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Kumar Accountancy CPA
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15 Years in Business
Neighborhoods:28 Palms, Airport, Alamo Square, Albrae
From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more

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

ASHOKA WEALTH MANAGEMENT
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15 Years in Business
- Language:Punjabi , Bengali
- 5413847
Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway
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

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

Lonestar Consulting Group
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15 Years in Business
- Financial Services Avg - $283
- Pricing Avg - $283
Neighborhoods:Valley Vistas, Airport, Alhambra Triangle, Alkali Flat
From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. 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. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

RUDRA SAI Wealth Management
- Language:Telugu , Hindi
Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway
From the Business:
Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.
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NSKT Global
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15 years in Business
- CPA Services Avg - $249
Neighborhoods:Financial District, Abbott Loop, Airport Heights, Basher
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 Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

Trident Financial Consultants
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3 Years in Business
- Language:English , Hindi
Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway
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

Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Neighborhoods:Braefield, Abbott Loop, Airport Heights, Basher
From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more

PAY Financial Service
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16 Years in Business
- Language:English , Urdu
Neighborhoods:Tottenville, Abbott Loop, Airport Heights, Basher
From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price. Read more

Rakesh Professional Corporation
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15 Years in Business
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Claimed
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Closed now
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Language:English
From the Business:The Rakesh Professional Corporation are specialized in finance and taxation services, payroll processing, book keeping, tax preparation services, business related services and finance and accounting training. They are located in the Toronto Metro Area. They accept cash as the only mode of payment and have an experience of about fifteen years. It is a Canada based company that is focused on providing Business advisory, consulting services, fund raising and hands on execution support for companies across India, Europe and North America. Some of their Income tax work and accounting work are outsourced to processing centers in India. They are certified professional tax prepare and conduct certificate training like the CPA, ACA and CTP. Their experts deal with tax planning, audit and settlements. Their Canada business plans are pretty famous and are accepted by banks, leading lenders, investors, angel investors and venture capitalists. They have rich twenty years of experience as an effective manager and turnaround expert, with broad- based practical business expertise in new projects, operations, mergers and acquisition, transformation management, business plans, business development, ECB loans, taxation and accounting. Rakesh Professional Corporation is the reliable name in tax services and respond very quickly to all of their customer queries. For accounting software’s like Quick Books and case ware is used. Make use of the Rakesh Professional Corporation for all your tax needs and forget the rest. They will help you with everything that is required to complete the whole process. The affordable and technologically advanced tax agents in the industry, they always value their customers more than anything else.Read more

My Tax Filer - Pleasanton
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16 Years in Business
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Claimed
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Closed now
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Language:English , Hindi
From the Business:MyTaxFiler® provides you with top-quality tax and consulting services, so you are free to shine at what you do best - manage your business. From income tax solutions, business formation payroll processing to business consulting and corporate taxation services, MyTaxFiler® offers end-to-end financial solutions for businesses and individuals in the United States. We run on a foundation of integrity and trust, with a commitment to customer service and quality. We make it our aim to be accessible, efficient, and responsive, technologically sophisticated and maintain the highest standards of professional service. We offer end-to-end financial solutions for businesses and individuals in the United States, offering everything from business formation, bookkeeping, record keeping, payroll processing, and income tax filings. Our tax, finance, and account specialists offer you the security and process advantages of a large company, with the personalized service and quality standards of a savvy boutique firm. With the vast experience of our management team, MyTaxFiler® has developed a strong client base who rely on our knowledge and expertise.Read more

SK Tax Naperville CPA
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5 Years in Business
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Claimed
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Closed now
From the Business:We are a full-service Accounting firm licensed in IL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. 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. Read more

Pattar & Co. CPA, Inc
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5 Years in Business
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Claimed
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Closed now
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Language:English
From the Business:Pattar & Co. CPA, Inc , based in Indianapolis, IN, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.Read more

SCL Certified Public Accountants
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Established Since 2001
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Claimed
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Closed now
- Language:English , Hindi
From the Business:Sanjay, founded ASIJA CPA PC in 2001, and then merged with VBL & Associates in 2017, to form new firm of SCL, CPA PC. Sanjay has extensive practice experience in accounting, tax, business consulting, and attestation services. For over 35 years, Sanjay has worked to develop close relationships with his clients primarily in the healthcare, and professional services industries. SCL CPA PC team will provide you with the comprehensive services that will help you achieve your financial objectives. We offer a full range of services with the expertise you require. When you work with SCL CPA PC, you'll benefit from a firm with the highest quality and most up-to-date expertise plus the friendly, local service that has contributed to the success of our clients.Read more
Business Offers

Lonestar Consulting Group

Lonestar Consulting Group
Ratings & Reviews for Personal Tax Planning
Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances
I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.
Jay is an amazing professional - extremely responsive and diligent at what she does We have had an amazing experience working with her All the best Jay
Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting
Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !
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How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
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Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
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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?

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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.

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 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.

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.