Qualified Financial Advisors in Richardson, TX

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Best Financial Planning in Richardson, TX

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Neighborhoods:Valley Vistas, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

Devesh Pathak CPA

Devesh Pathak CPA

location_on Serving the Richardson Area
  • 5star76 Reviews
  • 7
    Sulekha score
  • work_history Established Since 2003
Accountant Services:Financial Statements Processing, IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Bank Reconciliation, Budget And Business Plan, Cash Flow Analysis, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Indiviual Tax Filing, Reviews And Compilations, Sales Tax Return, Small Business Payroll, Tax Implications, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Tax Preparer Specialist

Neighborhoods:Downtown, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of experience in financial and taxation services. They can be reached only on weekdays from 9:00 to 17:00. They strongly believes that your need their need and your satisfaction is their reward. They go beyond Financial Statements, Audit and Tax Returns. They focus on helping each and every client’s problem and solve a wide range of business problems. They offer a wide range of services like Accounting, Bookkeeping, Tax Preparation, Financial Planning and Information Systems services from Small, Medium, Large sized Business and Individuals. They provide their clients with complete support that includes Bank Reconciliation, Payroll Tax, Sales Tax and a Trial Balance. They work very close with you in managing every aspect of your accounting needs. Their firm helps you save your time and money by implementing new technologies and tools catered to your business growth. They are seriously committed in helping you to achieve your financial goals. They have trained staff of professionals providing the exact combination of financial services and accounting skills dedicated to personal attention and quality standards of service. Whether you own a small or large business or just need some personal financial planning, Devesh Pathak CPA is the exact firm to visit.Read more

Neighborhoods:Harsimus Cove, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services! Read more

  • Services Avg - $200

Neighborhoods:Douglass Community, Abbott Loop, Airport Heights, Basher

From the Business:With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

location_on Serving the Richardson Area
  • 5star47 Reviews
  • 7
    Sulekha score
  • work_history5 Years in Business

Neighborhoods:Alamo Heights, Alexander's Village, Alexandra Meadows, Alger Park/Ash Creek

From the Business:Agog Financials, Inc in Mc Lean is specialized in Tax Consultants Services, Tax Preparation Services, Book Keeping, Payroll Processing and Finance and Accounting Training. They are servicing both in US and Canada. They are expertise in FBAR fillings. They offer their clients with the most timely and authoritative tax resolutions so that you can make an informed decision. Their main objective is to learn about the clients issues and challenges by understanding the environment in which they conduct their business and provide efficient ways to manage the complexities, whether it is an IRS Audit, Corporate or Personal income tax planning and compliance. Agog Financials, Inc will work with you as your trusted partner to address all your business concern, if you are starting a business or operating as a going concern. They offer integrated solutions to ensure successful results and also allow attention to remain focused on expanding your business opportunities. Some of the tax services for Non Resident Indians are Filing of US and Indian Tax Returns, Claim foreign tax credits in the United States for any taxes paid in India, Assistance with reporting capital gains in India, Repatriation of money to the United States, US and India tax planning to reduce current and future tax liabilities, Foreign Bank Account Reporting (FBAR) and Assistance with filing of Statement of Specified Foreign Financial Assets. They help you by providing Business Solutions like Registering Business Names, Obtaining Business Licenses and Permits, Preparing Business Plan and Materials and Assisting with selecting legal structure of your business.Read more

Neighborhoods:Alamo Heights, Alexander's Village, Alexandra Meadows, Alger Park/Ash Creek

From the Business:We are one of the most distinguished Financial & Taxation Services in Princeton, NJ. We specialize in Accountant Services, Bookkeeping, Business Entity Selection, Financial statement Analysis, Foreign Accounts Disclosure, Income Tax Filing, Income Tax Preparation, Incorporation Service, International Tax Consulting, Payroll Processing, Personal Tax Planning, Tax Consultants Services, Tax Preparation ServicesRead more

