- 318-722-2221 (Pin: 53562)
- Serving in Plainfield, NJ
- 908-380-6876
- Serving in Plainfield, NJ
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From the Business : I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are...
50% Offer available VIEW OFFERFrom the Business : Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified port...
From the Business : SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides busines...
From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...
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.
From the Business : Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to mak...
From the Business : Sarsi is a fee-only financial advisor in West New York, NJ and New York City with clients everywhere. As a fee-only financial advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widow(er)s and retirees/pre-retirees. They hire us to simplify their situation. We unravel complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. Our services include comprehensive financ...
From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...
Offer available VIEW OFFERFrom the Business : My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services ...
From the Business : We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our b...
1% Offer available VIEW OFFERFrom the Business : Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize t...
From the Business : SAI CPA Services is a trusted financial and consulting firm serving clients in Middlesex County, New Jersey, United States. With a dedicated team of professionals, we specialize in providing a comprehensive range of financial and consulting services tailored to meet the unique needs of both individuals and businesses. Our firm takes pride in offering personalized and high-quality service to our clients, leveraging our expertise and commitment to deliver efficient and cost-effective solutions. At SAI CPA Services, we understand that every client is different, and we approach each e...
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 f...
From the Business : If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many help...
From the Business : Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage ...
From the Business : ASM Associates LLC – Tax Office in Iselin is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation Services, Book Keeping, Finance and Accounting Training, Audit, Review and Compilation services. They are servicing at New Jersey area. They are expertise in providing services like Free Initial Consultation, IRS Audit, Individual Taxpayer Identification Number (ITIN) Application and Sales Tax Return. They can be reached on all days of the week including Sunday from 10:00 to 22:00. Some of the other services provided by them are In...
From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...
From the Business : Agog Financials, Inc in Mc Lean is specialized in Tax Consultants Services, Tax Preparation Services, Book Keeping, Payroll Processing and Finance and Accounting Training. They are servicing both in US and Canada. They are expertise in FBAR fillings. They offer their clients with the most timely and authoritative tax resolutions so that you can make an informed decision. Their main objective is to learn about the clients issues and challenges by understanding the environment in which they conduct their business and provide efficient ways to manage the complexities, whether it is an ...
From the Business : We are a full-service Accounting firm licensed in IL. We provide best bookkeeping services. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
From the Business : We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known rep...
From the Business : We are one of the most distinguished Financial & Taxation Services in Princeton, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, International Tax Consulting, Payroll Processing, Personal Tax Planning, Tax Consultants Services, Tax Preparation Services
From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...
From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...
From the Business : Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms a...
From the Business : Tax John Income Tax Services was founded in May of 1994 to establish a business that focused solely on tax preparation services and was committed to serving their clients year round, not just until the April 15th filing deadline. The Company opene...
Wonderful expertise delivered in quick and concise actions.
Deva was great providing me a comprehensive analysis of my financial situation, guiding me through state management, insurance coverage, retirement, and of course investments. He's thoughtful on his analysis and was super responsive when needed.
Deva Panambur of SARSI, LLC was highly recommended to us by relatives who were pleased with his services. We engaged Deva to provide comprehensive financial planning services as we faced retirement. He provided effective, professional, and caring support throughout the entire process. Deva produced a detailed financial plan which has served us well as we enter the next phase of our lives. He continues to check in with us through follow up Zoom calls. We would recommend Deva Panambur without hesitation to anyone in need of financial planning services.
After selling my company, I needed some help fast to get my financial plan in order. I found Deva online after doing extensive research and it worked out well. He's a true pro but has an easy way of making complex stuff seem simple and doable. We got my investments, taxes, and future planning sorted quicker than I thought possible. He's like that wise friend who guides you through the money maze with a steady hand. Highly recommend him!
