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Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.
Sponsored Results
Value Financial Services
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15 Years in Business
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Language:English , Telugu
Jain Consulting -Vinita Chaudhary CPA
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16 Years in Business
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Alam One Stop Tax And Accounting Services INC
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20 Years in Business
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Language:Urdu , Bengali +2 more
North Phoenix Tax Relief
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11 Years in Business
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D C TAX Specializing For H1 Visa And Green Card Holders And Citizen
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16 Years in Business
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Ravi Dave Financial
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5-15 years in Business
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All "Tax Preparation Services" results in San Francisco, CA
Surf Taxes
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Established Since 2021
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Claimed
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Open 24hrs
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Language:Punjabi , Urdu +2 more
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Surf Taxes in San Francisco, CA, brings 5 years of seasoned expertise to the city's thriving tech and startup scene, offering a range of financial services. From accountant services, tax consultation, and payroll processing to personal and business tax planning, Surf Taxes is well-equipped to navigate the complexities of San Francisco's unique regulatory landscape. With a keen understanding of local business activity and consumer needs, we also specialize in bookkeeping, audit review, financial statement analysis, cash flow, financial forecasts, and income tax preparation.Read more
Alpa Patel Financial Advisor
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16 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor, Business Succession Planning, Business Tax Planning, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Retirement Planning, Tax Consultants Services, Tax Preparation Services, Philanthropy, and Stock Option PlanningAlpa Patel is a Managing Director and the West Coast Head of Wealth Planning and Advice for the J.P. Morgan Wealth Management division of J.P. Morgan. In her role, she provides leadership and guidance to financial advisors and their clients across a wide array of planning strategies including trusts and estates, taxation1, business succession, philanthropy, stock option planning, retirement, and education. Alpa draws on her extensive background to educate clients, share insights, convey best practices and impart thought leadership ideas that inform the development of tailored and individualized plans. The author of numerous white papers, she is skilled at explaining sophisticated issues in a structured and well-reasoned manner. Alpa believes that the careful consideration of wealth planning strategies should function hand-in-glove with investment management to help address the totality of each client's financial picture. In addition to English, Alpa is fluent in both Hindi and Gujarati. She graduated from San Francisco State University and held a B.A. degree in Broadcast Communications. Alpa earned a J.D. degree from Golden Gate University School of Law on a merit scholarship. She has an LL.M. degree in taxation with honors from the same institution and is a member of the State Bar of California.Read more
Shreyas Patel Financial Advisor
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16 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor, Accountant Services, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, and Tax Preparation Services, With 20+ years of financial services experience and the last 15 years serving alternative investment funds, Shreyas brings a unique blend of fund technical accounting, fund audits, portfolio valuation, and fund operation experience to Withum's teams and clients. Shreyas has served numerous US and foreign-domiciled private funds with various strategies like equity and debt private equity, venture capital, credit funds, as well as hedge funds. Shreyas' prior experiences include auditing alternative funds, specialty finance companies, and banks in Big4 audit firms and running a bay area based venture capital firm as a General Partner and CFO.Read more
Anjali Singh Financial Advisor
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5 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Retirement Planning, Tax Preparation Services, Lifestyle, insurance directly provide life, disability, malpractice, and business insurance plans. As a Certified Financial Planner™, I also help clients holistically organize their finances and assist my partners in offering various investment solutions. In 2021, I was honored to be named to the Forbes Top 250 Financial Security Professionals List. Our clients are physicians, dentists/dental specialists, veterinarians, optometrists, and entrepreneurs. My clients are busy and don't want to worry about coverage details. I help design and service their plans so they can focus on what they do best. My team and I have insured countless hhealthcarepractices/businesses. We have developed strong relationships among the health care banks as a reliable provider due to our service. We have experience in ensuring proper funding for buy-sell agreements. We assist clients in making sure their intentions can be fulfilled and avoid la ack of funding during a triggering event. Read more
Simran Kaur Financial Advisor
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15 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Simran Kaur Financial advisor 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 short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Finance & Accounting Training,Financial Planning,Income Tax Filing,Income Tax Preparation,Retirement Planning,Tax Preparation ServicesRead more
Priya Kumar Financial Advisor
