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Chartered Financial Planners in Houston Metro Area

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Top Chartered Financial Planners in Houston Metro Area

Devesh Pathak CPA

Devesh Pathak CPA

 3883 Westmart Drive, Suite 100, Houston, Texas 77042
  •  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...

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Serving the Houston 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.

SK Tax Associates

SK Tax Associates

 Serving the Houston 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.

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 Serving the Houston 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...

TAAJ Financials

TAAJ Financials

 Serving the Houston 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...

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Houston 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...

MB Tax Service

MB Tax Service

 Serving the Houston 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...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Houston 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!

DAS Financials

DAS Financials

 Serving the Houston 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...

Raman Abrol CPA

Raman Abrol CPA

 Serving the Houston 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...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Houston 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...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Houston 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.

Sunil Maini CPA PC

Sunil Maini CPA PC

Experience - 16 Years

From the Business : Serving the Dallas/Fort Worth (DFW) metro area for over 20 years. We offer simple solutions for complex situations through our range of accountancy, business advisory, tax and payroll services. Whatever your financial status you will profit from the experience of a financial advisor who will listen, understand and help you make the most appropriate financial decisions for you and for your business.

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Houston 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...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Houston 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...

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Houston 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 ...

NRI Tax Group

NRI Tax Group

 Serving the Houston 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.

Texas Finserv Inc

Texas Finserv Inc

 Serving the Houston 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...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Houston 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 ...

SNP Tax & Financials

SNP Tax & Financials

 Serving the Houston 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 ...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Houston 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 ...

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Houston 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

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Houston 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...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Houston 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!

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Houston 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...

PAY Financial Service

PAY Financial Service

 Serving the Houston 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.

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 Houston 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...

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Houston 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.

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Zak Tax Services

 14614 Falling Creek Dr, Houston, TX, USA
Experience - 15 Years

From the Business : Hina graduated from Nova Southeastern University- Ft. Lauderdale, FL, receiving a Master’s degree in Accounting. She has experience in different areas of tax including corporate, partnership, advisory, and individual Tax. Hina is a member of the following organisations: AICPA Member, Houston Chapter of Texas Society of CPA's – Member. Here are some of the changes that are currently in place for Tax Year (TY) 2015 returns to be prepared in 2016. Keep in mind that it is possible that legislation will be passed sometime in 2015 which could change the below. Tax penalties related to Oba...

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Yousef Khan Financial Advisor

Experience - 15 Years

From the Business : Yousef graduated with a Bachelor’s Degree in Finance from the University of Houston-Downtown. Since then, he has worked in the Financial Services industry since 2012, continuously gaining experience in Insurance, Investments, and Estate Planning. As a seasoned Client Relationship Manager, he is passionate about advancing the office’s service and operations excellence. I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Accountant Services, Bookkeeping, Estate Planning, Financial Forecasts, Financial Planning, Investment Management, Lo...

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Raj Lahoti Financial Advisor

Experience - 16 Years

From the Business : 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 essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. Thanks

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Neil Rahimi Financial Advisor

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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Jay P.Ojha, CPA

 9301 Southwest Freeway, Houston, TX, USA
Experience - 5 Years

From the Business : Jay P.Ojha, CPA An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financ...

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Advanced Accounting & Tax Planning

Experience - 15 Years

From the Business : Amani Ahmed has over 13 years’ experience in management, tax, and accounting. She is a licensed Certified Public Accountant and worked for Reznick Group, a top 10 national public accounting firm in the country, as its Senior Tax Consultant for 7 years. Her time at Reznick Group helped hone her accounting and management skills as part of her responsibilities including being a tax advisor to Resnick’s high net worth clients. She graduated with a Bachelor’s Degree in Business from Bowie State University and a Master’s Degree in Science and Taxation from the American University. In...

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All Is Well Financial Services

 12019 Briar Forest Drive, Houston, TX , USA
Established Since - 1980

From the Business : I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Banking Services,Investment Management,Money Transfer Services,Tax Consultants Services,Tax Preparation Services,Multinational Accounting and Taxation,Payroll Processing,Audit Review & Compilation Services,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,Incorporation Service,Notary Services,Estate Planning,Retirement Planning,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,International Tax Cons...