Deva is the perfect blend of personable and knowledgeable. Deva helped me make sense of financial information, when it became overwhelming for me. More importantly, he helped me translate and contextualize that information in a way that makes sense for overall wellbeing and life satisfaction. Deva worked with me to sort through some big decisions - like retirement and kids college planning, and real estate. Deva is always patient, making sense of my convoluted questions. We talked through different scenarios and he sheds light on perspectives that I had not considered. I can tell that Deva keeps up to date on the latest financial developments and tax updates, as he sends useful and timely information to his clients. Overall, highly recommend working with Deva, it will simplify your life and give you peace of mind!
Deva was very generous with me in our introductory session, taking extra time to answer all of my questions - both about him and his services, but also about my finances and my concerns. He was direct and transparent, especially in discussing fees. A true fiduciary, he gave honest feedback about where he saw his services adding value to me. I walked away from my conversation with Deva feeling respected and valued, and with a clear path forward for my finances. Thank you!
I have been working with Sarsi and Deva for over ten years. I was one of the earlier clients. Deva is top class and very patient and thoughtful in supporting my needs and objectives. He is prudent and cautious in how he invests my money. He is balanced in his feedback to my many queries. Over time he now invests most of my savings and I am very happy with both his performance and his communication / management. I have no hesitation recommending him. Sanjiv. .
As hectic and uncertain as life can be, Deva is the one area of our lives where calm and confident are prominent adjectives. We're so glad we work with Deva!
We've worked with Deva for the last four years. He has been excellent, responsive, and has offered good advice over the period we've known each other.
I've worked with Deva Panambur for 3 years now and I'm so grateful that I found him. The whole issue of investing my retirement money made me nervous and I never quite trusted the financial advisors who were trying to sell me things. Deva is totally different -- he is a fiduciary, which means he has dedicated his energy to making his client's success his number one priority. Deva is easy to work with, personable and agreeable, and always quick to respond to communications and answer questions. Initially, I wanted to move more slowly so I could understand the process in detail, and Deva encouraged me to work the way I needed to. I give Deva Panambur my highest recommendation!
Deva does a great job of explaining all of the different facets of your portfolio and how they relate to one another to help you achieve your goals. He explains in plain language all of the complex levers that can be pulled over time to have your assets work for you in the most efficient manor. We especially like that he is a fixed fee fiduciary advisory which gives us the confidence in knowing he is not trying to sell us something to make a commission.
Deva has been instrumental in setting our family up with a strategic approach to financial planning. His help with investment management based on a financial policy statement we developed has had great results. He makes it a point to evaluate changes to corporate benefits and how they might be beneficial. He has made impactful recommendations around tax planning and estate planning, as well as providing advice on various types of insurance coverage. I highly recommend Deva and the (fee only) services Sarsi offers!
I've been working with Deva for over a year now, and I couldn't be more impressed with the service and support he provides. He is incredibly responsive and always takes the time to understand my financial goals, offering clear, actionable advice that aligns with my needs. Whether it's retirement planning, investment strategies, or tax advice, he's been there to guide me every step of the way. He goes above and beyond to make sure I feel informed and confident in my financial decisions. Highly recommend to anyone looking for a knowledgeable and trustworthy advisor!
Deva is the perfect choice for anyone who is looking for an intelligent, knowledgeable and patient financial advisor and wants to work with someone to get their personal finances on track and set long-term objectives. We've been working together for years, and he always goes the extra mile for me and my family. I highly recommend his services and expertise!
Deva has been extremely helpful in providing personalized financing advice for our particular needs. He went above and beyond to research into the client's specific requirements and covered broad range of topics over the course of our one year contract. Highly recommend him!
Deva has been great financial advisor and helped us through our initial years when we had just started saving. He patiently explains everything even if you may have zero knowledge of finance and investments. His recommendations helped create strong portfolio. 100% recommend him.