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15 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Priya Kumar Financial advisor 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 short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Bookkeeping,Cash Flow ,Finance & Accounting Training,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Incorporation Service,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more
Raj Gupta Financial Advisor
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15 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Raj Gupta Financial advisor I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Bookkeeping,Business Succession Planning,Cash Flow ,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more
Girish Dinakaran Financial Advisor
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15 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Girish Dinakaran Financial advisor 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 short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor,Accountant Services,Audit Review & Compilation Services,Auditing Services,Bookkeeping,Business Succession Planning,Cash Flow ,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Financial planning is more than money management, and our team has the expertise to provide your family with comprehensive financial planning services that can be customized to your needs. As your needs or goals change, so can the ways we work together, but you’ll always be able to benefit from our years of collective experience helping others like you. I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Estate Planning, Financial Planning, Investment Management, Retirement Planning, Tax Consultants Services, Tax Preparation Services, Wealth Management, Stock Compensation, Charitable Giving, Risk Management, and Legacy Planning.Read more
Vijay Patel Financial Advisor
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15 Years in Business
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Vijay was attracted to MA Private Wealth, in part, due to their holistic approach in offering financial planning. He remar ked, “I liked that MA Private Wealth was not just an investment advisor. As things g et more complicated, clients need someone to help give guidance about their overall finances. I wanted a firm that allowed for that service.”Vijay studied Finance at San Francisco State University and is currently working toward the Chartered Financial Consultation (ChFC) designation. His main areas of focus at MA Private Wealth will be retirement planning and stock option/equity planning for pre-IPO and public companies. I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Accountant Services,Business Succession Planning,Estate Planning,Financial Advisor,Investment Management,Long Term Care Insurance, Payroll Processing, Retirement Planning, Tax Consultants Services, and Tax Preparation Services.Read more
Business Offers
Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Tax Preparation Services
VVS Financial Services provided excellent guidance and made financial planning much easier to understand. Srinivas was patient, professional, and took the time to understand our goals before discussing suitable strategies. I highly recommend their personalized approach.
Excellent financial planning experience with VVS Financial Services. Srinivas is approachable, knowledgeable, and takes the time to explain important financial decisions. I especially appreciated the guidance around retirement and investment planning. Highly recommended for anyone looking for professional financial guidance.
I had a great experience with VVS Financial Services. The guidance on retirement planning, investments, and long-term financial goals was clear and easy to understand. Srinivas genuinely focuses on the client's needs rather than simply recommending products.
VVS Financial Services helped me look at my financial goals from a much clearer perspective. Their approach is organized, thoughtful, and focused on understanding individual circumstances. The communication was excellent throughout the process.
Has always guided me and my business with best knowledge and expertise. Highly recommend them.
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FAQ of Tax Preparation Services
- Can I get an advance on my tax refund?
Yes, you can get an advance on your tax refund, but it depends on the tax preparation service you choose. Some tax services offer refund advances, where they provide you with a portion of your expected refund upfront. This is typically available through a short-term loan, and eligibility may vary depending on the service provider and your creditworthiness.
- How do I file taxes for a nonprofit?
Most nonprofits file an annual reporting return called IRS Form 990. This form provides the IRS with information about the nonprofit's activities, income, expenses, and governance. The purpose is to ensure that the nonprofit remains compliant with tax-exempt regulations. Smaller nonprofits may file a simplified version, such as Form 990-EZ or Form 990-N, depending on their revenue.
- What taxes are collected by state and local governments?
State governments primarily collect income taxes (where applicable) and sales taxes on goods and services. Local governments, which include cities, counties, and school districts, typically collect property taxes. Property taxes fund local services such as schools, police, and infrastructure. The specific taxes collected can vary by state and locality, with some areas imposing additional taxes like local income or sales taxes.
- Who pays income tax in the US?
In the United States, income tax is paid by individuals, including residents and certain non-residents, as well as corporations. Individuals contribute through federal and state income taxes, while corporations pay corporate income taxes. Additionally, other taxes such as estate tax (on large inheritances), excise tax (on specific goods like gasoline), and payroll tax (for Social Security and Medicare) are also paid by individuals and businesses.
- Does a financial advisor prepare tax returns?
Yes, some financial advisors do prepare tax returns, although this is not their primary role. Financial advisors typically focus on broader financial planning, including investment strategies, retirement planning, and estate planning. However, some financial advisors offer tax preparation services or collaborate with tax professionals to ensure that their clients' financial plans are tax-efficient.