NRI Tax Group

NRI Tax Group

location_on Serving the Richardson Area
  • 5star54 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business
Accountant Services:Business Incorporation, FBAR, Personal Tax Preparation, Business Tax Preparation, Tax Analysis, Payroll services, Business and Individual tax filing, OVDP, SDOP

Neighborhoods:Forest - Pruneridge, Abbott Loop, Airport Heights, Basher

From the Business:NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.Read more

PAY Financial Service

PAY Financial Service

location_on Serving the Richardson Area
  • 5star13 Reviews
  • 8.3
    Sulekha score
  • work_history16 Years in Business
Accountant Services:Tax planning and tax saving, Financial and Tax Planning, Bookkeeping for Small Business, Tax Analysis, Payroll services, Business and Individual tax filing, Income Tax Preparation and Planning ( Business and Personal)

Neighborhoods:Tottenville, Abbott Loop, Airport Heights, Basher

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

Neighborhoods:Aaron's Way, Al Turner, Alamo Heights, Alexander's Village

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, business valuation, or corporate financial consulting, we deliver practical solutions designed to support long-term success and compliance. Backed by a dedicated team of Certified Public Accountants and experienced tax professionals, SG Inc CPA is committed to maintaining the highest standards of service and integrity. Our professionals bring deep industry knowledge and a proactive approach to every client engagement, ensuring precise guidance and reliable outcomes. At SG Inc CPA, we believe every number tells a story — and we’re here to help you understand and shape yours. With us, your business finances are in skilled hands, supported by a team that understands the complexities of today’s economic landscape and strives to create lasting value.Read more

Neighborhoods:Guadalupe River Trail, Alamo Heights, Alexander's Village, Alexandra Meadows

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

Raman Abrol CPA

Raman Abrol CPA

location_on Serving the Richardson Area
  • 5star13 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, Accounting Software Selection & Implementation, Buying Or Selling A Business, Certified Professional Tax Preparer, Corporate Tax, CPA, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Irs Audit, Non-Filed Tax Returns, Obtaining Irs Tax, Partnership Taxes, Past Tax Collection, Payroll Software, Property Tax Loans, Quarterly Taxes, Quickbooks Service, Quickbooks Training & Setup, Reduce Irs Penalties, Release Irs Levy, Reviews And Compilations, Sales Tax Return, Small Business Advisory service, Small Business Formation, Small Business Payroll, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Bookkeeping Clean-up, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Tax Analysis, Accounting Systems, Tax Efficient Investments, Incorporation services, Multinational tax filing, Payroll services

Neighborhoods:Alamo Heights, Alexander's Village, Alexandra Meadows, Alger Park/Ash Creek

From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:We are a full-service Accounting firm licensed in IL. We provide best bookkeeping services. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Read more

Neighborhoods:Westgate, Alamo Heights, Alexander's Village, Alexandra Meadows

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

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

location_on Serving the Richardson Area
  • 5star2 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business
Tax Consultants Services:Tax Filing and ITIN for dependents, IRS and Sales Tax Audits
  • ITIN application for all dependents & FBAR reporting

Neighborhoods:Alamo Heights, Alexander's Village, Alexandra Meadows, Alger Park/Ash Creek

From the Business:Once again, tax season is here! and WhizHub will be pleased to invite you, to have your tax return prepared by our professional employees. Our mandate is to provide quality service at a fair price. We are also committed to be accessible to you for any questions that you may have thereafter. We are open year around to meet these goals.We are IRS authorized E-file provider and ITIN Acceptance agent and specialize in personal taxes and ITIN applications. Thank you for the opportunity and the privilege to introduce the services offered by us:--Free Refund Estimate with pre-filing consultation.-ITIN Applications for all dependents.-H1B, L1/L2 and STUDENT Tax preparation.-Competitive rates with post-filing follow up until refund is deposited.-Year round services include Change of Address, Amendment to prior and current year tax return etc.-Federal and multiple state E-filing.-Itemized return ( Housing loans, medical,charity and much more).-FBAR Reporting.Read more

