Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Accountant Services
Financial & Taxation Services
Rupesh Shah Financial Advisor
- Palo Alto, CA
- 15 Years in Business
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15 Years
Rupesh Shah
Rupesh Shah Financial Advisor work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Palo Alto, CA. I specialize in Financial Advisor,Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Investment Management,Long Term Care Insurance,Retirement Planning
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