Best Indian Finance & Tax Firms in and Near Yuba City, CA

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MUDRA WEALTH CREATION in Yuba City, CA

MUDRA WEALTH CREATION

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

Serving ZIP Codes:95991, 95993

From the Business:With 27 years of experience, Mudra Wealth Creation is a cornerstone of financial planning in Yuba City, CA. Specializing in estate planning, retirement planning, and long-term care insurance, we understand the unique financial needs of our city's diverse agricultural and military communities. We also offer college planning and funding services to help local families secure a bright future.Read more

G's Financial Harbor in Yuba City, CA

G's Financial Harbor

Financial & Taxation Services Serving in Yuba City Area
  • 5star38 Reviews
  • 7
    Sulekha score
  • work_history Established Since 1998
  • translateLanguage:English , Hindi

Serving ZIP Codes:95991, 95993

From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.

As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.

In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.

Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.

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Rising Sun Financial Services in Yuba City, CA

Rising Sun Financial Services

Financial & Taxation Services Serving in Yuba City Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi +2 more
  • 1576030

Serving ZIP Codes:95991, 95993

From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Axon Financial Services in Yuba City, CA

Axon Financial Services

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

Serving ZIP Codes:95991, 95993

From the Business:With 9 years of experience, Axon Financial Services is a trusted partner for financial and taxation services in Yuba City, CA. Amidst the city's bustling agriculture business, we expertly navigate investment management, estate planning, and business entity selection to support local growth. Our holistic approach includes retirement, college, and financial planning, as well as long-term care insurance.Read more

Serving ZIP Codes:95991, 95993

From the Business:TulaVantage - Wealth and Healthcare Services, located in the heart of Yuba City, CA, is your expert in financial and healthcare planning. With an understanding of the city's focus on agriculture and the needs of its hardworking residents, we offer tailored Investment Management, Estate Planning, and Notary Services. We're also your trusted partner for Retirement, College Funding and Financial Planning, helping you secure your future in this vibrant city.Read more

Wealth Summit Financial in Yuba City, CA

Wealth Summit Financial

Financial & Taxation Services Serving in Yuba City Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:95991, 95993

From the Business:Wealth Summit Financial in Yuba City, CA draws on five years of experience to provide expert financial and tax services. Understanding the needs of our community, including the many agricultural professionals, we offer a range of services from notary and estate planning to retirement and personal tax planning. Our dedicated team also specializes in life and long-term care insurance, financial advisory, term insurance, and college planning/funding. We can even assist with living wills and trusts, ensuring your finances are in order for every stage of life.Read more

Quantum Leap Wealth in Yuba City, CA

Quantum Leap Wealth

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

Serving ZIP Codes:95991, 95993

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

Serving ZIP Codes:95991, 95993

From the Business:

Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputation as one of the most reliable accounting firms in the area. Locally owned and operated, we have dedicated ourselves to making tax season, payroll management, and financial planning as stress-free as possible for individuals and businesses alike.With over a decade of experience, we’ve seen firsthand how overwhelming managing financial obligations can be. That’s why we believe in a team approach, working closely with our clients to ensure their financial health is properly managed. Our knowledgeable team combines years of experience and diverse backgrounds to deliver a comprehensive suite of services. Whether you’re filing taxes for the first time, running a business, or need ongoing payroll support, Alam One Stop Tax and Accounting Services is here to help.At Alam One Stop, we understand that navigating financial services can feel overwhelming. That’s why we approach each client with understanding, providing customized solutions that are specific to your unique financial situation. We’re not just about numbers; we’re about people and their long-term success. We invite you to discover the power of our services and experience how we can make your financial world easier to manage.

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Serving ZIP Codes:95991, 95993

From the Business:Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.Read more

Serving ZIP Codes:95991, 95993

From the Business:Financial & Taxation Services in Colonia, NJ? Get professional support for personal, business, and long-term financial needs. Services include accounting, bookkeeping, income tax preparation and filing, tax planning, financial planning, cash flow management, and financial statement analysis. Whether you are an individual, entrepreneur, or established business, personalized guidance can help you better organize your finances and understand your financial position. Business owners can receive assistance with business entity selection, incorporation services, business tax planning, business succession planning, financial forecasts, and IRS representation. Support is also available for foreign accounts disclosure and personal tax planning, helping clients understand documentation and applicable tax responsibilities. For long-term financial goals, services include investment management, retirement planning, financial advisory, and college planning and funding. Financial professionals can review your goals, income, assets, expenses, and future priorities to help develop an organized financial strategy. From routine bookkeeping and tax preparation services to more complex business and financial planning needs, professional guidance can make financial management easier to understand and manage. If you are seeking accountant, tax consultant, financial advisor, or business financial services in Colonia, NJ, connect today to discuss your specific requirements and available solutions.Read more

