“Sulekha /Trusted” indicates that the identity & information of the vendors/services, viz., name, address, contact details, business name has been verified on best effort basis, as existing, based on the documents/information furnished by the vendors/service providers. "Sulekha Trusted Stamp" are also allocated to the vendors/service providers considering user's reviews/ratings or any other criteria.
Sulekha strongly recommends to its users/callers to verify all relevant details of vendors/services before availing any products/services from them. Sulekha does not implicitly or explicitly endorse any product/s or services provided by the vendors/service providers.
The Sulekha Verified status confirms that a business's name, address, and contact details were accurate at the time of registration, based on submitted documents or call details. We recommend users exercise caution and conduct due diligence before using any services. Sulekha does not endorse any offerings from advertisers or service providers. For more information, please refer to our Terms and Conditions.

FNA-APP (Single Platform For Families, Agents, & Agencies)
-
Established Since 2025
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:At fna-app.com, we believe that a professional Financial Diagnostic and a clear Roadmap aren't just luxuries—they are a fundamental right for everyone! That’s why we’ve poured our passion into building a tool that is incredibly simple and easy to use, yet massive in its power to transform your life. Agents & Strategists: Say goodbye to "convincing" and hello to collaborating! Give your clients this world-class tool for free. The self-analysis report does the heavy lifting for you, allowing the data to show the value of your solutions. Plus, you can easily team up with other strategists to crush every case! Agency Owners: Scale your impact! Gift this powerful platform to your entire team. Monitor progress in real-time and watch your productivity skyrocket organically as your team delivers more value than ever before! For Individual Families : Take the driver's seat! When you sign up, you have total peace of mind. Your data is for your eyes only and remains 100% private until you decide to share it with an advisor. Experiment with unlimited scenarios, bridge your financial gaps, and watch your goals come to life!Read more

Swapna Menon Tax Services Accountant
-
16 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Swapna Menon is a tax services accountant who specializes in providing comprehensive tax planning, preparation, and advisory services for individuals and businesses. Her expertise typically includes helping clients navigate complex tax regulations, maximizing tax savings, and ensuring compliance with federal, state, and local tax laws.Read more

Avyan Tax Services
-
16 Years in Business
-
Claimed
-
Closed now
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Avyan Tax Services in Frisco is specialized in Accountant services, Finance & Taxation services, Tax Consultants services, Tax Preparation services and Review & Compilation services. They are servicing throughout the United States and Canada. They are also expertise in providing services like Quick Books service and Tax Problem Resolution. Avyan Tax Services are opened on all days of the week excluding Sundays from 9:30 to 18:30. They offer a complete range of tax and accounting services for both Individuals and Business Clients in person and online. They stay on top of modern law changes and develop new contact on a daily basis to serve the clients need. Avyan Tax Services provides a wide range of services to individuals and businesses in a mixture of industries. At Avyan Tax Services, they strive hard to meet each of their client’s needs in planning for the future and also achieving their goals in an altering financial and regulatory surrounding. They also guide clients through the entire range of tax planning and preparation decisions combined with strategies that help to decrease your tax burden and to increase your cash flow and keep you on the path of your financial goals. Avyan Tax Services are sure that unique of their qualification and has above 15 years of experience that gained on board with large and small firms will help us serve the best in the interest of their clients. They are knowledgeable and updated on the tax laws that help you not to worry about the finance and tax issues anymore.Read more
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Shilpa D. G is a Certified Public Accountant practicing in Frisco, Texas with e-filing capability. Shilpa G is a tax preparer and can assist you with your tax return preparation and planning needs.Read more
Shashibala Gupta CPA
-
5 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Shashibala Gupta is a tax preparer based in Frisco, TX. Shashibala Gupta can assist you with your tax return preparation and planning needs.Read more
SMD Consulting And Accounting
-
5 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:SMD Consulting & Accounting, LLC was created to provide new, small, and emerging businesses in North Dallas, Frisco, Plano, McKinney, Allen and the surrounding communities with more than just a tax return each year. We pride ourselves in adding real value to our clients by being proactive, insightful, and resourceful. Our focus on business consultation in addition to traditional CPA related services, such as tax preparation and bookkeeping, is a hallmark of SMD Consulting & Accounting, LLC.Read more
Texas Sparks Constructions
-
Established Since 2019
-
Claimed
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:At Sparks Real Estate Tax Protest, we bring more than just expertise in commercial property tax protests. We have been actively involved in the commercial real estate industry for the past 10 years, with experience in land acquisitions, constructions, and tax protest related areas. Through our extensive experience, we have gained valuable knowledge and best practices that have helped us successfully reduce our own property taxes.Read more

