Best Indian Finance & Tax Firms in and Near Sugar Land, TX

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VVS Financial Services in Sugar Land, TX

VVS Financial Services

Financial & Taxation Services Serving in Sugar Land Area
  • 9
    Sulekha score
  • work_history10 Years in Business
  • translateLanguage:Telugu , Urdu +2 more
  • 20306229

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Known for its thriving energy sector, Sugar Land, TX also boasts robust financial planning thanks to VVS Financial Services. Offering a comprehensive suite of services from investment management to college funding, we tailor solutions to fit every phase of life's financial journey. Let our expert advisors guide you through estate, retirement, and long-term care planning, ensuring a secure future in Sugar Land's dynamic economy.Read more

Visam Financials in Sugar Land, TX

Visam Financials

Financial & Taxation Services Serving in Sugar Land Area
  • 6.3
    Sulekha score
  • work_history Established Since 2019
  • translateLanguage:English , Tamil

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Nestled in the bustling city of Sugar Land, TX, Visam Financials has been a trusted partner for 7 years, offering comprehensive financial and taxation services. Catering to the city's diverse professional populace, from healthcare workers to oil and gas industry professionals, our expert services range from investment management and estate planning to tax optimization and retirement planning. We're dedicated to helping Sugar Land residents secure their financial future.Read more

Infinitefs LLC in Sugar Land, TX

Infinitefs LLC

Financial & Taxation Services Serving in Sugar Land Area
  • 9
    Sulekha score
  • work_history2 Years in Business
  • translateLanguage:English , Hindi +3 more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

A2F Prosperity Hub in Sugar Land, TX

A2F Prosperity Hub

Financial & Taxation Services Serving in Sugar Land Area
  • 9
    Sulekha score
  • work_history10 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:With a decade of experience, A2F Prosperity Hub is a trusted choice for financial and taxation services in Sugar Land, TX. Navigating the thriving local economy and diverse financial needs of this vibrant city, we offer specialized services including Investment Management, Estate and Retirement Planning, and Long Term Care Insurance. Our expertise also extends to College Funding, Financial Forecasts, and Business Succession Planning. We're dedicated to fostering financial security and prosperity in Sugar Land.Read more

Quantum Leap Wealth in Sugar Land, TX

Quantum Leap Wealth

Financial & Taxation Services Serving in Sugar Land Area
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Tamil , Telugu +2 more
  • 4153441

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

MUDRA WEALTH CREATION in Sugar Land, TX

MUDRA WEALTH CREATION

Financial & Taxation Services Serving in Sugar Land Area
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:With 27 years of expertise, Mudra Wealth Creation offers personalized financial and taxation services in Sugar Land, TX. Catering to the needs of this flourishing city, we provide estate planning, retirement planning, and long-term care insurance to support the thriving healthcare professionals. Our financial advisors excel in college planning and funding, aligning with the city's focus on higher education. Experience comprehensive financial planning tailored to the unique demands of Sugar Land.Read more

Shweta Patel Licenced Financial Professional in Sugar Land, TX

Shweta Patel Licenced Financial Professional

Financial & Taxation Services Serving in Sugar Land Area
  • 9
    Sulekha score
  • work_history3 Years in Business
  • translateLanguage:English , Hindi

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:

Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shweta's approach is centered on understanding the specific goals and circumstances of each client, ensuring that every financial plan is uniquely designed to help them achieve lasting security and prosperity.

With a keen understanding of complex financial matters, Shweta excels at guiding clients through key decisions related to wealth growth, asset protection, and long-term financial planning. Her work is not just about numbers; it's about empowering clients to make informed choices that align with their aspirations. Whether it's planning for retirement, managing investments, or protecting loved ones with appropriate insurance, Shweta's commitment is to provide the tools, knowledge, and support necessary to make sound financial decisions.

As a trusted advisor, Shweta Patel fosters long-term relationships with her clients, prioritizing their best interests and offering ongoing guidance throughout life's financial milestones. Her personalized services are designed to help clients confidently navigate the financial landscape, knowing they have a professional partner looking out for their well-being. For more details about her services, visit her profile on Sulekha.

