Financial Advisor Near Me

I can not say enough about working with them . They were informative about deductions I should take. Try saved me a lot in taxes, by being so thorough ans patient sifting through my receipts , finding all of the write offs I could use. Last year my tax returns helped me purchase a new truck. Will need using them every year!!!!+

I have been coming to EzTax Service for 4 years, Kim has always worked hard for every return that she has done for me. she is very knowledgeable and friendly. I had a problem with my taxes because of an error my school made and Kim worked very hard for me and cleared it up. I recommend EzTax service and Kim to everyone that I meet. She has me for a life customer I will not go anyplace else.

Friendly, knowledgeable, thorough, and all at a fair price, WOW!! I cant say enough about Kim. Last year I had an issue with the income reported by the property management co. that was not discovered until after i had filed my taxes. Kiim helped me straighten it all out and filed the ammendment at no additional charge. Her customer service is second to none. I recomend EZ Tax service to all my friends and family.

I'm so glad that I found E Z TAX SERVICE . Kim been help me with my tax returns , she so friendly .

Kim has been doing my our tax returns for some time now , she is very knowledgeable and always does her best to get the most back for her clients . Kim is also friendly which makes our tax going experience that much better ! I would highly recommend stopping by her office for a visit !

Awesome service thank you KIM you alway deliver. See you next year. ????

I have been going to Kim for the last 7 years at least and she is amazing. I have referred many family members and friends who continue to go here year after year. See you again next year Kim ??

Kim is the greatest.

I had a mess with my taxes and Kim did a tremendous job getting my stuff in order and getting me a great return. Very polite and professional highly recommend.

I've gotten my taxes prepared there for five years now and I'll never go anywhere else. Kim is professional, polite, and she does her job very well for an amazing price!

My only dilemma is deciding which I prefer, the friendly service, and awesome smile. Or the very conservative pricing. A tax service I can afford. Amazing!??

Ez tax services they are very professional and quality of services compares to no other.... love the owner she takes her time and makes sure your taxes are correct...

Never returned two calls.

Kim has gone above and beyond. She is extremely patient and knowledgeable. She is prompt in returning calls/emails. She takes her time to explain things in depth and does the best she can for you. She is the best!

Kim was phenomenal. She went into great detail and explained everything along the way. Couldn't recommend her more and will be returning every year.

I am very happy with my experience and will return! Kim is very thorough and knowledgeable, I appreciate the time she took explaining everything I needed to understand about my income taxes.

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

Carmen was very helpful and made the transition into retirement simple and easy.

Carmen has been my financial advisor for at least 15 years. Her office is quick to respond and almost always available, as well as handling my money wisely!

Carmen has been my financial advisor now for the past 7 years very personable lady always responds quickly she keeps up with the latest investment trends. I would highly recommend her for all your financial needs.

We highly recommend Carmen Andrews with Simplified Financial. She is extremely knowledgeable and looks at your finances at a personal level. She is a pleasure to work with. Carey and Laura Berryhill

Carmen has worked with me on my investment portfolio for many years even before there was Simplified Financial. She takes a personal care of my finances. I enjoy working with her and I would recommend her to anyone.

I have been working with Carmen for several years now and plan on staying with her and her staff for the foreseeable future. Carmen and her staff are very knowledgeable and I have been very satisfied with her help on my finances. Carmen and her staff is extremely helpful, polite, friendly, supportive in all of their endeavors to perform in the excellent service that they give.

We have been working with Carmen and her support staff for approximately 8 years. We are very happy with her services and guidance and have recommended friends to her.

Carmen is a superb financial adviser. I’ve known her for many years and trusted her with our investments for the past 5 years. Her communication has been vital to the success of our accounts. I highly recommend Carmen Andrews to oversee your financial investments and future.

We are so happy we found Carmen! She and her team are great to work with and we finally have peace of mind for our future. And they always put the personal touch on service. Highly recommend!

I have been with Carmen for years before she branched out on her own. I have always found her to be very helpful as she explains all this financial stuff. I trust Simplified Financial with finances in this senior moment in my life.

Carmen has always taken great care of us and our retirement account needs! She explains everything very thoroughly and listens to our concerns! We love working with Carmen!

Great meeting with Carmen and a big Thank you to Genesis for scheduling and keeping me informed. I really feel like Carmen has my best long term interest in mind and has a heart of a teacher (and patience of Job).

