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Best Indian Certified Financial Planners in Research Triangle Area

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Best Financial Planning in Research Triangle Area

NRI Tax Group

NRI Tax Group

 Serving the Research Triangle Area
  •  424-400-2358 (Pin: 73275)
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Experience - 15 Years

From the Business : NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Dattani & Partners, CPA

Dattani & Partners, CPA

 Serving the Research Triangle Area
  •  408-560-4939 (Pin: 95854)
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Experience - 15 Years

From the Business : Over 11 years, our team has been managing your business accounting and tax needs. We are your partners in ensuring compliance while you strive for personal & financial growth so you accomplish new heights every year. Our team is dedicated & focused on your success and helps you to achieve your set goals with high standards of excellence and professionalism. With our experience in the tax industry and updates occurring in tax laws and other areas every tax year, we have served individuals and businesses in varying industries, including technology, retail, wholesale, child car...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Research Triangle Area
  •  312-626-4366 (Pin: 21643)
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Experience - 16 Years

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 co...

  • Services $200
EasyTaxFiler

EasyTaxFiler

 Serving the Research Triangle Area
  •  909-245-6225 (Pin: 22760)
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Experience - 15 Years

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 perso...

Citta CPA

Citta CPA

 Serving the Research Triangle Area
  •  323-800-4939 (Pin: 35209)
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Experience - 16 Years

From the Business : Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of the countries in which they operate. We do this with our value added, result oriented approach in a courteous, dedicated, professional, responsible, and in an efficient manner while maintaining an uncompromising standard of ethics and integrity.Earning the trust of our customers by providing complete satisfaction in meeting their accounting and taxation needs, through timely compliance with tax and other laws of th...

Shree Financials LLC

Shree Financials LLC

 Serving the Research Triangle Area
  •  442-241-1122 (Pin: 42831)
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Established Since - 2021
Activity Range: $600-$600

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.

  • Financial services $600
TAAJ Financials

TAAJ Financials

 Serving the Research Triangle Area
  •  551-303-6990 (Pin: 14443)
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Established Since - 15 Years

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 t...

Venkata Tax Services INC

Venkata Tax Services INC

 Serving the Research Triangle Area
  •  562-991-6551 (Pin: 61159)
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Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Payroll Processing,Tax Consultants Services,Tax Preparation ServicesOur offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their...

DAS Financials

DAS Financials

 Serving the Research Triangle Area
  •  318-722-2221 (Pin: 97122)
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Experience - 16 Years

From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...

Libre Tax Resolution

Libre Tax Resolution

 Serving the Research Triangle Area
  •  848-225-8847 (Pin: 42716)
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Established Since - 1980

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 ...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Research Triangle Area
  •  301-686-5058 (Pin: 88247)
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Experience - 15 Years
IRS and Sales Tax Audits, Internal Audit
25% Offer available VIEW OFFER

From the Business : We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today!

  • Financial Services $283
  • Pricing $283
Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Research Triangle Area
  •  631-443-3482 (Pin: 96767)
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Experience - 15 Years

From the Business : Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner c...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Research Triangle Area
  •  424-400-2358 (Pin: 65870)
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Experience - 15 Years

From the Business : Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services!

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Research Triangle Area
  •  213-444-5613 (Pin: 61951)
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Established Since - 2007

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.

NSKT Global

NSKT Global

 Serving the Research Triangle Area
  •  318-722-2221 (Pin: 53562)
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Experience - 15 years
20% Offer available VIEW OFFER

From the Business : Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparatio...

  • CPA Services $249
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V Care Financial

Experience - 6

From the Business : I am one of the most distinguished Financial & Taxation Services in Concord, NC. I specialize in Accountant Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation Services As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their fina...

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GS Financial Solution

 1425 Rosepine Drive, Cary, NC 27519, USA
Experience - 2

From the Business : GS Financial Solutions, led by Gousalya Siva, is a trusted provider of personalized financial services and insurance solutions. With a focus on integrity, education, and long-term planning, Gousalya helps individuals and families navigate important life decisions around investments, retirement, healthcare, and education funding. Through partnerships with leading insurance and financial carriers, she offers tailored strategies to protect and grow wealth. At GS Financial Solutions, the mission is to empower clients to build secure and confident financial futures with clarity and compa...

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A&P Bookkeeping And Financial Services LLC

Experience - 3

From the Business : A&P Bookkeeping and Financial Services LLC is a virtual accounting firm led by Aimal Noori and Pakiza Ahmadi, offering expert financial support to small businesses, entrepreneurs, and nonprofits. With a strong focus on accuracy and dependability, the firm provides a wide range of services including monthly bookkeeping, catch-up work, accounts payable/receivable management, 1099 filings, QuickBooks Online training, and detailed financial reporting. Their goal is to deliver timely and clear financial insights, helping clients stay compliant and make informed decisions while focusi...

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NestSure Financialz

 1015 Hatches Pond Lane, Morrisville, NC 27560, USA
Experience - 1

From the Business : NestSure Financialz, led by Nishima Berry, offers a range of comprehensive financial services designed to help individuals and families achieve financial security. Their services include College Planning/Funding, which assists families in preparing for the high costs of education, ensuring a smooth path toward paying for tuition and related expenses. Estate Planning is another key area, helping clients organize their assets, minimize estate taxes, and ensure that their wealth is passed on according to their wishes. As a trusted Financial Advisor, Nishima provides expert advice in Fi...

Showing 25 - 43 of 43 results
PSR CPA LLC

PSR CPA LLC

 9423 Palm Bay Circle, Raleigh, NC 27617, United States

From the Business : We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our Values Our firm provide...

Sarika Agarwal CPA

Sarika Agarwal CPA

 1956 South Main Street, Wake Forest, NC, United States

From the Business : Sarika Agarwal has been offering professional services in the area of accounting and taxes for more than 13 years. She is a licensed Certified Public Accountant (License # 37503) in the state of North Carolina. She is also a Certified Internal Audit...

Punita Ahuja CPA PLLC

Punita Ahuja CPA PLLC

 5500 W Friendly Ave, Suite 102-D

From the Business : Punita Ahuja CPA PLLC is CPA firm focused on international taxation, FBAR, accounting and tax preparation services to individuals, small and medium businesses in Greensboro and Triad Area of North CarolinaShe is an intellectual, the embodiment of te...

Kirti Shah CPA PLLC

Kirti Shah CPA PLLC

 301 McCullough Drive, Charlotte, NC, United States

From the Business : Kirti Shah CPA PLLC are specialized in tax consultation services, tax preparation services, book keeping, payroll processing, financial planning and personal tax planning. They provide services in the Research Triangle Area and have about fifteen ye...

Fintechnica

Fintechnica

 14206 Century View Dr. Huntersville NC 28078

From the Business : Mayine International is an independent marketing company that is bringing Wall Street to Main Street. No matter what financial challenges clients may face, Mayine International has the experience and resources to create a successful financial plan. ...

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