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Chartered Financial Planners in Charlotte, NC

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Chartered Financial Planners in Charlotte, NC

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Charlotte 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!

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 Serving the Charlotte 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...

SK Tax Associates

SK Tax Associates

 Serving the Charlotte 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.

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Charlotte 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.

Lonestar Consulting Group

Lonestar Consulting Group

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

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 ...

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Serving the Charlotte 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.

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Charlotte 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...

TAAJ Financials

TAAJ Financials

 Serving the Charlotte 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...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Charlotte 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...

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Charlotte 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...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Charlotte 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...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Charlotte 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...

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Charlotte 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...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Charlotte 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 Charlotte 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 ...

SNP Tax & Financials

SNP Tax & Financials

 Serving the Charlotte 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 ...

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Charlotte 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...

NRI Tax Group

NRI Tax Group

 Serving the Charlotte 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.

Raman Abrol CPA

Raman Abrol CPA

 Serving the Charlotte 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...

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Charlotte 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...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Charlotte 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.

Northeast Solution CPA

Northeast Solution CPA

 Serving the Charlotte 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 ...

PAY Financial Service

PAY Financial Service

 Serving the Charlotte 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 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.

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 Serving the Charlotte Area
  •  424-400-2358 (Pin: 11539)
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Experience - 20

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 a...

DAS Financials

DAS Financials

 Serving the Charlotte 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...

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 Charlotte 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...

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Charlotte 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

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Fintechnica

 14206 Century View Dr. Huntersville NC 28078
Experience - 15 Years

From the Business : Mayine International is an independent marketing company that is bringing Wall Street to Main Street. No matter what financial challenges clients may face, Mayine International has the experience and resources to create a successful financial plan. Our experienced licensed associates teach our clients about the "Circle of Safety". In these unprecedented financial times, it is important to help clients preserve their capital, while seeking long-term growth and appreciation. Our associates are among the most educated and well-trained in the industry. When you work with Mayine Inter...

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Nikhil Patel CPA

 13850 Ballantyne Corporate Place, Charlotte, NC, United States
Experience - 16 Years

From the Business : Nikhil Patel is a Certified Public Accountant, Charlotte CPA, providing services like Tax Preparation and Business Advisory Services for more than eight years. Nikhil Patel got his start with one of the Big Four accounting firms, where he worked on a variety of consulting engagements. After this, Nikhil worked in a CPA firm based in Charlotte, where the clients were comprised mostly of privately owned businesses. This led Nikhil to open his own CPA firm where he concentrates on helping clients such as individuals, partnerships and corporations.

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Agarwal Lata CPA - Grippin Donlan Pinkham

 14013 Eldon Drive, Charlotte, NC, United States
Experience - 16 Years

From the Business : Lata Agarwal, CPA specialized in business, individual, and non-profit organization tax compliance, consulting, and planning including multi-state tax matters, tax representation before the IRS and state taxing authorities, and accounting services for businesses. With having more than 35 years of experience in this field I provide a guaranteed service to fulfill my customer’s requirements. Vermont Society of Certified Public Accountants, and North Carolina Society of Certified Public Accountants.

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David Love CPA

 8514 McAlpine Park Drive, Charlotte, NC, USA
Experience - 15 Years

From the Business : David Love CPA PLLC is a well-established Charlotte CPA firm with expertise in all facets of financial management, including taxes, accounting, bookkeeping, QuickBooks, business consulting, and much more. We serve a wide range of both business and individual clients throughout the Charlotte area, and we’re noted for our strong commitment to integrity and our policy of tailoring our services to the individual needs of each client. David has provided tax and accounting services to businesses and individuals for over 18 years. His professional services are enhanced by personal attentio...

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Propel CFO Financial & Taxation Services

 15720 Brixham Hill Ave suite 300, Charlotte, NC, USA
Experience - 15 Years

From the Business : Propel CFO 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, estimati...

