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Kumar Accountancy CPA
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15 Years in Business
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

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

Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
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

PAY Financial Service
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16 Years in Business
- Language:English , Urdu
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

Trident Financial Consultants
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3 Years in Business
- Language:English , Hindi
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

Prorata Accounting And Consulting
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15 Years in Business
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Language:English , Hindi
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

Alam One Stop Tax And Accounting Services INC
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20 Years in Business
- Language:Urdu , Bengali
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
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15 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

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
Pathak Financial Group Tax & Insurance
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15 Years in Business
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Claimed
- Language:English , Hindi
From the Business:" Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured, we have helped clients, with all types of backgrounds, successfully achieve their goals. They are happily retired with their financial hopes and dreams met. We want to help make that dream become a reality for you and your family also. Be sure to call us for a FREE consultation!!! "Read more
Chandra Tax Services
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16 Years in Business
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Claimed
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Closed now
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Language:English , Hindi
From the Business:Chandra Tax Services provides various tax-related services including Tax planning, tax calculations, payroll and other services for individuals and entrepreneurs. Tax is obviously the most complicated subject with ever-changing rules and regulations which makes it impossible to understand in detail. We Provide an extensive range of tax process and widespread tax compliance. Chandra tax services understand the increased complexities and competition in the capital market. The tax and business system in the entire world are moving in a completely new path and tax authorities come up with new policies and frameworks every day which is further expanding the criticality of the taxation system. At Chandra tax services, we provide assistance regarding all the complexities and services that people will face in today’s dynamic business and tax scenario. Our team of professionals have years of experience in handling all the concerns related to taxation. We take care of your issues by providing you services, which will in turn solve your difficulties. The highest quality of advice is provided in solving the accounts and tax related problems. We will not leave you puzzled in the heap of taxes. Be it a startup or a well-established enterprise, individual or a family related business, we at Chandra tax services always strive to serve our world-wide client base like a family. We ensure that you will get a professional advice with a personal touch. Skilled professionals with relevant experience guide you in tax planning process. Predict and advise your financial transactions to minimize your penalties. Provide guidance in tax compilations and refund related issues. At Chandra Tax Services we serve clients with their Individual, Business, Bookkeeping and Payroll Services. Individual Tax Filing starts from $50, Business Tax Filing starts from $200. We are located Cedar Park nearer to Ranch At Brushy Creek and Avery Ranch Communities. We offer unlimited consultation.Read more
Northwestern Mutual Wealth Management Company
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16 Years in Business
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Claimed
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Open now
- Language:English , Punjabi
From the Business:Omar Saeed Financial Adviser NM WMC is available in Sugar Land, Texas. I have been serving clients in the financial services industry for over 15 years based out of Houston. As a Million Dollar Round Table qualifier, I have dedicated my career to thoughtful, comprehensive financial planning for my diverse client base. As a Financial Advisor, I recently accepted the promoted role as a Field Director at Northwestern Mutual where I will not only serve my clients but also direct the growth of the South Asian market for Houston. I focus on wealth management, asset protection, profit sharing, defined benefit retirement plans, and special needs planning. I am well-versed in all aspects of qualified and non-qualified plans, including 401k, 403b, 457, KEOGH, Roth IRA, and SEP plans. If anyone needs financial advice please contact me for more details. Read more
Everything You Need to Know About Financial & Taxation Services

Tax benefits in the US for same sex couples
Homosexual couples Vs. heterosexual couples – the difference goes by $7,727 approximately. Tax breaks have taken some rampage turns for the latter. Federal tax benefits for same sex couples in the US are privileged to bag deductions as gift tax, estate tax and income tax. Thanks to Windsor for its effect echoes quite aloud. Social security tax benefits – Henceforth both the partners could apply for social security benefits. “Windsor” effect has made room even for survivor benefits. ...

Need of the hour: Tax deductions for recently divorced!
It’s not as easy as they show in Holiday flicks. Being separated or awaiting divorce, an awkward thing ever happens to someone. Still, such people deserve to get their benefits. Recently divorced? Then they’ve got their tax deductions as a little relief. It takes time for the emotional healings, but when it comes to filing for divorce or separation taxes, it should be taken into the most important practical account -- future!

How to avoid payroll fraud?
Sources reveal about an average loss of $50,000 per year, when it comes to payroll fraud. How secured is a business’ payroll system? Apart from small scale business, it’s advised to go with outsourcing payroll for tax benefits and security reasons. Charting out security measures, it’s important to learn, how to avoid payroll

Tax guide for expecting couples
“Baby on board!” On an average, the head of a household receives a deduction of about $9,250. Becoming a parent brings in joy and tax benefits all together. Expecting couples would be happy filing for tax credits, because it brings down a bigger proportion of tax. Joy comes with changes. How about getting a drastic reduction of taxes? No matter if they’re married couple or in live-in relationship, tax guide for expecting couples say that they save a taxable income up to $4,000. Difference...

Tax breaks for Home owners decoded
Buying a dream home and heavy taxes go hand in hand. Besides, there lies a difference in being a homeowner in the West. If paying mortgage and interests builds pressure on one phase, tax breaks serve as a relief. Homeowners make a note of points, by which they get their mortgage sanctioned. Above all, there’s a sigh of relief – Homeowners turn eligible for tax breaks. Writing off mortgage points Taking an advantage of points brings down mortgage interests. Mortgage with a span of 30 years...

7 Good Reasons to Hire a Financial Advisor
Who said it? I didn’t save a million, but still I’ve fair reasons to hire a financial advisor. Bigmouth, they say and it’s totally handy at scenarios. Especially, understanding nerd terms (not in the eyes of a financial planner!), and asking it out as questions. Firstly, let me confess it. I’m not a Math geek. For some unknown reasons, I share a troubled relationship with figures, numbers, ratio, %, metrics, probability, blah, blah, blah…

What are unemployment benefits?
With recession come three questions jumping off the desk: How much am I eligible to be covered for unemployment? Who handles unemployment? State or Federal? Am I going to be paid in fair figures for unemployment? If so, then what would be the ratio (%) of the paycheck? Jesse was looking at the bunch of bills lying right there on the coffee table. He’s at the risk of losing his job any moment. An architect he’s, his abilities are beyond questions. However, he must be thinking about t...