Best Notary Services in Pleasanton, CA

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Best Notary Services in Pleasanton, CA

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Surefinbiz Financial Services

Surefinbiz Financial Services

location_on Serving the Pleasanton Area
  • 5star8 Reviews
  • 6.8
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Telugu , English +1 more
  • NPN 19454748

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

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 business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more

Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

Sandu Wealth Builders

Sandu Wealth Builders

location_on Serving the Pleasanton Area
  • 8.3
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledge and tools they need for financial success.Read more

  • Pricing Avg - $10

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

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 reputation in the South Asian community. Contact us: Website: www.dctax.org Email: info Tel: (562) 912-5214Read more

  • Services Avg - $200

Nearby Neighborhoods:Douglass Community, Abbott Loop, Airport Heights, Basher

From the Business:With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

Nearby Neighborhoods:Charleston, Abbott Loop, Airport Heights, Basher

From the Business:EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumenRead more

  • Financial services Avg - $600

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.Read more

Nearby Neighborhoods:Valley Vistas, Abbott Loop, Airport Heights, Basher

From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

Nearby Neighborhoods:Founders Row, Abbott Loop, Airport Heights, Basher

From the Business:Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business thrive.Read more

Nearby Neighborhoods:Imperial Estates, Abbott Loop, Airport Heights, Basher

From the Business:At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting out personal financial matters, organizing your business, or resolving tax-related challenges, our team is dedicated to guiding you through every step.Trusted Advisors: Our team is committed to being your trusted advisor and advocate. With our extensive knowledge and dedication to your satisfaction, we ensure that every challenge is met with practical, effective solutions.Tailored Expertise: With our deep background in taxes, real estate, and business development, we offer a wide range of personalized services. From tax resolution to bookkeeping and real estate transactions, we craft strategies to meet your specific needs.CxO Services for Dreamers: Our CxO service is perfect for those who aspire to become business owners or want to grow personally and professionally. We offer the guidance and support you need to turn your business dreams into reality, helping you navigate the path to success.Stress-Free Service: We understand that financial matters can be stressful, so we bring a sense of humor and a lighthearted approach to reduce your stress while providing top-tier service.Become Our Business Partner & Learn to EarnAt Libre, we believe in empowering others. You have the opportunity to not only receive help but also to become our business partner. Learn valuable skills like sales, organization, and financial management while earning income. Read more

Showing 1 - 10 of 13 results
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Ratings & Reviews for Notary Services

  • 5/5
  • Based on 2 reviews
perm_identitySrihaar Atyam
calendar_month4 months ago

I worked with them in 2023, they are very efficient and patiently responded to my questions. I am planning to work with them in the coming years as well

perm_identityCornelius Vaikuntam
calendar_month6 months ago

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.

Everything You Need to Know About Notary Services

Are you providing Financial & Taxation Service

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FAQ of Notary Services

  • Why should I hire a professional CPA to prepare my tax return?

    Certified Public Accountants (CPAs) pass an extensive, two-day examination on accounting, auditing, taxation, and business law. They maintain their licenses by taking ongoing classes. CPAs have a depth and breadth of knowledge that most tax professionals do not. Hiring a CPA through Sulekha Financial Taxation Services ensures you have an expert with comprehensive knowledge and up-to-date information on tax laws and regulations.

  • How often should bookkeeping be performed?

    Generally, bookkeeping is performed once per month. However, the frequency can vary depending on the size and needs of your business. New businesses with limited transactions might only need quarterly bookkeeping, while larger businesses with more frequent transactions might need it more often. Regular bookkeeping through Sulekha Financial Taxation Services ensures accurate financial records, aiding in better financial decision-making and compliance.

  • What is tax planning and why is it important?

    Tax planning involves analyzing your financial situation to ensure tax efficiency, minimizing tax liability through strategies such as timing of income, purchases, and investments, and leveraging tax deductions and credits. It is important because it helps minimize tax liabilities, maximizes savings, and ensures compliance with tax laws. Effective tax planning with Sulekha Financial Taxation Services can also help in avoiding penalties and interest charges.

  • How can I minimize my tax liability?

    Strategies to minimize tax liability include taking advantage of deductions and credits, deferring income, maximizing retirement contributions, utilizing tax-advantaged accounts, and seeking professional tax advice for effective tax planning. Implementing these strategies with the help of Sulekha Financial Taxation Services can significantly reduce the amount of tax you owe, allowing you to retain more of your earnings.

  • What are the different types of tax returns?

