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Chartered Financial Planners in Bay Area

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Top Chartered Financial Planners in Bay Area

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Bay 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...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Bay 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...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Bay 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...

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 7031 Koll Center Parkway #140, Pleasanton, CA, USA
  •  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...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 181 Metro Drive suite 550, San Jose, California, United States
  •  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...

SNP Tax & Financials

SNP Tax & Financials

 3015 Hopyard Rd ste m, Pleasanton, California, United States
  •  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 ...

DAS Financials

DAS Financials

 Serving the Bay 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...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Bay Area
  •  737-377-4784 (Pin: 73921)
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Experience - 5

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 ...

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Bay 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 ...

MB Tax Service

MB Tax Service

 Serving the Bay 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...

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Bay 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...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Bay 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 ...

Raman Abrol CPA

Raman Abrol CPA

 Serving the Bay 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...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Bay 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!

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Bay 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

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Bay 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...

Phoenix ITIN & Tax Services, LLC & North Phoenix Tax Relief

Phoenix ITIN & Tax Services, LLC & North Phoenix Tax Relief

 Serving the Bay Area
  •  504-272-2167 (Pin: 12390)
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Experience - 11

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 o...

TAAJ Financials

TAAJ Financials

 Serving the Bay 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...

Inderpreet Singh CPA PC

Inderpreet Singh CPA PC

 Serving the Bay 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...

NRI Tax Group

NRI Tax Group

 5201 Great America Pkwy, Santa Clara, CA, USA
  •  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.

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Bay 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!

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Bay 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.

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Serving the Bay Area
  •  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.

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Bay 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.

SK Tax Associates

SK Tax Associates

 Serving the Bay 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.

Smart Tax INC

Smart Tax INC

 4020 Moorpark Avenue suite 208, San Jose, CA, USA
  •  773-886-1257 (Pin: 89641)
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Experience - 15 Years
IRS and Sales Tax Audits

From the Business : Smart Tax Inc is a full-service bookkeeping firm, serving clients throughout the Bay Area and providing professional and personalized services. We offer a wide range of services to individuals, business owners, executives and independents professionals. This is a one-stop shop. We have a long-term relationship with our clients. We have a long-term relationship with our clients. Smart Tax Inc will maximize tax refund and avoid taxpayers’ costly mistakes. We will help to increase cash flow and most importantly, we want you to feel confident that your accounting system accurately refl...

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 Bay 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...

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Bay 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...

PAY Financial Service

PAY Financial Service

 Serving the Bay 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.

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Bay 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...

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Ever Accounting

 14411 Eel River Road, Potter Valley, CA, USA
Experience - 15 Years

From the Business : Ever Accounting, You'll be glad you chose to work with us because we truly appreciate our clients and endeavor to develop a long-standing relationship with each one. As your financial partner and business advisor, we’re continually looking for ways to lower your taxes, reduce expenses, and take time-consuming accounting and bookkeeping tasks off your hands. Our knowledgeable staff has a wealth of accounting experience and is always professional. ver Accounting has been providing clients personalized tax and accounting services throughout Potter Valley since 2004. With our certified ...

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Vikram Kohli Financial Advisor

 3130 De La Cruz Blvd, Santa Clara, California, USA
Experience - 15 Years

From the Business : I can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering e...

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Ambika Paudel CPA

 1600 Duane Avenue, Santa Clara, CA, USA
Experience - 15 Years

From the Business : Ambika Paudel is an experienced business graduate working in a billing team at Chugh CPAs, LLP at the Santa Clara Office since 2016. She reviews the billing for clients’ accounts, sends emails for collection, creates new client ID’s, posts payments, reconciles accounts, analyzes and resolves discrepancies, provides Tabs training for new employees and performs other accounting jobs as required. She obtains her Bachelor of Arts with a major in Business from the University of Toledo, Ohio in 2014. She used to work in The Liberty Tax Service as a tax preparer prior to joining the firm. ...

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Behnam Accounting Solutions

Experience - 15 Years

From the Business : We have homemade species alongside a variety of vegetables, dhal, curries, and Biryani at affordable costs. It's healthy, homemade, and affordable. Every meal offers a new array of fresh vegetables and spices along with hot, filling bread and rice. The finest food at a reasonable price. The best part is choosing our homemade food it means more quality time with your family. An accounting service is a cost-effective way of ensuring your finances are correctly recorded and reported in accordance with the financial plan we help you develop for your business. We at “Behnam Accounting So...

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B. Farahmandi,CPA

 4100 Moorpark Ave, San Jose, California, USA
Experience - 15 Years

From the Business : As an Individual, Farahmandi Behrooz enjoys networks and giving financial tips and guidance to all his clients, friends and family. I can guide you in both the Indian and the US Tax Matters. I can also help you set up a new business (Incorporate) and help you with accounting and payroll services.

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Profound Consulting Group

Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Sunnyvale, CA. I specialize in Accountant Services,Audit Review & Compilation Services,Bookkeeping,Business Tax Planning,Financial Advisor,Income Tax Preparation,International Tax Consulting,IRS Representation,Multinational Accounting and Taxation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation Services

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Ozone Services

Experience - 15 Years

From the Business : Notary Services Established in 2008. Madhu got my Notary commission in June 2005 and have been serving Mountain View since 2006. We are a network of notaries serving the bay area at an affordable rate. These days many documents needs notarization. Some of the documents are: India Passport Renewals (OCI, GPA), Living trusts, Loan Docs for all 50 States in USA, All types of Real Estate documents, Power of Attorney and Birth certificate request form. We served the following areas: Bonded & Insured, Dublin/Pleasanton/San Ramon/Livermore/Danville, Sunnyvale/Mountain View/Palo Alto,...