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

location_on Serving the Richardson Area
  • 6.5
    Sulekha score
  • work_history25 Years in Business
Accountant Services:Business Incorporation, End Wage Garnishment, Irs Audit, Past Tax Collection, Reduce Irs Penalties, Release Irs Levy

Neighborhoods:Harlem, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized financial guidance for many provincial Individuals and Businesses. They are one of the leading firms the New York City. Rashmi Satyadeo CPA can be only on weekdays from 10:00 to 18:00. As a Certified Public Accountant, their firm provides the following services like Tax Return Preparation for any State, Tax Planning for any State, Accounting & Book Keeping, Payroll Processing, Sales Tax, Audit, Business Incorporation and Business Consulting services for both Business and Individuals. Rashmi Satyadeo CPA also specialized in Business Tax and Tax Problems. Past Tax Collection, Settlement with IRS, Release IRS Lien, Stop IRS Levy and Seizure, Help with IRS Audit, Offer in Compromise and Payroll Taxes Audits and Settlement are also some of the additional services they provide. They also offer E-filing of Tax Returns for faster processing and refunds. Whether you are an Individual or Business, who are residing in or around the New York, Rashmi Satyadeo CPA has years of treasured experience assisting professionals with their accounting needs. They accept Cash as the mode of payment.Read more

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

location_on Serving the Richardson Area
  • 9
    Sulekha score
  • work_history16 Years in Business
Tax Consultants Services:Certified Professional Tax Preparer, Corporate Tax, Individual Tax Return, Sales Tax Return, Tax Problem Resolution, Income Tax, H1/L1 Visa Status Tax Filing, Personal Tax Preparation, Business Tax Preparation, Tax Analysis
  • Pricing Avg - $10

Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known reputation in the South Asian community. Contact us.Read more

Neighborhoods:Park Central, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to your specific needs. As you may or may not know, financial statements are important for management decision making. They represent your business when it comes to partners, lenders, potential buyers and other interested parties.Read more

Sunil Maini CPA PC

Sunil Maini CPA PC

location_on Serving the Richardson Area
  • 5star14 Reviews
  • 7
    Sulekha score
  • work_history16 Years in Business

Neighborhoods:Country Place Plano, Aaron's Way, Al Turner, Alamo Heights

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.Read more

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

location_on Serving the Richardson Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history1 Year in Business
Tax Consultants Services:Wealth Plannings, Strategic Plannings, Personal Bankings, Financial Advisorys
  • Lic.# 0L74119

Neighborhoods:Guadalupe River Trail, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially exploring parks and connecting with nature. In 2017, Manjeet transitioned into the financial services industry, starting his career with Wells Fargo Bank. The following year, he joined MassMutual Northern California, where he quickly established himself as one of the company’s top agents. Specializing in serving families and small business owners, Manjeet offers personalized financial strategies that focus on building security and long-term wealth. Manjeet’s clients span across multiple cities including South Bay Peninsula, San Jose, Milpitas, Fremont, Berkeley, Modesto, Tracy, Stockton, Manteca, and Los Angeles. His deep understanding of diverse client needs and commitment to integrity have earned him a reputation as a trusted advisor. Driven by a passion to help others achieve financial stability, Manjeet combines his hospitality background with financial expertise to provide caring, client-focused service. He is dedicated to empowering his clients with the knowledge and tools necessary to secure their financial futures.Read more

SNP Tax & Financials

SNP Tax & Financials

location_on Serving the Richardson Area
  • 5star116 Reviews
  • 9.5
    Sulekha score
  • work_history Established Since 2011
  • 1031 Exchange

Neighborhoods:Trevarno, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from the worry of managing taxes, bookkeeping, payroll, investments and more.In order to provide you with the perfect service, we execute in-depth research practices and techniques that follow all tax codes and regulations.Read more

