BEST Tax Preparers in Sugar Land, TX

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

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

Sunil Maini CPA PC in Sugar Land, TX

Sunil Maini CPA PC

Tax Preparation Services Serving in Sugar Land Area
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English , Hindi

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

From the Business:Sunil Maini Certified Public Accountant PC is a well-established financial and taxation service provider serving clients across the Dallas–Fort Worth metro area. With over 20 years of experience, the firm has earned a strong reputation for delivering dependable accounting, tax, and advisory services to individuals, families, and growing enterprises. Known for its client-focused approach, the firm takes time to understand each client’s financial situation and provides guidance that is practical, clear, and result-driven. The firm offers a comprehensive range of services including tax preparation and planning, bookkeeping, payroll management, financial reporting, and business advisory. It caters to diverse industries and ensures that every client receives personalized solutions tailored to their financial goals. Whether handling routine accounting needs or complex financial challenges, Sunil Maini CPA PC simplifies processes and helps clients stay compliant while improving financial efficiency. Serving the Dallas/Fort Worth area for over two decades, the firm is committed to building long-term relationships based on trust and expertise. Clients benefit from working with an experienced financial advisor who listens, understands, and provides the right strategies to make informed decisions. Sunil Maini Certified Public Accountant PC continues to support clients in achieving stability, growth, and long-term financial success.Read more

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen in Sugar Land, TX

D C TAX Specializing For H1 Visa And Green Card Holders And Citizen

Tax Preparation Services Serving in Sugar Land Area
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:Punjabi , English +1 more
Accountant 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

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

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

Ravi Dave Financial in Sugar Land, TX

Ravi Dave Financial

Tax Preparation Services Serving in Sugar Land Area
  • 5star2 Reviews
  • 6.8
    Sulekha score
  • work_history5-15 years in Business
  • translateLanguage:English , Hindi +1 more
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Best Mortgage, Cash Flow Analysis, Certified Professional Tax Preparer, Home Loan Agent, Individual Tax Return, Indiviual Tax Filing, Latest Mortgage Quotes, Mortgage Refinancing, Non-Filed Tax Returns, Property Mortgage, Property Tax Loans, Purchase Loan, Purchase Mortgage, Special Circumstance Mortgages, Tax Implications, Auto and Home Insurance, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Insurance Quote, Tax Preparer Specialist, Mortgages, Insurance Agency, Personal Tax Preparation, Mortgage Banking, Tax Analysis, Accounting Systems, Hindi insurance agent, Broker, Indian insurance agents, Independent Insurance agents, Workers Compensation Insurance, Tax Efficient Investments, Indian Mortgage Broker, Desi Broker, Desi Mortgage, Desi loan officer, Business and Individual tax filing, ATV Insurance, Snowmobile Insurance, Motor Home Insurance, Motor Cycle Insurance, Long Term Insurance, Joint Life Insurance

Serving ZIP Codes:30101, 30102

From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

Raman Abrol CPA in Sugar Land, TX

Raman Abrol CPA

Tax Preparation Services Serving in Sugar Land Area
  • 5star50 Reviews
  • 9.5
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English
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

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

From the Business:Navigating the financial landscape in Sugar Land, TX, can be demanding due to its thriving economy and diverse business environment. Raman Abrol CPA, with 16 years of experience, specializes in offering comprehensive financial and taxation services. From multinational accounting to IRS representation, they excel in assisting both individual taxpayers and businesses with tax planning, payroll processing, and auditing services. Their expertise in local and international tax consulting, paired with personalized bookkeeping and financial forecasting, helps clients stay afloat in Sugar Land's dynamic economic climate.Read more

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

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

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

From the Business:Experience financial peace of mind in Sugar Land, TX, with Sure Financial and Tax Services. With 5 years of expertise, we offer comprehensive financial and taxation solutions tailored to the needs of our diverse clientele. From accountant services to retirement planning, we handle it all. Whether you're an oil industry professional or a small business owner, we help you navigate the complex financial landscape with ease. Trust us for accurate, timely, and reliable services.Read more