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Vela Life Plan in Sugar Land, TX

Vela Life Plan

Financial & Taxation Services Serving in Sugar Land Area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Serving the vibrant community of Sugar Land, TX for over 5 years, Vela Life Plan provides comprehensive financial and taxation services. Catering to the city's booming energy sector professionals, we specialize in investment management, estate planning, and retirement planning, along with personal tax planning, cash flow management, and business entity selection. Tailored solutions for Sugar Land's dynamic economy.Read more

Vyom Financial GROUP INC in Sugar Land, TX

Vyom Financial GROUP INC

Financial & Taxation Services Serving in Sugar Land Area
  • 5star5 Reviews
  • 6.5
    Sulekha score
  • work_history Established Since 2021
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:With 5 years of experience, Retire Wisely Financial Services in Sugar Land, TX provides comprehensive financial solutions. In this thriving energy sector hub, we offer services like Investment Management, Estate Planning, and Retirement Planning. Our expertise extends to Cash Flow and Business Succession Planning, vital for local businesses. We also assist with Long Term Care Insurance, Financial Advising, College Planning/Funding, and Living Will and Trust. Trust us to navigate your financial future.Read more

Axon Financial Services in Sugar Land, TX

Axon Financial Services

Financial & Taxation Services Serving in Sugar Land Area
  • 9
    Sulekha score
  • work_history9 Years in Business
  • translateLanguage:Telugu , Malayalam +4 more
  • Financial Advisor Avg - $400

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:With 9 years of experience, Axon Financial Services in Sugar Land, TX, adeptly handles investment management, estate planning, and more. As the city thrives on local business activity, our expertise in business entity selection and financial planning proves crucial. We also cater to Sugar Land's diverse professions and lifestyle needs with services like retirement planning, long term care insurance, and college planning/funding.Read more

Showing 1 - 10 of 120 results

All "Financial & Taxation Services" results in Sugar Land, TX

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Shawn Parikh is the Founder-Chairman of Entigrity Offshore Staffing. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & business. He forged the foundations of Entigrity to help bridge the existing gaps that plague the accounting community, finding and retaing talent being a top concern. Shawn can be best described as a visionary and strategist on technology and firm management in the accounting profession. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, Linkedin Marketing, etc.Entigrity is a leading offshore staffing solutions provider to major accounting and tax firms situated across North America. We help small and mid-sized accounting business firms hire qualified and experienced offshore staff at economical costs, starting at $10 per hour. We have served over 600+ CPAs and public accounting firms nationwide with an unmatchable client retention rate!. Entigrity's headquarter is in Sugar Land, TX, and 5 offshore offices are in India; 3 and 1 each are in Ahmedabad, Mumbai, and Vadodara, respectively.ur hiring model entails professionals having vast experience along with high academic credentials and skillsets. Our unbending hiring process involves our clients in interviewing, testing, and selecting numerous candidates for the offshore staffing requirements of their firm. Since each firm's requirements vary significantly, we evaluate their needs and accordingly recommend profiles filtered to best suit the firms' needs.Read more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Accountant Services, Auditing Services, Business Tax Planning, Estate Planning, Financial Advisor, Financial Planning, IRS Representation, Payroll Processing, Tax Consultants Services, and Tax Preparation services Ahmed CPA is a CPA firm established to help businesses across the USA grow to meet all accounting and tax requirements. A rich financial accounting and reporting firm providing upscale service from handling simple payroll concerns to more complex audit and assurance problems. As one of the leading CPA firms in Houston, TX, we integrate the industry’s best practices and updated accounting, audit, and taxation standards; U Ahmed CPA improves your business integrity. At U Ahmed CPA, we offer services to a myriad of industries and sectors. We are a specialist non-profit accounting firm in Houston with a reach that expands to all the states across the US.Read more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Kapil Mathur Financial Advisor leads the group in providing advisory services and financial advice for high net worth individuals, corporate executives, business owners, and family offices. Kapil consults with his clients throughout the entire wealth management process, including tax, trust & estate strategies, concentrated position diversification, strategic asset allocation, portfolio management and ongoing portfolio review. Kapil is also the team’s portfolio manager for all discretionary portfolios. Prior to Morgan Stanley, Kapil spent several years as an investment banker and a consultant (at McKinsey & Company). Canadian by birth and a proud Texan, Kapil received his undergraduate degree in Business Honors and Finance from the University of Texas at Austin and his Masters in Business Administration from the Harvard Business School. He is a Past President and Board member of the Harvard Business School Club of Houston and a Board member of Magic Bus Houston and the Cullinan Park Conservancy. Kapil and his wife, Sheela, live in Sugar Land, Texas with their son Shan and their daughter Karina. I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Financial Advisor,Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Finance & Accounting Training,Financial Planning,Financial statement Analysis,Income Tax Preparation,Long Term Care Insurance,Money Transfer Services,Retirement PlanningRead more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Vivek Mehta Financial Advisor providing advisory services and financial advice for high net worth individuals, corporate executives, business owners, and family offices. Kapil consults with his clients throughout the entire wealth management process, including tax, trust & estate strategies, concentrated position diversification, strategic asset allocation, portfolio management and ongoing portfolio review. I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Financial Advisor,Accountant Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Estate Planning,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Foreign Accounts Disclosure,Income Tax Filing,Income Tax Preparation,Investment Management,Long Term Care Insurance,Retirement PlanningRead more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Tarika Nath Financial Advisor has delivered comprehensive financial planning for over 500 clients at Morgan Stanley. She is a recipient of the prestigious CERTIFIED FINANCIAL PLANNER™ designation, demonstrating the highest standard of excellence in financial planning. As a proud Longhorn, she holds three degrees from The University of Texas at Austin – Economics, Government, and English. Prior to joining Morgan Stanley, she assisted in planning efforts for ultra-high-net worth clients at the J.P. Morgan Private Bank. Tarika believes that building a strong roadmap to outline your financial goals truly helps make the most of your investment strategy long-term. I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Financial Advisor,Accountant Services,Banking Services,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Investment Management,Long Term Care Insurance,Personal Tax Planning,Retirement Planning,Tax Preparation ServicesRead more