The best decision I've ever made was allowing Carmen and Company safeguard my future and set my mind at ease. No worries and staying current on all my investments. She is the BEST!!!

Professionals??

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

No one likes to do taxes, but Jonathan takes the pain and stress out of it... not only with his EXTENSIVE knowledge of our tax system but with his easy manner and funny sense of humor! We walk in with a frown and back out with a smile.

This year having our taxes done, was not so great, Couldn't get appt with Johnthan, Which was disappointing, but we got Tony who was very nice, He told us to come back on Monday-to sign the papers, since we had our taxes done on a Saturday, and no one was working in the office that day. When we called, they informed us they sent it out in the mail, we asked why, since we were told we would get a call to come in a take care of it. We came in, and sign our signatures and we thought it was taken care of. Usually we get a e- mail within 24 hrs saying it was accepted from Fed,and State, No email. I called the office on Tuesday and when I explained the situation the young guy that had us sign on Monday he looked and sure enough he forgot to SUBMIT it to the IRS. I'm very disappointed- it seems if Johnthan is not there -things are not up to level you become accustom to. Will have to see and keep my fingers crossed that all will work out.

Very reliable firm for business accounting. We have been with them for more than 10 years.

Helped us with some complicated and difficult nonsense — powerfully knowledgeable and endlessly helpful. Very grateful for their help.

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

Professionals??

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

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

Professionals??

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

Professionals??

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

I recently used GoalSeek Shared Services for my US tax filings for 2024, as well as some bookkeeping support for my small business, and I couldn’t be more impressed! From the very first consultation, their team was incredibly professional, knowledgeable, and responsive. The accountants assigned to my account were highly qualified (a mix of CAs and CPAs), and they made what is usually a stressful tax season completely smooth and hassle-free. They answered every question promptly—no matter how detailed or minor—and provided clear, personalized guidance every step of the way. Their attention to detail ensured everything was accurate, and I felt confident knowing my financial data was secure with their strong emphasis on data protection and private servers. What really stands out is the value for money—they delivered top-quality service at affordable rates, saving me both time and money compared to local options. GoalSeek truly feels like a reliable partner that grows with your business needs. If you’re looking for expert accounting, taxation, payroll, or financial consulting services, especially for US clients, I highly recommend GoalSeek Shared Services Pvt Ltd. They’re a 5-star team in every way! Thank you for the outstanding support.

Great experience with GoalSeek Shared Services Pvt Ltd. Anima Jain was extremely prompt and professional in handling my LLC filings and ensured everything was completed smoothly and on time. Her efficiency helped me save a good amount of money. I’ll definitely be working with them again for future compliance and filings.

Mr. Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both US and India efficiently and seamlessly for my investment portfolios. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs. Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global!

NSKT GLOBALdid my taxes for 2024, in spite of having IRA withdrawals with their knowledge I paid no IRS taxes. Now also I entrusted THEM to do my taxes both in India and USA since I sold my house in India. They are efficient and knowledgeable and can be trusted. J. P.

I really appreciate how Padma took the time to understand my needs and recommend the best options. They didn’t just sell me a policy—they made sure I understood what I was getting and how it would protect me. Very professional and caring service. Thank You So Very Much...

We had a policy with Goodlife financial services. Very good service, especially Padma Raghu was very professional, helpful and prompt . She was so patient in detailing the options that helped us pick the right choice. Would strongly recommend them.

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.

Best thing to happen in this platform for all of us as a provider, agents and clients as well ??????????

Chirag is very Knowledgeable, professional and very helpful. He explained everything line by line for all our questions. He is very good in what he is doing and he takes care of his clients. He go above and beyond to help his clients. Highly recommended!

My family is doing business with them for a few years now. Honestly, we haven’t found someone so knowledgeable, sincere, dedicated, and honest about what they are selling. They care about their customers first and guide them to the best possible outcome for their financial health and future. Great job and thank you for being there for my family.

He fly from Georgia to Chicago to help my family he help me save money buy turning one policy into coverage for my entire family.

I had an excellent experience working with Majestic Wealth Builders. They took the time to really understand my financial goals and walked me through different options in a clear and patient way. What I appreciated most was how they simplified complex topics around life insurance and financial planning so I could make confident decisions for myself and my family. Their professionalism, honesty, and genuine care stood out from the start. I now feel much more secure knowing I have a solid plan in place for the future. I highly recommend Majestic Wealth Builders to anyone looking for guidance with their financial planning or insurance needs.