Veer Reddy Konala Financial Advisor
-
Established Since 2010
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. ThanksRead more

Money Majesty Financials
-
5 Years in Business
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Money Majesty Financials, led by Jigna Patel, is focused on delivering strategic financial guidance designed to help individuals and families build, protect, and grow their wealth with confidence. With a strong foundation in financial planning, investment advisory, and wealth management, the approach emphasizes clarity, trust, and long-term stability. Backed by industry experience in banking and financial services, Jigna Patel provides personalized solutions tailored to each client’s financial goals, helping them navigate investments, savings, and future planning with informed decision-making.Read more

ARK Financial Services
-
4 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:ARK Financial Services LLC, founded in 2021 by Amit Arkatkar, is a financial services firm based in Plano, Texas. The firm specializes in providing a broad range of financial services, including tax planning, investment advisory, and wealth management. ARK Financial Services focuses on delivering personalized financial solutions tailored to meet the unique needs and goals of its clients. With a commitment to helping individuals and businesses manage and grow their wealth, the firm aims to provide expert advice and strategies that ensure financial success and security. Through its client-centered approach, ARK Financial Services has established itself as a trusted partner in navigating the complexities of financial planning.Read more

Bikram Singh Financial Advisor
-
15 Years in Business
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.Read more

Mudraa Financials LLC
-
15 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:I am one of the most distinguished Financial & Taxation Services in Frisco, TX. I specialize in Accountant Services,Business Tax Planning,Estate Planning,Financial Planning,IRS Representation,Tax Consultants Services,Tax Preparation ServicesOur offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.Read more

Quadri CPA PLLC
-
3 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Quadri CPA PLLC is a full-service certified public accounting firm dedicated to providing expert financial services to individuals and businesses. They offer a wide range of services including tax planning and preparation, accounting and bookkeeping, payroll services, business consulting, and IRS representation. The firm is committed to delivering personalized solutions tailored to each client's needs, ensuring accurate financial records, compliance with tax regulations, and strategic business advice. With a focus on helping clients achieve their financial goals, Quadri CPA PLLC provides the expertise needed to navigate complex tax and accounting challenges.Read more

Texas Tax Genius
-
5 Years in Business
-
Claimed
-
Closed now
- NO
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:I am one of the most distinguished Financial & Taxation Services in Frisco, TX. I specialize in Accountant Services,Banking Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping and Taxation,Payroll Processing,Audit Review & Compilation Services,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,IRS Representation,Incorporation Service,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,Financial statement Analysis,Cash Flow ,Financial Forecasts ,Business Entity Selection,Business Succession Planning,Income Tax Preparation.Read more

Rashi Poddar Financial Advisor
-
5 Years in Business
-
By Appointment
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Financial Services Professional offering securities products and services through Mogul Wealth Strategies LLC and NYLIFE Securities LLC. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Mogul Wealth Strategies or New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Read more

Rupinder Verma Financial Advisor
-
7 Years in Business
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. ThanksRead more

Mubeen Makda CPA
-
15 Years in Business
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Mubeen Makda. He is a CPA and a Chartered Accountant. He carries over 15 years of experience in the Accounting, Finance and Tax world. Consult With Us provides professional services for Accounting, Bookkeeping, Financials systems, Payroll, Tax and much more. We provide high standard of services at a competitive price. Contact us now to find out more.Read more

Priya Kalyanasundaram CPA
-
15 Years in Business
-
Claimed
-
Closed now
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Vl tax services provide unparalleled personalized accounting services CPA to a broad range of clients across the Frisco area. As your certified accountants CPA, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success. No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients in the greater Frisco area with both individual and business needs. We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you. We specialize in Accountant, Tax Preparation Services, Financial Planning, Tax Services, Payroll Services, Bookkeeping Services, Tax Consultation, IRS Audit, Financial Statement Analysis, Sales & Use Taxes Etc.Read more

