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Personal Tax Accountants in Houston, TX

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Personal Tax Accountants in Houston, TX

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...

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 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 Houston 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...

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 : 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 ...

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 ...

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.

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!

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 ...

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 ...

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...

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.

Hiren Patel CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor

Hiren Patel CPA, CFP®, ChFC®, RICP®, CLU®, Wealth Management Advisor

 Serving the Houston Area
  •  325-666-3939 (Pin: 69400)
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Experience - 16 Years

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 CERTIFI...

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...

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

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...

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.

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...

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 ...

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.

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...

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Houston 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...

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.

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...

SG Inc CPA

SG Inc CPA

 Serving the Houston Area
  •  312-626-4366 (Pin: 24333)
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Established Since - 2003

From the Business : SG Inc CPA has proudly served clients across a diverse business landscape, making a meaningful impact one client at a time. With a reputation built on trust, accuracy, and client-focused service, SG Inc CPA offers a comprehensive range of tax, valuation, financial advisory, and consulting services tailored to meet the unique needs of individuals, small businesses, and large multinational corporations alike. Our firm is structured into two specialized divisions, enabling us to provide focused expertise across multiple financial domains. Whether it's strategic tax planning, busines...

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...

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...

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...

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...

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.

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Devesh Pathak Certified Public Accountant

 9700 Richmond Ave, Houston, Texas 77042, United States
Experience - 5 Years

From the Business : We are Houston, Texas based Certified Public Accounting Firm providing personalized and Quality Advise and Services to Businesses and Individuals. We believe that your need is our need and your satisfaction is our Reward. We go beyond Financial Statements, Audit, and Tax Returns. We focus on helping every Client identify and solve a wide range of Business problems. We offer a wide range of Services like Accounting, Bookkeeping, Tax Preparation, Financial Planning and Information Systems Services from Small, Medium sized to Large Businesses and Individuals. We provide Our Clients w...

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Pritpal Singh Narang Financial Advisor

 11301 Fallbrook Dr suite 303, Houston, Texas, United States
Experience - 16 Years

From the Business : Pritpal Singh Narang Financial Professional, 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 incom...

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Darshan Wadhwa CPA

 4212 Sunset Blvd, Houston, TX, United States
Experience - 5 Years

From the Business : Darshan Wadhwa is a Certified Public Accountant practicing in Houston, Texas. He is a Certified public accountants' required training equips them with a broad understanding of America's tax system, making them a reliable source for tax preparation. If anyone need accounting service contact us via phone or email.

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Krishnamurty Karra CPA PC

Experience - 5 Years

From the Business : We are professional service providers in the field of Financial & Taxation in Houston, TX. We specialize in Finance & Accounting Training,Accountant Services,Audit Review & Compilation Services,Bookkeeping,Cash Flow ,Compilation Services,Financial Forecasts ,Financial Planning,Financial statement Analysis,Foreign Accounts Disclosure,Income Tax Filing,Income Tax Preparation,Incorporation Service,Payroll Processing

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ROJ Tax And Financial Services

Established Since - 2007

From the Business : Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. Richard O. Johnson is an Enrolled Agent and a Financial Planner with a BBA in Accounting & Finance. As an Enrolled Agent, empowered by The United States Treasury to prepare your personal or business tax filing and to help resolve any IRS issue, my extensive knowledge and experience...

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Nita Patel CPA

 811 Main street, Houston, TX, United States
Experience - 5 Years

From the Business : Nita Patel, is a Certified Public Accountant working in Houston. She often specialize in specific areas of the accounting practice, such as auditing and accounting, tax preparation and law, or management advisory. Contact Nita to discuss the services you desire.

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Tax Genius

 Houston, TX, United States
Experience - 3 Years

From the Business : Where you get more from your return - That's The Genius Way!Where we assure you the highest level of customer service and tax advice to get you the best possible return.....We are specialized in business services and people with non-resident sta

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SQ CPA Firm

 2323 S Voss Rd, Ste 510-03, Houston, TX, USA
Experience - 15 Years

From the Business : We’re laser focused on making your life easier by handling all the books, tax and accounting; all while helping you implement every tax reduction strategy possible so you can keep more of your profits. SQ CPA Firm is created to cater Accounting and Tax needs for individuals and businesses. We take pride in providing exceptional Tax and Accounting solutions. Our services include tax planning, tax compliance, new business advisory services, QuickBooks setup and support, and financial statement preparation coordinated at both the business and individual levels. So you can maximize you...

