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Certified Financial Advisors in Richmond, VA

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Certified Financial Advisors in Richmond, VA

Alam One Stop Tax And Accounting Services INC

Alam One Stop Tax And Accounting Services INC

 Serving the Richmond 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...

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

 Serving the Richmond Area
  •  620-450-4636 (Pin: 62496)
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Experience - 25 Years

From the Business : Rashmi Satyadeo CPA in New York is specialized in Accounting services, financial consultant new york, Taxation services, Tax Preparation services, Book Keeping, Business Related services, Payroll Processing and Finance & Accounting Training. They are servicing throughout the United States and Canada. Some of the following services they are well versed are Business Incorporation, End Wage Garnishment, IRS (Internal Revenue Service) Audit, Past Tax Collection, Reduce IRS Penalties and Release IRS Levy. For years, Rashmi Satyadeo CPA has been providing high quality, personalized fi...

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

 Serving the Richmond 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...

DAS Financials

DAS Financials

 Serving the Richmond 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...

Lonestar Consulting Group

Lonestar Consulting Group

 Serving the Richmond 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 ...

Northeast Solution CPA

Northeast Solution CPA

 Serving the Richmond 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 ...

Ankita Amin CPA LLC

Ankita Amin CPA LLC

 Serving the Richmond 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...

Raman Abrol CPA

Raman Abrol CPA

 Serving the Richmond 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...

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 Richmond 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...

NEELKANTH ACCOUNTANTS

NEELKANTH ACCOUNTANTS

 Serving the Richmond 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 Richmond Area
  •  609-772-4641 (Pin: 24271)
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Established Since - 2011

From the Business : I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Bookkeeping,Business Tax Planning,Financial Planning,Income Tax Filing,Income Tax Preparation,Payroll Processing,Tax Preparation Services SNP Tax & Financials founded by professionals with over 10+ years of experience to handle all types of Individual, Business Tax filings and Business formation, etc. We have great expertise in finance, bookkeeping, taxation, and business consulting.We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from ...

Devesh Pathak CPA

Devesh Pathak CPA

 Serving the Richmond 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...

TAAJ Financials

TAAJ Financials

 Serving the Richmond 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...

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

 Serving the Richmond Area
  •  773-886-1257 (Pin: 17718)
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Established Since - 1980

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

SK Tax Associates

SK Tax Associates

 Serving the Richmond 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.

Virtual Accounting And Tax Solutions Inc

Virtual Accounting And Tax Solutions Inc

 Serving the Richmond 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...

Jain & Associates CPAs

Jain & Associates CPAs

 Serving the Richmond Area
  •  773-886-1257 (Pin: 33798)
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Experience - 5 Years
IRS and Sales Tax Audits, Internal Audit

From the Business : At Jain and Associates CPAs, we pride ourselves in being a CPA and Business Consulting firm with the heart of a large business and the energy of a rapidly evolving one. We specialize in providing Tax Compliance & Consulting, Accounting Services, Business Advisory Services, and Small Business Services. Our firm offers a wide range of services to our individual and business clients. Being an evolving firm, our clients benefit by getting personalized, quality service that is unparalleled. As a CPA and Business Consulting firm, we provide a host of services across the areas of accou...

Numeric Nexus LLC

Numeric Nexus LLC

 Serving the Richmond 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 Richmond 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...

Goalseek Shared Services Pvt Ltd

Goalseek Shared Services Pvt Ltd

 Serving the Richmond 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.

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Richmond 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 Richmond 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...

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

 Serving the Richmond 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...

PAY Financial Service

PAY Financial Service

 Serving the Richmond 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.

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Richmond 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...

Rajesh Ravikumar Licensed Financial Professional

Rajesh Ravikumar Licensed Financial Professional

 Serving the Richmond Area
  •  737-377-4784 (Pin: 73921)
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Experience - 5

From the Business : I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored ...

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

 Serving the Richmond Area
  •  301-686-5058 (Pin: 02396)
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Experience - 5 Years
FBAR Filings

From the Business : Agog Financials, Inc in Mc Lean is specialized in Tax Consultants Services, Tax Preparation Services, Book Keeping, Payroll Processing and Finance and Accounting Training. They are servicing both in US and Canada. They are expertise in FBAR fillings. They offer their clients with the most timely and authoritative tax resolutions so that you can make an informed decision. Their main objective is to learn about the clients issues and challenges by understanding the environment in which they conduct their business and provide efficient ways to manage the complexities, whether it is an ...

