Best Indian Finance & Taxation Services in Bertram, TX

From the Business:From the time I can recollect, it has been my obsession to maintain our personal finances to the last cent, a trait I probably inherited from my maternal grandfather and my mother. Even before I knew anything about the financial planning, it has been my habit to build spreadsheets to answer various what-if scenarios. My academic background in Ph.D. and brief experience as a scientist provided that extra impetus to sharpen my analytical skills. Prior to becoming a financial planner, I have been an Information Technology professional. After almost twenty years of service, when I left Dell Technologies in late 2020 as Director, I wanted to pursue something that I enjoy more and where I can serve the community better. When I came across the financial planning profession and the certification offered by the CFP® Board, it was an easy decision for me to become a financial planner, since it is not only something I enjoy but I can help other families in managing their finances. After completing the Certified Financial Planner Program from the University of Texas at San Antonio, I passed the CFP® Board examination. However, I am not a Certified Financial Planner® since I have not yet fulfilled the experience requirement of the CFP® Board for granting CFP® designation.Read more

From the Business:Reza CPA, LLC is located in Dallas, Texas providing professional services nationwide. We offer a full range of accounting, tax, financial, and business consulting and advisory services at affordable fees. We're flexible. We're friendly. And perhaps most off all, we listen intuitively. Our clients benefit by getting personalized, quality service that is beyond comparison. We believe that the selection of an accounting firm is one of the most important business decisions an individual or business can make. We are committed and we have a vision. Our aim is to become your trusted advisor assisting you in any way necessary to help you achieve your goal. Our CPA firm provides efficient, expert solutions to businesses and individuals. While an optimistic outlook and entrepreneurial spirit are required to make a business successful, it also takes long-range planning, an understanding of finances, the right business structure, proper record keeping, and knowledge of tax law, good judgment, sound management and more. We offer our services to help you accomplish all these. The success of our firm lies in establishing a close, one to one relationship with our clients. We believe in giving our clients the personal attention they deserve, at a price they can afford.Read more