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

From the Business:With over 15 years of experience, Northeast Solution CPA in Sugar Land, TX, is your trusted partner for comprehensive financial and taxation services. Catering to Sugar Land's diverse entrepreneurial community, we offer customized services from multinational accounting to personal tax planning. Our expertise in the local regulatory environment ensures your financial peace of mind.Read more

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

From the Business:For 15 years, Goalseek Shared Services Pvt Ltd has been a trusted partner for Sugar Land's thriving community of entrepreneurs and professionals. Specializing in a comprehensive range of fiscal services, from tax planning and payroll processing to financial forecasting, Goalseek helps Sugar Land's businesses navigate complex financial landscapes while laying a solid foundation for sustainable growth.Read more

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

From the Business:With 15 years of experience, Virtual Accounting And Tax Solutions Inc in Sugar Land, TX, is your trusted partner for comprehensive financial and taxation services. Recognizing the city's bustling business activity and the diverse needs of its residents, we offer a range of services from personal tax planning and IRS representation to international tax consulting and retirement planning. Our tailored solutions address your unique financial situation, ensuring peace of mind in Sugar Land's dynamic economic landscape.Read more

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All "Tax Preparation 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: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

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: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

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

From the Business:Makhija CPA LLC is an accounting firm based in Sugar Land, Texas, that offers a wide range of services to small and mid-sized businesses. Founded in 2019, the firm is led by Ranjit Makhija, a seasoned CPA with extensive experience in the oil and energy sectors. The firm specializes in tax planning and preparation, ensuring clients minimize tax liabilities while complying with federal and state regulations. They also provide outsourced bookkeeping and accounting services, maintaining accurate financial records and offering valuable insights to support better business decisions. In addition, Makhija CPA LLC handles payroll processing, ensuring timely and accurate payments while staying in line with applicable laws. The firm caters to small and mid-sized businesses in the Houston area, including communities like Sugar Land, Katy, Bellaire, and Cinco Ranch, among others. Makhija CPA LLC’s focus is on delivering personalized, reliable, and proactive financial services that help clients optimize their financial processes and achieve their business goals. Their approach ensures clients receive tailored advice and strategic planning for long-term success.Read more

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

From the Business:Affordable Tax Service LLC is a trusted tax preparation firm located in Sugar Land, Texas, serving clients in surrounding areas including Richmond, Rosenberg, Stafford, Missouri City, and Houston. The firm specializes in providing accurate and affordable tax services for both individuals and small businesses. They offer a range of services including personal and business tax preparation, bookkeeping, electronic filing of W-2 and 1099 forms, and notary public services. With a commitment to maximizing clients' refunds and offering flexible payment options, Affordable Tax Service LLC ensures a seamless and professional experience for all clients.Read more

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

From the Business:Pooja Group Inc. is a professional accounting and consulting firm based in Sugar Land, Texas, providing dependable financial services to individuals and small businesses. The firm focuses on delivering accurate accounting, tax preparation, and advisory services that support long-term financial stability. With a strong emphasis on compliance and clarity, Pooja Group Inc. helps clients manage their finances efficiently while minimizing risks. Their services are designed to support entrepreneurs, growing businesses, and individuals who need reliable guidance in managing income, expenses, and tax obligations. The firm believes in building lasting client relationships through transparency, responsiveness, and personalized attention. By understanding each client’s financial goals, Pooja Group Inc. delivers practical solutions that align with both short-term needs and long-term objectives. Their commitment to ethical practices and consistent service quality has earned the trust of clients across Texas.Read 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 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. Thanks Read more

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

From the Business:NNP Accounting & Tax Consultants provides reliable, professional, and client-focused accounting and taxation services designed to support individuals, entrepreneurs, and businesses with confidence. Specializing in tax planning, bookkeeping, financial reporting, compliance, and business advisory, the firm is committed to delivering accurate solutions tailored to each client’s financial goals. With a strong emphasis on integrity, transparency, and timely service, NNP Accounting & Tax Consultants helps clients simplify complex financial processes while building a solid foundation for long-term growth and success. Their approach combines expertise with personalized attention, making financial management more efficient, strategic, and stress-free.Read more

Business Offers

Ratings & Reviews for Tax Preparation 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_month8 months ago
perm_identityMukkul Jayhne

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

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.

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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.

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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_identityBryce Earls

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

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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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