Best Banking Services in New York, NY

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Best Banking Services in New York, NY

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Ravi Dave Financial in New York, NY

Ravi Dave Financial

location_on Serving customers in New York Area with professional support.
  • 5star1 Review
  • 6.3
    Sulekha score
  • work_history5-15 years in Business
  • translateLanguage:English , Hindi +1 more
Banking Services:Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Best Mortgage, Cash Flow Analysis, Certified Professional Tax Preparer, Home Loan Agent, Individual Tax Return, Indiviual Tax Filing, Latest Mortgage Quotes, Mortgage Refinancing, Non-Filed Tax Returns, Property Mortgage, Property Tax Loans, Purchase Loan, Purchase Mortgage, Special Circumstance Mortgages, Tax Implications, Auto and Home Insurance, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Insurance Quote, Tax Preparer Specialist, Mortgages, Insurance Agency, Personal Tax Preparation, Mortgage Banking, Tax Analysis, Accounting Systems, Hindi insurance agent, Broker, Indian insurance agents, Independent Insurance agents, Workers Compensation Insurance, Tax Efficient Investments, Indian Mortgage Broker, Desi Broker, Desi Mortgage, Desi loan officer, Business and Individual tax filing, ATV Insurance, Snowmobile Insurance, Motor Home Insurance, Motor Cycle Insurance, Long Term Insurance, Joint Life Insurance
  • 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 in New York, NY

Realtime Finance Fix USA LLC

location_on Serving customers in New York Area with professional support.
  • 5star2 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage: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

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 in New York, NY

Adhvya

location_on Serving customers in New York Area with professional support.
  • 6.5
    Sulekha score
  • work_history35 Years in Business
  • translateLanguage: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

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

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

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

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 in New York, NY

Raman Abrol CPA

location_on Serving customers in New York Area with professional support.
  • 5star28 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English
Banking Services:Tax Preparation and Filing, Financial and Tax Planning, Accounting Software Selection & Implementation, Buying Or Selling A Business, Certified Professional Tax Preparer, Corporate Tax, CPA, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Irs Audit, Non-Filed Tax Returns, Obtaining Irs Tax, Partnership Taxes, Past Tax Collection, Payroll Software, Property Tax Loans, Quarterly Taxes, Quickbooks Service, Quickbooks Training & Setup, Reduce Irs Penalties, Release Irs Levy, Reviews And Compilations, Sales Tax Return, Small Business Advisory service, Small Business Formation, Small Business Payroll, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Bookkeeping Clean-up, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Tax Analysis, Accounting Systems, Tax Efficient Investments, Incorporation services, Multinational tax filing, Payroll services

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 in New York, NY

Accounting And Management Services

location_on Serving customers in New York Area with professional support.
  • 2
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed 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

Showing 1 - 10 of 20 results

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Ratings & Reviews for Banking Services

perm_identityChaudhry Ahmed
calendar_month7 days ago

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.

perm_identityLDV
calendar_month1 week ago

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.

perm_identitynitasha mittal
calendar_month1 week ago

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.

perm_identityKSP Nam
calendar_month1 week ago

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.

perm_identityVincent Chou
calendar_month1 week ago

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!

calendar_month1 week ago
perm_identityabdul azeem

I filed my taxes with EasyTaxFiler, and I’m very satisfied with the service. The staff was knowledgeable and answered all my questions clearly. They made the entire process simple and stress-free. I received my refund quickly, and their fees were reasonable for the quality of service provided. I will definitely use them again next year.

calendar_month3 weeks ago
perm_identityLorrie Reid

Carmen is, without a doubt, exceptional at what she does. She is knowledgeable, down to earth, and genuinely cares about the people she serves. From the very beginning, she made the entire process feel comfortable and easy to understand. Beyond her expertise, she is simply a kind and sweet person who takes the time to listen and provide thoughtful guidance. Most importantly, she has done an amazing job setting me up to enjoy a retirement filled with confidence and peace of mind. I truly appreciate her dedication and highly recommend her to anyone looking for trustworthy and professional financial support.

calendar_month3 weeks ago
perm_identityElvin Ismayilov

Mahbub has been running payrolls, bookkeeping and filing taxes for my small business for the last 4 years. Super satsified with his knowledge and putting extra effort to help me with accounting. Definitely recommend for business and personal tax filing.

calendar_month4 weeks ago
perm_identityRosy A

I had an excellent experience working with SNP Tax & Financials. They were extremely knowledgeable and detail-oriented and their guidance helped me maximize deductions while staying fully compliant. Thank you for your support again !!

calendar_month4 weeks ago
perm_identityIan Gaheen

Amazing service, very well read in any problems or questions regarding taxes. Straight to the point in helping me resolve my issue.

calendar_month1 month ago
perm_identitysabbas

Fast, reliable, and professional service. Highly recommend this tax office!

