Chartered Financial Planners in Sacramento, CA

Tell us more about your requirement so that we can connect you to the right Financial Planning in Sacramento, CA
1
2
3

Submit Your
Requirement

Get Quote From
Financial Planning

Quickly Compare
& Find Best Deals

Select Service type

Best Financial Planning in Sacramento, CA

Please wait the content loading

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

location_on Serving the Sacramento 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, Airport, Alhambra Triangle, Alkali Flat

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

  • 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

Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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

PAY Financial Service

PAY Financial Service

location_on Serving the Sacramento 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

Raman Abrol CPA

Raman Abrol CPA

location_on Serving the Sacramento 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:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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:Westgate, Airport, Alhambra Triangle, Alkali Flat

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

Neighborhoods:Tottenville, Airport, Alhambra Triangle, Alkali Flat

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

SNP Tax & Financials

SNP Tax & Financials

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

Neighborhoods:Trevarno, Airport, Alhambra Triangle, Alkali Flat

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:North Frederick Avenue/Hechinger/Mardirossian, Airport, Alhambra Triangle, Alkali Flat

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

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 Sacramento 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:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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: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

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

  • Tax Representation Avg - $300

Neighborhoods:Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point, Airport

From the Business:I am an Enrolled Agent licensed by the IRS and admitted to practice before the IRS for all 50 states. I specialize in representing Real Estate agents, IT Professionals, Truckers, and small businesses to resolve their tax issues. I also hold the United States Tax Court Practitioner (USTCP) designation which allows me to practice and represent clients before the United States Tax Court as a Non-Attorney. Only less then 250 people hold this prestigious credential. I have a Master of Science in Taxation degree from the prestigious Golden Gate University where I enhanced my knowledge of tax law. I am a Certified Tax Resolution Specialist (awarded by American Society of Tax Problem Solvers - ASTPS). I also have the prestigious Fellowship from NTPI, awarded to persons who specialize in Tax Resolution work. I have resolved numerous taxpayer issues and eliminated their tax debts through Partial Pay Installment agreements, Audit Reconsiderations, as well as get taxpayers enrolled into Currently Non-Collectible status. I love helping taxpayers and get their problems resolved. My practice also handles Income Tax preparation for clients who have unfiled returns with the IRS and the various states. My firm also handles International and cross-border returns (US/Canada). In addition, if you need a Tax Court petition prepared (which can be done only by a USTCP, or an Attorney), you can reach my firm.Read more

Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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:Park Central, Airport, Alhambra Triangle, Alkali Flat

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

Neighborhoods:Valley Vistas, Airport, Alhambra Triangle, Alkali Flat

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

Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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

Neighborhoods:Founders Row, Airport, Alhambra Triangle, Alkali Flat

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:Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point, Airport

From the Business:Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New York State Association of Certified Public Accountants and has taught advanced Accounting at top-tier universities since 2016. As a former Revenue Agent, as well as a former Appeals Officer, Inderpreet's 15 years of experience working with the IRS provides clients the assurance that their reporting requirements meet the strictest standards. And when representation is needed before the IRS or NY State taxing authorities, Inderpreet's experience makes him eminently qualified to defend even the most complex cases and tax positions.Read more

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

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

Neighborhoods:Trevarno, Airport, Alhambra Triangle, Alkali Flat

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

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

location_on Serving the Sacramento 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, Airport, Alhambra Triangle, Alkali Flat

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

Neighborhoods:Guadalupe River Trail, Airport, Alhambra Triangle, Alkali Flat

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

Smart Tax INC

Smart Tax INC

location_on Serving the Sacramento Area
  • 5star9 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business
Accountant Services:Loan Certification, Non residence tax return, Multi state Tax return, IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Cash Flow Analysis, Certified Professional Tax Preparer, Corporate Tax, FBAR, General Ledger, Individual Tax Return, Indiviual Tax Filing, Invoice Preparation, Non-Filed Tax Returns, Obtaining Irs Tax, Past Tax Collection, Quarterly Taxes, Sales Tax Return, Small Business Formation, Small Business Payroll, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Tax Analysis, Accounting Systems, Tax Efficient Investments, Incorporation services, Business and Individual tax filing

Neighborhoods:Guadalupe River Trail, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point

From the Business:Smart Tax Inc is a full-service bookkeeping firm, serving clients throughout the Bay Area and providing professional and personalized services. We offer a wide range of services to individuals, business owners, executives and independents professionals. This is a one-stop shop. We have a long-term relationship with our clients. We have a long-term relationship with our clients. Smart Tax Inc will maximize tax refund and avoid taxpayers’ costly mistakes. We will help to increase cash flow and most importantly, we want you to feel confident that your accounting system accurately reflects your current situation so you can concentrate on running your business instead of trying to stay on top of your books! Our Bookkeeping Services include: -Monthly Statement and Reports -General Ledger -Financial Statement Preparation -Balance Sheet -Bank Reconciliation -Cash Flow Statement Owner of Smart tax Inc Sanjivani Salunkhe is California registered tax Preparer. Expert in all areas all taxation individual, Corporation, LLC. and Business Corporation as well. We will help to increase cash flow. Call us for free initial consultation.Read more

