Best Estate Planning Services in Research Triangle

• - 5/5

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

• - 5/5

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

• - 5/5

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

• - 5/5

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

• - 5/5

Very Kind,Very Friendly,Very Cooperative,Very polite,Very well explained the process, got to know a lot how software work & stuff also suggestions they gave was very helpful *Over All experience is very very good

• - 5/5

One of the best tax filing guy to save some good money with a responsive and responsible behavior to complete things in time

• - 5/5

Nataraj knows well about tax code, legally he will maximize tax refund

• - 5/5

Good Service Good People Best Value

• - 5/5

I truly appreciate the dedication and effort your team put into ensuring that my tax affairs were handled efficiently and accurately.

• - 5/5

I wanted to take a moment to express my sincere gratitude for the exceptional service you provided during this tax season. Thank you for making it stress free

• - 5/5

Nataraj was very helpful in understanding my needs and took time to explain different ways to reduce taxes.

• - 5/5

Very ease to work with. Informative and Transparent Tax Filing Company. Would strongly recommend especially for Business profiles.

• - 5/5

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

• - 5/5

Natraj is excellent and knowledgeable. Connected virtually to explain every line patiently. I would strongly recommend his service to the community. Thank you.

• - 5/5

Nataraj Eswaran was very helpful. He did a wonderful job explaining all of my options to me and making sure I got the best outcome. I will be going back next year for this service

• - 5/5

I had pulled my details into TurboTax thinking it would all be a straight shot, but it turned out trickier than expected. The various documents I had pulled did not seem to be working out correctly. Fortunately, I could get Nataraj on a video call and he saved my day by reviewing and sorting things for me.

• - 5/5

Great service provided by this company ;Extremely detail oriented ; inquired about all the details before filing the tax to get maximum refund if possible ; I did ITIN application through them - filled all the necessary details for me and explained about doing paper filing due to ITIN application ; shared the documents to carry over when filing with IRS office by appointment ; walked me through the final tax return document and making sure I’m comfortable understanding the tax I’m filing with IRS; covered state and city tax filing documents as well; overall happy satisfied with their service

• - 5/5

Excellent service with Great knowledge. This is first time filing my US taxes as Non Resident .Customer service is amazing! I have reached them out several times with a lot of questions and they have always kindly helped me out. I received my refund with in one week!!!

• - 5/5

Very friendly and pro in knowledge. Always ready to answer question related my tax filing and software access given to review my tax calculations helped me gain more knowledge. He is even suggested and helped me more ways to save tax. Trust worthy, Reliable and friendly. 100% Recommended for Financial needs !

• - 5/5

Natraj was referred to me by a friend when I needed some consultation help. Even though he wasn’t our tax consultant at that point, he went through all of my questions in detail and made sure to double verify every answer he provided me. His guidance was extremely helpful for me in doing my taxes. More importantly, his patience and attention to details is extremely commendable.

• - 5/5

I recently filed my tax return with Easy tax filer. The service is really good. I got the needed information in a timely manner and got some tax saving tips. It is economical and cost effective. I am looking forward to avail other services available and know more info on these services with easy tax filer. Thank You for all the help EasyTax filer.

• - 5/5

Easy Tax Filer are very professional and knowledgeable tax filers. They are very accurate with work and charges very reasonable filing fee. I had a great experience with tax filing and received excellent tax guidance and they have been very prompt in responding to any questions i had. I have seen substantial tax saving while working with them and would be working with them in the future as well. I have no hesitation to recommend them for your tax filing needs.

• - 5/5

I had a great experience working with EasyTaxFiler. They were knowledgeable, efficient, and made the tax filing process stress-free. They explained everything clearly and even found deductions I had missed. Highly recommend their services!

• - 5/5

I had a great experience working with Natraj. Him and his team were extremely professional, friendly and very proactive throughout the process. They followed up with multiple emails and phone calls multiple times to ensure all required details were in place and guided me clearly at every step. thanks to their timely support and dedication, i was able to submit the documents on time without any hassle. Highly recommend their service for anyone looking for a reliable and friendly tax agent.

• - 5/5

Everyone in the office were very and friendly! Vik was very thorough and made sure all my bases were covered for my tax filing this year. Thank you to all, and would highly recommend to others!

• - 5/5

This man is a genius. Very Very professional. My God. I will send people to him. Very friendly a great since of humor. Always go the extra mile in helping his clients. Simply amazing!!!!!

• - 5/5

Excellent customer service, very friendly, I immediately trusted him. ????

• - 5/5

Easy fast and simple no complaints. Good service I recommended highly.

• - 5/5

Been doing taxes for 3 years with them and have been satisfied with my tax return every single year! trust worthy and professional are the best way to describe members in this location. can not recommend any more. try it your selves and see the wonders they do

• - 5/5

I have been doing my taxes with Sam maybe 5 years . I return to him every year because of his fast service and he does his best to get you your maximum refund .

• - 5/5

Sam and his team are the best Tax consultants I worked with. They are proactive, efficient and very knowledgeable. They got me setup quickly in their system and helped me get the max refund possible. I would highly recommend Libre Tax Services for your Tax needs.

• - 5/5

I have been doing my taxes here for 3 years, and I have always been satisfied with my experience. Sam will always try to get you the maximum refund possible, and he is very helpful and knowledgeable. I highly recommend this tax service !

• - 5/5

Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend

• - 5/5

Filing my taxes for the first time was nerve-wracking, but with Libre professional services, it went real smooth and quick. Their team guided me through the process with patience and expertise and we’re kind enough to answer any questions I had. The experience was amazing, and I'll definitely be returning next tax season. Highly recommend!

• - 5/5

They are knowledgeable,efficient and make the tax process smooth and stress-free. Their attention to detail and willingness to answer all my questions excellent customer service.

• - 5/5

First time doing my taxes this year and had a great experience with libre professional service people. They make it simple and try to give the best refund and give helpful advice. Recommend doing your taxes with them??

• - 5/5

Sam at Libre Tax Services ?? is a true expert, especially when it comes to expat tax services, accounting, audits, and bookkeeping. Whether you're living abroad or managing a business at home, Sam provides accurate, reliable support to keep your finances in order and your taxes compliant. Highly recommended for anyone needing trusted, professional tax help!

• - 5/5

One of the Best Tax Services.

• - 5/5

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

• - 5/5

Surya is a great person to work with.

• - 5/5

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

• - 5/5

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

• - 5/5

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

• - 5/5

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

• - 5/5

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

• - 5/5

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.

• - 5/5

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

• - 5/5

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

• - 5/5

I had a great experience with Sure Financials and Tax Services. Surya Padhi was very polite and knowledgeable for the smooth Tax return filing. Thank you

• - 5/5

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.