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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

Realtime Finance Fix USA LLC
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15 Years in Business
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Language:Telugu , Urdu +4 more
- 00160088
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:With 15 years of experience, Realtime Finance Fix USA LLC is New York's trusted partner for comprehensive financial and taxation services. Catering to the city's vibrant community of entrepreneurs and professionals, we offer a suite of services including accounting, tax consulting, financial planning, and IRS representation. Our expertise extends to cash flow management, financial forecasts, business entity selection, and international tax consulting, ensuring your financial health in the city that never sleeps.Read more

Ohana Wealth Legacy
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12 Years in Business
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Language:Tamil , Arabic +7 more
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Adhvya
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35 Years in Business
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Language:English , Hindi
- CPA.0030670
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:Adhvya is a professional accounting and tax services firm based in North Brunswick, New Jersey, focused on delivering precise bookkeeping, payroll, tax compliance, and strategic advisory services tailored to small and mid-size businesses. The firm handles day-to-day financial operations including transaction management, payables/receivables tracking, and payroll administration, while also advising clients on annual tax filings, sales tax/VAT matters and corporate documentation. Beyond compliance, Adhvya supports business growth through financial planning, capital-fundraising guidance and M&A preparation. With a commitment to clarity, accuracy and personal service, the firm helps business owners understand their numbers and make data-driven decisions. Whether clients need help staying current with regulatory requirements or want strategic support to scale, Adhvya offers the tools, insights and ongoing partnership to build stronger financial foundations.Read more

Samatva Wealth Management LLC
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Established Since 2007
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
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

TAAJ Financials
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Established Since 15 Years
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:For over 15 years, TAAJ Financials has been a trusted partner in New York, NY, providing comprehensive financial and taxation services. In a city as bustling with business as New York, we understand the need for precise accounting, savvy investment management, and expert tax consulting. Our diverse range of services includes personal and business tax planning, foreign account disclosures, and even estate planning. We also offer finance and accounting training, ensuring our clients are well equipped to navigate New York's dynamic financial landscape. With TAAJ Financials, you're not just getting a service; you're gaining a financial ally.Read more

Dattani & Partners, CPA
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15 Years in Business
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:For 15 years, Dattani & Partners, CPA, has been a trusted partner for New York businesses and individuals seeking comprehensive financial and taxation services. In a city where regulations are complex and the financial landscape is dynamic, we offer services ranging from income tax filing to multinational accounting. We're well-versed in notary services, estate planning, and IRS representation, tailored to the unique needs of the bustling New York lifestyle. Our expertise in financial forecasts, business succession planning, and audit review, helps our clients navigate the city's challenging economic environment.Read more

Trident Financial Consultants
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3 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:Experience financial peace of mind in the fast-paced world of New York, NY with Trident Financial Consultants. Our 3-year experience in offering comprehensive financial and taxation services is tailored to meet the unique needs of both individuals and businesses. We excel in accountant services, tax preparation, retirement planning, and much more. We understand the complexities of Wall Street and are ready to help you navigate your financial journey.Read more

Raman Abrol CPA
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16 Years in Business
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:With 16 years of experience, Raman Abrol CPA is a trusted choice for New York's bustling business community. Offering a range of services from tax preparation to multinational accounting, we understand the fast-paced financial demands of the Big Apple. Our experts adeptly handle your financial forecasts, IRS representation, business succession planning, and more, ensuring you navigate the city's rigorous regulatory environment with ease. Raman Abrol CPA, your reliable partner in financial and taxation services.Read more

Accounting And Management Services
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16 Years in Business
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Claimed
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Closed now
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:I specialize in providing management and accounting services to new and emerging businesses to architect and build and manage enterprise solutions. I am intellectually versatile, combining technical depth with business savvy and creativity. Core competence in setting up ERP systems, managing working capital and cash flow for small businesses and provide banking insurance and health service expertize to build a new company. My strength has been to save employers additional expenses they would incur with external firms. With excellent relationship partners I am confident to help the businesses work smoothly using technology than traditional paper records.Read more
Business Offers

Retire Wisely Financial Services
Ratings & Reviews for Banking Services
Assalamu, Alaykum Usman I really appreciate you have a wonderful lady. Her name Rehama She’s very helpful and awesome customer service. I love to recommend everybody.
New to Phlliy, I needed a good tax person bc I am not familiar with the PA guidelines. Bhaven was super easy to work with, took his time and explained everything to me along the way. Very patient and also reviewed prior years return to see if there were missed opportunities during that filing. He made the process easy and was super knowledgeable. I am actually now looking forward to next years vs always feeling on edge, lastly, reasonably priced as well. Highly recommend.
Kavita is amazing to work with. She made the tax filing so easy for us and she personally took care of everything. We recommend her to everyone.
Hardik and Deep made the whole tax filing process simple and stress free. They walked me through every part of the return, explained things clearly, and made sure I was comfortable before filing. Super easy to work with and very professional. Really appreciate their support. Highly recommend.
I've been working with Shamsher and the team since 2020, and I can't recommend them highly enough. Shamsher has been incredibly helpful over the years, patiently answering all my questions especially around capital gains and providing smart, proactive tax planning advice. Thanks to their guidance, I've saved a significant amount of money on taxes that I almost certainly would have overpaid without their expertise. The service feels genuinely personalized, which sets them apart from other CPAs I've tried in the area. It's not just about filing returns, they really take the time to understand your situation and plan ahead. What stands out most is the level of support. I've even reached out late at night with urgent questions, and Shamsher has always responded quickly and helped me sort things out. That kind of availability and dedication is rare. If you're looking for a knowledgeable, responsive, and client-focused firm, I would definitely choose them over others in the area. Highly recommended!
Everything You Need to Know About Banking Services

Exploring International Money Transfers
International money transfers are the process of sending money between people or financial accounts in different countries. Every day, trillions of dollars are transferred between people and businesses worldwide. International money transfers can be used for various purposes, such as: Sending money to family or friends abroad Paying for goods or services from overseas suppliers or vendors

The Evolution of Banking Services
Banking is one of the oldest and most essential services in the world. It enables people to save, borrow, invest, and transact money for various purposes. Banking has also evolved, adapting to customers' changing needs and preferences, as well as the advancements in technology and innovation. In this blog, we will explore how banking services have transformed from traditional to digital and what are the benefits and challenges of this transition.
Financial & Taxation Services Specialisation
- Accountant Services
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- Money Transfer Services
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- Payroll Processing
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- Foreign Accounts Disclosure
- Auditing Services
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- IRS Representation
- Incorporation Service
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Promoted Financial & Taxation Services Listings in New York, NY
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