Best Financial & Taxation Services in Santa Clara,CA

Kavita has helped us tremendously with our taxes for years now. Worry free experience and takes the hassle out of taxes! She also responds quickly to us when we have questions, we recommend this service

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

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.

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

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future! :-)

I did my tax filing last year by Mr. Alam. He is very expert person. I honestly very pleased to him and highly recommend him.

Thank you Mahbub for helping me with my tax return. Highly recommended and very knowledgeable. I will be your service for all my tax related needs.

Thank you for making all of my tax anxiety go away! You are so knowledgeable with the IRS tax laws which made me feel so much better. Thank you for working with me on my payments. You made what I thought would be a stressful experience actually be enjoyable. :-)

He helped me so much

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks.

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

I am filing my tax with Mr. Mahbub for the last 3/4 years.He is experienced, professional, friendly and helpful.

He is patient and detailed.

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well!

He is very professional and friendly person.

Great accountant with 30 years experience, Mr Alam explains in details what I need to know regarding my business tax, personable and professional and price is right.

Friendly and professional and very helpful..I would recommend this person to do your income tax.

I did my 2020 tax file here. Mr. Mahbub is so detailed oriented professional that will help you to get highest tax refund.

ALAM one stop is very professional in taxes , Mahbub is very detail oriented and he is definitely the best one in the Bay Area .

Mr Alam is a phenomenal tax accountant. I’ve been doing taxes with him for many years now. He’s extremely diligent and is very easy to work with. Strongly recommend!

Mr. Alam is very experienced tax and financial consultant. I had a great experience working with him. He is detailed oriented, customer friendly. He did a very thorough job of explaining to me the nuances of the different tax rules. I would recommend him any day

Alam has been doing my personal and business taxes from the past 5 years. he is very reliable and always available to answer any questions i have. if someone needs any help doing taxes and accounting services my recommendation is to reach out to him.

Mahbub Alam has the best tax and accounting services in town. I have been going to him for so many years now. He always gets the top refund and makes the process very seamless. He’s very knowledgeable, efficient and easy to work with. I highly recommend everyone to use his services. He truly cares about his clients.

OMG Mahbub is very helpful and you will get your money back for sure and for any questions that you have he has the answer..

Alam One Stop Tax service is one of the kind. We only used their service once and were satisfied with the service we received from Mr. Alam. We will use Alam Tax service in the future. We highly recommend Alam One Stop Tax & Accountant service to everyone.

Alam was really professional throughtout the process. He helped us refile our taxes and communicated on regular basis.

I’ve been using Alam Tax for my business and Personal taxes, Very happy with the service. He is a very responsible Accountant, Will call and follow up when there are time sensetive actions needs to be taken which is a lot of help for any busy business owner. Highly Recommended!

Alam One Stop is the perfect place for tax and accounting services in San Jose. Mahbub is very knowledgeable, will answer all your questions. He is very efficient. One of my friends recommended him and I am glad he did.

Mr. Mahbub is extremely skillful and knowledgeable in this field. He is always guiding to the right path for any type of businesses or corporate employees. With 3 decades of experience or at least 2 decades of filing with him, he is always on top of the work. He is extremely helpful to everyone.

Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting

I am doing my tax filing since 2019. They help me for refund of some of my back taxes.They slso working on my 2014 tax return and it will be great achievment for or them to huge amunt of refund.Also they keep in touch about your irs letter and other matters.I highly recomand to get services of ALAM ONE STOP TAX.

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

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.

Excellent accountant! Don’t hesitate to use him for all of your accounting needs!

Very professional CPA with extensive knowledge. Does not waste your time or his, responds fast to his clients and goes above and beyond to insure the best service. Our whole family only works with Mr. Singh regarding our finances.

Mr Singh was very professional and effective. I'm very pleased with his services

Very helpful and professional. Will definitely recommend all my friends. 5 star service.

I’m going to mr. Singh for many years. Highly recommend.

One of the most professional accountant I ever met understand and helpful. He is the guy.

Good back ground knowledge. IRS experience. Thank you

Thanks for the work done. Really recommend you for your quality work.

Mr. Singh is very good with what he does. He is one of the best accountants I have ever been to. I definitely recommend him.

We went to Mr Singh, for the first time for our taxes, he is very professional ,prompt & patience listening to our questions.We definitely recommend him.

Thank you so much, best wishes and prayers.

Amazing Person, Humble Kind, most importantly such a well educated professional knows how to handle client legal issues and gives right direction, Thanks for your service

I've been working with Inderpreet for my taxes, and I genuinely can't recommend him enough. He's incredibly knowledgeable, with a strong background as a former auditor, which gives him a deep understanding of tax laws and financial regulations. Every year, he goes above and beyond—not just filing my taxes, but actually helping me save money by identifying deductions and strategies I wouldn’t have found on my own. What really stands out is how cooperative and approachable he is. No matter how many questions I have, he takes the time to explain everything clearly and makes sure I feel confident in every step of the process. Working with him has been a game-changer for my finances. Absolutely top-tier CPA!