He personally flew from Atlanta to Michigan to meet me and my friend, going above and beyond to ensure we understood everything. No one had ever explained a plan like this to me before—one that truly protects me and my family’s future. His careful planning and genuine dedication gave me complete confidence.

“I received the best information available, and I had never been aware of anything like this before. He took the time to educate me on everything I have, which truly matters to me. What stood out most is that he genuinely helped me without any monetary motives—his focus was on my well-being and future.”

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.

I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.

I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.

I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.

I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.

I attended one of the presentations on Financial Planning given by Kumar Vutakuri and called him to understand more. He educated me on Financial Planning for me and my family and explained about Retirement planning. He did the free financial health checkup (FNA) and showed us the numbers we require when we retire. He educated us on Protection planning, kids college education and showed us the Road Map for the next 40 years. We ended up having IUL’s for me and my wife and Fixed Indexed Annuity (FIA). He has a lot of patience, and is very committed to helping the families. He has a lot of knowledge on what he is doing. I have recommended a couple of friends also to avail these services.

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

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

The entire team is professional, efficient, and very responsive! I highly encourage using Goodlife Financial Services for financial planning

After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again

Tax Troopers helped me with their top-notch preparation and planning services. They know their stuff and kept me updated on all the latest tax changes. With their help, I felt confident everything was handled correctly and got the best refund possible. Let me know if you have any questions.

I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers

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.

I contacted Laddiji couple years ago for life insurance.He was very professional and diligent in setting me up with best possible life insurance for me. He also advised me to work with an attorney to set up Estate planning trust, which I got done, thanks to him. Recently I called him for advice on setting up a Corp and he again helped me with most timely and accurate advice that helped me do the right thing in my situation. What I appreciate and admire most about Laddi ji is that I he is so courteous and generous and he is an absolute professional that you can trust 100% to give you the right advise.He is not one of those who tries to push you for anything that doesnt make sense for you. Also Mr Shamsher Grewal from his team who helped me with the corp set up information was extremely knowledgeable in this field and very helpful. I am very grateful to Laddi ji and his entire team for always being there for me when I need help. I highly recommend him for any financial investing wealth management or life insurance services, `Sangeeta Bhatia

I used the services of GoalSeek to file my US tax returns. Anima Jain at GoalSeek was very helpful and very prompt. She responded to my questions and concerns very promptly and very clearly. My tax return was quite complicated with three state returns in addition to a federal return, which Anima was able to skillfully file. She explained each component individually when asked, and was very approachable in this regard. I will definitely recommend GoalSeek for US tax return filing!

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

One of the Best Tax Services.

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

Surya is a great person to work with.

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

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.

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

I had a great experience with Sure Financials and Tax Services. Surya Padhi was very polite and knowledgeable for the smooth Tax return filing. Thank you

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.

Sure Financials and Tax Services LLC is excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs!

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him …

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future.

Professionals??

Great service and prompt communication.

Very good services. Quick to respond and detail oriented.

Great customer service and extremely knowledgeable professionals. Highly recommend for tax filing services

Had a great experience with the team at GoalSeek! They were very responsive to any questions and doubts that I had, highly recommend.

Goalseek Shared Services has truly exceeded my expectations. Their accounting and bookkeeping services are second to none. The team is not only highly knowledgeable but also incredibly reliable. I can always count on them to handle my financial matters with the utmost professionalism and accuracy. If you're looking for the best in the industry, look no further than Goalseek Shared Services!

I am very satisfied with the services provided by Anima Jain from Goalseek. She was quick to point out that I was eligible for a refund and helped me file timely returns. I got my refunds also on time. Recommend their services for work related to US tax return filing.

Just completed our taxes for 2024 and had an excellent experience. I worked with Anima and things could not have been better....great communication, kept us informed during the whole process and made a usually stressful time very smooth. Will definitely be using them again next year...thank you!!

I had a great experience working with Goalseek Services for my 2023 & 2024 US tax filing. The team was highly knowledgeable and made the entire process smooth and stress-free. They were prompt in answering all my queries, no matter how small, and provided clear guidance at every step. I really appreciated their attention to detail and timely communication. It's rare to find a service that is both efficient and responsive. Goalseek truly delivered on both fronts. I would highly recommend them to anyone looking for reliable and professional tax assistance.

