Accounting Firms in Santa Clara, CA

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Best Accountant Services in Santa Clara, CA

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Manage My Taxes Inc - Pay Less Taxes Legally

Manage My Taxes Inc - Pay Less Taxes Legally

location_on Serving the Santa Clara 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, 28 Palms, Agnew, Alamo Square

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 Santa Clara 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, 28 Palms, Agnew, Alamo Square

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

Raman Abrol CPA

Raman Abrol CPA

location_on Serving the Santa Clara 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:28 Palms, Agnew, Alamo Square, Albanese Circle

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

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

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

Neighborhoods:Trevarno, 28 Palms, Agnew, Alamo Square

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

Neighborhoods:28 Palms, Agnew, Alamo Square, Albanese Circle

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 Santa Clara 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, 28 Palms, Agnew, Alamo Square

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

Neighborhoods:Harsimus Cove, 28 Palms, Agnew, Alamo Square

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

Agog Financials, Inc. Financial And Taxation Services

Agog Financials, Inc. Financial And Taxation Services

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

Neighborhoods:28 Palms, Agnew, Alamo Square, Albanese Circle

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

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

  • Tax Representation Avg - $300

Neighborhoods:28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point

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

Rashmi Satyadeo CPA

Rashmi Satyadeo CPA

location_on Serving the Santa Clara 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, 28 Palms, Agnew, Alamo Square

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

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

  • 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:Woodrow, 28 Palms, Agnew, Alamo Square

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

SNP Tax & Financials

SNP Tax & Financials

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

Neighborhoods:Trevarno, 28 Palms, Agnew, Alamo Square

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

NRI Tax Group

NRI Tax Group

location_on Serving the Santa Clara 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:28 Palms, Agnew, Alamo Square, Albanese Circle

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:Westgate, 28 Palms, Agnew, Alamo Square

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:28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point

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

Lonestar Consulting Group

Lonestar Consulting Group

location_on Serving the Santa Clara 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

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

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

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

Neighborhoods:Guadalupe River Trail, 28 Palms, Agnew, Alamo Square

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

Neighborhoods:Founders Row, 28 Palms, Agnew, Alamo Square

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

Neighborhoods:North Frederick Avenue/Hechinger/Mardirossian, 28 Palms, Agnew, Alamo Square

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

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

Neighborhoods:28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point

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

Manjeet Singh, Financial Service Professional

Manjeet Singh, Financial Service Professional

location_on Serving the Santa Clara 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, 28 Palms, Agnew, Alamo Square

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

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

location_on Serving the Santa Clara 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:28 Palms, Agnew, Alamo Square, Albanese Circle

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

Neighborhoods:Park Central, 28 Palms, Agnew, Alamo Square

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:28 Palms, Agnew, Alamo Square, Albanese Circle

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

Smart Tax INC

Smart Tax INC

location_on Serving the Santa Clara 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, 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial

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

Neighborhoods:Tottenville, 28 Palms, Agnew, Alamo Square

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

Laddi S Jhuty MBA Certified Financial Planner

Laddi S Jhuty MBA Certified Financial Planner

location_on5201 Great America Pkwy, Santa Clara, California, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:We are a full-service Financial Planning Firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.Read more

Satya Narayan CPA

Satya Narayan CPA

location_on3375 Scott Blvd, Santa Clara, California, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:Satya Narayan is a Certified Public Accountant practicing in Santa Clara, California with e-filing capability.Certified public accountants' required training equips them with a broad understanding of America's tax system, making them a reliable source for tax preparation.Read more

Jyoti Jhaveri CA

Jyoti Jhaveri CA

location_onSanta Clara, CA, United States
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:Jyoti Jhaveri is an Accountant with Chugh CPAs LLP in Santa Clara California. She has almost 10 years of experience in fields of Accounting, Taxation and Reporting. He is a qualified and experienced Chartered Accountant from Institute of Chartered Accountants of India and she has also earned Bachelors of Commerce (Accounting & Economics) from Mumbai University, India. Before joining The Chugh Firm, she worked with a CPA firm in the Bay Area and while back in India she worked with Morgan Stanley where she last held the position of Manager-Finance Division.Read more

Asha Inamdar CPA

Asha Inamdar CPA

location_onSanta Clara, California, USA
  • 3.2
    Sulekha score
  • work_history15 Years in Business

From the Business:Asha Inamdar is a licensed Certified Public Accountant (CPA) in the state of California. She is also an Indian Chartered Accountant with over 10 years of experience in public accounting, individual and corporate taxation, audits, and financial statement analysis and due diligence, international taxation and project finance. She has been an entrepreneur of her own Chartered Accountancy firm in India from 2008 to 2013 when she moved to the U.S. Asha’s experience spans across a broad range of industries, including technology, healthcare, energy and life sciences, hotels and resorts, manufacturing, etc. Asha is involved in independently handling Financial Audits, Reviews and book keeping of small to midsized companies adhering to FASB ASC / US GAAP/ SOX guidelines. She prepares federal and multi state tax returns for Corporates, partnerships and LLCs and Individuals clients. She has also represented clients before all levels of income tax authorities in assessments and appeals in India and has done statutory bank branch audits as well.Read more