Neighborhoods:Woodrow, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Virtual Accounting and Tax Solutions Inc, based in Parsippany, New Jersey, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location. Specialized in international taxation NRI taxation FBAR filing. Services offered include Tax Return Preparation, Tax Audit Representation, Strategic Tax Planning & Consulting, Transaction Structuring, Business Consulting, Financial Planning, Accounting & Bookkeeping Services, and payroll Service Bureau. I also provide 1.0 free review to potential client, high income earner client for forward tax planning strategy. 2.0 and help for delinquent Tax filing, Penalty abatement, Tax Resolution and compromise. 3.0 Installment for IRS Tax due payment. We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, a new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.Read more

Neighborhoods:Tottenville, Abbott Loop, Airport Heights, Basher

From the Business:Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage money and grow your wealth in tax efficient manner.Read more

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

location_on Serving the Richardson Area
  • 5star378 Reviews
  • 9.5
    Sulekha score
  • work_history Established Since 1980
Accountant Services:Bookkeeping for Small Business, Personal Tax Preparation, Tax Analysis, Payroll services, Business and Individual tax filing, Income Tax Preparation and Planning ( Business and Personal)
  • ITIN Acceptance Agent, W7 Application, Not

Neighborhoods:Sunnybrook Farms, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:MMTi provides Online Tax Preparation, one-on-one Professional Tax Preparation, Tax Review, Electronic Filing, Audit Assistance, Payroll Services, Small Business Consulting & Incorporation services. MMTI™ has partnered with Drake Software's 1040.com to provide you the highest quality, comprehensive and one of the most affordable online tax preparation & e-file services. We always ensure that your filing status results in the lowest possible tax possible.Read more

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

location_on Serving the Richardson Area
  • 5star3 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • CA License: 0M66577

Neighborhoods:Trevarno, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Neighborhoods:Founders Row, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business thrive.Read more

Neighborhoods:North Frederick Avenue/Hechinger/Mardirossian, Abbott Loop, Airport Heights, Basher

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

Neighborhoods:Tottenville, Alamo Heights, Alexander's Village, Alexandra Meadows

From the Business:At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.Read more

Neighborhoods:Alamo Heights, Alexander's Village, Alexandra Meadows, Alger Park/Ash Creek

From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Lonestar Consulting Group

Lonestar Consulting Group

location_on Serving the Richardson Area
  • 5star8 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
Tax Consultants Services:IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Investment Consultant, Non-Filed Tax Returns, Sales Tax Return, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Business Buy-Sell Agreements, Business Buyand Sell
  • Financial Services Avg - $283
  • Pricing Avg - $283

Neighborhoods:Valley Vistas, Abbott Loop, Airport Heights, Basher

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

Ben Franklin Tax Services

Ben Franklin Tax Services

location_on1100 Business Pkwy, Richardson, TX, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:We offer Tax, Payroll and Business Formation. We prepare federal & state individual and business taxes, IRS authorized E-filer and IRS authorized certifying acceptance agent for ITIN and also we do payroll and help form Corporations and LLCs.Read more

Options Cafe

Options Cafe

location_on Serving the Richardson Area
  • 2
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now

From the Business:We provide expert insights into stock market via Telegram channels and groups. Our typical trade ideas with exact entry and exit make great returns every week. Join our telegram group via our website to learn, grow and make money on the way. Please visit our website https://www.optionscafe.org for more details.Read more

Bank Of Whitter

Bank Of Whitter

location_on1431 East Spring Valley Road, Richardson, TX, USA
  • 3.2
    Sulekha score
  • work_history15 Years in Business

