Certified Financial Advisors in Cary, NC

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 Returns. They focus on helping each and every client’s problem and solve a wide range of business problems. They offer a wide range of services like Accounting, Bookkeeping, Tax Preparation, Financial Planning and Information Systems services from Small, Medium, Large sized Business and Individuals. They provide their clients with complete support that includes Bank Reconciliation, Payroll Tax, Sales Tax and a Trial Balance. They work very close with you in managing every aspect of your accounting needs. Their firm helps you save your time and money by implementing new technologies and tools catered to your business growth. They are seriously committed in helping you to achieve your financial goals. They have trained staff of professionals providing the exact combination of financial services and accounting skills dedicated to personal attention and quality standards of service. Whether you own a small or large business or just need some personal financial planning, Devesh Pathak CPA is the exact firm to visit.Read more

From the Business:Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputation as one of the most reliable accounting firms in the area. Locally owned and operated, we have dedicated ourselves to making tax season, payroll management, and financial planning as stress-free as possible for individuals and businesses alike.With over a decade of experience, we’ve seen firsthand how overwhelming managing financial obligations can be. That’s why we believe in a team approach, working closely with our clients to ensure their financial health is properly managed. Our knowledgeable team combines years of experience and diverse backgrounds to deliver a comprehensive suite of services. Whether you’re filing taxes for the first time, running a business, or need ongoing payroll support, Alam One Stop Tax and Accounting Services is here to help.At Alam One Stop, we understand that navigating financial services can feel overwhelming. That’s why we approach each client with understanding, providing customized solutions that are specific to your unique financial situation. We’re not just about numbers; we’re about people and their long-term success. We invite you to discover the power of our services and experience how we can make your financial world easier to manage.Read more

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 than three yearsRead more

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 money and grow your wealth in tax efficient manner.Read more

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. Read more

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.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: Website: www.dctax.org Email: info Tel: (562) 912-5214Read more

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 helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

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! Read more

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 financial guidance for many provincial Individuals and Businesses. They are one of the leading firms the New York City. Rashmi Satyadeo CPA can be only on weekdays from 10:00 to 18:00. As a Certified Public Accountant, their firm provides the following services like Tax Return Preparation for any State, Tax Planning for any State, Accounting & Book Keeping, Payroll Processing, Sales Tax, Audit, Business Incorporation and Business Consulting services for both Business and Individuals. Rashmi Satyadeo CPA also specialized in Business Tax and Tax Problems. Past Tax Collection, Settlement with IRS, Release IRS Lien, Stop IRS Levy and Seizure, Help with IRS Audit, Offer in Compromise and Payroll Taxes Audits and Settlement are also some of the additional services they provide. They also offer E-filing of Tax Returns for faster processing and refunds. Whether you are an Individual or Business, who are residing in or around the New York, Rashmi Satyadeo CPA has years of treasured experience assisting professionals with their accounting needs. They accept Cash as the mode of payment.Read more

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 client for forward tax planning strategy. 2.0 and help for delinquent Tax filing, Penalty abatement, Tax Resolution and compromise. 3.0 Installment for IRS Tax due payment. We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, a new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.Read more

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 countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

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 approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

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.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: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 possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business thrive.Read more

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.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

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 your specific needs. As you may or may not know, financial statements are important for management decision making. They represent your business when it comes to partners, lenders, potential buyers and other interested parties.Read more

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

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 the worry of managing taxes, bookkeeping, payroll, investments and more.In order to provide you with the perfect service, we execute in-depth research practices and techniques that follow all tax codes and regulations.Read more

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

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 ServicesRead more

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.Read more

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 consultation.-ITIN Applications for all dependents.-H1B, L1/L2 and STUDENT Tax preparation.-Competitive rates with post-filing follow up until refund is deposited.-Year round services include Change of Address, Amendment to prior and current year tax return etc.-Federal and multiple state E-filing.-Itemized return ( Housing loans, medical,charity and much more).-FBAR Reporting.Read more

