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Kumar Accountancy CPA
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15 Years in Business
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Jayanthi “Jay” Ganapathy is the founder and CEO of FinAccurate LLC, an accounting firm that delivers business sense. With a Bachelor’s degree in Accounting and Finance from the University of Madras, Jay is a certified cost accountant and a Chartered Accountant, holding a FICO certification. Jay is dedicated to helping small business owners achieve their goals and increase cash flow through high-quality outsourced bookkeeping and accounting services. With extensive experience in various accounting roles at Philips Electronics, including Assistant Manager of Financial Services, Financial Accountant, Corporate Accountant, and Manager of Accounting Operations, Jay has a proven track record in handling general accounting functions, transaction processing, account analysis, reconciliations, and fixed asset and inventory/cost accounting. Since starting FinAccurate in 2015, Jay has been committed to bringing about better processes, lowering risks, and increasing value for her clients.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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. Thanks 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. ThanksRead more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more
Surefinbiz Financial Services
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15 Years in Business
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Language:Telugu , English +1 more
- NPN 19454748
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more
Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher
From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more
Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more
Pathak Financial Group Tax & Insurance
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15 Years in Business
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Claimed
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Language:English , Hindi +1 more
From the Business:" Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured, we have helped clients, with all types of backgrounds, successfully achieve their goals. They are happily retired with their financial hopes and dreams met. We want to help make that dream become a reality for you and your family also. Be sure to call us for a FREE consultation!!! "Read more
Ameriprise Financial Services, Inc.
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16 Years in Business
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Claimed
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By Appointment
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Language:English , Hindi +1 more
From the Business:I care about what’s important to you. Your financial goals are unique, and I can help you achieve them. I take the time to understand what’s truly important to you - whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I 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. With the right financial advice, life can be brilliant. My Areas of Focus: Wealth Preservation Strategies, Small Business, Estate Planning Strategies, Investments, and Retirement Planning Strategies. I’m licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in CT, VA, NJ, CO, FL, MD, OH, PA, CA, NV, NY, AZ, LA, GA.Read more
Chandra Tax Services
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16 Years in Business
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Claimed
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Open now
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Language:English , Hindi
From the Business:Chandra Tax Services provides various tax-related services including Tax planning, tax calculations, payroll and other services for individuals and entrepreneurs. Tax is obviously the most complicated subject with ever-changing rules and regulations which makes it impossible to understand in detail. We Provide an extensive range of tax process and widespread tax compliance. Chandra tax services understand the increased complexities and competition in the capital market. The tax and business system in the entire world are moving in a completely new path and tax authorities come up with new policies and frameworks every day which is further expanding the criticality of the taxation system. At Chandra tax services, we provide assistance regarding all the complexities and services that people will face in today’s dynamic business and tax scenario. Our team of professionals have years of experience in handling all the concerns related to taxation. We take care of your issues by providing you services, which will in turn solve your difficulties. The highest quality of advice is provided in solving the accounts and tax related problems. We will not leave you puzzled in the heap of taxes. Be it a startup or a well-established enterprise, individual or a family related business, we at Chandra tax services always strive to serve our world-wide client base like a family. We ensure that you will get a professional advice with a personal touch. Skilled professionals with relevant experience guide you in tax planning process. Predict and advise your financial transactions to minimize your penalties. Provide guidance in tax compilations and refund related issues. At Chandra Tax Services we serve clients with their Individual, Business, Bookkeeping and Payroll Services. Individual Tax Filing starts from $50, Business Tax Filing starts from $200. We are located Cedar Park nearer to Ranch At Brushy Creek and Avery Ranch Communities. We offer unlimited consultation.Read more
Stractical Financial Solutions LLC
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5 Years in Business
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Claimed
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By Appointment
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Language:English , Hindi
- Free Financial Needs Analysis for Individuals/couples
From the Business:I am one of the most distinguished Financial Planning consultants in Frisco, TX. I specialize in Financial Analysis and Planning, Investment Diversification strategies and Life Insurance needs. I also help parents with unique ways to save for their kids as well as their own college funds. We are a unique financial planning firm which concentrates on educating our customers on the financial planning concepts and help them uncover any gaps in their planning to be able to secure a reliable financial future. We also specialize in Retirement planning, Life Insurance and Protection with long term benefits, Will and Trust planning. We facilitate alternative investments like Real Estate (investments in Land) and Oil - Gas projects in the US.Read more
Northwestern Mutual Wealth Management Company
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16 Years in Business
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Claimed
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Open now
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Language:English , Punjabi +3 more
From the Business:Omar Saeed Financial Adviser NM WMC is available in Sugar Land, Texas. I have been serving clients in the financial services industry for over 15 years based out of Houston. As a Million Dollar Round Table qualifier, I have dedicated my career to thoughtful, comprehensive financial planning for my diverse client base. As a Financial Advisor, I recently accepted the promoted role as a Field Director at Northwestern Mutual where I will not only serve my clients but also direct the growth of the South Asian market for Houston. I focus on wealth management, asset protection, profit sharing, defined benefit retirement plans, and special needs planning. I am well-versed in all aspects of qualified and non-qualified plans, including 401k, 403b, 457, KEOGH, Roth IRA, and SEP plans. If anyone needs financial advice please contact me for more details. Read more
Everything You Need to Know About Financial & Taxation Services
Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!
Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For most of us, taxes are more like that distant cousin you only remember when they show up — demanding attention, documents, and deadlines.
Understanding the Child Tax Credit: Maximizing Your Benefits
What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial responsibilities of raising children. It reduces tax liability for eligible parents and offers partial refunds even if no taxes are owed. To qualify, the child must meet specific criteria, including age, relationship, residency, and citizenship. The credit supports essential expenses like childcare and education, providing financial relief and stability for families.
Understanding the Decline in Your Tax Refund This Year
Why Tax Refunds Are Lower This Year Many taxpayers in the USA and Canada have noticed a significant drop in their tax refunds in 2024. This trend can be attributed to several factors, including changes in tax laws, adjustments in withholding, and the expiration of pandemic-related tax benefits.
How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes
International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongoing situation in Ukraine serves as a stark reminder of how these events can influence taxation and investment landscapes, creating challenges and opportunities for individuals and businesses alike.
How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)
So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Google it” — but 3 tabs later, you’re watching cat videos and forgetting what HRA even means. Enter: The Finance & Tax Expert — your budget’s best friend and confusion’s worst enemy. But how do you know who’s good?
What a TikTok Ban Could Mean for Business Taxes and Compliance!
Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses are encouraged to consult finance and taxation professionals to maximize deductions, ensure compliance, and develop sustainable strategies for future growth. These experts can provide tailored advice to help businesses transition smoothly and stay competitive in an evolving digital landscape.
Understanding Taxes on 401(k) Distributions: What You Need to Know
401(k) distributions refer to withdrawing funds from your retirement account, with tax implications based on timing and method. Standard withdrawals after age 59½ are taxed as ordinary income, while early withdrawals may incur a 10% penalty plus taxes. Rolling over to another retirement plan can avoid immediate tax consequences. It's essential to plan distributions, understand exceptions, and consult professionals to manage taxes effectively.
Understanding Self-Employment Taxes: A Comprehensive Guide
What is Self-Employment Tax? Self-employment tax is a critical aspect of managing your finances as a self-employed individual. Unlike traditional W-2 employees, self-employed individuals must handle their own Social Security and Medicare taxes, collectively known as self-employment tax. This tax ensures that self-employed workers contribute to these essential programs. How much is Self-Employment Tax?
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