Best Indian Tax Consultants & Experts in San Jose, CA

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

From the Business:With 15 years of experience, Trillium Square Advisors LLC, located in San Jose, CA, caters to the diverse financial needs of Silicon Valley's tech-driven community. From multinational accounting and taxation to wealth management, our services are meticulously tailored to help your business navigate the dynamic financial landscape. We also specialize in personal tax planning, retirement planning, and college funding, ensuring your future is secure and prosperous.Read more

From the Business:Based in San Jose, CA, ABVS Advisory Services Private Limited is a young firm with a year's experience, specializing in a comprehensive range of financial services. Catering to the city's vibrant tech-savvy population, we offer everything from multinational accounting and taxation to IRS representation and financial forecasting. We're committed to delivering precise and efficient solutions to meet the complex financial needs of our Silicon Valley clients.Read more

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

From the Business:We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known reputation in the South Asian community. Contact us.Read more

From the Business:I am an Enrolled Agent licensed by the IRS and admitted to practice before the IRS for all 50 states. I specialize in representing Real Estate agents, IT Professionals, Truckers, and small businesses to resolve their tax issues. I also hold the United States Tax Court Practitioner (USTCP) designation which allows me to practice and represent clients before the United States Tax Court as a Non-Attorney. Only less then 250 people hold this prestigious credential. I have a Master of Science in Taxation degree from the prestigious Golden Gate University where I enhanced my knowledge of tax law. I am a Certified Tax Resolution Specialist (awarded by American Society of Tax Problem Solvers - ASTPS). I also have the prestigious Fellowship from NTPI, awarded to persons who specialize in Tax Resolution work. I have resolved numerous taxpayer issues and eliminated their tax debts through Partial Pay Installment agreements, Audit Reconsiderations, as well as get taxpayers enrolled into Currently Non-Collectible status. I love helping taxpayers and get their problems resolved. My practice also handles Income Tax preparation for clients who have unfiled returns with the IRS and the various states. My firm also handles International and cross-border returns (US/Canada). In addition, if you need a Tax Court petition prepared (which can be done only by a USTCP, or an Attorney), you can reach my firm.Read more

From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

From the Business:From the Desk of Sabu Syriac, MBA, CPA Certified Public Accountant ,Tax Strategist, Business Consultant Syriac CPA Tax and Accounting Services Inc Dear Friend, You are on this page because, as a business owner, you know that you are overpaying in taxes every single year. What you need is a Tax Advisor with a Tax Strategy designed specifically for your industry and your business. Let me introduce myself and keep it super brief. I am a Licensed Certified Public Accountant and Tax Strategist, the founder of Syriac CPA Tax and Accounting Services Inc, a licensed CPA firm offering Tax Planning, Tax Preparation, Accounting, and Advisory services to entrepreneurs, real estate investors, medical professionals, and business owners across the United States. We specialize in Advanced Tax Planning with proven tax strategies that help high income individuals and profitable businesses legally reduce taxes and increase their take home income. Our clients save tens of thousands of dollars every year because we show them how to proactively use the tax code to legally reduce taxes and keep more of their hard earned money. Schedule a Tax Strategy Session with my team. We will assess your current tax situation and prepare a comprehensive tax plan designed to help you start saving money immediately. Let me be your CPA and Tax Advisor and handle all of your business tax needs with a complete year round approach. Speak soon, Sabu Syriac MBA CPARead more

From the Business:Raman Abrol CPA in San Jose, CA brings over 16 years of expertise in accounting and tax consulting services, navigating the complexities of the area's dynamic tech-driven economy. They provide personalized tax planning, comprehensive audit review, and multinational accounting services, tailored to meet the unique needs of Silicon Valley professionals.Read more

From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more