Shemsher , Is great tax person he give s great tax service and advise on tax saving. It is great place for Tax service.

Laddi is knowledgeable in Indian and US tax laws, investments and real estate. He is very pleasant to work with. His advise on various everyday tax and personal financial planning matters is excellent.

In 2016, I filed my taxes with NRI tax group. I really appreciate them for providing information and they made less tax amount.

I have done my taxes with them last year and they offered the best possible service at good price. Highly knowledgeable and welcoming staff. I also referred this place to my coworkers and family members.

My overall experience with nri tax has been great. Shamsher Grewal is a very knowledgeable tax professional and detail oriented.

The overall experience with NRI Tax Group is beyond an expression. The finesse and the skillfull handling of my work has made me undoubtedly loyal to them. I would for sure recommend them to my friends as we can be absolutely care free while getting the taxes done by this remarkable group

Very rarely, you find a CPA and tax accounting practice that actually gives advice. I had such a bad experience with some of the CPA that advertise on the radio. The hardest part of any CPA practice is to give time to its customers, and that's what NRI tax group does. They gave me enough time while filing my taxes. They provided advice that saved me taxes on my stock options, RSU's, and with my foreign tax reporting for India assets and bank accounts. Please don't waste your time with other CPA's because no one gives advice. By the way, they also specialize in India's tax planning and filing. I also met their sister company NRI Wealth Management. It was great to collaborate with the CPA and Certified Financial Planner at the same time under one roof. Believe me that has never happened before and I have been filing my taxes since 1995 in the US.

Shamsher Grewal and his team is very knowledgeable, experienced, highly skilled and talented tax professional. He has great knowledge about rules and regulations for taxes in US and India which is good for Indian Community and can handle any type of tax matters efficiently and effectively. His advise on various tax laws is excellent. I highly appreciate for his service.

Shamsher Grewal is very knowledgeable and experienced tax professional. He is very well versed in international tax laws, individual and small business taxes. The fee is very reasonable and service is top notch. The office staff is very welcoming and helpful. I have used their services since last 2 years. I recommended them to my friends and relatives.

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly knowledgeable and experienced tax professional, well-versed in international tax laws, individual, and small business taxes. His expertise is unmatched, and he consistently delivers top-notch service. Not only is the fee structure very reasonable, but the office staff is also welcoming and extremely helpful. The overall experience of working with NRI Tax Group has exceeded my expectations time and time again. I highly recommend NRI Tax Group. Their expertise, reasonable fees, and exceptional service make them stand out in the industry.

HELPFUL AND NICE PLACE THANKS FOR HELPING

The BEST CPA in Town...

Amazing tax professionals!

Excellent friendly efficient and will highly recommend

Awsome service Awsome saff. God bless you

Staff is very helpful. They will helpful for me a lot.

Shiva, is awesome and did great job for my taxes

Great Service! Very attentive to your tax needs.

One of the best CPA in town. Office staff is prompt and courteous.

Been going here for 10 years, couldn’t of asked for better service and knowledge

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

Davesh Pathak is the best cite to do your. Taxes you will get the best costumers services I. Recommend them.

They are super duper awesome and so good with taxes!!! I love them!! They rock!!!!!!!!!!!! So glad I found them!! Thanks for all your hard work and dedication to helping others get their taxes done!!!!!!!

Great service! I have been coming to Shiva for 10 years, referred to all of my friends and clients for personal and business.

We been customers At Devesh Pathak for more than 3 years. We are very pleased that we brought our business to them, they have guide us and answer any questions we might have regarding our business. I highly recommend them!

The team at this CPA firm goes above and beyond to provide a level of assistance that is truly commendable. If you're seeking a CPA firm that not only meets but also exceeds expectations, I wholeheartedly recommend this outstanding establishment.

When I moved to US to start a business, the process to handle all my company affairs, accounts, bookkeeping and tax returns are taken care and done perfectly. Just reach out to Dev CPA office and all services taken care. Well Done Thanks team.

Devesh Pathak CPA is quite knowledgeable about tax laws and is very thorough in tax filings. We also do payroll with them. Their payroll staff is quite professional and we can count on them for error-free processing of our payroll. Would strongly recommend!

