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Chartered Financial Advisors in Alpharetta, GA

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Chartered Financial Advisors in Alpharetta, GA

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Alpharetta Area
  •  631-443-3482 (Pin: 83262)
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Experience - 15 Years

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 a...

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Manage My Taxes Inc
  •  773-886-1257 (Pin: 17718)
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Established Since - 1980

From the Business : MMTi provides Online Tax Preparation, one-on-one Professional Tax Preparation, Tax Review, Electronic Filing, Audit Assistance, Payroll Services, Small Business Consulting & Incorporation services. MMTI™ has partnered with Drake Software's 1040.com to provide you the highest quality, comprehensive and one of the most affordable online tax preparation & e-file services. We always ensure that your filing status results in the lowest possible tax possible.

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Alpharetta Area
  •  301-686-5058 (Pin: 02396)
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Experience - 5 Years
FBAR Filings

From the Business : Agog Financials, Inc in Mc Lean is specialized in Tax Consultants Services, Tax Preparation Services, Book Keeping, Payroll Processing and Finance and Accounting Training. They are servicing both in US and Canada. They are expertise in FBAR fillings. They offer their clients with the most timely and authoritative tax resolutions so that you can make an informed decision. Their main objective is to learn about the clients issues and challenges by understanding the environment in which they conduct their business and provide efficient ways to manage the complexities, whether it is an ...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Alpharetta Area
  •  586-999-9901 (Pin: 28552)
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Experience - 15 Years

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.

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 Serving the Alpharetta Area
  •  773-886-1257 (Pin: 63770)
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Experience - 15 Years

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 f...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Alpharetta Area
  •  737-377-4784 (Pin: 73921)
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Experience - 1

From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Alpharetta Area
  •  973-850-4353 (Pin: 69061)
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Experience - 16 Years

From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...

Raman Abrol CPA

Raman Abrol CPA

 Serving the Alpharetta Area
  •  848-225-8847 (Pin: 45496)
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Experience - 16 Years
Internal Audit

From the Business : If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many help...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Alpharetta 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...

SNP Tax & Financials

SNP Tax & Financials

 Serving the Alpharetta Area
  •  609-772-4641 (Pin: 24271)
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Established Since - 2011

From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Alpharetta 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!

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Alpharetta Area
  •  301-686-5058 (Pin: 96974)
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Experience - 15 Years
Tax Filing and ITIN for dependents, IRS and Sales Tax Audits

From the Business : Once again, tax season is here! and WhizHub will be pleased to invite you, to have your tax return prepared by our professional employees. Our mandate is to provide quality service at a fair price. We are also committed to be accessible to you for any questions that you may have thereafter. We are open year around to meet these goals.We are IRS authorized E-file provider and ITIN Acceptance agent and specialize in personal taxes and ITIN applications. Thank you for the opportunity and the privilege to introduce the services offered by us:--Free Refund Estimate with pre-filing consul...

SK Tax Associates

SK Tax Associates

 Serving the Alpharetta Area
  •  301-686-5058 (Pin: 16678)
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Established Since - 2014

From the Business : We are a full-service Accounting firm licensed in IL. We provide best bookkeeping services. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Alpharetta 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...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Alpharetta Area
  •  424-400-2358 (Pin: 77124)
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Experience - 1
Wealth Plannings, Strategic Plannings, Personal Bankings

From the Business : Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly establi...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Alpharetta Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years

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 fi...

PAY Financial Service

PAY Financial Service

 Serving the Alpharetta Area
  •  620-450-4636 (Pin: 4460)
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Experience - 16 Years

From the Business : PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 15 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.

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Alpharetta Area
  •  551-303-6990 (Pin: 42948)
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Experience - 15 Years

From the Business : We are one of the most distinguished Financial & Taxation Services in Princeton, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, International Tax Consulting, Payroll Processing, Personal Tax Planning, Tax Consultants Services, Tax Preparation Services

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Alpharetta 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.

TAAJ Financials

TAAJ Financials

 Serving the Alpharetta 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...

DAS Financials

DAS Financials

 Serving the Alpharetta 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...

