Texas Finserv Inc

Texas Finserv Inc – Plano, TX

Who We Are

Texas Finserv Inc, based in Plano, Texas, is a reputable financial and taxation services firm committed to helping individuals and businesses achieve their financial goals. Led by Tony Lakhani, the firm offers a broad range of financial services designed to provide clarity, security, and growth. Serving clients across the United States, Texas Finserv Inc combines deep expertise with personalized service to meet diverse financial needs.

Our Specialized Services

Our comprehensive service portfolio covers all aspects of financial and tax planning, designed to assist both personal and business clients:

• Accountant Services: Accurate bookkeeping and accounting support tailored to your business.
• Investment Management: Professional advice to grow and manage your portfolio for long-term success.
• Tax Consultants Services: Expert guidance to navigate complex tax laws and optimize your tax situation.
• Tax Preparation Services: Timely and accurate tax return preparation to ensure compliance and maximize returns.
• Bookkeeping and Payroll Processing: Efficient financial record-keeping and payroll management to keep your business running smoothly.
• Audit Review & Compilation Services: Thorough financial statement reviews to ensure accuracy and transparency.
• Foreign Accounts Disclosure: Assistance with regulatory compliance for foreign financial accounts.
• Notary Services: Official document notarization for added convenience.
• Estate and Retirement Planning: Strategic planning to secure your future and protect your assets.
• Financial Planning: Customized financial strategies aligned with your personal or business goals.
• Income Tax Filing and Preparation: Comprehensive support for personal and business tax filings.
• Personal and Business Tax Planning: Proactive tax strategies designed to minimize liabilities and maximize savings.
• International Tax Consulting: Specialized advice for clients with global tax obligations.
• Cash Flow Management: Helping you monitor and optimize your cash flow for business sustainability.
• Business Entity Selection and Succession Planning: Guidance on choosing the right business structure and planning for future ownership transitions.
• Long Term Care Insurance: Planning to protect you and your family against future healthcare costs.
• Financial Advisory: Personalized advice to help you make informed financial decisions.

Why Choose Texas Finserv Inc?

• Experienced Team: Skilled professionals dedicated to providing expert financial and tax services.
• Client-Focused Solutions: Tailored strategies that fit your unique financial circumstances.
• Nationwide Service: Supporting clients across the U.S. with flexible remote and in-person consultations.
• Transparent Communication: Clear explanations and honest advice to keep you informed.
• Comprehensive Support: From tax compliance to retirement planning, we cover all your financial needs.

Areas We Serve

Though based in Plano, Texas Finserv Inc serves clients nationwide, including major metropolitan areas such as Dallas, Houston, Austin, and beyond.

Ideal For

• Individuals seeking expert tax planning and financial advisory services
• Businesses requiring accounting, tax preparation, and payroll management
• Clients with international tax concerns
• Those planning for retirement or estate succession
• Anyone looking for long-term care insurance and financial protection

How to Book

To schedule a consultation with Texas Finserv Inc, please reach out through their Sulekha profile and use the “Enquire Now” option to connect with Tony Lakhani and his team.

Reviews & Testimonials

• Client Feedback: “Texas Finserv Inc provided clear and comprehensive advice that helped me plan for retirement with confidence.”
• Highly Recommended: “Professional, reliable, and attentive service with great knowledge of tax laws.”
• Trusted Partner: “Their expertise in international taxation saved me from costly mistakes.”
• Exceptional Support: “They helped my business with smooth payroll processing and tax filing every year.”

Customer Experience Summary

• Personalized financial and tax solutions
• Knowledgeable and approachable professionals
• Efficient and timely service delivery
• Transparent pricing and clear communication
• Comprehensive nationwide support

About the Owner

Tony Lakhani leads Texas Finserv Inc with a commitment to integrity, expertise, and client satisfaction. His goal is to empower clients through clear guidance and customized financial solutions.

Commitment to Client Success

At Texas Finserv Inc, your financial success is our priority. We strive to build long-lasting relationships by delivering expert advice, comprehensive services, and a client-first approach that helps you navigate your financial future with confidence.