Lino Pereira CPA

Lino Pereira CPA

location_on2540 Mission College Blvd, Santa Clara, CA, USA
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:Lino Pereira is an Accountant with Chugh, LLP in Santa Clara, California. He has over 5 years of experience working with a Big 4 firm where he gained experience working on US Corporate and Partnership taxation at both Federal and state level. He also has experience assisting HNW individual clients with their taxes and International reporting requirements. He is a licensed CPA from the State of New Mexico, USA and also holds a Masters in Management studies with specialization in Finance from the University of Mumbai, India.Read more

Naresh Arora CPA

Naresh Arora CPA

location_on2350 Mission College Blvd, Santa Clara, CA 95054, United States
  • 2
    Sulekha score
  • work_history16 Years in Business

From the Business:We are a firm of Certified Public Accountants established in 1988 in Silicon Valley, California. We are member of the California Society of CPAs and registered with the Public Company Accounting Oversight Board (PCAOB) as auditors for public companies. We provide a full range of public accounting services to foreign and domestic enterprises, as well as individuals of high net worth: Independent audits, GAAP/SEC compliance consulting services, Review and compilation attestation services, Corporate taxation services to multi-states and multinational corporations, Due diligence and business valuations involving mergers and acquisitions, Taxation services for high net worth individuals. Our firm offers a wide range of services to our individual and business clients.Read more

From the Business:Trivium team shares a common goal of providing solutions, monitor their execution closely and measure results consistently for ultimate success of a businesses and investors. Trivium team has years of corporate and professional hands-on experience. Meenakshi Singh is a Silicon Valley veteran with more than 30 years of experience in corporate finance, leadership and management, mergers and acquisitions. She has been through a merger or acquisition 15+ times, and has the unique ability to be able to view the exit strategy from both sides of the table. Meenakshi created Trivium as a unique ecosystem to manage growth for startups and entrepreneurs through the different stages of the business. Through her model and insight, investors are offered a “state of the state” for companies in which they are invested.Read more

Nilesh Sharma CPA

Nilesh Sharma CPA

location_onSanta Clara, CA, United States
  • 2
    Sulekha score
  • work_history5 Years in Business

From the Business:Nilesh Sharma is an Accountant in our Santa Clara, CA office. Nilesh Sharma earned a Bachelor of Commerce specializing in Audit and Accounting, and is a Chartered Accountant (CPA). Before coming to USA, Nilesh Sharma also owned his own Accounting and Tax consultancy in India. Nilesh also achieved a place in Dean’s list awarded to top 10% students in the program. Nilesh joined The Chugh Firm, right after completing his Master's Degree. He completed his Master of Finance Degree from Hult International Business School, San Francisco. As a Master’s student Nilesh also participated in competitions in school and won second place in an investment contest.Read more

Ekta Agrawal CPA

Ekta Agrawal CPA

location_onSanta Clara, California, USA
  • 3.2
    Sulekha score
  • work_history5 Years in Business

From the Business:Ekta Agrawal is an Accountant of Chugh CPAs, LLP in Santa Clara, California. She was born and brought up in Kolkata, a city in Eastern India. She graduated from the University of Calcutta with a specialization in Finance & Accounts in 2011 and qualified as a Chartered Accountant in 2012. She has recently cleared CPA exams and is pursuing for her CPA License.Read more

From the Business:Shashin Vora Financial Advisor, 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:I can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. Read more

Bhuiyan And Associates CPA

Bhuiyan And Associates CPA

location_on2118 Walsh Ave, Santa Clara, California 95050, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:Bhuiyan & Associates, CPA is a full service Certified Public Accountant firm for both individual and business clientele. The company has immense amount of expertise in high tech environments, small businesses, as well as non-profit organizations. The company can help customers to tackle challenging regional business environments without losing sight of global perspectives. Bhuiyan & Associates clientele come from construction, not-for-profit, health care, technology, manufacturing, restaurants, insurance, real estate, and retail sectors.Read more

From the Business:We are experts in Indian expats and non residents and are revolutionizing the way all tax returns are filed in U.S.Expertise placed our firm in the list of top 8 Accountants due to our unique platform and customer service. We are an online tax platform with the expertise and accuracy of a licensed professional.Check out our all 5 star reviews on Yelp, Google and Facebook!!!We will guarantee maximum tax refund/savings to you whether you're U.S Citizen, GC Holder, H1B, F1/F1 OPT, J1 or any other visa in any of the 50 states.Give us a call to talk about your tax situation and we'll get you started. Aman is a next-gen entrepreneur looking to change the way accounting and tax services are provided to individuals and businesses in United States. Having more than 8 years of experience in this industry, at a multi-national level, he is passionate about saving money for his clients and is continuously investing in technology to provide the best service experience for them. He has worked with top celebrities in Los Angeles on their business management and assisted them with financial growth with right investment and tax strategies. He believes that the best client service does not happen in the time consuming and hassle filled tax/CPA office, but rather at the fingertips of clients with comfort of being served right in their home or work place. Thus, he founded ARK PENNY TAX SERVICE in 2015 which has grown exponentially in the last few years and is serving clients in every financial aspect. He is a Chartered Accountant from India and a Licensed Tax Preparer in U.S (all 50 states). Being equipped with multi-country accounting and tax laws, Aman serves clients all over the world and they appreciate the results they receive year by year.Read more