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

I have been working with Devesh for over 5 years and he is the most knowledgeable CPA I have known. He has been instrumental in my tax planning, strategy and filing. He has helped me and several of my investors and friends save a lot of money by his tax planning skills.

Both Devesh Pathak and Shiva Poudel are a delight to work with. They are very knowledgeable in the tax laws and save maximum allowable money for their clients Shiva was very conscientious in his work and spent valuable time to study my case Definitely recommend their services for tax planning and preparation

CPA Devesh Pathak helped me with my tax filing this year. I recently had the pleasure of working with Devesh pathak and team for my tax filing. From start to finish, the experience was outstanding. Shiva demonstrated an in-depth understanding of tax laws and regulations. They carefully reviewed my financial documents, ensuring accuracy and compliance. Their attention to detail was impressive. Unlike generic tax software, Shiva took the time to understand my unique situation. They asked relevant questions and tailored their advice accordingly. I felt confident that my return was optimized for maximum benefits. My return was prepared promptly, and Shiva kept me informed throughout the process. No last-minute surprises—everything was handled efficiently. Thanks to DEVESH’s expertise, I received a higher refund than I anticipated. Their knowledge of tax-saving strategies made a significant difference. They were respectful, responsive, and dedicated to providing exceptional service. Devesh’s team exceeded my expectations. If you’re looking for a CPA who combines expertise with personalized attention, I wholeheartedly recommend Devesh Pathak CPA.

I had a very positive experience doing my taxes with Mr Pathak and his firm. They have an easy to use portal to upload documents and communicate back and forth. There responses were prompt and fees were very fair and reasonable. Was able to take care of my remaining tax liability before even leaving the office. Would recommend them if you need help with your taxes or LLC.

I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.

From life insurance to investment strategies, Chirag provided comprehensive support and made complex topics easy to understand. His professional approach and genuine care made all the difference. I’m grateful to have him on my financial team.

Chirag is not just a financial advisor; he is a partner who genuinely cares. He took the time to explain every detail and offered tailored solutions for my wealth-building goals. I appreciate his leadership and commitment to helping me succeed.

Working with Chirag has been a game-changer. He helped me navigate retirement planning with patience and expertise. His dedication to integrity and transparency is unmatched. Highly recommend him to anyone looking for trustworthy financial advice.

Chirag truly understands my financial goals and created a personalized plan that fits my family’s needs. His honesty and clear communication made the entire process smooth and stress-free. I feel confident about my future thanks to his guidance.

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.

Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!

Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!

I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!

Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!

he is excellent and has in depth knowledge about this services

As a client, I was impressed by his professionalism and expertise

Highly recommend

Am amazing experience overall. Would highly recommend to anyone looking to financial planning

Very helpful in preparing

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

Very professional, patient and helpful.

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.

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.

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

I worked with Sure Financials from 2020 onwards. They have a professionally qualified Accountants withGood Knowledge of US Federal & State income tax rules. In addition they have expertise on Indian Tax rules & its implication when you file your taxes in US. They not only help you file your taxes also provide expert advice on various options of tax savings.

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended

Excellent and prompt service

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

One of the Best Tax Services.

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

I had a great experience with Sure Financials and Tax Services. Surya Padhiwas very polite and knowledgeable for the smooth Tax return filing. Thank you

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

Surya is a great person to work with.

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

Tax Troopers helped me with their top-notch preparation and planning services. They know their stuff and kept me updated on all the latest tax changes. With their help, I felt confident everything was handled correctly and got the best refund possible. Let me know if you have any questions.

After 50 years of doing my own taxes, I decided to venture out and hire professionals and I am extremely pleased. Tax Troopers provided amazing customer services and tax services I will definitely use them again

I couldn’t be happier with Tax Troopers. The entire process was very easy and felt like a huge weight off my shoulders. The team is very knowledgeable and answered my questions in a timely manner on top of being able to secure a maximum refund. Highly recommend Tax Troopers

Great customer service and extremely knowledgeable professionals. Highly recommend for tax filing services

Goalseek Shared Services has truly exceeded my expectations. Their accounting and bookkeeping services are second to none. The team is not only highly knowledgeable but also incredibly reliable. I can always count on them to handle my financial matters with the utmost professionalism and accuracy. If you're looking for the best in the industry, look no further than Goalseek Shared Services!

