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Best Indian Certified Financial Planners in Toronto Metro Area

Devesh Pathak CPA

From the Business: Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of ex...

Realtime Finance Fix USA LLC

From the Business: Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to deliveri...

NSKT Global

From the Business: Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified ...

Lonestar Consulting Group

From the Business: S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, pa...

PAY Financial Service

From the Business: PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cate...

From the Business: Sonbi Accounting Services in Ontario, Canada. Our services in Accounting & Tax Return Services, Computerized Accounting & Book-Keeping, Corporate Tax Returns, Personalized Tax Returns & Efile, Company Registration, Incorporation Services, Payroll, Hst, Wsib Returns & Audit Handling, Business Loans & Business Start Up Plans. Fur...

From the Business: Building a vision for your life and those you love is likely the most important set of goals you'll ever create. A solid investment strategy may be the difference between reaching those goals and not. Clients I serve are never alone on that journey; I'm there every step of the way. We work in partnership through an established process to explore t...

From the Business: Regal Accounting Services in All Type of Accounting Services, Personal & Corporate Tax Returns, Tax Appeals & Audits, Accounting - Bookkeeping – Payroll, Business Plans & Projections, Financial & Tax Planning, Bank Loan and Mortgages, New Incorporation. I look forward to the opportunity of working for you!

From the Business: Ierfino & Associates, chartered professional accountants was established in 1990 by Nick Ierfino. The company experienced tremendous growth from predominately servicing the construction industry to becoming a full service firm that caters to clients in all major industries. We strive to offer our clients with innovative, creative and sustainab...

From the Business: I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

45-450 Matheson Boulevard East, Mississauga, ON, Canada

From the Business: Since 2011, we have partnered early and at every stage of growth with the founders of companies that now have an aggregate,public market value of over $2 trillion. This is a paragraph. To edit this paragraph, highlight the text and replace it with your own fresh content. Moving this text widget is no problem. Simply drag and drop the widget to you...

From the Business: Chander M. Kapur obtained his Honours Bachelor of Commerce at the University of Delhi in India in 1979. He came to Canada shortly after, where he worked with a CA firm from 1981-1995.In addition to his Bachelor of Commerce, Mr. Kapur earned his CMA (Certified Management Accountant) and CA (Chartered Accountant) in 1987 and 1991 respectively. In 19...

From the Business: I provide professional opinions to my clients who are citizens of Canada, permanent residents, visiting on work permits or student visas, who have arrived in Canada for a quality life in this wonderful country. I specialize in Super Visa Insurance, Travel Insurance, Visitors to Canada Emergency Medical Insurance, Critical Illness Insurance, Life ...

From the Business: Shefali Jariwala, CPA, is a highly experienced and detail-oriented Certified Public Accountant known for her commitment to delivering personalized financial solutions. With a strong background in accounting, taxation, and financial consulting, she brings deep expertise to individuals, small businesses, and corporations seeking guidance on complex ...

From the Business: Tax Hut is a reliable independent provider of services that can effectively help you to deal with financial turmoil. We offer a numerous accounting and payroll services for your diverse needs. These services have been categorised under monthly services, annual services, payroll services, startup services and financial statements. We offers account...

From the Business: I am one of the most distinguished Financial & Taxation Services in Vaughan, ON. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Income Tax Preparation,Investment Management,IRS Representation,Long Term Care Insurance,Payro...

From the Business: Priya Mann, Insurance Advisor specialized to provide comprehensive financial planning advice to wide range of clients including business owners, self-employed or employed individuals and retirees. My services includes Life Insurance, Critical Illness Insurance, Disability Insurance, RESP, RRSP, Travel Insurance, Super Visa Insurance and Long Term ...

From the Business: HB Accounting assists businesses as well as individuals in their personal tax preparation. Businesses can gain from HB Accounting's extensive knowledge in helping small businesses grow. We also provide expertise and resources to help each small business in its financial planning. We commit to providing personal attention that fulfills each custome...

From the Business: Ashif has over 20 years’ experience providing audit, management and business advisory services to a wide variety of clients. Areas of specialization include manufacturing, mining, real estate, credit unions and professional services. His service experience ranges from small entrepreneurial businesses to large public companies. He is a member of th...

From the Business: Kamaljeet Singh, a certified tax preparer. We are located in the Brampton/ Mississauga area. We provide fully computerized services for our clients. We are able to work from any stage of bookkeeping provided by clients. Tax, accounting and book-keeping services available at unbeatable price and quality. We are committed to understanding your needs...

From the Business: Parveen Bansal CGA offers the following services in Brampton: Financial Statements, Book-keeping and Accounting, Business Loan and Financing, Handling Tax Audits ( GST, PST, Payroll, Income Tax, Corporation Tax), Personal Tax ( E-File), Corporation Tax, Tax Planning and Incorporation of Companies. If anyone need above services please contact us fo...