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AVM Strategy, Inc

Established Since - 2016

From the Business : AVM Strategy is a specialist tax consulting service that works with family owned businesses in conjunction with their CPA firms to save them money on taxes. We classify and claim Federal and State government-sponsored tax credits and incentives. Our main goal is to help US-based businesses utilize federal and state tax programs to lower effective income tax charges. The federal government implemented these programs to help American businesses compete in global markets. These programs have been available for years. However, because of their complexity they were historically employed ...

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Sandy P Janki Financial Advisor

Experience - 15 Years

From the Business : Sandy P Janki Financial Advisor, 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...

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Shehzad D Khan Financial Advisor

Experience - 15 Years

From the Business : 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 essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. Thanks

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Jain & Jain PC Tax Accountants

 77 Sugar Creek Center Blvd, Sugar Land, TX, USA
Experience - 15 Years

From the Business : Welcome to Jain & Jain! We are a Houston based firm of CPAs and professional advisors focusing on solutions for every stage of the business growth cycle. We have been a valuable and dependable resource for expert advice and support to our clients since 1986. At Jain & Jain, we take a long term view and tailor our approach to provide personalized attention and ensure our clients receive the highest quality of customized service. Our business professionals listen to and rely on the pulse points from our clients and the marketplace to meet their needs and offer the range of ser...

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Raj Mehta Financial & Taxation Services

 United States Postal Service, Grants Lake Boulevard, Sugar Land, Texas, USA
Experience - 15 Years

From the Business : Raj, a partner at Deloitte & Touche LLP, is the Cyber Risk Services US Life Sciences & Health Care industry leader for Deloitte Risk & Financial Advisory. Raj has more than 25 years of experience in the field of information governance, security, privacy, risk management, and compliance within the health care industry. His experience includes performing risk assessments, as well as assessing, developing, and implementing strategies and solutions associated with information security and privacy matters. I am one of the most distinguished Financial & Taxation Services i...

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Ameriprise Financial Services, Inc.

 9307 Broadway St, Pearland, TX, USA
Experience - 16 Years

From the Business : I care about what’s important to you. Your financial goals are unique, and I can help you achieve them. I take the time to understand what’s truly important to you - whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I 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. With the right financial advice, life can be brilliant. My Areas of Focus: Wealth Preservation Strategies, Small Business, Estat...

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Steve Soman Insurance Advisor

 10700 Richmond Ave., Houston, TX, United States
Experience - 15 Years

From the Business : I offer one of the most distinguished financial and taxation services in Houston, TX. I specialize in financial advisory, planning, and retirement insurance. When it comes to preparing for the future, it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our agents can help you find the right solutions to make the most of today, tomorrow, an...

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Latafath Hussain Investment Advisor Representative

Experience - 15 Years

From the Business : I offer total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Employee benefit and retention services, Business continuation strategies, Trust services. For more details kindly contact me. Thanks

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Sanjay Pathak Financial Advisor

 10000 Memorial Drive, Houston, TX, USA
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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Jain, Vijay K., CPA

Experience - 15 Years

From the Business : Jain, Vijay K., CPA, 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, i...

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Raul Esquiff Financial Services Representative

Experience - 16 Years

From the Business : I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance products gives my clients the confidence they need when working with a financial services representative. Looking forward to work with you, for more details kindly contact me. Thanks

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Dynamic Accounting Solutions, INC

 7211 Regency Square Blvd, Houston, Texas, USA
Experience - 15 Years

From the Business : DAS Inc. in Houston, TX has more than 10 years of diverse tax, financial, and business consulting experience as accountants. Having extensive experience and knowledge, we are able to analyze every situation and find a solution to your financial needs. Contact our office to speak with a highly trained accountant today! DAS Inc. is dedicated to helping clients achieve business success through dependable tax and financial services. In meeting each client’s unique objectives, we use the most effective sound tax and financial processes. Our Accountants has gained extensive accounting exp...

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Kara Cormier Financial Advisor

Experience - 16 Years

From the Business : Kara Cormier As your Allstate agent,can help you understand how the choices you make – such as the car you drive – affect your insurance rate. I’m committed to helping you get your appropriate level of protection and make it easy to do business with Allstate.

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Kalyani Sanghavi Financial Advisor

 5151 San Felipe Street, Houston, TX, USA
Experience - 16 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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Khan Rosin & Associates

Experience - 15 Years

From the Business : Khan Rosin & Associates, 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 essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. ...

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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?

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.

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.