From the Business:Bank of Whittier began Its operation at its present location in Whittier California on December 20, 1982. In July 2011 Bank of Whittier expanded its unique brand of RF (Riba-Free) services by opening a second branch in the city of Richardson, Texas to serve the Dallas Fort Worth area. The Only True Community Commercial Bank Headquartered Within The City Of Whittier. We Are Committed To Reinvesting Deposited Funds Back Into Both Our Whittier, CA and Richardson, TX Communities To Generate Local Economic Prosperity And Job Opportunities.Read more

Sutaria CPA PC

Sutaria CPA PC

location_on100 North Central Expressway, Richardson, TX, United States
  • 2
    Sulekha score
  • work_history16 Years in Business

From the Business:SUTARIA CPA, P.C. Certified Public Accountants. Providing accounting and tax services to over 200 businesses and institutions for over 25 years. Specializing in the hospitality industry, including hotel/motel and apartment properties.Our clients include a variety of medical practices and various other businesses throughout Texas and other state. We regularly invest in continuing Professional Education and updated resources in order to provide fast, reliable services to all our clients. Our principle has always been, given we have all paperwork, we will complete the taxes by due dates without getting extensions. Read more

USA Accounting And Tax Partners

USA Accounting And Tax Partners

location_on888 S Greenville Ave, Richardson, Texas 75081, United States
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:USA Accounting and Tax Partners provide services on Taxation, Entity formation, Payroll Services, HR advisory, Sales tax audit, Accounting and Bookkeeping. Simply answer a few questions online and your documents will be created in 24 hrs. We have the most experience and expertise of anyone. We specialize in convenience store audits. Call us, we will help you beginning with a free consultation.Read more

Suleman And Wiley LLP

Suleman And Wiley LLP

location_onRichardson, TX, United States
  • 5star1 Review
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:Suleman and Wiley LLP CPA is managed by partners with strong ties to Richardson. We offer carefully researched, relevant advice to meet your financial and accounting needs. Our clients come to us from a wide range of fields.Our philosophy: Quality, experience, commitment and the clients' trust form the foundation of our success.We offer a broad spectrum of tax and business financial consulting, including asset coordination, accounting and auditing. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across all sectors.We go beyond payroll and financial accounting and assist you with reporting and evaluating all of your business transactions.Our tax advice is always up to date. Find out how we can save you money.Read more

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 deductions to focus on accuracy and compliance, discuss with your tax strategies that may lower your taxes, do not charge for additional session, if needed, e-file for faster refund that is for about 2 weeks, for no extra cost provide and audit support. Some of the other services provided by them are Income Tax, Payroll, Accounting, Financial Planning, Investment Management, Quick Book or Peachtree and Sales Tax. They offer services for Individuals, Businesses and Not-for-Profit. Prem Tax & Accounting is very good in offering Finance and Taxation services. They answer all your questions very patiently and help you in solving all your tax problems. You will be really amazed and impressed with their personal service that they provide you. Working with Prem Tax & Accounting is fun mixed with knowledge and can handle any tricky situations as well. They handle all your personal information in a secured way. American Express Credit Card, Cash, Master Card, Visa Card and Checks are the accepted here.Read more

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

From the Business:Our Own CPA is committed to providing Accounting and Tax services tailored to your unique requirements, available at your service when you need it. Our promise to you: Personalized and timely service with a smile, at an affordable price. Whether you are an individual or a corporate client, with simple or complex financial needs, you will receive our best. Our service also includes preparing your financial statements and helping you establish strong internal controls. Year-end or not; if you are busy and need a helping hand we can take some of the load off. What you see once a year is part of our routine, it may be a headache for you but it is our job and we love doing it. We provide the following services: Business Services Tax Services Accounting Services Other Services: Help with IRS and other Agencies' Audits Administrative & Internal Controls Contract Negotiations Employee Manuals Business Plans Free Services: Registered Agent Notary Public Richardson, TX.Read more