    The main types of tax returns include: Individual Income Tax Returns (Form 1040): Filed by individuals to report their income, deductions, and credits. Corporate Tax Returns (Form 1120): Filed by corporations to report income, gains, losses, deductions, and credits. Partnership Tax Returns (Form 1065): Filed by partnerships to report income, deductions, and credits, with income passed through to partners. S-Corporation Tax Returns (Form 1120S): Filed by S-Corporations to report income, gains, losses, deductions, and credits, with income passed through to shareholders. Estate/Trust Tax Returns (Form 1041): Filed by estates and trusts to report income, deductions, and credits.

  • What is the difference between tax deductions and tax credits?

    Tax deductions reduce your taxable income, thus lowering your overall tax liability based on your marginal tax rate. Examples include mortgage interest, medical expenses, and charitable contributions. Tax credits provide a dollar-for-dollar reduction in your tax liability, significantly reducing the amount of tax owed. Examples include the Earned Income Tax Credit (EITC) and Child Tax Credit. Sulekha Financial Taxation Services can help you identify and maximize these deductions and credits.

  • How do I handle back taxes?

    Handling back taxes involves filing any past-due tax returns, paying the owed amount, and potentially setting up a payment plan with the IRS. Sulekha Financial Taxation Services can assist in negotiating payment plans and exploring options like offers in compromise. Addressing back taxes promptly can help avoid additional penalties and interest charges.

  • Can financial taxation services help with IRS audits?

    Yes, Sulekha Financial Taxation Services can assist with IRS audits by providing representation, preparing necessary documentation, and offering guidance to ensure compliance with IRS requirements and reduce potential liabilities. Our professionals are experienced in handling audits and can help navigate the process efficiently.

  • What is the Alternative Minimum Tax (AMT)?

    The Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure that high-income individuals and corporations pay a minimum amount of tax, even if they qualify for various deductions and credits under the regular tax system. Sulekha Financial Taxation Services can help you understand if the AMT applies to you and how to manage its impact on your tax liability.

  • What is a tax extension, and how do I apply for one?

    A tax extension provides additional time to file your tax return (typically six months) but does not extend the time to pay any taxes owed. You can apply for an extension using IRS Form 4868 for individuals or Form 7004 for businesses. Sulekha Financial Taxation Services can assist you in filing for an extension and ensuring all necessary forms are completed accurately.

  • What are quarterly tax payments, and who needs to make them?

    Quarterly tax payments are estimated tax payments made four times a year by individuals and businesses with income not subject to withholding, such as self-employment income, rental income, or investment income. Making these payments helps avoid penalties for underpayment of taxes. Sulekha Financial Taxation Services can help you determine your estimated tax payments and ensure they are made on time.

  • What is tax loss harvesting?

    Tax loss harvesting is a strategy to offset capital gains by selling securities at a loss. These losses can be used to reduce taxable capital gains and potentially offset up to $3,000 of ordinary income per year. Sulekha Financial Taxation Services can help you implement tax loss harvesting strategies to minimize your tax liability.

  • What are the benefits of electronic tax filing (e-filing)?

    Benefits of e-filing include faster processing of tax returns, quicker refunds, reduced errors, secure submission, and immediate confirmation of receipt by the IRS. Sulekha Financial Taxation Services offers e-filing options to make your tax filing process more efficient and hassle-free.

  • Can I amend a tax return after it has been filed?

    Yes, you can amend a tax return if you need to correct errors or make changes. This is done by filing IRS Form 1040-X. Sulekha Financial Taxation Services can assist with this process to ensure accuracy and compliance, helping you make the necessary corrections to your previously filed returns.

  • What is the Earned Income Tax Credit (EITC)?

    The Earned Income Tax Credit (EITC) is a refundable tax credit for low to moderate-income working individuals and families. The amount of the credit depends on income, filing status, and number of qualifying children. Sulekha Financial Taxation Services can help you determine your eligibility for the EITC and assist in claiming this valuable credit.

  • How do I choose the right tax professional?

    Choosing the right tax professional involves considering their qualifications (such as CPA, EA, or tax attorney), experience, reputation, fees, and whether they specialize in your specific tax situation. Sulekha Financial Taxation Services connects you with qualified and experienced tax professionals who can provide tailored advice and services to meet your needs.

  • Can financial taxation services help with international tax issues?

    Yes, Sulekha Financial Taxation Services can assist with international tax issues, including compliance with foreign tax laws, reporting foreign income, navigating tax treaties, and addressing expatriate tax concerns. Our experts are well-versed in international tax regulations and can help you manage your global tax obligations effectively.

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