From the Business: WealthPro Business Consulting Inc is located in Brampton, Ontario. We help businesses and individuals increase financial net worth by adding value through process efficiencies and adequate business and financial planning.

From the Business: Anil Bhatia Accounting Professionals (ABAP) is one of GTA’s elite accounting firms with a strong presence across Toronto. It is a full-service tax, accounting, and business advisory firm with two offices in the Greater Toronto Area. With our vast experience and highly talented team, we provide customized solutions to Small & Medium Businesses,...

From the Business: Tax-Wala: Tax & Accounting Services is a professional accounting firm based in Waterloo, Ontario, Canada, dedicated to providing comprehensive financial solutions for individuals and businesses. The firm offers a range of services, including accounting, taxation, bookkeeping, payroll, and business consultation, all tailored to meet the unique ...

From the Business: Adi Financial Services Inc, In the investing world, taxes are also a major consideration. Some transactions trigger tax liabilities while others do not. The timing of buying and selling certain investments may trigger different tax liabilities. Ultimately, taxes reduce returns, and wise investors will consider their effects in all of their financi...

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Customer Reviews for Financial & Taxation Services in Toronto Metro Area

Rated 5/5 based on 63 reviews
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Kingsuk Mukherjee rated5.0
6 months ago

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!

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Rukma and Puli Jacob rated5.0
6 months ago

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.

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Danny Peña rated5.0
11 yrs ago

Maria Ceballo is the best at what she does she has gotten me the best income taxs returns for years and with her help I am saving a lot more with out changing my life style . I recommend everyone to give her a shot and you will see why I said I loved the services there

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tricia soliman rated5.0
2 yrs ago

Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.

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Alicia Rentas rated5.0
6 yrs ago

Maria has been doing my taxes for many years and she is absolutely great at her job! She is so nice and she has never kept me waiting and always answers my questions and returns my calls and emails. I moved from New Jersey to South Carolina and I am still getting my taxes done by her. I have never had an issue with my taxes and fast refunds! I would absolutely recommend Maria.

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Steven Isikrated5.0
8 yrs ago

HELPFUL AND NICE PLACE THANKS FOR HELPING

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NANAK Transports, INC.rated5.0
3 yrs ago

The BEST CPA in Town...

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anthony gardnerrated5.0
2 yrs ago

Amazing tax professionals!

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Laxman Sunderrated5.0
3 yrs ago

Excellent friendly efficient and will highly recommend

a
achiou faresrated5.0
2 yrs ago

Awsome service Awsome saff. God bless you

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Axay Patelrated5.0
3 yrs ago

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

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Roopesh K Sonkusarerated5.0
2 yrs ago

Shiva, is awesome and did great job for my taxes

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Deep Mrated5.0
2 yrs ago

Great Service! Very attentive to your tax needs.

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Chirag Patelrated5.0
3 yrs ago

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

M
Mansoor Ahmedrated5.0
4 yrs ago

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

M
Mohammed Alamgirrated5.0
5 yrs ago

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.

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David melendezrated5.0
2 yrs ago

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

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Trasy Ashtonrated5.0
3 yrs ago

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!!!!!!!

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Elaine Marie Canturated5.0
2 yrs ago

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

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Denisse Ramirezrated5.0
3 yrs ago

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!

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aayush mahatrated5.0
3 yrs ago

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.

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Kalyana Ayyaswamyrated5.0
3 yrs ago

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.

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Telfair Montessorirated5.0
3 yrs ago

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!

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mike arorarated5.0
2 yrs ago

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

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Rakesh Bansalrated5.0
3 yrs ago

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.

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Syed Asgharrated5.0
2 yrs ago

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

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Shoeb Mukhirated5.0
2 yrs ago

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.

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Brian Catheyrated5.0
2 yrs ago

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.

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dialsunnyrated5.0
11 months ago

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

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Ronce Rajanrated5.0
12 months ago

Very professional, patient and helpful.

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Ankita Derated5.0
2 yrs ago

I am very happy with services provided by Pay Financial. I have worked with Raj to get my taxes done. He has been very punctual, precise and professional. I intend to continue working with them in future too.

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Breezy Crated5.0
2 yrs ago

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.

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A Trated5.0
2 yrs ago

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.

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Tamara Caseyrated5.0
2 yrs ago

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.

F
Fabiola Johnsonrated5.0
2 yrs ago

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

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Dr. Peterchris Okpalarated5.0
2 yrs ago

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

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Jolene Schaeferrated5.0
2 yrs ago

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.

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Wassim Aboughouchrated5.0
2 yrs ago

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.

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Bernie Bartickrated5.0
2 yrs ago

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.

