Best Accounting Classes in Plano, TX

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Sunil Maini CPA PC in Plano, TX

Sunil Maini CPA PC

Finance & Accounting Training Serving in Plano Area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:In the heart of Plano, TX, with a rich history of 16 years, Sunil Maini CPA PC offers a comprehensive range of financial and taxation services. Catering to the city's thriving business community and its diverse residents, we provide everything from Investment Management and IRS representation to Business Succession Planning and Personal Tax Planning. Our expertise in Multinational Accounting and Taxation is especially beneficial to Plano's globally connected businesses. Trust us for your financial peace of mind.Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

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 and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:"Sure Financial and Tax Services, located in Plano, TX, is your trusted partner for a variety of fiscal needs. With 5 years of experience, we understand the financial complexities of the booming tech industry and vibrant economy of Plano. We offer a comprehensive suite of services that include tax consultancy, investment management, accounting training, and estate planning, tailored to meet both personal and business needs. Whether you're a tech professional seeking retirement planning or a business needing audit reviews, we're here to guide you."Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:In response to the thriving business culture in Plano, TX, Virtual Accounting And Tax Solutions Inc offers a comprehensive suite of financial services, including tax consulting and bookkeeping. With 15 years of experience, they specialize in meeting the unique needs of both domestic and international businesses, offering expertise in areas like foreign accounts disclosure and business entity selection. Whether you're a start-up in need of incorporation services or an established entity seeking effective financial planning, their team is ready to guide you.Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:Serving the dynamic Plano, TX business community for over 24 years, TaxMagic.tax provides comprehensive Financial and Taxation services. We specialize in everything from multinational accounting and tax preparation to IRS representation and business entity selection. With a deep understanding of the local economic environment and the demands of thriving tech industries, we're committed to helping individuals and businesses navigate their financial journey with confidence.Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:Dattani & Partners, CPA is a trusted provider of financial and taxation services in Plano, TX. With over 15 years of experience, we offer a range of services including audit review, tax consulting, and bookkeeping. We keep pace with the dynamic regulatory environment and the burgeoning tech-business landscape of Plano, catering to the specific financial needs of both individuals and businesses. Our expertise extends to multinational accounting, financial planning, and IRS representation. We're also adept at local services such as notary and estate planning.Read more

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

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:75023, 75024, 75025, 75026, 75074

From the Business:With 15 years of experience, TAAJ Financials in Plano, TX, is your trusted partner for comprehensive financial and taxation services. Our expertise ranges from accounting to retirement planning, addressing Plano's growing demand for personalized financial management solutions. We prioritize your needs in a city known for its thriving business environment and affluent residents. Trust us for reliable, professional service, whether it's estate planning, tax consulting, or investment management.Read more

Zealous Finance in Plano, TX

Zealous Finance

Finance & Accounting Training Serving in Plano Area
  • 2
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:At Zealous Finance, We Specialized in Variety of Residential & Commercial Lowest Interest rate loan programs.Residential Loan Program: Conventional, FHA, VA, USDA, JUMBO with credit score all the way to 550.Commercial Loan: SBA, Conventional, Merchant Cash Advance, Inventory Financing, Account Receivable & Payable Financing, Short Term Working Capital/Bridge/Mezzanine/Hard Money.Commercial Loan: SBA, Conventional, Merchant Cash Advance, Inventory Financing, Account Receivable & Payable Financing, Short Term Working Capital/Bridge/Mezzanine/Hard MoneyBusiness Unsecured Financing without any collateral, you read it right, without any collateral, we can fund within 72 hrs.Read more

Mehnaz Fatehdin CPA in Plano, TX

Mehnaz Fatehdin CPA

Finance & Accounting Training Serving in Plano Area
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history Established Since 1994
  • verifiedClaimed
  • scheduleBy Appointment

Serving ZIP Codes:75023, 75024, 75025, 75026, 75074

From the Business:CPA Firm with over 20 years of experience in tax filing and bookkeeping. We specialize in C-store and retail businesses. Our reliable team will go the extra mile for you to save you taxes. Call us today. Read more

Showing 1 - 10 of 29 results

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Ratings & Reviews for Finance & Accounting Training

perm_identityRajesh Patel
calendar_month5 days ago

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

perm_identityJessica Celestino
calendar_month2 weeks ago

Chet is AMAZING! He really cares about his clients and making sure everything is properly in order. He is very knowledgeable in his field. He is also very responsive via text, call, and email so if it is a complex tax situation you will never feel alone in it. I would never use anyone else for tax related matters.

perm_identityTifo ben
calendar_month4 weeks ago

Professional ????

perm_identityGirish Arora
calendar_month4 weeks ago

Best Service Family Atmosphere Great service with a Smile

perm_identityShmuel Leonidas
calendar_month2 months ago

Very nice service

calendar_month2 months ago
perm_identitySandeep

As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.

grading
calendar_month2 months ago
perm_identityShyam Iyengar

Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend

calendar_month3 months ago
perm_identityPrashant Bhardwaj

I consulted ManageMyTaxes about new business setup when dealing with a foreign entity. They clearly explained what complexities are involved w.r.t taxes and compliance on the US side when dealing with foreign entities or subsidiaries. They also provided good advice and references about setting up of merchant services within the US. Regarding foreign subsidiary or partnership, they advised to get in touch with a tax or legal expert on the foreign side because the local laws and compliance applicable in another country would require local expertise.

calendar_month4 months ago
perm_identityPrincal Patel

Great experience with quick steps

calendar_month4 months ago
perm_identityA A

We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!

calendar_month4 months ago
perm_identityGomathi S

We've been with GoalSeek for a couple of years now - They are highly professional, knowledgeable about the latest tax laws, and always respond to questions in a timely manner. They ensured our returns are filed accurately and on time.

calendar_month4 months ago
perm_identityMuthu Bala

We had excellent tax filing service from Natraj.

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month4 months ago
perm_identityShashank Venkat

Being new to the US, I was looking for guidance on financial planning and wealth management. The team at Eagle Harbor Advisors was extremely helpful. They patiently walked us through options and built a strategy tailored to our needs. I credit them for helping coordinate between my wife and my account. Their personalized approach and responsiveness really stood out. Highly recommend.

calendar_month4 months ago
perm_identityAftab Mithwani

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

calendar_month5 months ago
perm_identityMehulkumar Patel

Ankita Amin is proving book keeping and tax related services for last 3 years and she has been really helpful. She provides really good suggestions as per legal requirements she provides response for any query on time. I would definitely recommend her for any Bookkeeping and tax related sevices.

calendar_month5 months ago
perm_identityVincent Chou

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_month7 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_month8 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_month10 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_month
perm_identityKrishna Vijayan

Really helpful.

calendar_month
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.

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perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

calendar_month
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.

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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.

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perm_identityGeorge Hanna

Very helpful and great custmer service!

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.

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perm_identityJagadeesht

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

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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!

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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

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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.

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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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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perm_identityAshwin

Thank you Darshana Patel... Highly Recommend to my Friends.

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