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Sridhar CPA A Professional Corporation

 1525 McCarthy Boulevard, Milpitas, CA, USA
Experience - 5 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Milpitas, CA. I specialize in Bookkeeping,Accountant Services,Income Tax Filing,Income Tax Preparation,International Tax Consulting,Multinational Accounting and Taxation,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation Services

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Alireza Saffarian, EA, MST

 1101 S Winchester Blvd, San Jose, CA, USA
Experience - 15 Years

From the Business : H H Professional Tax in San Jose, CA. Specializing in Tax Consulting & Preparation for Tax Problems & Prior Years Returns, Bookkeeping, Payroll, Levies & Garnishments Removal, Audit Collection & Appeals, Small Business Financial Reporting, QuickBooks Set Up, Tax Court Representation. Further more details please contact me.

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Jino Joseph & Associates

Experience - 15 Years

From the Business : Jino Joseph, the owner of the firm, has over 24 years of experience in the fields of Finance, Accounting, Operations, Tax and Business Consulting both within the US and Internationally. Jino has an undegraduate degree in Accounting and also holds both Public and Management Accountancy degrees from both US and abroad. Jino is also an Agent enrolled to practice before the IRS (EA), and a Quick Books Certified Pro Advisor. Prior to starting the practice in 2007, Jino held various positions in Corporate FP&A, Internal Auditing, and Manufacturing Finance in the bay area. Jino enjoys ...

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Dipak Roy Commercial Banking

Experience - 15 Years

From the Business : Dipak Roy Commercial Banking, We thank the communities we serve fopr the yeats of continued partnerships, Commercial banking and lending solutiuns including working capital & Equipment finance lending, Commercial real Estate & Construction lending, Purschase Refinance & SBA loan programs, Specialized purpose business finance needs

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Chavan & Associates, LLP

Experience - 5 Years

From the Business : Chavan & Associates, LLP, Certified Public Accountants is a full-service accounting firm located in Campbell, CA. We can provide you with assistance in all your tax, financial, and business affairs — assistance that will improve your total financial well-being. With our experience and expertise, you can rely on us for all the advice that you need.You can count on us for professional, timely and reliable services year-round. And our commitment to personal service keeps our clients coming back. Learn more about our services, such as accounting, audit, review and compilation, bu...

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A.D.M. Business Financial & Tax Services

 229 West End Ave, San Rafael, California, USA
Experience - 15 Years

From the Business : The United States tax code is very complex and doing it alone without professional help can often result in disastrous consequences. When interfacing with the IRS, a skilled company is your best option. It is very important to find a specialist who knows all the aspects of the law so you don't miss any important details that can mean thousands of dollars. For those who owe money to the IRS, the offer in compromise program is the most widely used mechanism for a taxpayer to pay their delinquent taxes for less than the IRS claims they owed. For those trying to reduce their taxes and a...

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Baroumand & Associates, Inc.

 760 San Ramon Valley Blvd, Danville, CA, USA
Experience - 15 Years

From the Business : We are a medium-sized, full service Tax, Bookkeeping & Payroll, and Legal Services company with offices in Danville and San Jose, CA. Our services include: Tax Preparation, Monthly Bookkeeping, Tax Audits, Appeals, Delinquent Tax Returns, Tax Court Strategies, Tax Amendments, and Tax Consultation. Offers in Compromise Installment Plans, Levy Release, Hardship Relief, Payroll Taxes, Tax Planning. Accounting System & Installation. Baroumand & Associates offer affordable tax, financial accounting, bookkeeping, legal services and audits for personal, corporation, partnership...

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Hassan J. Dibazar EA

 1777 Hamilton Ave, San Jose, California, USA
Experience - 15 Years

From the Business : Specialties in Complete bookkeeping services, including Payroll, General Ledger, Sales Tax, Year End procedures. Tax preparation for Individuals, Corporations, Partnerships and LLC's. We are a local professional bookkeeping company since 1994, specialized in small businesses. Throughout the years we have offered in company accounting and bookkeeping set-up and training in San Jose and the Bay Area. We have always kept up to date current laws, regulations and accounting strategies. Hassan Dibazar is an Enrolled Agent certified by Internal Revenue Service to practice Tax preparation.

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My Tax Filer - Pleasanton

Experience - 16 Years

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 standard...

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Rajiv Shenoy CPA

 1491 Primrose Way, Cupertino, CA, USA
Experience - 15 Years

From the Business : You are not just another face in the crowd. You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. For more details kindly contact ...

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SMG INC. C.P.A.

Established Since - 2019

From the Business : I am one of the most distinguished Financial & Taxation Services in Fremont, CA. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Bookkeeping,Business Entity Selection,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Forecasts ,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Incorporation Service,Payroll Processing,Sales Tax Services,Tax Consultants Services,Tax Preparation Services

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Law Offices Of David Yao

Experience - 15 Years

From the Business : Tim is a California lawyer who works primarily in Santa Clara and Alameda Counties. He speaks Chinese Mandarin fluently and is a military veteran. Click on the "Attorney Bio" link above for more information. His firm provides legal services in the areas of civil litigation, family law, and estate planning, including wills and trusts. Learn more by clicking on the "Practice Area" tab above. The Taijiquan classics say that a person possessing the proper technique and energy can move one thousand pounds with only four ounces of force. I know this to be true first hand, as I have st...

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Ravi Sundarraj CPA

Experience - 15 Years

From the Business : Our offer 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, estimating expenses, implementing a savings...

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Understanding the Child Tax Credit: Maximizing Your Benefits in New York, NY

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.

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in New York, NY

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes

International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.

Understanding Self-Employment Taxes: A Comprehensive Guide in New York, NY

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?

What a TikTok Ban Could Mean for Business Taxes and Compliance! in New York, NY

What a TikTok Ban Could Mean for Business Taxes and Compliance!

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.