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Qualified Financial Advisors in Raleigh, NC

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Qualified Financial Advisors in Raleigh, NC

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Raleigh 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...

TAAJ Financials

TAAJ Financials

 Serving the Raleigh 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...

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Raleigh 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...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Raleigh 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.

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Raleigh 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...

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 Raleigh 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...

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Raleigh 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 ...

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

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

 Serving the Raleigh 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...

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Raleigh Area
  •  213-444-5613 (Pin: 61951)
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Established Since - 2007

From the Business : We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Serving the Raleigh 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.

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Raleigh 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...

DAS Financials

DAS Financials

 Serving the Raleigh 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 Raleigh 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

 5535 Western Boulevard, Raleigh, NC, USA
  •  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...

PAY Financial Service

PAY Financial Service

 Serving the Raleigh 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.

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Raleigh 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 ...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Raleigh 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...

SK Tax Associates

SK Tax Associates

 Serving the Raleigh 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.

SNP Tax & Financials

SNP Tax & Financials

 Serving the Raleigh 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 ...

Texas Finserv Inc

Texas Finserv Inc

 Serving the Raleigh 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...

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Raleigh 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

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Raleigh 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...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Raleigh 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 ...

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

 Serving the Raleigh 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...

NRI Tax Group

NRI Tax Group

 Serving the Raleigh 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.

Northeast Solution CPA

Northeast Solution CPA

 Serving the Raleigh 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 ...

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 Serving the Raleigh 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...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Raleigh 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!

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Desai & Desai CPAs

Experience - 15 Years
IRS and Sales Tax Audits, Internal Audit

From the Business : Desai & Desai, LLP is a Charlotte, North Carolina based accounting firm, with a broad base of clients in diverse industries. Our firm specializes in accounting services, tax services, representation before taxing agencies & business development. We provide a full range of tax, accounting, payroll reporting, and business advisory services. We have within our firm more than 40 years of combined experience in the field of Accounting and Tax. It is our goal to provide individualized services to all our clients. We will cut down on your paperwork and increase the accuracy of y...

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Arun Mago CPA PLLC

Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Cedar Park, TX. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Financial Planning,Income Tax Preparation,Notary Services,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation Services

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Shah Mihir NY Life

 3200 Beechleaf Court, Raleigh, NC 27604, United States
Experience - 5 Years

From the Business : Mihir Shah is now in a professional alliance with Raleigh, NC Life Insurance Company. She will provide a referral program to her clients who desire a secure financial future.

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Vish Palepu,CPA,FCA,FCWA

Experience - 16 Years
IRS and Sales Tax Audits, FBAR Filings, Internal Audit

From the Business : We provide a wide range of services for individual and business clients. Our custom designed start-to-end service model helps small and mid-size business firms to significantly reduce their overhead operating costs with a professional degree of efficiency and accuracy. Our Tax CPA & Accounting Services, LLC is one of the few professionally run Accounting and Taxation firms with personal attention and professional customer service helping individuals, small and mid-size business firms since its incorporation. Our motto is to provide value addition through effective and efficient ...

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Gurutaxpro

Experience - 16 Years
30% Cash Back for Business, 15% Cash Back for Individual, IRS and Sales Tax Audits

From the Business : GuruTaxPro!Over the last decade Accounting-Taxation-Auditing outsourcing industry has grown by 3X to touch $ YY billion and is looking to grow by another 25% Y-o-Y for the coming five-year period. Businesses from across the world and across several industries have benefited by outsourcing their Accounting, Taxation and auditing requirements.While some firms continue to have some form of an in-house team to cater to these requirements, most firms have outsourced or are in the process of outsourcing to specialist Accounting, Taxation and Auditing firms. GuruTaxPro is a firm with exten...

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Prem Tax & Accounting – Services For Individual & Business

Established Since - 2007
IRS and Sales Tax Audits, Internal Audit

From the Business : Prem Tax & Accounting – Services for Individual and Business in Aurora is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Book Keeping, Payroll Processing, Finance and Accounting Training. They are servicing throughout the United States and Canada. They are skilled in providing services like Quick Books services and Small Business Advisory services. They can be reached on all days of the week except on Sundays from 9:00 to 19:00. Prem Tax & Accounting, they take the time to understand your tax situation, look for all legit deducti...

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Indian CPA.com - Your Tax Consultant - We Serve In All 50 States

Experience - 15 Years
IRS and Sales Tax Audits, Internal Audit

From the Business : Indian CPA.com – Your Tax Consultant – We Serve In All 50 States is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation services, Payroll Processing and Incorporation service. They are servicing throughout the United States and Canada. They are skilled in CFO and COO services. The Chief Financial Officer (CFO) is a corporate officer who is primarily responsible for managing the financial risks of the corporation. They are also responsible for the financial planning and record keeping also financial reporting to the higher auth...