- What is the difference between a financial advisor and a financial consultant?
The terms "financial advisor" and "financial consultant" are often used interchangeably, as they generally refer to professionals who provide advice on financial matters such as investments, retirement planning, and estate planning. While there is no significant difference, "financial consultant" is sometimes used to describe professionals who offer more specialized advice or consulting services, but the distinction is largely based on terminology rather than function.
- Can a financial advisor help with estate planning?
Yes, a financial advisor can help with estate planning, although the primary role in estate planning is typically played by an attorney. Financial advisors work with clients to understand their financial goals and needs, helping to structure estate plans in a way that maximizes the value of the estate and minimizes taxes. They often collaborate with attorneys to ensure that the legal aspects of estate planning, such as creating wills and trusts, are aligned with the client's overall financial strategy.
- How much do tax preparation services cost?
The average cost for tax preparation services in the USA is around $176 for a simple return. The cost can vary depending on the complexity of your tax situation, the experience level of the tax preparer, and the region in which you live. For more complex returns or if you require additional services like tax planning or audit support, the cost may be significantly higher, potentially exceeding $300 or more.
- Do non-citizens pay taxes in the US?
Non-citizens, including non-resident aliens, may be required to pay taxes in the US depending on their residency status and income sources. Generally, non-residents pay taxes only on income earned from US sources, while resident aliens (those who meet the substantial presence test) are taxed similarly to US citizens on their worldwide income. However, the specific tax obligations can vary based on tax treaties between the US and the non-citizen's home country, which may offer tax exemptions or reduced tax rates for certain income types.
- What are tax preparation services?
Tax preparation services involve professionals who assist individuals and businesses in preparing and filing their tax returns. These services ensure that tax returns are accurate and compliant with federal, state, and local tax laws. Tax preparers help identify eligible deductions and credits, aiming to minimize the taxpayer's liability and maximize their refund. Some tax preparers also offer additional services like tax planning, audit support, and filing extensions.
- Why should I use professional tax preparation services?
Using professional tax preparation services ensures that your tax return is accurate, timely, and maximizes your tax savings. Tax professionals are knowledgeable about the latest tax laws and regulations, which can help you avoid costly mistakes and penalties. They also provide personalized advice to optimize your tax situation, potentially saving you more money than the cost of the service. For complex tax situations or if you are unsure about your tax obligations, professional assistance can provide peace of mind and reduce stress.
- What is the difference between a tax preparer and a CPA?
A tax preparer is someone who specializes in preparing and filing tax returns. They may or may not have formal qualifications, but they are skilled in completing tax forms and ensuring compliance with tax laws. A Certified Public Accountant (CPA), on the other hand, is a licensed professional with a broader scope of expertise, including tax planning, financial analysis, auditing, and consulting. CPAs can handle more complex tax situations and offer comprehensive financial advice beyond just tax preparation.
- Can you help with tax planning?
Yes, many tax preparation services, including those offered by Sulekha, include tax planning as part of their offerings. Tax planning involves making strategic financial decisions throughout the year to minimize tax liability and maximize savings. This can include advice on retirement contributions, investments, deductions, and timing of income and expenses to optimize your tax situation. Effective tax planning can help you avoid surprises at tax time and ensure that you are taking full advantage of available tax benefits.
- How long does it take to prepare and file my taxes?
The time required to prepare and file your taxes depends on the complexity of your tax return and how organized your documentation is. Simple tax returns can be prepared and filed relatively quickly, often within a few hours. However, more complex returns, especially those involving multiple income sources, deductions, credits, or business income, may take several days or even weeks to complete. Providing complete and accurate documentation to your tax preparer can significantly speed up the process.
- What documents do I need to provide for tax preparation?
You will need to provide a variety of documents for tax preparation, including W-2 forms (for employment income), 1099 forms (for other income such as freelance work or investment income), receipts for deductible expenses (such as medical costs, charitable donations, and business expenses), mortgage interest statements, and any other relevant financial records. It's important to gather all necessary documentation ahead of time to ensure that your tax return is accurate and that you receive all eligible deductions and credits. Most tax preparers provide a checklist to help you organize these documents.
Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Investment Management
- Money Transfer Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Multinational Accounting and Taxation
- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
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Promoted Financial & Taxation Services Listings in San Francisco, CA
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- D C TAX Specializing For H1 Visa And Green Card Holders And Citizen
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