Best Indian Certified Financial Planners in Research Triangle Area

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Best Financial Planning in Research Triangle Area

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

From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

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

From the Business:Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage money and grow your wealth in tax efficient manner.Read more

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

location_on Serving the Research Triangle area
  • 5.5
    Sulekha score
  • work_history25 Years in Business
  • translateLanguage:English

Nearby Neighborhoods:Harlem, 5401 North, Abbington Ridge, Addison Reserve

From the Business:Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized financial guidance for many provincial Individuals and Businesses. They are one of the leading firms the New York City. Rashmi Satyadeo CPA can be only on weekdays from 10:00 to 18:00. As a Certified Public Accountant, their firm provides the following services like Tax Return Preparation for any State, Tax Planning for any State, Accounting & Book Keeping, Payroll Processing, Sales Tax, Audit, Business Incorporation and Business Consulting services for both Business and Individuals. Rashmi Satyadeo CPA also specialized in Business Tax and Tax Problems. Past Tax Collection, Settlement with IRS, Release IRS Lien, Stop IRS Levy and Seizure, Help with IRS Audit, Offer in Compromise and Payroll Taxes Audits and Settlement are also some of the additional services they provide. They also offer E-filing of Tax Returns for faster processing and refunds. Whether you are an Individual or Business, who are residing in or around the New York, Rashmi Satyadeo CPA has years of treasured experience assisting professionals with their accounting needs. They accept Cash as the mode of payment.Read more

Nearby Neighborhoods:Forest - Pruneridge, 5401 North, Abbington Ridge, Addison Reserve

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.Read more

Nearby Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompasses bookkeeping, accounting, reporting, tax filing, payroll, and expert advisory services. We are dedicated to helping small businesses thrive financially through our tailored solutions and expert financial guidance.Read more

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

From the Business:At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.Read more

Nearby Neighborhoods:Bergen Hill, Abbott Loop, Airport Heights, Basher

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 care, senior care, non-profit, medical, dental, hospitality and more. We are one of the most distinguished Financial & Taxation Services in Jersey City, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Business Succession Planning, Business Tax Planning, Cash Flow, Estate Planning, Finance & Accounting Training, Financial Forecasts ,Financial Planning, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, IRS Representation, Multinational Accounting and Taxation, Personal Tax Planning, Tax Consultants Services, Tax Preparation Services.Read more

  • Services Avg - $200

Nearby Neighborhoods:Douglass Community, 5401 North, Abbington Ridge, Addison Reserve

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:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

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 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. Actively promote a work environment for all our employees where their contributions are respected, valued and rewarded in a transparent manner. All employees are encouraged to advance their professional growth through training and challenging tasks while promoting and staying anchored to the organization's shared core values, and becoming role models for attracting the best and brightest talent for sustainable growth.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

From the Business:Balagan Business & Tax Services can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.Explore our Web site to discover the many ways we can serve you. Come back to our site often for tax and business news and planning suggestions. Bookmark this as a favorite page, or make it your first page when you log on.We can use your tax return and other information to assist you with other financial matters.Among the other services we provide are the following.Business problem solving,Computer selection and use,Financial and estate planning,Divorce tax planning,Projections, budgets, goals,Retirement planning.Book keeping Services,Business Solutions, Business problems and their solutions are as varied as the kinds of businesses in existence. There are some issues, however, that every business faces. Whatever your business concerns, we can provide the help you need.We can assist you with loan applications, pricing, credit policies, cash flow concerns, cost controls, and other management issues. We will gladly assist you in reviewing your operations to see what you might do to be more profitable.Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.Read more

From the Business:Friendly Tax Srv in Bridgewater is specialized in Tax Preparation services, Payroll Processing and Income Tax Filing. They are servicing throughout the United States and Canada. They are expertise in providing the following services Certified Professional Tax Preparer, Corporate Tax, Financial and Tax Planning, Income Tax, Individual Tax Return, Individual Tax Filing, Non-Filed Tax Returns, Partnership Taxes, Quarterly Taxes, Sales Tax Return, Tax Consultation, Tax Preparer Specialist, Tax Preparation and Filing. They have over 10 years of experience in providing finance and taxation services. If you are looking for high quality and personal service, Friendly Tax Srv is the best choice. They put their talent and experience to work with you. The staff members are friendly, professional, courteous and efficient and will be there to help you in every step of the way. Friendly Tax Srv provides services to file individual tax preparations for federal and state returns. They also provide service that helps in preparing ITIN application for your dependants and relatives. Also helps in processing your federal and state returns, co-existing with ITIN application. Since Friendly Tax Srv opened its doors, they have met many clients and treated all of them as a part of their family. Other companies may offer similar services, but their services are the best and come with a personal touch. They also provide extended services for your home based or self employed tax preparation. Their service will cater to your individual need. Cash is the accepted mode of payment at Friendly Tax Srv.Read more

Sri Chakra Financials, LLC

location_on Serving the Research Triangle area
  • 2
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

From the Business:I am a trusted Financial Services Provider in Houston, TX. I specialize in College Planning, Estate Planning and Retirement Planning.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax Preparation, Bookkeeping, Multinational Accounting, and Payroll Processing, I provide comprehensive solutions for both individuals and businesses. My services extend to areas such as IRS representation, estate and retirement planning, financial forecasting, and international tax consulting. With a strong focus on personalized attention, I help clients navigate complex tax laws and financial regulations. Whether you need help with financial statement analysis, business succession planning, or incorporation services, I’m available 24/7 to offer expert guidance tailored to your needs. My goal is to provide efficient, reliable financial support to help you achieve long-term success.Read more

From the Business:CPA from PR Tax Associates Team offers services to your tax filing need OR for any topics around tax review, business tax filing, take deductions for different expense, obtaining ITIN, Itemized refund, gap in health insurance, mortgage, daycare expense, business income, interest income, Donation receipts, FBAR, amendment OR way of saving your tax dollars and planning for the best refund for next year OR if you still need more time and file for extension..! :-)You can frankly talk to Mr. Nital Patel or Mr. Pratik Raval and get your tax stuff done with their in-depth knowledge. Get clear guidance for maximum tax benefits with revised rules applicable to your case. Feel peace of mind after getting FREE consultation!..After initial discussion, we will guide you to upload your documents to secure vault provided by us for required sensitive documents. Read more

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Ratings & Reviews for Financial Planning

  • 5/5
  • Based on 5 reviews
perm_identityKim Bhatha
calendar_month2 yrs ago

Alam was really professional throughtout the process. He helped us refile our taxes and communicated on regular basis.

perm_identityShohidul Islam
calendar_month7 yrs ago

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

perm_identityAnirban Paul (Paul A)
calendar_month7 yrs ago

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks.

perm_identityJaspreet Bhatha
calendar_month2 yrs ago

Alam One Stop Tax service is one of the kind. We only used their service once and were satisfied with the service we received from Mr. Alam. We will use Alam Tax service in the future. We highly recommend Alam One Stop Tax & Accountant service to everyone.

perm_identityRaj Venugopal
calendar_month6 yrs ago

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

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