Deva: A Stellar Financial Advisor- Highly Recommended As a young couple living in New York with a double-income household, we knew it was time to seek professional guidance to ensure our financial future was on the right track. After working with Deva, we can confidently say that choosing him as our financial advisor was one of the best decisions we’ve made. Deva’s holistic approach to personal finance has been invaluable to us. He doesn’t just offer advice on investments or retirement planning in isolation; he considers every aspect of our financial life, from taxes to long-term goals. What sets him apart is his focus on educating us throughout the entire process. Rather than simply telling us what to do, Deva teaches us why certain decisions are being made, empowering us to make informed choices. His system of guidance will undoubtedly benefit us for years to come. Deva’s calm and articulate manner reassures us every step of the way. He has a long-term view in mind, and it’s clear that he takes the time to fully understand our unique goals before offering tailored advice. He never rushes us into decisions, and his thoughtful approach ensures we always feel confident about our financial path. We genuinely see our relationship with Deva as a lifelong partnership. He’s not just helping us plan for retirement, but he’s helping us build a secure financial future. We trust him implicitly, and we look forward to working with him for many years ahead. If you’re looking for a financial advisor who is not only knowledgeable but genuinely invested in your future, we highly recommend Deva. His expertise, calm demeanor, and commitment to educating his clients set him apart in the industry.
Fantastic service and I highly recommend going here if you have ANY tax related problems.
Very knowledgeable and professional services. Provides above and beyond expectations.
A perfect combination of reliability, promptness and up to date knowledge in an ever changing accounting world.
Very knowledgeable and nice accounting firm. Very very helpful and explains in detail.
Excellent professional service. Very knowledge and quick in response. . Highly dependable
Mr. Ajay and his Team are so friendly, and very knowledgeable.
A true expert in his field. I even get updates via email with regard to tax information that is helpful both personally and in my business.
Have been using their services for more than five years now and have found them highly knowledgeable, professional and very responsive .
Customer centric approach, consistent service, thorough and meticulous, and up to date on the latest changes in tax laws and regulation
Mr Ajay Kumar has wonderful working team he is very professional & immediately responding for the issues regardless & very kind helpful like a family never do no for the issues he is guided very well ????????????
High degree of diligence, good service, professionalism, integrity, describes our experience with Sai CPA.
Very professional service by Sai CPA Services, friendly and helpful. Always on top of our accounts.
Ajay is very professional and has helped with my situation. You cant go wrong using Ajay as your CPA
Very professional and extremely knowledgeable. They guided us very efficiently towards correct planning and cost effective strategies saving us a good amount of money.
Ajay have always been very responsive and is very knowledgeable of the tax laws and have helped me as well with my foreign operations and filling.
Ajay and his team are very knowledgeable and really get to understand their clients business to ensure they make the right recommendation for their accounting needs.
Knowledge, efficiency and punctuality is how I will describe this business. I have referred several of my clients to them and they all have come and said Thank You to me.
AJ and his team have gone above and beyond to help get my business organized. They are extremly responsive, professional and make you and your business the priority,
Ajay and his team are very knowledgeable and helpful in all aspects of the tax world.
Ajay and Sai CPA are very knowledgeable, responsive, detailed, and professional. I would recommend them as they are the best CPA.
Very knowledgable tax and finacial accounting practitioner. I recommend Sai CPA Services to all small and medium sized businesses.
Just started doing buisness with Sai CPA Services back in September oF 2022 and all can say is great things, very respectful, informing and helpful for all my questions and problems that i can occur with.
Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses are encouraged to consult finance and taxation professionals to maximize deductions, ensure compliance, and develop sustainable strategies for future growth. These experts can provide tailored advice to help businesses transition smoothly and stay competitive in an evolving digital landscape.
International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.
What is Self-Employment Tax? Self-employment tax is a critical aspect of managing your finances as a self-employed individual. Unlike traditional W-2 employees, self-employed individuals must handle their own Social Security and Medicare taxes, collectively known as self-employment tax. This tax ensures that self-employed workers contribute to these essential programs. How much is Self-Employment Tax?
What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.