NRI Tax Group

NRI Tax Group

location_on Serving the Sacramento 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

Neighborhoods:Woodrow, Airport, Alhambra Triangle, Alkali Flat

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

  • Active Properties Avg - $938000
  • Sold Properties Avg - $895750

Neighborhoods:Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point, Airport

From the Business:As a dedicated real estate professional and a full-time tax professional with over 15 years in the industry, I bring a unique blend of insight, service, and financial expertise to every client interaction. Whether you're buying or selling a home, I guide you through the process with savvy market knowledge and strong negotiation skills, all while helping you understand the financial and tax implications of your decisions. My background in tax planning ensures my clients make well-informed real estate moves that align with their long-term goals. From first-time buyers and investors to homeowners looking to sell smart, I provide honest advice, reliable service, and a seamless experience from start to close.Read more

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

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

Neighborhoods:Airport, Alhambra Triangle, Alkali Flat, American River Parkway

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:Harsimus Cove, Airport, Alhambra Triangle, Alkali Flat

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

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

location_on Serving the Sacramento 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:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

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

Lonestar Consulting Group

Lonestar Consulting Group

location_on Serving the Sacramento 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

Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

location_on Serving the Sacramento 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, Airport, Alhambra Triangle, Alkali Flat

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

Devesh Pathak CPA

Devesh Pathak CPA

location_on Serving the Sacramento 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, Airport, Alhambra Triangle, Alkali Flat

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

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 firm is one of the leading firms in the area. We provide outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. We make sure that every client is served by the expertise of our whole firm. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. Your tax return can be filed electronically so you will get a refund back quicker. Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months. We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.Read more

East West Tax Services

East West Tax Services

location_on3111 Fulton Avenue, Sacramento, CA, United States
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:An East West tax service provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.Read more

From the Business:At Advision our mission is to empower humanity through the vision of the future with financial data. We pride ourselves on our strong work ethic and quick turnaround. We believe in attention to detail. At Advision, we are committed to giving you the best solutions for all your personal and professional financial needs with a wide range of accounting, tax, and bookkeeping services. By keeping up with changes we ensure you are paying the correct amount owed and nothing more. Let us help you in trimming unnecessary costs in your business operations. We hold up to the ethical standards and ensure you get the quality of work you deserve.Read more

Ashit C. Shah, P.C

Ashit C. Shah, P.C

location_on3 Hidden Cove Circle, Sacramento, CA, USA
  • 2
    Sulekha score
  • work_history15 Years in Business

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 program and managing assets for future purposes. For more details kindly contact me. ThanksRead more

From the Business:Umang Patel is part of the Pacific Advisors team in the Bay Area and Roseville, California. He specializes in advanced financial strategies for professionals and business owners. He works with clients to empower them by providing innovative methods to mitigate financial risk and plan for their futures. Umang starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. He builds upon that knowledge by getting a complete picture of their existing financial strategies and identifying pitfalls and inefficiencies. Umang works extensively with his clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals now and going forward.Read more

From the Business:K-deep Dhaliwal Financial advisor 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. I am one of the most distinguished Financial & Taxation Services in Sacramento, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Banking Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Long Term Care Insurance,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

From the Business:Aspire Tax and Bookkeeping Services is based out of New York, USA and is a trusted accounting partner to a large number of business establishments and CPAs in the US and Canada, since 2012. With a Better Business Bureau rating of A+, we have created a benchmark in providing cost-effective bookkeeping, accounting and taxation services. We take pride in our long list of happy clients. We offer bookkeeping services for small businesses and CPAs in USA and Canada. Our services include bank reconciliations, accounts payable, accounts receivable, payroll processing, sales tax filing and financial reporting. Many small businesses are already leveraging our high-quality and low-cost services. We never have to be physically present at your site as we can access your QuickBooks desktop or online system remotely or virtually over the Internet.Read more

From the Business:MyTaxFiler® provides you with top-quality tax and consulting services, so you are free to shine at what you do best - manage your business. From income tax solutions, business formation payroll processing to business consulting and corporate taxation services, MyTaxFiler® offers end-to-end financial solutions for businesses and individuals in the United States. We run on a foundation of integrity and trust, with a commitment to customer service and quality. We make it our aim to be accessible, efficient, and responsive, technologically sophisticated and maintain the highest standards of professional service. We offer end-to-end financial solutions for businesses and individuals in the United States, offering everything from business formation, bookkeeping, record keeping, payroll processing, and income tax filings. Our tax, finance, and account specialists offer you the security and process advantages of a large company, with the personalized service and quality standards of a savvy boutique firm. With the vast experience of our management team, MyTaxFiler® has developed a strong client base who rely on our knowledge and expertise.Read more

Mars One Taxes

Mars One Taxes

location_on3650 Auburn Blvd, Sacramento, CA, USA
  • 2.2
    Sulekha score
  • work_history15 Years in Business