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Joseph Stephanrated5.0
3 yrs ago

Raj responded to me almost immediately upon my initial search request. Once I provided him with my documents, he processed the paper work within a couple of days and worked with me to correct some issues. Friendly and professional.

p
prasad Nuthalapatirated5.0
3 yrs ago

Raj is very easy to work with. Extremely professional. Very organized and responds very quickly. He makes sure no avenue is missed to save money for his customers. I would recommend using the services.

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stephen stonerated5.0
3 yrs ago

I have been getting my taxes handled by Pay Financial for two years now and I have been happy with the service each time. They are quick to get back to me and they have helped me plan for the following year so as to not get killed in taxes. I plan to continue using thier services in the future

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Rajrated5.0
3 yrs ago

Raj Agarwal is a great person to work with. He handles both my business as well as personal tax filing.. He is very courteous, communicative and a pleasure to work with. i wish him the very best. Raj

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Raj Gillrated5.0
3 yrs ago

Raj Agarwal has been preparing my taxes for the last two years, and I completely trust his work and his advice. I procrastinated in getting my information to him this year and he was non-judgmental and ready to help. Makes tax preparation a pleasure. I wouldn't go to anyone else. I would absolutely recommend him to anyone!

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Rajeev Srivastavarated5.0
3 yrs ago

Have been using their services for past two years. Good subject knowledge and expertise. Will recommend for sure.

m
mango alanzirrated5.0
3 yrs ago

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.

M
Mansoor Ahmedrated5.0
3 yrs ago

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

H
Herbert Lewisrated5.0
8 yrs ago

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business questions regarding our taxes. She is customer service focused and it shows in the works she delivers.

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tanuj potrarated5.0
8 yrs ago

Best CPA ever, Shilpa is super nice and helpful. Always available to answer your questions, even the silly ones. Have been using her services for 2 years and even recommended her to a few friends. She is a pleasure to work with.

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shrutikadererated5.0
9 yrs ago

shrutikadere felt that Amazing! Highly recommend it!

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Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

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J Selbyrated5.0
9 yrs ago

Lonestarcpagroup did a wonderful job preparing my individual tax return. Shilpa is very knowledgeable and experienced in tax preparation. The entire experience was very seamless and convenient. I highly recommend!

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Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

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Clarissa Riverarated5.0
9 yrs ago

I was very please with Shilpa's work. She was very responsible and professional. I felt that I can confidently rely on her to do my taxes without any worries at all!

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Nilesh Nemaderated5.0
9 yrs ago

Great Experience. Shilpa from Lonestar CPA group was very professional and did a brilliant job handling all aspects of my 2016 tax return.

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Vish Ganapathineedirated5.0
9 yrs ago

Shilpa helped me with LLC creation and in the process she explained starting from various types of corportations to what best suits me for my situation. Very responsive and timely in every aspect of what she has done for me and I would recommend her to any one.

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Shridhar Dhonerated5.0
9 yrs ago

Shilpa is an extremely professional CPA. She takes care of every single detail and guides you through the entire process. She is very thorough and ensures that your taxes are filed accurately. Shilpa has been very helpful in filing Payroll taxes for my S-corp, filing S-Corp Taxes as well as individual taxes. I highly recommend her.

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salil choprarated5.0
10 yrs ago

It was super easy working with Shilpa. I had to get my taxes done in a rush and I had no idea what I was suppose to do. She was super patient and always a phone call or text away. Highly recommended.

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Devesh Pathakrated5.0
10 yrs ago

Excellent service!!!

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Craigrated5.0
10 yrs ago

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.

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Paul Drated5.0
10 yrs ago

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

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Bob L.rated5.0
10 yrs ago

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

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Samrated5.0
10 yrs ago

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.

PAY Financial Service
Financial & Taxation Services - Financial Planning +28 more
Lonestar Consulting Group
Financial & Taxation Services - Financial Planning +16 more
NSKT Global

NSKT Global

Serving the Toronto Area
Financial & Taxation Services - Financial Planning +21 more
Realtime Finance Fix USA LLC
Financial & Taxation Services - Financial Planning +10 more
Devesh Pathak CPA

Devesh Pathak CPA

Serving the Toronto Area
Financial & Taxation Services - Financial Planning +26 more

Financial Planning Providers yet to be reviewed in Toronto Metro Area

Financial & Taxation Services - Financial Planning +19 more

Cintac Business Services Inc

1200 Markham Road, Scarborough, Ontario, Canada
Financial & Taxation Services - Financial Planning +7 more
Financial & Taxation Services - Financial Planning +1 more

RKB Accounting & Tax Services

100 Hanlan Road, Woodbridge, ON, Canada
Financial & Taxation Services - Financial Planning +18 more

Sun Life Financial

150 King Street West, Toronto, ON M5H 1J9, Canada
Financial & Taxation Services - Financial Planning +3 more
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