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Alpharetta Area
  •  617-299-8445 (Pin: 65546)
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Established Since - 2003
IRS and Sales Tax Audits

From the Business : Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of experience in financial and taxation services. They can be reached only on weekdays from 9:00 to 17:00. They strongly believes that your need their need and your satisfaction is their reward. They go beyond Financial Statements, Audit and Tax...

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

 Serving the Alpharetta Area
  •  773-886-1257 (Pin: 32571)
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Experience - 16 Years

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 rep...

Inderpreet Singh CPA PC

Inderpreet Singh CPA PC

 Serving the Alpharetta Area
  •  609-772-4641 (Pin: 12017)
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Established Since - 2018

From the Business : Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New York State Association of Certified Public Accountants and has taught advanced Accounting at top-tier universities since 2016. As a former Revenue Agent, as well as a former Appeals Officer, Inderpreet's 15 years of experience working with t...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Alpharetta Area
  •  512-515-9579 (Pin: 70109)
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Experience - 15 Years

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 ...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Alpharetta Area
  •  301-686-5058 (Pin: 88247)
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Experience - 15 Years
IRS and Sales Tax Audits, Internal Audit

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!

NRI Tax Group

NRI Tax Group

 Serving the Alpharetta 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.

MB Tax Service

MB Tax Service

 Serving the Alpharetta Area
  •  732-355-3277 (Pin: 18293)
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Experience - 16 Years

From the Business : The MB Tax Service are experts in finance and taxation services, book keeping, income tax filing. They provide services throughout the US and Canada. They are experienced for about five years. They are proficient in corporate tax, federal state tax filing, tax preparation and filing, tax preparation. They also provide tax consultation services. This tax service center was founded five years ago and they are leading provider of E-file service for income tax. They value their social responsibility and offer free services for students and low income group families. Their fee is reasona...

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Manish Patel, CFP Private Wealth Advisor

Experience - 15 Years

From the Business : Are you financially on track to live the life you want today and in the future? As an Ameriprise financial advisor I can help you plan for your immediate and long-term dreams and goals with our comprehensive approach to financial planning. It starts with a personalized conversation where we’ll discuss your financial needs. Then we’ll work together to break down your financial goals into clear, doable steps to help you feel more confident about your financial future. My goal is to help take the uncertainty out of planning for your financial future so you can live the life you’ve work...

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Virtue CPAs And Advisors Financial & Taxation Services

 11675 Rainwater Drive suite 170, Alpharetta, GA, USA
Experience - 15 Years

From the Business : Virtue CPAs and Advisors Financial & Taxation Services 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 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 in...

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Dhanesha & Associates

Experience - 15 Years

From the Business : Dhanesha & Associates is a CPA and Financial Planning firm in Alpharetta, GA serving individuals and small businesses for all their tax, accounting, and financial planning service needs. Whether you need a CPA to handle taxes, accounting, bookkeeping, and payroll for your business, or a financial planner to help you plan for your retirement, investments, college funding, taxes, and estate, our highly-qualified professionals (CPA, EA, CFP, PFS, CFA, and MBA) have the necessary expertise and experience to serve your needs. Our primary goal is to help you minimize your taxes, grow ...

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IncorpTaxAct

 4080 McGinnis Ferry Rd Bldg 200, Ste 204, Alpharetta, GA 30005
Experience - 5 Years
Internal Audit

From the Business : He is an Enrolled Agent with over 15 years of experience in the areas of Taxation, Accounting & Payroll. Umang has served a wide variety of tax clients, including individuals, small businesses and trusts. He has worked with a number of high-net worth business owners and professionals. He has assisted many delinquent filers that have not filed previous year’s tax returns and are now receiving notices from the IRS and State taxing authorities. Our Comprehensive Services Include: Accounting & Bookkeeping, Accounting Staffing, Corporate Compliance Services, Corporate Taxation, F...