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Sunset Accounting Services

 1216 Sunset Road, Charlotte, NC 28216, United States
Experience - 16 Years

From the Business : Sunset Accounting is a a small accounting firm that has opened a new office in the Charlotte, NC. Twenty years experience in General Accounting, Full Charge Bookkeeping, Payroll, sales and use tax,financial analysis and financial solutions. Fifteen years experience preparing Individual taxes, S-Corporation and sole proprietorship. Seven years in partnerships and C-Corporation, Three years experience in trust and non profit tax returns. 10 years experience in office management and CFO responsibilities.

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Bhaskar CPA

Experience - 15 Years

From the Business : Certified Public Accountants maintain and monitor financial records. They also must be able to correctly read and interpret what these financial records mean. Part of the accounting job description is to ensure complete compliance with all state and federal regulations.

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Shah & Trivedi CPA, PLLC

 3230 Prosperity Church Road, Charlotte, NC, USA
Experience - 15 Years

From the Business : Shah and Trivedi CPA, PLLC was founded by the partners having a combined experience of over 45 years. Our story is pretty simple - we love what we do and have the passion to unlock the potential. We make it our business to really know our clients. Whether that means knowing their plans for the future of their business, the best way to fund their children's education, personal retirement goals, or even re-designing their financial goals, our clients know they can count on us to help them guide through the process. We are the member of the American Institute of Certified Public Accoun...

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Nagpal Sunil MetLife

 11215 North Community House Road, Charlotte, NC 28277, United States
Experience - 5 Years

From the Business : Financial Services Representative in Charlotte, NC. Financial Assistance with,Disability Income Insurance,Life Insurance,Mutual Funds,Term Life Insurance,Universal Life Insurance,Whole Life Insurance.

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HD Financial Solutions

 6135 Park S Dr, Charlotte, NC, United States
Experience - 5 Years

From the Business : HD Financial Solutions (HDFS) is one of the few companies of its kind in the industry today: HDFS is dedicated to serving the financial needs of individuals and families from all walks of life. One difference about HDFS is that its associates have the ability to offer products and services from a broad array of financial services providers - this allows our associates to find the very best solution for their clients. HDFS's independent associates do not just work with clients who have large amounts of discretionary income - they work with everyday people to help them make critical f...

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Shah Kirti H

 10960 Winds Crossing Drive, Charlotte, NC 28273, United States
Experience - 5 Years

From the Business : Doing business in Charlotte since 2001 .Year round accounting and bookkeeping services ,Payroll & sales tax along with quarterly & yearly payroll services ,Tax preparation and planning for individuals & businesses ,Financial statements review, compilation & audit ,Assistance in new business setup.

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Karamjit Kaur Insurance Advisor

 6100 Fairview Rd, Charlotte, NC, United States
Experience - 15 Years

From the Business : Karamjit Kaur-Licensed Agent with New York Life. She offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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PNC BANK

Established Since - 1997

From the Business : PNCBANK is specializing in Commercial Financing n the following categories (SBA & Conventional): Healthcare Professionals, Manufacturers, Professional Services, Retail Businesses, Wholesalers, Agriculture, Energy, Women in Business, Equipment Leasing & many more. PNC can help, with solutions like Payroll, Treasury Managements, Payables & Receivables, Merchant Services and Checking & Savings accounts. For more details contact us.

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Sharpe Patel PLLC

 325 Arlington Ave suite 510, Charlotte, NC, United States
Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Accountant Services, Auditing Services, Bookkeeping, Business Tax Planning, Financial Forecasts, Financial statement Analysis, Foreign Accounts Disclosure, and Tax Preparation ServicesSharpe Patel, PLLC is a full-service accounting firm with offices in Raleigh and Charlotte North Carolina. The firm was started by Jay Sharpe, CPA, CFE, and Aaron Patel, CPA. The two have almost 40 years of combined experience in public accounting. Servicing both the Attest and Tax sectors of the ind...