Ram Rama Swamy CPA

Ram Rama Swamy CPA

location_on3000 Scott Blvd, Santa Clara, California, United States
  • 1.5
    Sulekha score
  • work_history5 Years in Business

From the Business:Ram Rama Swamy is a Certified Public Accountant practicing in Santa Clara, California with e-filing capability.Certified public accountants' required training equips them with a broad understanding of America's tax system, making them a reliable source for tax preparation.Read more

From the Business:Mozzetti, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Mozzetti, Inc. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Mozzetti, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Mozzetti, Inc. receive competent and timely advice.Read more

IRS TAX AUDITS

IRS TAX AUDITS

location_on3375 Scott, Suite 320, Santa Clara, CA 95054
  • 1.5
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

From the Business:We are committed to a strong yet realistic representation of our clients' interests using our knowledge, judgment, negotiating and counseling abilities, litigation and interpersonal skills. We typically work harder than our adversaries in order to achieve a fair and just result. We believe that these traits and the hard work associated with them are necessary to make our practice responsive to the needs of our clients and individually rewarding. Responsiveness to client needs, individual client attention and producing a high-quality work product are the cornerstones of our practice.We believe that the firm size, while offering broad expertise, allows us to provide our clients with individual attention, and thus ensures a better working relationship and greater quality control in every matter.Read more

Focus Accounting & CPA Firm

Focus Accounting & CPA Firm

location_on2098 Walsh Ave, Santa Clara, California, USA
  • 3.4
    Sulekha score
  • work_history Established Since 2012

From the Business:Focus Accounting & CPA Firm, Inc focuses on efficient and effective services. Commitment we have made to our clients is not only limited to services we provide to our clients. In fact, it's the spirit in which we deliver our service that makes us unique. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our Products are: Individual and Business Tax Return Filing, Tax Guidance, Bookkeeping, Payroll Services including Payroll Tax Filing, Sales Tax Filing, Business Plan writing and New Business Registration. For more details contact us.Read more

BayAreaIndianCPA

BayAreaIndianCPA

location_on3375 Scott Blvd, Santa Clara, CA, United States
  • 3.4
    Sulekha score
  • work_history16 Years in Business
  • verifiedClaimed
  • scheduleClosed now

From the Business:BayAreaIndianCPA in Santa Clara is specialized in Accountant Services, Finance and Taxation Services, Book Keeping and Payroll Processing. They are servicing at Bay area. Some of the following services they are skilled are Certified Professional Tax Preparer, Corporate Tax, Foreign Bank Account Report (FBAR), Foreign Bank Account Report (FBAR) Filings, Franchise Tax Board (FTB) Audits, Income Tax, Individual Tax Filing, Internal Revenue Service (IRS) Audit, Non-Field Tax Returns, Quarterly Taxes, Tax consultation, Tax Preparation and Filing, Tax Preparer Specialist and Trust Tax Preparation. They will provide contacts for Patent Filings, Transfer Pricing, Insurance Needs, Banking, Payroll Services and IT Facilities. They are dedicated in helping businesses, high tech companies in Bay area, also start-ups and individuals to succeed financially through quality tax, accounting and advisory services. They protect their clients from Audit Loss and also from Financial and Taxation problems. They specialize in start-ups, small and midsize businesses located not only at Santa Clara but also at Sunnyvale, San Jose, Cupertino, Milpitas, Palo Alto, Mount View and Fremont Area. They recognize that each and every client has unique goals and they are very dedicated in providing their clients with professional, personalized services and guidance in a wide range of financial and business needs. As they have over 10 years of experience and also expertise in start-ups, they assure that every client receives the close analysis and attention they deserve. They can be reached only on weekdays from 10:00 to 19:00. Checks, Cash and Master card are the accepted modes of payment.Read more

FBAR GURU Tax Advisor

FBAR GURU Tax Advisor

location_on3375 Scott Blvd, Santa Clara, CA, United States
  • 2
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed

From the Business:Individuals or corporations who earn foreign income or have foreign bank accounts may need to file a Report of Foreign Bank and Financial Accounts (FBAR). FBAR is an acronym for the Foreign Bank Account Report. It is a simple form to collect basic information of US citizens or US residents of their overseas financial accounts in their names or wherein they have signing authority or control. In general, a U.S. person (individual or domestic entity) must make a FBAR filing if the aggregate value of the foreign financial accounts exceed $10,000 at any time during the calendar year. U.S. persons who have a financial interest in or signatory authority over foreign financial accounts that exceed certain threshold at any time during the year must report the accounts.Read more

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