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Qplum LLC

Experience - 5 Years

From the Business : Brought together by qplum co-founders Mansi Singhal and Gaurav Chakravorty, our team draws on the skills and experience of an international group of quantitative analysts, computer scientists, data scientists, software engineers, content producers, and user-experience specialists. The ultimate goal of qplum’s educational, interactive content—text, slideshows, interactive exercises, and videos—is to put you in the driver’s seat. Anything that helps you learn, that helps you choose what’s right for you is useful content. We focus more on quality than quantity. Who writes all this co...

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Pattar & Co. CPA, Inc

Experience - 5 Years

From the Business : Pattar & Co. CPA, Inc , based in Indianapolis, IN, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are cond...

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Vivek Shah Financial & Taxation Services

 North Carolina Museum of Art, Blue Ridge Road, Raleigh, NC, USA
Experience - 15 Years

From the Business : Vivek Shah is the Associate Partner within the Real Estate Valuation practice at IndeGlobal. He brings vast knowledge of valuation services with a focus on hotel, office, and retail properties. His experience and expertise in valuation analysis and reporting provides value opinions that are delivered on time and tailored to each client’s specific needs. I am one of the most distinguished Financial & Taxation Services in Raleigh, NC. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Select...

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Ipcit H Shah Wealth Advisor

 1611 Jones Franklin Rd, Raleigh, North Carolina, USA
Experience - 15 Years

From the Business : Ipcit means desired in the ancient language of Sanskrit. My commitment every day is for my practice to be "desired" because of the way we work with our clients to understand their financial hopes and dreams, and then help them chart a plan to achieve those important goals. My colleagues and I support a wide range of clients - physicians, corporate executives, entrepreneurs and more. We combine friendly and knowledgeable personal support with easy-to-use high-tech tools, backed by our dedication to helping our clients pursue their aspirations, and by the valuable services of Ameripri...

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KPS Tax Services LLC

Experience - 16 Years
25% Off for New Client, Refer Friend Get 20% Off

From the Business : I am a former Assistant Controller (Finance & Accounts) Department of Finance officer and having more than 15 years of experience in Finance and Accounts. I have Enrolled Agent credential. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering Individual and Business tax returns. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, wh...

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AFFLUENT FINANCIAL SERVICES LLC, CPA

Experience - Above 25 Years

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

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Raleigh Tax And Accounting Co

 7560 Silver View Lane, Raleigh, NC, United States
Experience - 5 Years

From the Business : Raleigh Tax and Accounting Co provides Accounting and Taxation services in Raleigh, NC. For further information please contact Dipak Patelt Tax Adviser via email or phone.

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RTP Capital Advisors

 555 Fayetteville Street, Raleigh, NC, 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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SK Tax Glenview CPA

Experience - 5 Years

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

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Mehda CPA PLLC

 5408 Glorietta Circle, Raleigh, NC, United States
Experience - 16 Years

From the Business : At Mehdi CPA, it is our aim to develop client relationships that last through the years. We do this by delivering exceptional performance and expertise in government and non-profit accounting. We also understand our clients’ unique needs so we are better able to provide insight to the issues they face. A.S. Mehdi is committed to delivering excellence in service by ensuring that each of our clients receives the personalized care they deserve. Our firm distinguishes itself not only by specializing in nonprofit and government accounting but also through our high percentage of managers ...

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Vijay Doshi Tax Return Preparer

 2203 Gorman Street, Raleigh, NC, United States
Experience - 15 Years

From the Business : Vijay Doshi, is a Tax Return Preparer, registered with the Internal Revenue Service, working in Raleigh. We are available to help you deal with any business problem or opportunity. Contact Vijay Doshi to discuss the services you desire.

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M B TAX

Experience - 16 Years

From the Business : We are a US tax filing service Provider. Our fee starts from 25$. We will get you maximum refund for minimum fee. Free estimate. ITIN done.HINDI ENGLISH TELUGU. OPEN 24x7 All days. Since 1998. Free filling below 25000$. Free for Students on F1 VISA. 2019 Tax Filling starts 1st Feb. Please Provide the details Income Details: W2, 1099 ( Interest, Misc) Rent, Stock, or Any Other Income. Expense Details: HSA, IRA Tuition, Day Care, Mortgage etc. Mailing Address New Client: Last Year's Tax Return Copy of Passport Copy of Cancelled Check. Our fee starts from $ 25

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Aggarwal Group At Morgan Stanley

 700 Spring Forest Road, Raleigh, NC 27609, United States
Experience - 5 Years

From the Business : Retirement planning means more than providing clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies developed on their behalf.

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Vela Life Plan

Experience - 15 Years
Activity range: $600k-$689k

From the Business : I am an esteemed financial and taxation expert based in Duluth, GA. My areas of expertise encompass a wide range of services, including Business Entity Selection, Finance & Accounting Training, Financial Advisor services, Financial Planning, Tax Consultants Services, Tax Preparation Services, Retirement Planning, and Life Insurance. Moreover, I extend my assistance to individuals looking to establish their own financial service agencies throughout the United States.

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PSR CPA LLC

 9423 Palm Bay Circle, Raleigh, NC 27617, United States
Experience - 16 Years

From the Business : We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our Values Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.

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