associates CPAs
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5 Years in Business
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Language:English , Hindi
- 26665
From the Business:At Jain and Associates CPAs, we pride ourselves in being a CPA and Business Consulting firm with the heart of a large business and the energy of a rapidly evolving one. We specialize in providing Tax Compliance & Consulting, Accounting Services, Business Advisory Services, and Small Business Services. Our firm offers a wide range of services to our individual and business clients. Being an evolving firm, our clients benefit by getting personalized, quality service that is unparalleled. As a CPA and Business Consulting firm, we provide a host of services across the areas of accounting, taxation, business advisory and small business services. Our service expertise has been detailed below. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. Jain and Associates is led by Parshwa Jain, President and Owner. He is an experienced professional, with over thirty years of accounting experience across varied fields. He has an MBA from University of Northern Virginia and a CPA from Virginia. He is also a member of Institute of Management Accountants, New Jersey.Read more
Manjit Singh CPA
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15 Years in Business
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Claimed
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Closed now
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Language:English
From the Business:Manjit Singh CPA PC (MSCPA PC) is a peer reviewed firm and licensed in District of Columbia, Maryland and Virginia (Washington DC Metro Area also known as DMV. Its headquartered in Falls Church, Virginia and a satellite office in Ashburn, Virginia. In addition to the core services that a CPA firm provides, such as Compiled, Reviewed or Audited financial statements, the firm also provides bookkeeping, accounting, payroll, and income tax return preparation services. In addition to these services, Manjit Singh CPA has substantial experience in Tax Resolution work dealing with Internal Revenue Service, in representing clients at the income tax audits. The firm also has a very thorough knowledge of the International Income Tax rules with respect to Foreign Bank Account Reports (FBAR). The firm services US Citizen clients living in UK, Kuwait, and India. The Falls Church, Virginia office is open from 9.30 to 6.30 daily. Walk ins are welcome. Clients at the Ashburn office are met by appointments ONLY during weekdays and weekends. PLEASE CALL 703.280.5656 FOR APPOINTMENTS. FALLS CHURCH OR ASHBURN OFFICE.Read more
RTS Tax Pro
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15 Years in Business
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Claimed
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Closed now
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Language:English , Urdu +2 more
- Additional Schedules Avg - $23
- Business Returns Avg - $290
- Fees Avg - $42
From the Business:The RTS Tax Pro are specialized in tax consultation service, income tax filing, international tax consulting, personal tax planning, tax preparation services, business tax planning, IRS representation and finance and taxation services. They provide services in and around the Washington Metro Area. They are known for their trust tax preparation, tax problem resolution, IRS payment plan, and IRS audit. They have an experience of about fifteen years and are authorized E-file provider. They work seven days a week from 9AM to 10PM. They are famous for their exciting offers and give 20% referral discount and 10% off for first time clients. The tax preparation is very affordable and they start at a price of $34.95 per return. You can receive the maximum refund and the RTS Tax pro guarantee for that. They provide services like the tax preparation and filing for small business, multi state tax preparation and filing, taxes for US citizen working abroad, negotiations and set up of payment plans with IRS, tax problems, taxes for non-residents in US, free IRS E-file, review of prior year tax returns and filing of amended tax returns, tax planning, preparation, and filing services for individuals and small scale business and direct deposit. They accept cash, debit card, master card, PayPal, visa and master card and cheques for payment purposes. The people at the RTS tax pro are very well updated will the law changes and policies and assist their clients with dedication in the whole process. With this tax centre, the whole process is made simple.Read more
Ratings & Reviews for Financial Planning
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5/5
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Based on 1 review
As a small business owner, it is reassuring to know that I can count on Jain & Associates CPAs and his knowledgeable and friendly staff to take care of me. Our tax returns are always submitted on time and our accounts are always in order. I don't have to worry about payroll, business loans or tax planning. I trust Parshwa and his staff to look after all of my financial needs
Everything You Need to Know About Financial & Taxation Services
Understanding the Child Tax Credit: Maximizing Your Benefits
What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.
Understanding the Decline in Your Tax Refund This Year
Why Tax Refunds Are Lower This Year Many taxpayers in the USA and Canada have noticed a significant drop in their tax refunds in 2024. This trend can be attributed to several factors, including changes in tax laws, adjustments in withholding, and the expiration of pandemic-related tax benefits.
Understanding Taxes on 401(k) Distributions: What You Need to Know
401(k) distributions refer to withdrawing funds from your retirement account, with tax implications based on timing and method. Standard withdrawals after age 59½ are taxed as ordinary income, while early withdrawals may incur a 10% penalty plus taxes. Rolling over to another retirement plan can avoid immediate tax consequences. It's essential to plan distributions, understand exceptions, and consult professionals to manage taxes effectively.
How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.
What a TikTok Ban Could Mean for Business Taxes and Compliance!
Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses are encouraged to consult finance and taxation professionals to maximize deductions, ensure compliance, and develop sustainable strategies for future growth. These experts can provide tailored advice to help businesses transition smoothly and stay competitive in an evolving digital landscape.
Understanding Self-Employment Taxes: A Comprehensive Guide
What is Self-Employment Tax? Self-employment tax is a critical aspect of managing your finances as a self-employed individual. Unlike traditional W-2 employees, self-employed individuals must handle their own Social Security and Medicare taxes, collectively known as self-employment tax. This tax ensures that self-employed workers contribute to these essential programs. How much is Self-Employment Tax?
How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)
So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?
Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.
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Jain & Associates CPAs
Financial & Taxation Services - Accountant Services +25 more