calendar_month2 months ago
perm_identityAakash

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

calendar_month2 months ago
perm_identityVijay Garg

My experience of Raman Abrol, CPA is excellent. I have been their client for the last 5 years. I have found him and his staff to be very professional and prompt. Important, they have taken every call I have made and responded promptly with a good solution. My recent expeience of dealing with Sheetal from his office for a house property sale in India is nothing short of amazing. Sheetal responded to my calls from India promptly and dealt with my questions/issues wonderfully. She is a great asset to the Raman's Team. I would greatly recommend Raman to everyone! Vijay Garg

calendar_month2 months ago
perm_identityNexa Customs

Great experience with GoalSeek Shared Services Pvt Ltd. Anima Jain was extremely prompt and professional in handling my LLC filings and ensured everything was completed smoothly and on time. Her efficiency helped me save a good amount of money. I’ll definitely be working with them again for future compliance and filings.

calendar_month3 months ago
perm_identityMukkul Jayhne

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

calendar_month5 months ago
perm_identityNaveen Pillala

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

calendar_month5 months ago
perm_identitypanchal pak's

“I received the best information available, and I had never been aware of anything like this before. He took the time to educate me on everything I have, which truly matters to me. What stood out most is that he genuinely helped me without any monetary motives—his focus was on my well-being and future.”

grading
calendar_month6 months ago
perm_identityRukma and Puli Jacob

NSKT GLOBALdid my taxes for 2024, in spite of having IRA withdrawals with their knowledge I paid no IRS taxes. Now also I entrusted THEM to do my taxes both in India and USA since I sold my house in India. They are efficient and knowledgeable and can be trusted. J. P.

calendar_month7 months ago
perm_identityKavi Prajapati

He is excellent at what he does and I couldn’t not be more pleased to have found the tax professional. As a client, I can say that he is willing to go the extra mile to make sure my financial needs are met. The accountability that he provides to me and my business is indispensable. I recommend all my family and friends to him. He really has the answers!

calendar_month7 months ago
perm_identitybhave Luthra

Excellent service. Took such good care and handled all our taxes very meticulously

calendar_month10 months ago
perm_identityKrishna Vijayan

Really helpful.

calendar_month11 months ago
perm_identityVinay Nayak

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

calendar_month11 months ago
perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

grading
calendar_month11 months ago
perm_identitySara Hiett

I am very happy with my experience and will return! Kim is very thorough and knowledgeable, I appreciate the time she took explaining everything I needed to understand about my income taxes.

calendar_month11 months ago
perm_identitydialsunny

Anand was highly efficient in filing the tax returns. He is very knowledgeable.

calendar_month
perm_identityCornelius Vaikuntam

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

calendar_month
perm_identitySyed Maudood

They are Profesional in there work.

calendar_month
perm_identitymike arora

Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.

calendar_month
perm_identityAashish Patel

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

calendar_month
perm_identityAmrutha Yalla

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

calendar_month
perm_identitytricia soliman

Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.

calendar_month
perm_identityJyotsna Sharma

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

calendar_month
perm_identityJagadeesht

The reliable place to get the services done with peace of mind.

calendar_month
perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

calendar_month
perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

calendar_month
perm_identityBryce Earls

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

calendar_month
perm_identityWilliam Mahoney

Been going since they had Long Island tax in east meadow. Although now retired and just get short forms, it’s worth price. If EVER in trouble or problem they got you on top priority. Silly to go anywhere else. I go from Levittown. William J Mahoney

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perm_identityfly high

Neelam who works at this company is truly outstanding, stupendously awesome, extremely committed and loyal. She delivers impeccable service she has been helping me for the past many years to file my taxes and she gets the things done. She constantly engaged with the federal government to resolve my issues. I truly appreciate her dedication and hardwork I suggest management to increase her pay and promote her to next level.

grading
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perm_identityadeel

Please BE AWARE of TaxVista Scam. Around 4/3/2020 I have spoke with Mr. Shiva at TaxVista to understanding there services and cost; at that movement communication went very well and Mr. Shiva asked me to upload all my necessary current and previous tax return documents to there website portal. So he can line up the documents and prepare 2019 tax return. After few days into process I have contacted them back and realized that TaxVista is stealing and blackmailing clients/ customers information. Without any proof of job completion, they have sent me a $180 bill; upon asking Mr. Shiva and his manager responded by refusing to share 2019 tax return draft unless I pay them $180 without a proof of any work completion. I requested to share a 2019 tax return draft so I can able to understand and make changes if is necessary but TaxVista refused to show even draft until I voluntary pay them $180. TaxVista is scamming and stealing people information and blackmailing once you provide them all your necessary information. Upon further more investigation I found there office address is FAKE (194 Francisco Ln #108 Fremont CA) is a Real Estate firm and there is no affiliation or sign posted of TaxVista. So basically TaxVista will take your personal information by making you believe they are doing a job but in reality they are stealing and blackmailing. Upon calling them again and again in realized they are operating entire services from INDIA. Please be aware specially during COVD19 shutdown

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perm_identitysindhu

Been getting our taxes down here for 3 years now. Roshan Kumar is very good and had your best interest in mind. He has advice on what you can do in the future to help with getting the most money you can back.

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perm_identityHerbert Lewis

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business questions regarding our taxes. She is customer service focused and it shows in the works she delivers.

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