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Horrigan & Company CPA

 3970 Old Milton Parkway, Alpharetta, Georgia, United States
Experience - 15 Years

From the Business : Horrigan & Company CPA’s, P.C. In 1995, when George Horrigan founded Horrigan & Company, CPA’s he envisioned a “one stop shopping” CPA firm where both individuals and businesses could obtain the complete range of services that they need, but so often can not afford from larger CPA firms. Having had his own CPA firm in the past and having also worked for a large, international CPA firm, George observed that many individuals and small to medium sized businesses did not obtain the services that they so desperately need, because they just could not afford the fees of larger CPA ...

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Payal Agarwal CPA

 4080 McGinnis Ferry Road, Alpharetta, Georgia, USA
Experience - 15 Years

From the Business : Payroll 360 has been a seasoned entrepreneur with experience in Financial Services Industry including Benefit Planning, Financial Planning, Investment and Retirement Planning through PayWorth Financial. Her aim is to provide the best customer service and accurately managing and delivering Payroll, HR and Benefit services to business clients. Payal has extensive experience with on-boarding employers and employees, ensuring proper payroll processing, payroll tax deposits, filing payroll tax forms, benefits roll-out for the company and issuance and filing of end of year W-2s and 1099s....

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Professional Accounting Sales

 11700 Great Oaks Way, Alpharetta, GA, USA
Experience - 15 Years

From the Business : Professional Accounting Sales selling CPA and EA firms for over 37 years. No other organization in the U.S. represents as many accounting practice sales as PAS, with over 40,000 registered buyers nationwide, and hundreds of satisfied sellers coast to coast. Many of our offices are headed by a CPA or EA with practical experience in the accounting and tax profession, having owned our own firms in the past. We have been established longer than any other accounting merger-acquisition firm, with real offices serving you. Not part-timers working from home.

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Umang Thakkar Financial Advisor

 4080 McGinnis Ferry Rd, Alpharetta, GA 30005, USA
Established Since - 1990

From the Business : Nothing compares to the feeling of helping a family or individual plan for their financial future. My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. For more details kindly contact me.

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Rajendra C Patel Tax Advisor

 670 Mae Ln, Alpharetta, Georgia, United States
Experience - 15 Years

From the Business : Rajendra C Patel is practicing in Alpharetta, Georgia with e-filing capability.Our Firm has a dedicated team of tax preparation and staff that work hard to produce the best results possible for our clients. With a core set of practice areas, we are able to provide legal assistance to our clients from the smallest business law issue to the largest personal injury claim.

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Tax Planning, Filing, Business Formation, Book Keeping And ITIN

 480 North Main Street, Suite 216, Alpharetta, GA, USA
Experience - 15 Years

From the Business : At MyTaxFiler®, our goal is to provide both individuals and small businesses with the highest-quality tax preparation and business consulting services, so you can do what you do best. As a boutique, full-service firm, our clients can expect highly-specialized, professional services that embrace the big picture of your financial landscape. Our work is inspired by our mission:To create value and make an impact for our clients To represent, advise, and advocate for our clients, supporting their objectives through uncompromising dedication and ethics To serve our clients best by being a...

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Strategic Financial Consultants LLC

 5300 Lexington Woods Lane, Alpharetta, GA, United States
Experience - 5 Years

From the Business : Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.Accounting Services,Bookkeeping/Write-Up,Financial Forecasts & ...

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Sonya Morgan Tax Preparer

 10945 State Bridge Rd, Alpharetta, Georgia, United States
Experience - 5 Years

From the Business : Sonya Morgan is a tax preparer practicing in Alpharetta, Georgia. Registered tax return preparers must obtain their preparer tax identification number, pass a competency exam, and have their tax history examined for compliance in order to become authorized to perform tax returns for other entities.

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Kruti Patel Accountant

Experience - 15 Years

From the Business : Kruti Patel is a Staff Accountant for Chugh CPAs, LLP’s Atlanta office. She obtained her Master of Business Administration degree from the University of Wisconsin Parkside. With 1.5 years of experience in the accounting field, Kruti specializes in bookkeeping, preparation of financial statements, payroll and multi-state sales tax returns, and individual and business tax returns. Practice Areas Tax, Accounting.