From the Business:Preparing an IRS Tax return is a very complicated and cumbersome process while demanding large investment in terms of time and money. It is the sole objective of MyUsTaxReturn to provide excellent service at an affordable cost and with an objective of obtaining maximum benefit for the clients strictly following the IRS Tax rules. The returns are prepared by qualified and licensed professional CA / CPA. Myustaxreturn gives special emphasis to resident / nonresident aliens with different visa (H1B, L1, F1, J1. etc.) class apart from serving Green-card holders / Citizens. Services - Prepare and e-file IRS Federal Tax Returns (1040, 1040NR) and State Returns for all 50 states. -Focus on Resident / Non Resident Aliens of Indian / Foreign Origin with H1, L1, J1 VISA and GC / Citizen. Specialize in Return Filing for International Students under F1 Visa (OPT / CPT). Customer friendly and making the whole process hassle free, very reasonable fee. First time to USA, get ITIN for spouse and dependents. No need to visit office, get your return done from the comfort of your home. No Hidden Fee BUT many additional benefits. Contact us early even before you get your W2. We are available for your service 365 days a year and strive in responding to your emails in 24 hours during working days.Read more

Larry Patterson CPA

Larry Patterson CPA

location_on1215 Executive Drive West, Richardson, TX, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm's merge the capabilities of a first class CPA Firm, Patterson CPA LLC led by Larry Patterson, CPA MBA. Our services encompass nearly every aspect of your financial life. We are experienced in all matters of bookkeeping, payroll and taxation including proactive tax planning and reduction, business formation, financial planning, retirement planning, wealth management and real estate investment, and business sales.Read more

From the Business:Enkay Tax and Financial Svcs, LLC is a Plano, Texas-based firm providing one-stop trusted and reliable services to support businesses and Individuals in the following areas. As a small business owner, we understand the needs of each and every business owner and Individual to support their requests. Enkay tax and financial svcs LLC formed with the principle of taking care of (Nurturing) to enhance the customer wealth with abundant planning and investment strategy to get optimum Yield in the area of Tax Planning, Tax filing, Bookkeeping, Audit, Attestation services, Payroll, Real estate planning and investment, Property management and casualty and property insurance areas. This firm is managed by L.N.Koya, FCWA,CPA,CMA,EA,Realtor® who is having vast Industry and financial planning and consolidations, cost management, audit, compliance, tax planning and tax filing, Payroll, and real estate. We are flexible in working with you to meet your tax and accounting and real estate needs.Read more

From the Business:Bob Jablonsky, owner and founder of Bob Jablonsky & Associates, has a strong track record of helping his clients achieve rapid business growth in revenue and profits. Based in Plano/Richardson, TX, the firm offers bookkeeping, CFO, and Controller level support, tax preparation and planning, QuickBooks consulting, and payroll services. Some of the results he has produced for previous clients and employers include as a CFO, spearheading 250% annual growth for 7 years an leading mortgage banking company, driving a 40% reduction in IT and other operating costs for a national retailer, and reduced the time required to close the books of an international wholesaler from 15 days to 2 days while reducing staff through improved productivity and processes. In addition, he has provided QuickBooks setup and training for over 200 clients, preparing over 1500 tax returns for individuals and small and mid-sized businesses, and resolved IRS issues for numerous clients across the nation. Bob holds several industry and software certifications. He is a CMA, Certified Management Accountant. While a CPA is the designation for public accountants, the CMA is a designation for industry controllers and CFOs (Chief Financial Officers). He is also an EA, Enrolled Agent, which allows him to represent taxpayers who have issues to resolve with the IRS. The EA also demonstrates competency with tax return preparation.Read more

From the Business:At Bright Tax Solutions LLC, we are focused on our clients’ priorities as if they are our own. We are mindful of this commitment while providing tax advice and business consulting services designed to individually cater to our clients. Our job is not complete until you have ample opportunity to complete a review of our work, ask questions, and understand the nature of your product. We believe this approach enables continual growth, and make better business decisions. We are devoted to our clients and look forward to partnering with you as your business and tax adviser.Read more