Had a great experience with the team at GoalSeek! They were very responsive to any questions and doubts that I had, highly recommend.

I worked with Nikil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favor.

This was my first time doing my taxes and my experience was so smooth I’m definitely going to do my taxes with NSKT Global again next year.

I worked with Nikhil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favour.

At the end of the day, Nikhil completed my tax returns and became very responsive. They are very responsive and has transformed our financial landscape. Their professionalism, expertise, and personalized approach have made them an indispensable asset to our business. If you're seeking an accounting partner that goes above and beyond, I wholeheartedly recommend NSKT Global

NSKT Global provides excellent accounting services. I will recommend them to anyone.

Nikhil has been great to work with. Not only did he help me to estimate my quarterly tax payments and avoid a penalty, but I then rehired him to help me understand where I have opportunities to do things differently, from both tax and income standpoints. I have been very happy with the work and will continue working with him in the future.

I recently worked with NSKT Global for my annual tax filing, and I am very grateful for their exceptional service. From start to finish, they displayed high professionalism, expertise, and attention to detail. I highly recommend this company for their outstanding work.

I have been extremely happy with my support from NSKT Global. It initially started as basic accounting, but has evolved into a role where NSKT Global acts as one of my trusted partners from a Business Consulting standpoint. They have been instrumental in positioning my company for growth and have provided me with the insights into my business necessary to aid me in making the best strategy decisions.

Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!

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

2. Goalseek Shared Services has been a great help to our business when it comes to accounting and bookkeeping. Their team is always professional, reliable, and knowledgeable. We have been able to save so much money on our accounting costs by utilizing their services. I would highly recommend them for anyone looking for a trustworthy and affordable service provider in the financial field

1. I've been using Goalseek Shared Services for my tax filing and consulting needs and have never been disappointed. The staff is knowledgeable and experienced, which makes the entire process a breeze. Not only do they provide excellent service, but they also offer guidance on ways to manage taxes more efficiently. Highly recommend Goalseek Shared Services for all your tax consulting needs!

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

Been going here for 10 years, couldn’t of asked for better service and knowledge

GoalSeek has been extraordinarily helpful when it come to our accounting needs, handling dad to day financials while maintaining privacy and offering helpful business solutions. Karan Ranka’s work has always been competent, accurate, complete and meticulously attended to. His knowledge and experience in the field of accounting has been of great benefit to our organization. He has a team of awesome professionals that gets everything done in a timely manner. They give suggestions and are also updated with the latest policies which gives them an edge over others. I wouldn’t hesitate to recommend GoalSeek as I find them the best in the industry now that we have had a working relationship

The tax season brings anxiety and apprehension but with GoalSeek and its team, the shear pain of accounting is replaced by continued comfort and confidence that these professionals bring to the process. With the tasks in hand, they also do the thoughtful extras like saving some money or some administrative courtesy that not everyone provides for. The staff is very helpful and some of them like karan, Anima, Ram, Sanket go the extra distance to solve the issues and queries. I would blindly recommend the firm time and again to organizations that have collaborated with us for their accounting needs.

We have worked with GoalSeek as our accounting partner for a while now and I couldn't speak any more highly of the firm and its employees. Karan Ranka provides services in a manner that for the cost of his service, the value of money is second to none. They organize the financial data in a manner that making business decisions by just having a glance at it has become easier. Their team of professionals is dependable, thorough and unmatched in the field of accounting. All the data remains confidential and the services are outstanding.

Had a really great experience filing taxes with NRI Tax Group! Very competent team with a very professional setup, accurate filing, very reasonable cost - highly recommended!

Laddi is knowledgeable in Indian and US tax laws, investments and real estate. He is very pleasant to work with. His advise on various everyday tax and personal financial planning matters is excellent.

I have done my taxes with them last year and they offered the best possible service at good price. Highly knowledgeable and welcoming staff. I also referred this place to my coworkers and family members.

The overall experience with NRI Tax Group is beyond an expression. The finesse and the skillfull handling of my work has made me undoubtedly loyal to them. I would for sure recommend them to my friends as we can be absolutely care free while getting the taxes done by this remarkable group

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

Shamsher Grewal and his team is very knowledgeable, experienced, highly skilled and talented tax professional. He has great knowledge about rules and regulations for taxes in US and India which is good for Indian Community and can handle any type of tax matters efficiently and effectively. His advise on various tax laws is excellent. I highly appreciate for his service.