Joe C Hockaday CPA
-
16 Years in Business
-
Closed now
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Joe is a native Dallasite who has lived and built his career in the Dallas area. After attending Jesuit College Prep in Dallas, Joe earned a BBA from SMU in 1981. He began his career as a staff accountant in the audit division with Ernst & Whinney shortly after graduating. After 4 promotions in 5 years at E&W, Joe worked as Chief Financial Officer for a regional commercial real estate company and was the Director of Central Accounting and later CFO for Trammell Crow Corporate Services, the real estate outsourcing arm of Trammell Crow Company. Joe then joined a technology company as CFO and helped to grow sales from $3.1MM to over $48MM. In 1994, he earned his MBA from SMU. All along the way, he prepared tax returns for business associates, friends and family. Following a brief foray into the manufacturing industry, Joe decided to implement a business plan he had developed back at SMU and open a CPA firm. After preparing 125 returns in the inaugural year of 2003, Joe has seen his practice grow to the preparation of over 1,000 returns per year. This steady, dynamic growth has been fueled by true care and concern for his clients and the referrals that such treatment ensures. Pam earned her BBA from East Texas State University in 1995 and passed the CPA exam in 1996. She has lived in the Dallas area ever since. Pam started her career as a sales tax auditor for the State of Texas and went on to spend 5 years as the Controller for a technology company in Richardson. She then spent 11 years as a Controller and Financial Accounting and Reporting Manager for a community bank here in the north Texas area where she was also responsible for tax accounting. Over the years she has prepared tax returns for friends and family with personal and small business tax needs. Pam has a true understanding of small business challenges and is a trusted advocate for her clients.Read more

CivicPen Notary Services
-
15 Years in Business
-
Closed now
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:CivicPen Notary Services is your trusted partner for reliable and efficient notary solutions. We specialize in notarizing legal documents, real estate transactions, loan signings, affidavits, power of attorney, and more. With a commitment to accuracy, professionalism, and convenience, we offer mobile notary and remote online notarization (RON) services to meet your needs wherever you are. Whether you're an individual or a business, CivicPen Notary Services ensures a smooth, hassle-free process with prompt and secure document handling.Read more
Gangaraju Hanumaiah EA
-
5 Years in Business
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Gangaraju Hanumaiah is an enrolled agent practicing in Frisco, Texas. Gangaraju Hanumaiah will help you with tax preparation, tax planning, bookkeeping, estate and trust taxes, and so much more. Gangaraju Hanumaiah, has years of valuable experience as an IRS registered tax preparer.Read more

Stractical Financial Solutions LLC
-
5 Years in Business
-
Claimed
-
By Appointment
- Free Financial Needs Analysis for Individuals/couples
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:I am one of the most distinguished Financial Planning consultants in Frisco, TX. I specialize in Financial Analysis and Planning, Investment Diversification strategies and Life Insurance needs. I also help parents with unique ways to save for their kids as well as their own college funds. We are a unique financial planning firm which concentrates on educating our customers on the financial planning concepts and help them uncover any gaps in their planning to be able to secure a reliable financial future. We also specialize in Retirement planning, Life Insurance and Protection with long term benefits, Will and Trust planning. We facilitate alternative investments like Real Estate (investments in Land) and Oil - Gas projects in the US.Read more

Galore Financial
-
5 Years in Business
-
Open 24hrs
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:Galore Financial is a trusted financial services provider focused on helping individuals and families achieve long-term financial stability and growth. With expertise in areas such as retirement planning, investment strategies, insurance solutions, and wealth management, the firm offers personalized guidance tailored to each client’s goals. Galore Financial emphasizes clarity, smart decision-making, and future-ready planning, ensuring clients feel confident about their financial journey. Whether it’s building wealth, protecting assets, or planning for major life milestones, the approach is centered on delivering reliable and result-driven financial solutions.Read more

Ukani CPA PLLC
-
16 Years in Business
-
Closed now
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:At Ukani CPA PLLC, we specialize in issues related to unified tax returns, unpaid taxes, liens, levies, audit representation and any other type of tax issues. We are specialized tax resolution specialist located right here in Frisco, TX serving Collin County.Read more