Shafiq Hasan CPA PLLC

Shafiq Hasan CPA PLLC

location_on100 N Central Expy #914 Richardson, TX , USA
  • 5star1 Review
  • 2.2
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now

From the Business:Shafiq Hasan CPA offers a variety of accounting and consulting services for clients whose needs require specialized skills and experience. Our focus is on middle-market organizations and the issues they face. Our firm offers a complete range of accounting, tax and consulting services to meet the needs of your business. Our primary services include accounting and bookkeeping, tax planning and preparation, Quick Books support, entity selection, incorporation support and business consulting. In addition, we offer specialty services to meet the unique needs of each individual client. Our partners and managers are actively involved with our clients as business advisors, offering valuable insights and perspectives.Read more

Talreja Consulting

Talreja Consulting

location_on2435 N Central Expy, Richardson, TX, United States
  • 3.4
    Sulekha score
  • work_history Established Since 2010

From the Business:At Talreja Consulting, we envision a client relationship that is based upon trust, mutual commitment, and sound business practices. We serve as professional advisors to privately-held businesses, companies operating in the lower middle market segment, and families. We offer a professional service profile to clients based on their objectives: Tax Advisory, Accounting Services, Financial Consulting and Strategic Planning. We believe a mutual commitment to a strategic vision that considers long-term goals and financial impacts will establish a strong value to a client relationship and a client’s financial well-being.Read more

From the Business:Farasat Khawaja was educated and trained in North America and offers more than twenty five years of experience in financial management with post-graduate business management studies from Concordia University, Montreal, Canada. In fact, he has taught financial management for a Canadian University in its graduate management program. Mr. Khawaja holds Certified Public Accountant (CPA) licenses from both the Colorado State Board of Accountancy and Texas State Board of Public Accountancy. With an impressive range of experience, including Chief Financial Officer (CFO), Finance Manager, Financial Analyst, and Internal Auditor, Farasat Khawaja has worked for well-known international companies such as KPMG and Booz, Allen & Hamilton International. He currently provides complete financial services primarily for the Dallas, Ft. Worth area from his office in Richardson, and still enjoys working with faithful clients scattered around the globe. Contact him now for customized services guaranteed to perfectly fit your needs! We provide : Tax Services Accounting Services Business Management Services Corporate AssistanceRead more

Mohammad Yaish CPA

Mohammad Yaish CPA

location_on100 N Central Expy, Richardson, TX, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:Mohammad Yaish CPA possess a highly versatile skills in financial accounting, tax accounting, tax planning, and accounting system installations. Many accounting firms are good at preparing a financial statement or tax return. Our services include: Monthly Financial Statements- including computerized monthly or quarterly Bookkeeping / Accounting Income Statements, Balance Sheets, bank reconciliations, and general ledger. The monthly financial statements will be accompanied by a Compilation Report signed by Certified Public Accountant.Read more

From the Business:Sudhir Shah 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, implementing a savings program and managing assets for future purposes. For more details kindly contact me. ThanksRead more

Ferdous Sikder CPA, PLLC

Ferdous Sikder CPA, PLLC

location_on811 S Central Expy, Richardson, TX, United States
  • 5star1 Review
  • 3.4
    Sulekha score
  • work_history5 Years in Business

From the Business:Ferdous Sikder CPA, PLLC in Richardson, TX, with my years of experience in private and public accounting, we provide accurate and timely accounting and bookkeeping services to individuals, partnerships, and corporations. Having an established, experienced accountant on your side will help you increase profits while reducing liabilities. We're equipped to manage your tax planning, auditing, bookkeeping, and accounting function. Our primary goal as a trusted financial adviser is to allow our clients to make educated and informed decisions as to where they wish to take their finances next. Our business grows when yours does, and our quality of service and competence reflects that in each of our clients. For more details contact us.Read more

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