Showing 1 - 10 of 120 results

All "Financial & Taxation Services" results in Yuba City, CA

Star Employment Agency in Yuba City, CA

Star Employment Agency

Financial & Taxation Services Serving in Yuba City Area
  • 2.9
    Sulekha score
  • work_history16 Years in Business
  • translateLanguage:English

Serving ZIP Codes:95991, 95993

From the Business:We have been in business for over 16 years and working with the Yuba Sutter residents. Our services are: Bookkeeping, Accounting, Tax Preparation, Payroll, Business Taxes, Individual Taxes and more. Read more

Serving ZIP Codes:95991, 95993

From the Business:We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address. Investing principles and strategies, Retirement investing and distribution strategies, Estate conservation issues, Risk management.Read more

Serving ZIP Codes:95991, 95993

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 determines 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

Showing 1 - 3 of 3 results

Business Offers

Ratings & Reviews for Financial & Taxation Services

perm_identityMehta
calendar_month4 weeks ago

VVS Financial Services provided excellent guidance and made financial planning much easier to understand. Srinivas was patient, professional, and took the time to understand our goals before discussing suitable strategies. I highly recommend their personalized approach.

perm_identitySruthi
calendar_month4 weeks ago

Excellent financial planning experience with VVS Financial Services. Srinivas is approachable, knowledgeable, and takes the time to explain important financial decisions. I especially appreciated the guidance around retirement and investment planning. Highly recommended for anyone looking for professional financial guidance.

perm_identityArthi
calendar_month1 month ago

I had a great experience with VVS Financial Services. The guidance on retirement planning, investments, and long-term financial goals was clear and easy to understand. Srinivas genuinely focuses on the client's needs rather than simply recommending products.

perm_identityAmit
calendar_month1 month ago

VVS Financial Services helped me look at my financial goals from a much clearer perspective. Their approach is organized, thoughtful, and focused on understanding individual circumstances. The communication was excellent throughout the process.

perm_identitymedha thakker
calendar_month1 month ago

Has always guided me and my business with best knowledge and expertise. Highly recommend them.

calendar_month1 month ago
perm_identitySneha

Very professional and knowledgeable financial advisor. Srinivas explained different financial options clearly and answered all my questions without making the process complicated. I appreciate the personalized attention and would definitely recommend VVS Financial Services.

calendar_month1 month ago
perm_identityAnson Patrick

I highly recommend Sabu Syriac CPA and Syriac CPA Tax & Accounting Services. As a small business owner I have had a great experience working with Sabu and his team. They help us with bookkeeping accounting payroll IRS matters business tax returns corporation tax returns and individual tax returns. Sabu is very knowledgeable about tax planning and tax saving strategies and always explains things in a simple and friendly way. The team is professional responsive and very helpful whenever we have questions. I feel comfortable calling them whenever I need help with my business or taxes. I highly recommend Sabu Syriac CPA to any small business owner looking for a reliable CPA and accounting firm.

calendar_month1 month ago
perm_identityRanjith Menon

As a restaurant owner, I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu and his team have been very helpful with our restaurant bookkeeping, payroll, sales tax, business tax preparation, and tax planning, and they understand the unique accounting needs of restaurant owners. Sabu is knowledgeable, responsive, and always provides practical tax strategies to help our business stay compliant and manage taxes effectively. If you are looking for a reliable CPA, accountant, or bookkeeper in Artesia, Cerritos, or the Los Angeles area, I highly recommend Sabu Syriac and his team.

calendar_month2 months ago
perm_identityAmbili Reji

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. As a retail business owner, I have been very impressed with Sabu’s knowledge and experience in tax planning, tax strategies, business accounting, bookkeeping, and tax preparation. He understands the needs of business owners and provides valuable guidance for corporations, small businesses, and individual tax matters, with a strong focus on effective tax-saving strategies and compliance. If you are looking for a knowledgeable and reliable CPA or tax accountant serving the Bay Area, San Francisco, and surrounding areas, I highly recommend Sabu Syriac, CPA and his team.

calendar_month2 months ago
perm_identityRavish Rao

I highly recommend Sabu Syriac, CPA and Syriac CPA Tax & Accounting Services. Sabu is a knowledgeable and experienced CPA who takes the time to understand each client’s tax and accounting needs and explain the best options clearly. If you are looking for a reliable CPA in Artesia, Cerritos, or the Los Angeles area, this is a great firm to work with. They provide professional tax preparation, tax planning and tax strategies, bookkeeping, accounting, payroll, business tax services, and IRS and California tax assistance. What I appreciate most is Sabu’s focus on proactive tax planning and helping business owners legally reduce taxes while staying compliant. His team works with individuals, small businesses, corporations, LLCs, S corporations, and professionals. I would definitely recommend Sabu Syriac, CPA to anyone searching for an experienced tax accountant, business accountant, or CPA near Artesia and Cerritos, CA.