NRI Tax Group

NRI Tax Group

 Serving the Richmond 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.

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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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Enkay Tax And Financial Services Inc

Established Since - 2018
Free Tax Service

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 es...

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Whitely Accounting Services

 North Chesterfield, VA 23236, United States
Experience - 15 Years

From the Business : Whitely Accounting Services offers a wide range of federal and Virginia tax services. We will assist you in preparing your current or prior year’s tax returns. An Enrolled Agent (EA) reviews every tax return. We can represent you in any matter before the Internal Revenue Service or the Virginia Department of Taxation. Our tax office is open year round. We provide personal attention to your tax situation. If you are a new customer and provide us with the previous year’s tax return and information, we will review that return for free. Services offered are: Bookkeeping/Write-Up; Busine...

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SV Shah Accounting And Taxation

Experience - 5 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Franklin Park, NJ. I specialize in Bookkeeping,Accountant Services,Auditing Services,Business Tax Planning,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,International Tax Consulting,IRS Representation,Tax Consultants Services,Tax Preparation Services

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Pan Card Express

Experience - 15 Years

From the Business : NRI and Foreign Citizens are eligible to apply for Pan Card from India. Pan Card for OCI has International customer service. Applicants collect PAN Card through International Speed Post and receive ePAN via e-mail. All overseas applicants receive 6 Days-a-Week support over phone and e-mail. Applicants also receive personalized services in submitting Pan Card application form in India and until all procedures are fully completed. Generally, NRIs face difficulties in dealing paper-works directly with bureaucratic organizations in India. Common issues faced are incorrect father name, l...

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Grace CPA

Experience - 16 Years

From the Business : We help our clients proactively to grow their business by providing services such as Tax preparation, accounting, payroll, book-keeping and strategic tax planning to all types of businesses. We also help to set up the right business entity based on character of the business. Dipendra is the President of Grace CPA, PSC. He has over 15 years of experience in Accounting, Finance advisory, and Taxes in diverse industries including retail, oil & gas, real estate, manufacturing, import & export. He is also exposed to many international tax laws and accounting practices across the ...

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Ashwin Sharma Financial Advisor

Experience - 15 Years

From the Business : I am one of the most distinguished Financial & Taxation Services in Richmond, VA. I specialize in Financial Advisor, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Investment Management, Long Term Care Insurance, Money Transfer Services, Retirement Planning, Tax Consultants Services, Tax Preparation Services, and AnnuitiesAlong with a team of professionals, I offer guidance to my clients to help them aim towards their financial goals. I provide an analysis of your current financial situation and help you identify financial goals and ...

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VJ Financial Services

Experience - 15 Years

From the Business : Our goal at VJ Financial Services is to provide access to all types of loans and education providing you insight to the best loan products and services to suit your needs. VJ Financial Services funding for business, refinance and construction loans, bookkeeping and accounting services. Whether you are a consumer, business, or looking for commercial real estate financing, we have access to over 340 lending partners. Rest assured we will find the right financing for you. Apply for a loan that suits your needs now.

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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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SCL Certified Public Accountants

Established Since - 2001

From the Business : Sanjay, founded ASIJA CPA PC in 2001, and then merged with VBL & Associates in 2017, to form new firm of SCL, CPA PC. Sanjay has extensive practice experience in accounting, tax, business consulting, and attestation services. For over 35 years, Sanjay has worked to develop close relationships with his clients primarily in the healthcare, and professional services industries. SCL CPA PC team will provide you with the comprehensive services that will help you achieve your financial objectives. We offer a full range of services with the expertise you require. When you work with SC...

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RTS Tax Pro

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

From the Business : The RTS Tax Pro are specialized in tax consultation service, income tax filing, international tax consulting, personal tax planning, tax preparation services, business tax planning, IRS representation and finance and taxation services. They provide services in and around the Washington Metro Area. They are known for their trust tax preparation, tax problem resolution, IRS payment plan, and IRS audit. They have an experience of about fifteen years and are authorized E-file provider. They work seven days a week from 9AM to 10PM. They are famous for their exciting offers and give 20% ...

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TaxCooler INC

Experience - 16 Years

From the Business : Tax cooler Inc is serving US citizens and NRIs over 17 years for their tax preparation and planning needs. We also provide financial planning services. We make sure that you our relationship continues for decades by gaining your trust in our services. We are IRS Designated Registered Tax Return Preparers (Approved AFSP). Our expertise is working with each individual with in detail because everyone’s scenario is different. We make sure you are getting all eligible tax benefits as per IRS guidelines and report all information that is required.