Rakesh Jain CPA PC in Sugar Land, TX

Rakesh Jain CPA PC

Financial & Taxation Services Serving in Sugar Land Area
  • 2.9
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Rakesh Jain is a Certified Public Accountant holding a license from the State of Texas, USA. He is also a Chartered Accountant from The Institute of Chartered Accountants of India (ICAI) and holds a Bachelor of Law Degree and a Bachelor (Hons.) of Science Degree (Major – Commerce and Accounting) from the University of Delhi, India. Rakesh is an experienced, dedicated, and committed CPA with exceptional troubleshooting and persuasive skills. He is a result-oriented and challenge-driven professional with over thirty years of international experience in Corporate Accounting, General Ledger, MIS, Costing, International Taxation, Revenue Recognition, External and Internal Audit, CFO services, Financial Reporting, and Analysis of Financial Statements. Rakesh has served in various executive, managerial, and CFO positions with big conglomerates including Big-4 over three continents. He was the Founder Chairman of the very first US Chapter of ICAI in New York (2008-09) and was also the Co-Chair for the Associated Chamber of Commerce (ASSOCHAM), USA Chapter in 2010-11. He served on the International Affairs Committee of ICAI from 2008 to 2010. He is the primary author of a couple of books – ‘Employment-Based Immigration to the United States – A Long Haul’ and ‘Totalization Agreement with the USA will augment billions of Dollars in India’s Forex’.I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Accountant Services, Audit Review & Compilation Services, Bookkeeping, Cash Flow, Compilation Services, IRS Representation, Payroll Processing, Business Valuation, Virtual CFO, Entity Formation, Corporate Tax Return and Planning, Individual Tax Return and Planning, Sales and Use Tax.Read more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Raj, a partner at Deloitte & Touche LLP, is the Cyber Risk Services US Life Sciences & Health Care industry leader for Deloitte Risk & Financial Advisory. Raj has more than 25 years of experience in the field of information governance, security, privacy, risk management, and compliance within the health care industry. His experience includes performing risk assessments, as well as assessing, developing, and implementing strategies and solutions associated with information security and privacy matters. I am one of the most distinguished Financial & Taxation Services in Sugar Land, TX. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,Compilation Services,Financial Advisor,Financial Planning,Income Tax Preparation,Long Term Care Insurance,Money Transfer Services,Personal Tax Planning,Retirement Planning,Tax Preparation ServicesRead more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

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 helps us determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimate expenses, implement a savings program, and manage 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

Commercial Property Tax & Technical Services, LLC in Sugar Land, TX

Commercial Property Tax & Technical Services, LLC

Financial & Taxation Services Serving in Sugar Land Area
  • 2.9
    Sulekha score
  • work_history15 Years in Business

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Commercial Property Tax & Technical Services, LLC is a company that specializes in providing expert services related to commercial property taxation and technical support. The company helps businesses navigate the complexities of property tax assessments, appeals, and management. Its offerings include property tax consulting, where they advise clients on minimizing liabilities, and tax assessment reviews to identify potential discrepancies in property valuations. The company also provides technical support for property tax records and data analysis, ensuring clients have the tools they need to make informed decisions. Additionally, Commercial Property Tax & Technical Services represents clients during tax appeals, working to lower the assessed value of properties, and ensures compliance with all relevant tax laws through accurate filings and timely payments. With a focus on optimizing clients' commercial property investments, the company strives to deliver comprehensive solutions for managing property tax burdens.Read more

Serving ZIP Codes:30101, 77478, 77479, 77487, 77498

From the Business:Tax Masters 101 is a professional tax advisory service specializing in tax preparation, planning, and resolution for individuals and businesses. With expertise in federal and state tax laws, the company provides comprehensive solutions for filing tax returns, maximizing deductions, and ensuring compliance with IRS regulations. Tax Masters 101 also assists clients with tax audits, debt relief, payroll taxes, and strategic financial planning to minimize liabilities. Whether helping businesses manage payroll taxes or individuals navigate complex tax issues, Tax Masters 101 is dedicated to delivering reliable, accurate, and client-focused tax solutions.Read more