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Kishore kommana

Experience - 15 Years

From the Business : Kishore kommana 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 progra...

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Abha Dwivedi Financial Consultant

Experience - 5 Years

From the Business : Abha Dwivedi is a Financial Professional with Transamerica Agency. We help people pursue a lifetime of financial security. We know people want to live a long life with the financial means and good health to enjoy it. That''s why we''re encouraging people to enjoy life''s best moments but also prepare for the unexpected and develop the habits today to make it all possible.

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Timir Patel Financial Advisor

Experience - 5 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Financial Advisor, Auditing Services, Banking Services, Business Tax Planning, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Income Tax Filing, Income Tax Preparation, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, LegalI offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to college funding...

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GK Pillai CPA

Experience - 15 Years

From the Business : GK Pillai has been providing CPA services in the Houston area since 1981. He specializes in income tax, accounting, business taxation, estate and trust taxation, certified audits, bookkeeping for small businesses, and IRS representation. Masters in Accounting, MBA and CPA. ur team has been providing top-notch accounting services in Houston. With 16 years of experience in business law, we have the experience and know-how to make your income and business tax work a breeze

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Virendra Kothari CPA

Experience - 16 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Estate Planning,Financial Advisor,Financial Planning,Income Tax Filing,Income Tax Preparation,Personal Tax Planning,Tax Consultants Services,Tax Preparation Services.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 financia...

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Paul Shah Financial Advisor

Experience - 16 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Financial Advisor, Business Tax Planning, Estate Planning, Financial Planning, Retirement Planning, Tax Consultants Services, Tax Preparation Services, Health & Insurance, Personal Finance 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 i...

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ADM CPA, PC

Experience - 15 Years

From the Business : Welcome and thank you for visiting adm CPA P.C. website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. We are committed to providing close, personal attention to our clients. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance. adm CPA P.C. is a Houston based Certified Public Accounting firm that provides a wide variety of Tax Ma...

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Naresh Yadav CPA 

Experience - 15 Years

From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings...

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Shah CPA PLLC

 5433 Westheimer Rd ste 615, Houston, TX, United States
Experience - 15 Years

From the Business : SHAH CPA PLLC has been specializing in small business taxation and accounting services throughout the Houston area since 2015. In addition to our certified accountants, we have the skills, knowledge, and charisma to handle all of your compliance and accounting needs. We are ready to tackle any financial challenges that you may have as your trusted tax planner and financial advisor. I am one of the most distinguished Financial & Taxation Services in Houston, TX. I specialize in Accountant Services, Bookkeeping, Financial Advisor, IRS Representation, Payroll Processing, Tax Consul...

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Nagesh And Carter PLLC

Experience - 16 Years

From the Business : Our accounting firm was established in September 1983, as a Texas partnership under the name of Nagesh & Carter, Certified Public Accountants, we have since changed to a professional limited liability corporation (PLLC). We have two office locations. Our goal is to provide clients with quality service on a timely basis. Our reputation for accounting, auditing, tax and consulting services is best evidenced by our distinguished clients and their willingness to recommend us to others. Our firm is committed to providing our clients with quality accounting, tax, consulting, and auditing ...

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Ethos Wealth Planning

 5444 Westheimer Rd, Houston, TX 77056, USA
Experience - 15 Years

From the Business : Ethos Wealth Planning is a goals-based firm specializing in prudent investment management and retirement solutions. Located in Houston, Texas, we provide comprehensive planning services to individuals and families throughout the greater Houston region.Led by Ashish Patel, CFP, CIMA, Ethos Wealth Planning is supported by renowned industry credentials and an unwavering commitment to the fiduciary standard of care. For over a decade, Ashish has guided individuals through the complexities of retirement, market downturns and estate planning.As an independent financial planning practice, ...

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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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