From the Business:Mars One Taxes Experience of Over 30 Years. I specialize in Bookkeeping, Business Tax Planning, Income Tax Preparation, Payroll Processing, Personal Tax Planning, Sales Tax Services, Tax Preparation Services, and Consulting. Further more details please Contact Michael S Bathla and Sarah Bathla.Read more

From the Business:Taxes by CPA Sacto book & Tax Services experienced CPA offering complete bookkeeping accounting & Tax service for individuals and small business. Income Tax return prepared at your convenience I can come to you can come to my office No charge for travel with appointment only. Premium Tax preparation for individuals partnerships LLC and corporations IRS and all states Read more

Sheikh M Idrees CPA

Sheikh M Idrees CPA

location_on2500 Venture Oaks Way, Sacramento, California, United States
  • 1star1 Review
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:Sheikh is a member of American Institute of Certified Public Accountants (AICPA). He is uniquely qualified to serve high net worth individuals due to his 25+ years’ experience with Price water house Coopers (PwC) & KPMG. Our services: Tax Returns Services, Bookkeeping, Accounting & AuditsRead more

From the Business:IBS Tax Services is a full service local accounting firm, located in Sacramento & Yuba City, CA specializing in taxation & business accounting. Our professional staff is dedicated to providing quality personalized service to promote growth and satisfaction for each of our clients. We provide a broad array of services, in addition to Income Tax & Accounting: Audit Representation; Tax and Management Advisory Services; Notary; Bookkeeping and Payroll. Our services include: Tax Preparation, Tax Planning and Tax Consulting. IBS Tax Services, Inc. offers: Advice on valid tax deduction, Business Consulting and Estimated quarterly taxes.Read more

Ozone Services

Ozone Services

location_on Serving the Sacramento Area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now

From the Business:Notary Services Established in 2008. Madhu got my Notary commission in June 2005 and have been serving Mountain View since 2006. We are a network of notaries serving the bay area at an affordable rate. These days many documents needs notarization. Some of the documents are: India Passport Renewals (OCI, GPA), Living trusts, Loan Docs for all 50 States in USA, All types of Real Estate documents, Power of Attorney and Birth certificate request form. We served the following areas: Bonded & Insured, Dublin/Pleasanton/San Ramon/Livermore/Danville, Sunnyvale/Mountain View/Palo Alto, Santa Clara/Cupertino/Campbell. If anyone need notary services contact me via phone or email.Read more

Options Cafe

Options Cafe

location_on Serving the Sacramento 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

South Asian Happiness Academy

South Asian Happiness Academy

location_on Serving the Sacramento Area
  • 0.5
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

From the Business:To connect like minded & willing ACTIVE ADULTS together for HAPPINESS / ENJOYMENT and to receive and give inspiration in the areas of Self Esteem, Empowerment, Purpose, Passion, Positive Attitude and Personal Prosperity by practicing skills and support each other.Start Creating HAPPINESS through:HEALTH.......WEALTH.......ENTERTAINMENT.....INFORMATION / EDUCATION. Our Goal : Be HAPPY and Create HAPPINESS & Unconditional LOVE Read more

Shari L. Kantor, CPA

Shari L. Kantor, CPA

location_on4141 Northgate Blvd suite 1a, Sacramento, CA, USA
  • 3.2
    Sulekha score
  • work_history16 Years in Business

From the Business:Shari L. Kantor CPA is a tax and accounting firm located in Sacramento and was founded to meet the accounting, bookkeeping, and tax needs of Sacramento individuals and businesses. Our knowledge allows us to provide you with the most up to date tax and accounting information and services.Shari L. Kantor, CPA Graduate of University of California, Los Angeles, BA Shari has been practicing as a tax and financial accountant since 1995. She began her career with Ernst & Young, LLP where she worked as both an auditor and tax accountant. Shari has had the opportunity to work with small and large firms in a broad range of industries which has given her the knowledge and insight to assess the needs of her diverse client base. Shari is a member of the California Society of Certified Public Accountants. The following is a sample of the types of firms we offer CPA services to:Read more

From the Business:Kuldeep singh 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. I am one of the most distinguished Financial & Taxation Services in Sacramento, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Banking Services,Cash Flow ,Financial Planning,Financial statement Analysis,Income Tax Filing,Long Term Care Insurance,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Showing 1 - 50 of 136 results

Business Offers

Everything You Need to Know About Financial & Taxation Services

Are you providing Financial & Taxation Service

  • 1586+

    Needs/month for Financial & Taxation Services

  • 1358+

    Searches for Financial & Taxation Services for this month

  • 9853+

    Service provider providing Financial & Taxation Services

Connect with the Best Financial & Taxation Services
Submit your info to get the best agent contacts immediately.
arrow_drop_down

    Hi, please verify your phone number

    Send OTP as

    OTP has been send to your Mobile Number

    Start receiving responses by verifying your number! verified numbers add to the authenticity of your user profile and service providers will get in touch with their best quotes. Change Phone Number

    thumb_up

    Thank you for your Intrest. we will contact you soon.

    Sulekha AppIt’s faster & better
    Open in App