calendar_month2 months ago
perm_identityS U S M I T A M

Deepa is an excellent tax consultant .She did an amazing job in filing my tax which had FBAR and most tax consultants try to avoid clients who have FBAR :) She paid attention to every minute details needed for the filing . Thank you Deepa .Truly appreciate your help .

grading
calendar_month2 months ago
perm_identityRaj Jose

I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.

grading
calendar_month2 months ago
perm_identityMichael Bartlett

We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.

grading
calendar_month2 months ago
perm_identityAbhishek Jha

I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.

grading
calendar_month2 months ago
perm_identityAnita Schayot

NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.

calendar_month2 months ago
perm_identityGregory Caviness

Fast, efficient service. Immediate attention to my special tax filing needs.

calendar_month3 months ago
perm_identityBen Correa

????? I had an excellent experience working with Sabu Syriac, CPA. He was professional, honest, and took the time to ensure my taxes were prepared accurately. Beyond filing my return, he gave me valuable advice on how to better organize my tax documents and business records for future years, which I truly appreciated. I also want to give a special thank you to Bindya Kaur, who was absolutely amazing. She was friendly, knowledgeable, responsive, and made the entire process smooth and stress-free. Her professionalism and excellent customer service truly stood out. I highly recommend Sabu Syriac, CPA, and his team to anyone looking for a trustworthy, knowledgeable, and caring tax professional.

calendar_month3 months ago
perm_identityDivyansh Jain

Amazing services and clear guidance by the CPA. Totally recommend it for all your tax needs.

calendar_month4 months ago
perm_identityAayush Kalantri

I had an excellent tax filing experience with Deepa. She is knowledgeable about both State and Federal tax laws. She even took the time to get me acquainted with international tax regulations, which was incredibly helpful. Communication was prompt throughout, and the entire process was transparent and completely stress-free. I highly recommend Deepa for any tax-related services!

calendar_month4 months ago
perm_identityLikith Purushotham

Deepa was wonderful to work with for my tax filing. She made the entire process simple, organized, and stress-free. She was very responsive, explained things clearly, and handled everything with great care and professionalism. I truly appreciate her guidance and would highly recommend her CPA services.

calendar_month5 months ago
perm_identityNavrattan Kaur

I had a very positive experience with Deepa for my tax return filing. She was professional, knowledgeable, and very patient in answering all my questions. The entire process was smooth, organized, and stress-free. I would highly recommend Deepa to anyone looking for reliable and trustworthy tax and accounting services.

calendar_month5 months ago
perm_identityNilay Somani

Very cooperative to work with and had a seamless experience for the tax filing:) would recommend other people to have her assistance in your tax filing process

calendar_month5 months ago
perm_identitySwarupa Vaishampayan

We’ve had an excellent experience working with Deepa. She is knowledgeable, professional, and always takes the time to explain everything clearly. Filing taxes has been a smooth process since we got her services. I highly recommend her to anyone looking for a trustworthy and experienced CPA.

calendar_month5 months ago
perm_identityPrakash Soni

I am glad that I found Deepa to file my Amended tax return. Very professional and has all the knowledge required to file a tax return. She is at ease to work with complex and simple cases also. Will be using her for my future requirements. All the best Deepa

calendar_month5 months ago
perm_identityAnup Sodhani

Deepa has been amazing with my Family's taxes. She is very organized, meticulous, responsive and thorough in her work. I am so happy to make use of her services. I highly recommend her as a CPA.

calendar_month5 months ago
perm_identityManish Jauhari

I engaged Deepa for tax advice and tax return this year, and was very pleased with her knowledge , professionalism, and the overall services; and the fees was reasonable too. Manish

calendar_month5 months ago
perm_identityHemasagar Babu

Deepa helped file my federal and state taxes with utmost diligence and made the whole process very easy for me. She was always patient in the midst of peak tax season and answered every question I had.

calendar_month5 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month5 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month6 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month6 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month9 months ago
perm_identityLexy D

I have been working with Deepa Atal at Mint Corp Services. She is knowledgeable, but what impressed me most was her friendliness and patience. She took the time to understand my situation and explained it all in a straightforward, concise manner. Tax season normally gives me a headache, but working with Deepa made it all seamless and hassle-free. She was responsive and attentive to details, and she really showed she cared that things were right. That's a great feeling to have a CPA I can trust and lean on. I strongly recommend Deepa and Mint Corp Services!

calendar_month9 months ago
perm_identitySoham Daga

Deepa Atal CPA did an amazing and thorough job while at the same time being quick. As a student with little idea about tax filing, I found her work to be really helpful and it made the whole process super easy. I would definitely recommend!

calendar_month10 months ago
perm_identitySanjiv Kaushik

A very diligent and sincere CPA service

calendar_month10 months ago
perm_identityMukul Kant

I used services from Deepa for filing multiple states taxs and I must say that she is very thorough and diligently in her work.

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identitypam Atwal

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

calendar_month
perm_identityRam Tamang

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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