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 established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more

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 IRS Audit, Corporate or Personal income tax planning and compliance. Agog Financials, Inc will work with you as your trusted partner to address all your business concern, if you are starting a business or operating as a going concern. They offer integrated solutions to ensure successful results and also allow attention to remain focused on expanding your business opportunities. Some of the tax services for Non Resident Indians are Filing of US and Indian Tax Returns, Claim foreign tax credits in the United States for any taxes paid in India, Assistance with reporting capital gains in India, Repatriation of money to the United States, US and India tax planning to reduce current and future tax liabilities, Foreign Bank Account Reporting (FBAR) and Assistance with filing of Statement of Specified Foreign Financial Assets. They help you by providing Business Solutions like Registering Business Names, Obtaining Business Licenses and Permits, Preparing Business Plan and Materials and Assisting with selecting legal structure of your business.Read more

From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

From the Business:Kumar's Bookkeeping and Tax Services initially began offering services in 2018. We have added bookkeeping and yearly reviews to our service to aide our clients entirely regarding there financial goals. Our objective is to service our clients from start to finish. We want to help keep track of your business finances to improve the businesses chance of making a profit. In addition we will also collect and organize the businesses information to file yearly tax returns. Bindia Kumar holds two Bachelors and is a Certified Quickbooks Online Bookkeeper. She has 4 years of experience working in finance and 7 years as a small business owner.Read more

From the Business:Peter R. Cabrera, CPA has been providing quality, personalized financial guidance to local individuals and businesses in Cary, NC. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We are one of the leading firms in and throughout the greater Triangle area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the greater Triangle area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the greater Triangle area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose us receive competent and timely advice.Read more

From the Business:C.J.Tax & Accounting Inc offers Tax and Accounting services in Cary, NC. For further inquiries please contact Thomas via email or phone.Read more

From the Business:"IRS Enrolled Agent with more than 15 yrs of service in tax prep and IRS Rep. Services offered: businesses and personal tax preparation, payroll and sales services, all us states. IRS Representation, audit and appeals, installment agreement- payment plans, offer in compromise, bank and wage levies, innocent spouse relief, penalty and interest abatement, back taxes owed. "Read more

From the Business:We are a full-service Accounting firm licensed in IL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. Read more

From the Business: NSD Tax & Accounting Services You can count on us to take care of your tax and accounting needs so you can use your time to do what you do best, grow your business. Your satisfaction and quality service are our priorities. Our remote capabilities enable our office staff to access your systems as needed, custom tailored to your specifications. Our goal is to provide personalized accounting, business and tax services with the utmost professional excellence and integrity.Read more

From the Business:At Proficient Accounting & Tax Services, Inc. they provide Accounting & Bookkeeping Services, Payroll and Sales & Use Tax Services, Tax Preparation - Individual, C-Corp, S-Corp, Partnership and other Business Entities, New Business Formation, Financial Statement Review and Analysis, Business Licenses & Personal Property Tax Filling, FBAR Filling, Personal Financial Statements, Audit Representation & Tax Support etc.Read more

From the Business:All Federal & State Tax Return Preparation Monthly Book Keeping, Accounting & Payroll Services, Formation of Company Get Your Tax Refund Early!!!Read more

From the Business:In 1981, our founder Navneet S. Chugh moved from his native India to the United States. He was driven to make a difference in his new home. Mr. Chugh had a passion for strategic thinking and adding value to businesses. This drive led him to found Chugh CPAs, LLP in 1985 in Cerritos, CA. Our team started off small, with steady growth based on an early reputation as a top provider of medical practice accounting. Since our start more than 30 years ago, we have expanded to serve clients across a diverse array of industries, from information technology to retail. In 1997, Mr. Chugh founded our full-service sister law firm. Today, we employ over 200 staff members and serve corporate clients across a wide array of industries. Our team of dedicated Certified Public Accountants have an intricate understanding of the complexities of your accounting needs. Chugh CPAs, LLP regularly assists our clients on issues regarding Tax Filings, Tax Planning, Tax Consulting, Accounting, Audit & Assurances, and more. The scope of our involvement with our clients extends to day-to-day affairs where we counsel clients on accounting and business needs on a microscopic level. We distill complex information into easy to understand key points so that our clients can focus on operating a successful business. Our clients have come to rely on our seamless service and know that they can contact our firm day or night for customized solutions to any problem.Read more