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Paramount Business Advisors

 5910 Shiloh Road East, Alpharetta, GA 30005, United States
Experience - 15 Years

From the Business : Terry Kime Professional CPA Tax Accountant in Alpharetta, GA With over 37 years of experience as a Certified Public Accountant, Terry L. Kime understands the importance of financial literacy. He decided to specialize in tax preparation, financial planning, and investing after obtaining his Master’s Degree in Science of Taxation in 1986 to help people gain more power over their money. Packed with extensive experience working for the IRS, several small and large accounting firms, and his private practice in the financial industry, Terry L. Kime of Paramount Business Advisors aims to e...

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Aditya Patel Financial Advisor

 6110 McFarland Station Dr suite 106, Alpharetta, GA, USA
Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Alpharetta, GA. I specialize in Financial Advisor, Accountant Services, Business Tax Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Retirement Planning, and Education PlanningMy motivation as a financial advisor is to ensure that nothing like what happened to my parents happens to anyone else. I partner with my clients to understand their short- and long-term goals and build a comprehensive plan to achieve those goals wit...

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Eric Orubele CPA PC

 11180 State Bridge Road, Alpharetta, GA, United States
Experience - 15 Years

From the Business : Eric Orubele CPA PC is a Georgia Certified Public Accounting Firm that provides highly technical accounting and tax services to companies ranging from development stage to existing companies. Our firm is committed to producing top quality work, and consistently goes an extra mile to deliver proven results. We believe that our continued growth and success is dependent upon our ability to maintain the highest level of service and standards to our clients. Our clients are the reason that we are in business. Our aim is to deliver accounting and consulting services by developing a compre...

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Credo Financial Services

 3800 Mansell Road, Alpharetta, GA, United States
Experience - 5 Years

From the Business : Credo's Mission is to exceed our client's expectations of financial services and creative problem solving through continuous growth of our knowledge and allowing both our clients and co-workers to hold every Credo professional accountable for the quality of work. Vinaya Desai, has BS in accounting and is an Associate member of the Institute of Cost and Management accountants of India. She is also Intuit QuickBooks Online Pro Advisor Certified. Vinaya worked in public accounting firms and manufacturing industry before, and she has spent time volunteering for the community. Vinaya has...

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Mukesh Arora CPA

Experience - 16 Years

From the Business : Mukesh Arora brings more than 15 years of public accounting and Industry experience in Internal Audit, IT Governance and Governance, Risk & Compliance (GRC) area. His effective leadership and communication skills strengthen his ability to perform and manage client engagements. Mukesh has worked with a variety of institutions, assisting clients with IT General computer control reviews, Cyber risk assessments and Network security assessments, as well as performing, managing and reviewing attestation engagements. Mukesh has served as an advisor to clients with public company and fi...

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Deepak D Mistry CPA LLC

 145 North Main Street, Alpharetta, GA, United States
Experience - 5 Years

From the Business : We are a full-service Accounting firm licensed in GA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, 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.To provide our clients with timely and accurate accounting services a...

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Redwood Wealth Management, LLC

Established Since - 1999

From the Business : Redwood Wealth Management is here to help our clients grow their wealth, retain their wealth and allow them to spend time with the people they love. After all, your time is your most valuable asset. The advisors at Redwood take a personalized approach in helping you preserve, enhance, and ultimately transfer your wealth according to your own unique set of values and desires. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offer solutions for all areas and stages of your life. Redwood Wealth Management is a fee-...

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Alpesh Patel CPA

 325 Newington Court, Johns Creek, GA, United States
Experience - 15 Years

From the Business : Alpesh Patel, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Alpesh Patel, CPA , we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Services provided by Tax management services, Assurance and advisory services, Estate and trust planning, Tax preparation, Litigation support, Forensic accounting, Bookkeeping/Write-up, IRS representation, Payroll services, Cash flow, Budgeting analysis, Business valuation, Debt, Finance advising,...

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Vaibhav Manek Financial & Taxation Services

 Johns Creek Environmental Campus, Holcomb Bridge Road, Roswell, GA, USA
Experience - 15 Years

From the Business : Vaibhav Manek Financial & Taxation Services 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 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, estim...

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