Very rarely, you find a CPA and tax accounting practice that actually gives advice. I had such a bad experience with some of the CPA that advertise on the radio. The hardest part of any CPA practice is to give time to its customers, and that's what NRI tax group does. They gave me enough time while filing my taxes. They provided advice that saved me taxes on my stock options, RSU's, and with my foreign tax reporting for India assets and bank accounts. Please don't waste your time with other CPA's because no one gives advice. By the way, they also specialize in India's tax planning and filing. I also met their sister company NRI Wealth Management. It was great to collaborate with the CPA and Certified Financial Planner at the same time under one roof. Believe me that has never happened before and I have been filing my taxes since 1995 in the US.

Shemsher , Is great tax person he give s great tax service and advise on tax saving. It is great place for Tax service.

I was referred by Laddi Ji (LSJ Financial) to Shamsher ji, 2 years back and he helped advice on taxes and I filed taxes thru Shamsher. Since then I filing taxes with Shamsher. He was nice and giving special attention to my concern and answer all our questions politely in person or thru emails. Shamsher is also knowledgeable in India property buying or selling and implication of taxes in US. Shamsher is very professional and timely to advice and file taxes. I recommend Shamsher services to everyone.

shrutikadere felt that Amazing! Highly recommend it!

I contacted Shamsher ji via Laddi Jhuty (LSJ Financial Service) for advice on setting up a Corp and he helped me with most timely and accurate advice that helped me do the right thing in my situation. I know Laddi Jhuty as the most reliable trustworthy and knowledgeable person in the field of financial services and Mr Shamsher Grewal from his team who helped me with the corp set up information and tax consequences is just as knowledgeable in the tax field. He was extremely professional and courteous. I am very grateful for their timely and sound advice in my time of need. I highly recommend them. Thanks `Sangeeta Bhatia

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

Shamsher Grewal at NRI Tax is very knowledgeable and experienced tax professional. He is very well versed in international tax laws, individual and small business taxes. The fee is very reasonable and service is top notch. The office staff is very welcoming and helpful. I have used their services since last 2 years. I recommended them to my friends and relatives.

NRI Tax is a one stop shop if we are looking for a stress free accounting and planning of our taxes. The way the work is handled by Mr Grewal and his staff speaks volumes of their expertise in their field. A thumbs up to NRI Tax!

The overall experience at NRI tax group is beyond expression The finesse and the skill set of the staff is exemplary Would recommend my friends to them for tax planning and accounting for sure

Starting and running your own business can be a big challenge. Let alone, filing numerous papers to the city and federal government. Shamsher has offered great tax and accounting advice to help us get started. He responds on time and makes himself available when we're in need. On top of that he has been proactive on the tax and payroll needs of our business that some we weren't even aware of. His work is much appreciated.

Balaji felt that Amazing! Highly recommend it!

Balaji felt that Amazing! Highly recommend it!

Totally incompetent and dishonest people. Highly unprofessional. They'll initially quote a very reasonable price, but when you start working with them, they will ROB YOU and still manage to mess up your taxes.

BE WARE! Avoid this place, You will get scammed! They will lie to your face and bill you for it. Ridiculously high bills for they crappy work. They charged $300 for a 45 minute worthless so called consultation, and lied about the fee and the time spent.They'll tell you they've been around from 2011, when they are only operational from 3 months. They don't know the abc's of taxes, You'll do a better job yourself than having them do it.

shamsher grewal is the best tax service in the bay area they been doing my tax from last two year

Best service provider.. Recommended.

Excellent service!!!

I have been going to Devesh for the past 4 years. He's a great CPA, professional, personable and very easy to deal with. Devesh and his staff are very knowledgeable and are there all year long to assist me should I have questions.

Great CPA firm. The staffs are responsible and professional, and they reply my questions right away. I will give them my return again!

Very professional and well organized training program The teacher is very knowledgeable and helpful. I definitely recommend this training.

Extremely well organized and efficient training program. The instructor is very easy to understand and very helpful.It is a great CPA firm. The staff there are responsive and responsible. They work very efficiently with tax return. I will recommend it to my friends.