From the Business:ATG is a Global Business Services (GBS) company offering managed services solutions, business process management, and technological advancements to organizations seeking higher operational effectiveness, greater flexibility, and cost savings. We help drive cost savings and flexibility of outsourcing providers, with functional control and transparency of an owned subsidiary. Our customer’s ambitions are important to us. We help them remain ahead of emerging trends, improve their competitiveness, and deliver a superior customer experience, so they can grow their business and become leaders in their markets. Our Finance and Accounting services can help you improve your financial agility through better cash flow management, enhanced collections, reduced reconciliations efforts, improved receivables, accurate reporting, accelerated revenue cycles, among others; this ultimately and positively impacts your revenue growth. Effective cash-flow management, systematic accounting, and compliance with industry regulations are keys to the financial well-being of any enterprise. ATG’s comprehensive suite of customized Finance & Accounting services enables your business to enhance its operational and financial agility by streamlining and optimizing key processes. As a leading Finance and Accounting service provider with extensive experience providing effective solutions for numerous businesses across the globe, ATG augments your enterprise Finance and Accounting capabilities in areas such as procurement and supply chain (the Procure-to-Pay and Order-to-Cash process), Collections and Receivables, General Accounting, Record-to-Report and Financial Planning & Analysis.Read more

From the Business:Dave and Dave Inc offers accounting/taxation Services in Cary, NC. For further information please contact Dipak Dave through email or phone.Read more

From the Business:Certified Public Accountant & Consultant for everything from Bookkeeping to Payroll for the Triangle Area.Audit Representation, Back Taxes Owed, Tax Problems, IRS Issues.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Cary, NC. I specialize in Accountant Services, Bookkeeping, Business Tax Planning, Financial Advisor, Financial Planning, Financial statement Analysis, Payroll Processing, Personal Tax Planning, Retirement Planning, Tax Consultants Services, Tax Preparation ServicesRead more

From the Business:Indra is committed to the Merrill Lynch core philosophy that the client comes first. He employs Merrill Lynch's four step Wealth Management Process to establish client objectives, set an individualized strategy, implement a customized recommendation and review progress against objectives.Read more

From the Business:Dedicated, professional and highly skilled professional Tax Accountants committed to understand & meet client's needs while also striving to provide quality & personalized services.Read more

From the Business:KRUPP Consulting Inc in Lawrenceville is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation services, Book keeping, Business Related services, Payroll Processing, Finance and Accounting Training. They are servicing throughout the United States and Canada. They are expertise in providing the following services like Business Incorporation, Corporate Tax, IRS and Sales Tax Audits, Financial, Estate and Retirement Planning, Corporation or Entity Formation, Sales Tax Return and Small Business Payroll. They have a vast experience of above 15 years in the field of Finance and Taxation. KRUPP Consulting Inc is one of the most premier firms providing tax, accounting and business consulting and also other management advisory services. They are committed in helping their clients achieve their financial goals. This is primarily done by analyzing the client’s financial information to recommend efficient use of resources and procedures and provide strategic solutions including expenditures and revenue trends, financial commitments and future revenues. They promise to provide the most dedicated and cost effective services whether you are an individual, a foundation or an established company. KRUPP also assists newer clients right from the stage of selecting the form of incorporation suitable to their situation to set up, in maintaining various compliance, accounting, tax and other complex issues. They provide free initial consultation, Individual or Business Return prepared by Certified Public Accountants, Maximum Refund Guaranteed, Expert advice on tax saving and planning strategies for today and beyond tax day. They accept Cash, American Express Credit Card, Master Card and Visa Card. For more details kindly contact us. ThanksRead more

