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Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financial Accountant, Corporate Accountant, and Manager of Accounting Operations, Jay has a proven track record in handling general accounting functions, transaction processing, account analysis, reconciliations, and fixed asset and inventory/cost accounting. Since starting FinAccurate in 2015, Jay has been committed to bringing about better processes, lowering risks, and increasing value for her clients.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:FBS Group Financial Service is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more

Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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 planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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 approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From 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 portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

ASHOKA WEALTH MANAGEMENT
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15 Years in Business
- Language:Punjabi , Bengali
- 5413847
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more

Surefinbiz Financial Services
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15 Years in Business
- Language:Telugu , English
- 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:Ammersee, Abbott Loop, Airport Heights, Basher
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.Read more

Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more

From the Business:From the time I can recollect, it has been my obsession to maintain our personal finances to the last cent, a trait I probably inherited from my maternal grandfather and my mother. Even before I knew anything about the financial planning, it has been my habit to build spreadsheets to answer various what-if scenarios. My academic background in Ph.D. and brief experience as a scientist provided that extra impetus to sharpen my analytical skills. Prior to becoming a financial planner, I have been an Information Technology professional. After almost twenty years of service, when I left Dell Technologies in late 2020 as Director, I wanted to pursue something that I enjoy more and where I can serve the community better. When I came across the financial planning profession and the certification offered by the CFP® Board, it was an easy decision for me to become a financial planner, since it is not only something I enjoy but I can help other families in managing their finances. After completing the Certified Financial Planner Program from the University of Texas at San Antonio, I passed the CFP® Board examination. However, I am not a Certified Financial Planner® since I have not yet fulfilled the experience requirement of the CFP® Board for granting CFP® designation.Read more

Jain & Jain CPAs
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Established Since 1986
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Claimed
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Language:English , Hindi
From the Business:We are a Houston based firm of CPAs and professional advisors focusing on solutions for every stage of the business growth cycle. We have been a valuable and dependable resource for expert advice and support to our clients since 1986. At Jain & Jain, we take a long term view and tailor our approach to provide personalized attention and ensure our clients receive the highest quality of customized service. Our business professionals listen to and rely on the pulse points from our clients and the marketplace to meet their needs and offer the range of services critical to their current and long term business success. Our clients tell us that our innovative, entrepreneurial-minded professionals provide valuable advice for their toughest financial challenges. Our clients represent a diverse cross-section of industry sectors. At Jain & Jain, we love what we do! We pride ourselves on developing enduring relationships with our clients and taking the time to understand their business challenges and opportunities. Whether you require individual tax planning, an audit of your company's financial statements, help secure financing, structure a merger, or meet any other business challenge, Jain & Jain can provide the expertise to help achieve your goals.We are a Houston based firm of CPAs and professional advisors focusing on solutions for every stage of the business growth cycle. We have been a valuable and dependable resource for expert advice and support to our clients since 1986.Read more

HelloMyCPA Consulting LLC
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15 Years in Business
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Claimed
- Language:Urdu , Bengali
From the Business:We are a CPA firm which uses the Tax knowledge and Technology to analyses your business data and help you to save taxes. We believe that your business or individual needs is an important tax advisor to do Tax planning. You need a firm with a knowledgeable staff, Technology savvy wide-ranging experience, a commitment to integrity, and a full complement of services. We provide our clients with hands-on services that keep their businesses running smoothly, as well as sound advice that helps them avoid costly mistakes and ensure Tax savings. We'd love to have an opportunity to talk with you about our firm’s knowledge and experience with Tax Analytics and what we can do for you. HelloMyCPA.Com is a full service tax and accounting practice offering Accounting, Payroll, Tax Services, Expatriate Tax service , LLC Incorporation services, Financial Services, Bringing Money to USA.Team at HelloMyCPA.Com is headed by CPAs,EA and Indian CAs.Read more

From the Business:Reza CPA, LLC is located in Dallas, Texas providing professional services nationwide. We offer a full range of accounting, tax, financial, and business consulting and advisory services at affordable fees. We're flexible. We're friendly. And perhaps most off all, we listen intuitively. Our clients benefit by getting personalized, quality service that is beyond comparison. We believe that the selection of an accounting firm is one of the most important business decisions an individual or business can make. We are committed and we have a vision. Our aim is to become your trusted advisor assisting you in any way necessary to help you achieve your goal. Our CPA firm provides efficient, expert solutions to businesses and individuals. While an optimistic outlook and entrepreneurial spirit are required to make a business successful, it also takes long-range planning, an understanding of finances, the right business structure, proper record keeping, and knowledge of tax law, good judgment, sound management and more. We offer our services to help you accomplish all these. The success of our firm lies in establishing a close, one to one relationship with our clients. We believe in giving our clients the personal attention they deserve, at a price they can afford.Read more
Everything You Need to Know About Financial & Taxation Services

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
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.

Understanding the Child Tax Credit: Maximizing Your Benefits
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.

How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)
So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?

Understanding Taxes on 401(k) Distributions: What You Need to Know
401(k) distributions refer to withdrawing funds from your retirement account, with tax implications based on timing and method. Standard withdrawals after age 59½ are taxed as ordinary income, while early withdrawals may incur a 10% penalty plus taxes. Rolling over to another retirement plan can avoid immediate tax consequences. It's essential to plan distributions, understand exceptions, and consult professionals to manage taxes effectively.

Understanding Self-Employment Taxes: A Comprehensive Guide
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?

Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.

Understanding the Decline in Your Tax Refund This Year
Why Tax Refunds Are Lower This Year Many taxpayers in the USA and Canada have noticed a significant drop in their tax refunds in 2024. This trend can be attributed to several factors, including changes in tax laws, adjustments in withholding, and the expiration of pandemic-related tax benefits.

What a TikTok Ban Could Mean for Business Taxes and Compliance!
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.
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