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Manjit Singh CPA

Experience - 15 Years
IRS Aduit

From the Business : Manjit Singh CPA PC (MSCPA PC) is a peer reviewed firm and licensed in District of Columbia, Maryland and Virginia (Washington DC Metro Area also known as DMV. Its headquartered in Falls Church, Virginia and a satellite office in Ashburn, Virginia. In addition to the core services that a CPA firm provides, such as Compiled, Reviewed or Audited financial statements, the firm also provides bookkeeping, accounting, payroll, and income tax return preparation services. In addition to these services, Manjit Singh CPA has substantial experience in Tax Resolution work dealing with Internal ...

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Tax Umbrella Inc.

Experience - 16 Years

From the Business : Tax Umbrella Accounts is your trusted partner. One of the best accounting firms in Schaumburg, IL. We have been providing CPA, Tax services, Accounting, Financing, Investment Services, Cash Flow Statement, and Payroll Services in Schaumburg, IL for many years. We provide cost effective Tax filing and business payroll services. Our quality of service is our true differentiation. We care for our customer and focus on long lasting relationship with you. Sanjay Jailwala is the Founder & Co-Director with 15+ years of Accounting, Tax and Business Payroll experience. Our motivated team is ...

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Maralab Financial

Experience - 15 Years

From the Business : I provide one of the most distinguished Financial Services throughout USA. I specialize in Financial Planning, Cash Flow ,College Planning/529, Estate Planning, Financial literacy, Financial Advisor, Investment Management, Life insurance (Term, IUL, VUL, Whole Life), Final expense, Personal Tax planning, Long Term Care Insurance, Notary Services, Personal Tax Planning, Retirement Planning, 401K, Mutual funds, Group Health insurance, Business Tax savings Planning, Employee benefits, Workers compensation.

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MuRaj Enterprises And Associates Inc

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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Chawla & Associates Inc. CPA’s

Experience - 5 Years

From the Business : Chawla & Associates Inc. CPA’s in Naperville is specialized in Accountant services, Finance and Taxation services, Book Keeping and Payroll Processing. They are servicing throughout the United States and Canada. Some of the following services they are expertise are Buying or Selling a Business, Cash Flow Analysis, Certified Quick Books Pro Advisor, Sales Tax Return, Reviews and Compilation. They believe in the value of relationship with the clients and view every client relationship as their partners. They hardly believe that earning money is not as important as client’s satisfactio...

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Balagan Business And Tax Service

Experience - 15 Years

From the Business : Balagan Business & Tax Services can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.Explore our Web site to discover the many ways we can serve you. Come back to our site often for tax and business news and planning suggestions. Bookmark this as a favorite page, or make it your first page when you log on.We can use your tax return and other information to assist you with other financial matters.Among the other services we provide are the following.Business problem solving,Computer selecti...

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HP Tax & Accounting LLC

Established Since - 2017

From the Business : Hemal Patel is a founder of HP Tax & Accounting LLC. Hemal is licensed as a Certified Public Accountant in Massachusetts and was employed by public accounting firms in Massachusetts, Maine as well as UK, prior to opening this firm. Hemal has experience in providing accounting services to individual, corporate, partnership, and non-profit organizations. Hemal works closely with all clients to meet their needs. Hemal holds a Bachelor's degree in Accounting and Finance from the University of Wolverhampton in the United Kingdom.

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Financial Services

Experience - 15 Years

From the Business : 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.

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Siva's Management Consultants LLC

Experience - 16 Years

From the Business : Siva's Management Consultants LLC, a professional firm in the United States, was started by a team of CPA and CFA charter holders in 2014. Its associated company in Singapore, Siva's Management Consultants Pte Ltd was established in 1985.Siva's Management Consultants LLC principle activities are to act as accountants and consultants. The services provided comprise of Bookkeeping, Accounting, Financial Analysis and Reporting and Compilation services. Siva's Management Consultants Pte Ltd provides Income Tax and GST services, Company incorporations, Corporate Secretarial, Registration...

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Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!

Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in New York, NY

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International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.

How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class) in New York, NY

How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)

So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?

Understanding the Child Tax Credit: Maximizing Your Benefits in New York, NY

Understanding the Child Tax Credit: Maximizing Your Benefits

What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.