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Leonard & Associates, CPA PLLC

 6135 Park South Drive, Charlotte, NC, USA
Experience - 15 Years

From the Business : Leonard & Associates, CPA PLLC has the specialized tax planning expertise that you can only get from a Certified Tax Coach. Our unique, advanced training empowers us to find the little-known deductions, hidden loopholes, and proven strategies that bring our clients a boatload of tax savings. We design personalized tax plans to dramatically reduce taxes and preserve income for highly successful business owners, doctors, dentists, professional athletes and high net worth families. As a trusted tax advisor, we ensure all of our clients avoid attention from the IRS while paying the ...

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Monica Vadhera

 13850 Ballantyne Corporate Place, Charlotte, NC 28277, United States
Experience - 5 Years

From the Business : Monica began her career in the financial services industry in 2004 and joined Merrill Lynch as a Financial Advisor in 2014. Monica is dedicated to working with affluent and high net worth individuals, their families and businesses to help them make informed decisions regarding their financial future.Monica has previously worked as a tax professional at Moore Stephens Frost ,the largest accounting firm in Arkansas. She also worked in the research and compliance area of retirement investor services with Principal Financial Group in Iowa. Her prior experience as a CPA helps her effecti...

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Romie Patel Financial Advisor

 2701 Coltsgate Rd, Charlotte, NC, United States
Experience - 15 Years

From the Business : Financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies

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KM Accounting And Tax Services LLC

 15720 John J Delaney Drive, Charlotte, NC 28277, United States
Experience - 5 Years

From the Business : K&M Tax Services specializes in preparing business and individual tax returns for Charlotte and Carolina tax payers. Over the years we have developed considerable expertise in planning and preparing Small Business Taxes and helping our clients in Charlotte and the Carolinas to get maximum tax deductions and reduce their tax liability.

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Kirti Shah CPA PLLC

 301 McCullough Drive, Charlotte, NC, United States
Experience - 16 Years
IRS Aduit

From the Business : Kirti Shah CPA PLLC are specialized in tax consultation services, tax preparation services, book keeping, payroll processing, financial planning and personal tax planning. They provide services in the Research Triangle Area and have about fifteen years of experience. They are experts when it comes to corporate tax, sales tax return, QuickBooks service and IRS audit. The team of Kirti Shah is dedicate to provide their customers a full range of accounting, tax, bookkeeping, personal financing and consultation services. They are certified public accountant and place their customers in ...

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Vinod Jain CPA

 9913 Mitchell Glen Drive, Charlotte, NC, United States
Experience - 16 Years

From the Business : Vinod Jain CPA Accountants prepare and examine financial reports, ensure financial records are accurate and taxes are paid on time properly. They also assess financial operations and work to help business run efficiently. Accountants usually have a bachelor’s degree related to accounting. Many of them become Certified Public Accountants(CPAs). In 2010, their median pay

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Shoaib Ahmed CPA PLLC

Experience - 15 Years

From the Business : Shoaib Ahmed CPA firm, where we pride ourselves on delivering top-notch professional services to our clients. As a young and talented CPA, I am dedicated to helping individuals, small businesses, and corporations with their accounting and financial needs. Whether you need assistance with tax preparation, financial planning, or general accounting services, I am here to help. With my expertise and attention to detail, you can trust that your financial affairs are in good hands. Thank you for considering our firm for all of your professional services needs. I am one of Charlotte, NC's ...

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Desai Rajarshi CPA PLLC

 11111 Carmel Commons Blvd, Charlotte, NC 28226, United States
Experience - 15 Years

From the Business : Accounting services for the Charlotte area including Audit Representation & Tax Resolution, Payroll & Tax Preparation, Financial Reviews, and more.

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K And M Accounting And Tax Services L L C

 15720 John J Delaney Drive, Charlotte, NC 28277, United States
Experience - 5 Years

From the Business : As a leading provider of Accounting, Payroll and Tax Services for Small Business and Individual Professionals in Charlotte, KM Accountant offers accounting, payroll, and federal and state tax preparation packages to suit Small Business and Individual Professionals across diverse industries. KM Accountant is your Trusted Partner in Charlotte, NC. While you focus on the core strategic functions, grow your business and professional careers, we enable the back-office and take care of your paperwork.

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