Business Offers

Ratings & Reviews for Financial & Taxation Services

perm_identityRajesh Patel
calendar_month1 week ago

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

perm_identityJessica Celestino
calendar_month3 weeks ago

Chet is AMAZING! He really cares about his clients and making sure everything is properly in order. He is very knowledgeable in his field. He is also very responsive via text, call, and email so if it is a complex tax situation you will never feel alone in it. I would never use anyone else for tax related matters.

perm_identityTifo ben
calendar_month1 month ago

Professional ????

perm_identityGirish Arora
calendar_month1 month ago

Best Service Family Atmosphere Great service with a Smile

perm_identityShmuel Leonidas
calendar_month2 months ago

Very nice service

calendar_month2 months ago
perm_identitySandeep

As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.

grading
calendar_month2 months ago
perm_identityShyam Iyengar

Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend

calendar_month3 months ago
perm_identityPrashant Bhardwaj

I consulted ManageMyTaxes about new business setup when dealing with a foreign entity. They clearly explained what complexities are involved w.r.t taxes and compliance on the US side when dealing with foreign entities or subsidiaries. They also provided good advice and references about setting up of merchant services within the US. Regarding foreign subsidiary or partnership, they advised to get in touch with a tax or legal expert on the foreign side because the local laws and compliance applicable in another country would require local expertise.

calendar_month4 months ago
perm_identityPrincal Patel

Great experience with quick steps

calendar_month4 months ago
perm_identityA A

We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!

calendar_month4 months ago
perm_identityGomathi S

We've been with GoalSeek for a couple of years now - They are highly professional, knowledgeable about the latest tax laws, and always respond to questions in a timely manner. They ensured our returns are filed accurately and on time.

calendar_month4 months ago
perm_identityMuthu Bala

We had excellent tax filing service from Natraj.

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month4 months ago
perm_identityShashank Venkat

Being new to the US, I was looking for guidance on financial planning and wealth management. The team at Eagle Harbor Advisors was extremely helpful. They patiently walked us through options and built a strategy tailored to our needs. I credit them for helping coordinate between my wife and my account. Their personalized approach and responsiveness really stood out. Highly recommend.

calendar_month4 months ago
perm_identityAftab Mithwani

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

calendar_month5 months ago
perm_identityMehulkumar Patel

Ankita Amin is proving book keeping and tax related services for last 3 years and she has been really helpful. She provides really good suggestions as per legal requirements she provides response for any query on time. I would definitely recommend her for any Bookkeeping and tax related sevices.

calendar_month5 months ago
perm_identityVincent Chou

I've been working with Shamsher and the team since 2020, and I can't recommend them highly enough. Shamsher has been incredibly helpful over the years, patiently answering all my questions especially around capital gains and providing smart, proactive tax planning advice. Thanks to their guidance, I've saved a significant amount of money on taxes that I almost certainly would have overpaid without their expertise. The service feels genuinely personalized, which sets them apart from other CPAs I've tried in the area. It's not just about filing returns, they really take the time to understand your situation and plan ahead. What stands out most is the level of support. I've even reached out late at night with urgent questions, and Shamsher has always responded quickly and helped me sort things out. That kind of availability and dedication is rare. If you're looking for a knowledgeable, responsive, and client-focused firm, I would definitely choose them over others in the area. Highly recommended!

calendar_month7 months ago
perm_identityAakash

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

calendar_month10 months ago
perm_identityNaveen Pillala

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

calendar_month
perm_identityKrishna Vijayan

Really helpful.

calendar_month
perm_identityVinay Nayak

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

calendar_month
perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

calendar_month
perm_identitydialsunny

Anand was highly efficient in filing the tax returns. He is very knowledgeable.

calendar_month
perm_identityCornelius Vaikuntam

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

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perm_identitySyed Maudood

They are Profesional in there work.

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perm_identitymike arora

Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.

calendar_month
perm_identityAashish Patel

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

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perm_identityGeorge Hanna

Very helpful and great custmer service!

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perm_identityJyotsna Sharma

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

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perm_identityJagadeesht

The reliable place to get the services done with peace of mind.

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityWilliam Mahoney

Been going since they had Long Island tax in east meadow. Although now retired and just get short forms, it’s worth price. If EVER in trouble or problem they got you on top priority. Silly to go anywhere else. I go from Levittown. William J Mahoney

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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perm_identitysindhu

Been getting our taxes down here for 3 years now. Roshan Kumar is very good and had your best interest in mind. He has advice on what you can do in the future to help with getting the most money you can back.

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perm_identityAshwin

Thank you Darshana Patel... Highly Recommend to my Friends.

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