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Devesh Pathak CPA
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Established Since 2003
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Language:English
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:With 23 years of experience, Devesh Pathak CPA has been serving the Philadelphia community with professional financial and taxation services. Catering to a city known for its thriving businesses and diverse industries, our services include tax consultation, bookkeeping, payroll processing, incorporation service, financial statement analysis, and income tax preparation. We understand Philadelphia's unique regulatory environment, providing tailored solutions to meet your needs.Read more

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

Ohana Wealth Legacy
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12 Years in Business
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Language:Tamil , Arabic +7 more
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
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:19019, 19078, 19092, 19101, 19102
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

NRI Tax Group
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15 Years in Business
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Language:English , Punjabi +1 more
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:For over 15 years, NRI Tax Group has been Philadelphia's trusted partner for comprehensive financial and taxation services. We understand the unique financial challenges of the city's bustling healthcare and education sectors. Our expert team offers everything from accountancy and investment management to personal and business tax planning, aligning with Philadelphia's ever-evolving financial landscape. Let us help you navigate the complexities of multinational accounting, IRS representation, and more.Read more

Samatva Wealth Management LLC
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Established Since 2007
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Language:English
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
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

TaxMagic.tax
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24 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:Experience the magic of hassle-free financial services with TaxMagic.tax, Philadelphia's trusted partner for over 24 years. Catering to the needs of the city's vibrant business landscape, we offer everything from personalized tax planning to multinational accounting. Our expertise also includes IRS representation and audit reviews, making us your comprehensive solution for finance and taxation in the City of Brotherly Love.Read more

My Atlantic CPA
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19 Years in Business
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:With 19 years of experience, My Atlantic CPA in Philadelphia, PA offers comprehensive accounting solutions tailored to the city's bustling financial sector and diverse business landscape. Specializing in Tax Preparation, Financial Planning, and Multinational Accounting, we expertly navigate Philly's unique regulatory environment for optimal results.Read more

Texas Finserv Inc
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16 Years in Business
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Language:English , Urdu +3 more
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:With 16 years of experience, Texas Finserv Inc is the go-to provider of comprehensive financial and taxation services in Philadelphia, PA. Catering to a city renowned for its thriving business environment and diverse professional community, we offer a wide array of services from accountancy and investment management to tax consultation and estate planning. Our experts understand the unique needs of Philadelphia residents, including foreign account disclosures and international tax consulting, making us the ultimate choice for both personal and business financial management.Read more

TAAJ Financials
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Established Since 15 Years
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Language:English
Serving ZIP Codes:19019, 19078, 19092, 19101, 19102
From the Business:With 15 years of experience, TAAJ Financials is Philadelphia, PA's go-to for comprehensive financial and taxation services. Catering to the city's diverse business environment and thriving entrepreneurial spirit, we offer everything from investment management to international tax consulting. Our expertise extends to personal tax planning and retirement planning, meeting the needs of Philadelphia's hardworking residents. Trust TAAJ Financials for personalized, professional financial solutions.Read more
Business Offers

Retire Wisely Financial Services
Ratings & Reviews for Audit Review & Compilation 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 Financial & Taxation Services

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They don’t glitter like gold or dominate headlines like oil—but Rare Earth Minerals (REMs) quietly power the modern world. From smartphones and electric vehicles to missiles and renewable energy, these elements sit at the very heart of today’s technological and economic race. So, what makes them so rare, so valuable, and so globally significant?

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Financial & Taxation Services Specialisation
- Accountant Services
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- Tax Consultants Services
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Find Local Financial & Taxation Services in Nearby Cities
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Promoted Financial & Taxation Services Listings in Philadelphia, PA
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