From the Business:Muhammad earned a Bachelor of Accounting from SKANS School of Accountancy. He is a member of the American Institute of Certified Public Accountants (AICPA) and North Carolina Society of Certified Public Accountants. He worked with Ernst & Young International, Anchin Block and Anchin LLP and Rothstein Kass & Co. where he worked on the audit, tax and consulting engagements for onshore and offshore alternative investment funds.Muhammad has worked with hedge fund and mutual fund administrators and supervised all aspects of fund accounting and financial reporting assignments. He was also responsible for advising investment companies on structuring, compliance processes and providing consultation on regulatory and tax matters. He is instrumental in firm's marketing and business development activities and frequent speaks on the industry events and conferences.Read more

From the Business:Sachin Menon is the President/Founder of Menon Wealth Management and has fifteen years of industry experience. Prior to founding Menon Wealth Management, Mr.Menon was a Fixed Income Trader and Investment Advisor at a Regional Broker/Dealer in Memphis,TN. At the contra firm , Mr.Menon specialized in trading corporate and government agency securities and providing investment advice to retail and institutional clientele. Mr.Menon received his Masters in Business Administration from The University of Memphis and is a registered securities principal with LPL Financial. Mr Menon started Menon Wealth Management with the idea of providing timely and efficient tax advantaged investment opportunities to its existing and potential clients. Our client roster includes well known physicians, lawyers, accountants and entrepreneurs from all over the nation. We believe in getting to know our clients and offering services that are suitable for his/her unique situation. Please contact us, should you have any questions or if we can help improve your financial situation.Read more

From the Business:ajeev Devgon has been issued a North Carolina license. All CPAs, including Rajeev Devgon, have at the minimum an undergraduate degree in accounting, passed a rigorous national exam and adhere to mandated continuing education requirements of their states in which they are licensed. CPAs can work in private industry, education or government but most people think of CPAs during tax season as the experts in tax preparation. Their overall training in business and knowledge in principles of general law and taxation provide CPAs with the skills to help individuals with both personal and business financial decisions. Certified Public Accountants are licensed by the state to provide independent attest services which includes the audit and review of financial statements which may be required by third parties to provide a level of assurance that the financials accurately reflect the financial condition of the company or individual. If you need accounting, bookkeeping and tax preparation services for your business located in or around Cary, NC or you just want your individual income tax return Form 1040 prepared, contact a local CPA in Cary, NC.Read more

From the Business:Ashwani Arora CPA PLLC is CPA firm based in a Cary, North Carolina. We provide tax, audit, and accounting services to local businesses and individuals. We are committed to delivering excellent services by providing more on-on-one time with our clients and by providing personalized solutions. He is a Certified Public Accountant and is licensed in the states of North Carolina and New Hampshire. He also has an MBA, and a bachelor’s degree in engineering. His educational credentials have given him the opportunity to work across different business functions and get involved in strategic decision making. This experience gave him a 360-degree view of complex business operations across various industries including small & large-scale services, manufacturing, retail & banking. He now has a better appreciation of how the finance, accounting, tax, and IT functions can help a business grow and be successful.Read more

From the Business:Affluent Financial Services LLC (AFS), Certified Public Accountants is a professional financial services firm headquartered in Rockville, Maryland, providing audit and assurance, tax, accounting, financial advisory and consulting services to domestic and international commercial companies and not-for-profit organizations. Affluent Financial Services is also rated as one of the trusted CPA Firms in Rockville MD. Our methodologies & program management approach are designed to deliver repeatable & reliable processes that help clients achieve their goals, facilitate communications, assure accurate, timely reporting & enable effective operations.Read more

From the Business:Anil Bedi FCA CPA with 20 years’ experience, now serving the Entire Triangle Area. Electronic Filing Available. Get Your Tax Refund Early!!!(Most Returns Filed for $75) Free, No Obligation Consultation.Read more