Hensley CPA Firm PA
-
16 Years in Business
-
By Appointment
Serving ZIP Codes:75033, 75034, 75035, 75036
From the Business:We are a full-service Accounting and Tax firm licensed. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Karey Hensley Rebello is the founder of Hensley CPA Firm PA. Karey received her BS in Accounting from the University of South Florida in 1991 and became a Florida CPA in 1993. Karey earned her Certified Financial Planner designation in 1993. Karey formed Hensley CPA Firm PA in 1997 in Naples FL where she worked as an International Tax manager gaining her experience assisting foreign tax client. Hensley CPA Firm PA opened in Frisco TX in 2011. Karey, her husband, and three children love living in Little Elm, TX.Read more
Get instant updates on new services, Special offers, Business opporchunities, and platform announcements.
By Joining, you will receive updates and promotional communications, You may leave the channel at any time.
Everything You Need to Know About Financial & Taxation Services

The Roadmap to Financial Clarity: Why Generic Advice Fails the North American Diaspora
If you talk to three different people about what to do with your money, you'll likely get three entirely different answers. One will tell you to invest solely in real estate; another will swear by index funds; a third will focus heavily on tax mitigation. The truth? None of those pieces of advice matter unless they are stitched together into a cohesive, individualized Financial Plan.

H-1B Tax Trap? How 78% of Indian Tech Workers Overpay IRS!
Your Form 16 vs. W-2 Nightmare (And Why TurboTax Fails You) You’re a Pleasanton-based H-1B/L-1 visa holder earning $150K at Google. Back home, you filed taxes once a year with Form 16. Here? W-2s, 1099s, and foreign income chaos. Result: You overpay $3,200+ yearly because: Double taxation

Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
Tax season in 2026 feels a little different. With more people juggling multiple income streams, freelance gigs, and digital assets, the question isn't just "how" to file, but "who" should file for you. Should you hire a Certified Public Accountant (CPA) or a Tax Preparer?

Unlock Financial Peace with Raman Abrol CPA: Expert Tax and Finance Services in Parsippany, NJ
In the fast-paced world of US finances, navigating taxes and planning for the future can feel overwhelming. That's where Raman Abrol CPA

Beyond the Paycheck: 3 Major Wealth Triggers McKinney Families Miscalculate (And How to Handle Them)
Collin County has rapidly become one of the premier destinations for thriving families and professionals in Texas. With booming master-planned communities, excellent local infrastructure, and a surging economic market, building a life in McKinney feels like a massive win.

Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol
Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol The finance and taxation landscape in 2026 is evolving rapidly, with AI-driven audits, green energy credits, and crypto regulations reshaping how Americans manage money. Inflation lingers, remote work blurs state tax lines, and gig economy earners face new Form 1099-K rules. Enter the domain of

Girish Navare, CFA: A Trusted Financial Partner for Indian Families in the US
When it comes to your financial future, you don't just need a service—you need a partner who listens, understands, and walks beside you through every milestone. Girish Navare, CFA, based in Boca Raton, Florida, has been exactly that for clients across the United States for over 28 years.
Financial & Taxation Services Specialisation
Find Local Financial & Taxation Services in Nearby Cities
Most Searched Financial & Taxation Services Terms in Frisco, TX
- Bankers Life Insurance
- Bookkeeping Companies
- Vehicle Insurance
- Chartered Financial Planners
- Cpa Tax Preparers
- Cpa Financial Advisors
- Payroll Firms
- Quickbooks Live Bookkeeping
- Independent Life Insurance Agent
- Business Tax Preparers
- Apartment Insurance
- Financial Advisor Firms
- Retirement Plan Advisors
- Retirement Investment Companies
- Bookkeeping For Small Businesses
- Small Business Retirement Planning
Promoted Financial & Taxation Services Listings in Frisco, TX
Find Local Financial & Taxation Services in Popular Metros
- Atlanta Metro Area
- Bay Area
- Boston Metro Area
- Cincinnati Metro Area
- Cleveland Metro Area
- Dallas Fortworth Area
- Houston Metro Area
- Los Angeles Metro Area
- Louisville Metro Area
- Miami Metro Area
- New Jersey Area
- New York Metro Area
- Philadelphia Metro Area
- Phoenix Metro Area
- Pittsburgh Metro Area
- Research Triangle Area