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

Excellent customer service, people are professional at affordable price. I would recommend anyone for the services.

Establishment with expirenced professionals and great customer service

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

Been using their services over the past 3 years. Tony has been very professional with the services provided

Very professional with their work.

Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies

Mr. Lakhani and the team are extremely courteous , I would recommend every body to contact Mr. Lakhani and enjoy the professional wisdom and financial advice.

A very qualified and professional team

I'm grateful for Texas Finserv Inc. Excellent customer service, and extremely helpful. They are super responsive.

Excellent customer service very professional and friendly.

Thank you, very nice people, good service and reasinable price

Came in for my taxes and must say, tony is experience, informative and very helpful nature. Highly recommend

I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!

I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.

They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!

They are the Best place to file the Return and get maximum money back in Refunds.

Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.

I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.

Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.

Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.

Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services

we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!

Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.

Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.

Good and fast

Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!

Ali Kazim was amazing

Best Services & Very Professional.

Excellent and fast service. I saved a lot of taxes.

Excellent service.Highly recommended, very cooperative

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.

Amazing service he saves us a lot of money

I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.

I will highly recommend this office for all Tax related work excellent service

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time

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 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!

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..!

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.

We reached out to PK last year for our son ITIN and our taxes. He is very approachable. answered all our queries patiently and when our state tax had some issues with refund, he helped with refiling the same without additional charges. Highly recommend his service.

If you want do tax return and ITIN services.I would recommended P.K for you guys.

We have dealt with many accounting firms in our careers. Phoenix ITIN stands out as they have been extremely helpful in assisting us with our financial needs and tax planning advice. We cannot speak highly enough about the knowledgeable and professional service we received. Krish is there for us as an advisor, and I appreciate that he is very prompt with all communications. We recommend Phoenix ITIN to our family and friends that need tax planning advice and services.

Krish was knowledgeable and efficient. I would recommend Krish to friends and family members.

Upon checking reviews on a few local community boards, I reached out to 'KP' at North Phoenix Tax Relief .. needed immediate assistance in getting taxes & some aging & new unconciled issues addressed. KP was extremely responsive (and) reactive towards mediating & resolving unsettling circumstances on my all my outstanding personal tax affairs! He was definitely attentive, professional in all aspects I would not hesitate to use his services again .. thank you sir, James M

Attentive, knowledgeable and communicates clearly - what more do you want from an accountant that knows complex international filing needs. I highly recommend Krish (KP), if you are in need of complex accounting services KP is your guy!

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 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 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 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.

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.

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.

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 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!

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.

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 .

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.

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 Padhi was 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.

Miracle worker! MMTi is AWESOME!!!! I had a very positive experience working with MMTi to file our '09 & '10 taxes and will definitely be going back to MMTi next year. MMTi team extremely knowledgeable and up to speed on the latest tax laws. MMTi was professional and took time to understand our situation so MMTi could provide the best tax solution. I highly recommend.

Professional, efficient and they explained my return in a language we understood. Most important afford for all the careful & detailed work they put into preparing our Federal & State taxes.. Now they are managing my business taxes as well.

Highly recommended!!! Very professional service. In the past I have used Tax Cut to muddle through my taxes. But now I was behind a year and have a rental property and other deductions that I was unsure how to handle tax-wise. No problem for Chetan. He made filing taxes so easy! I will definitely be back next year.

Filing taxes is never fun, but at least MMTI makes it painless! Fast, thorough and easy to follow explanations are the norm here Great service!

MMTi provides some good ways to save my tax. Working with Chetan is a good experience, expecting to save more in the coming years. Overall is a good service by MMTi compare to HR & Block and other vendors available in the market.

Manage My Taxes was very efficient in filing my tax returns. They follow the IRS guidelines to the T and recommend ways to save. I strongly vouch for their services as their USP is not just their ability to calculate but also ensure the customer is educated about their own finances.

Chetan is a smart and resourceful individual who knows his taxes. Each time i have gone to see him he has saved me sooo much money that the big box tax stores or software have both missed in the past. He is a very bright entrepreneur who has demonstrated his resourcefulness by helping me be aware of certain tax credits and deductions that applied to my circumstance that no one else has ever brought to my attention. He takes the near foreign language of the tax code and brings it down to simple English so i was better able to discern what was applicable to my circumstance. If you want to save money on your taxes please do your self a favor and go to Manage My Taxes Inc, with there competent staff and save yourself from the headaches of the other places. Loyal Customer Dan P.

Filing tax returns never seemed so easy.

Love the service. Chetan is very professional and always willing to help.

I was referred by a colleague and filing taxes with Chetan was so easy and he has explained quite a lot about all the optional forms which will reduce Federal taxes. Thanks a lot. definitely recommend MMTI to anyone looking for good tax filing professionals.

Very informative, very helpful. I would highly recommend them!

We have been with managemytaxes for our Tax filing since the last 3 years and we are very pleased with the service.. Other than taxes we learned a lot of things about managing the finances,Investments and benefits of IRA savings. I usually recommend Manage my Taxes to my friends ,But also wanted to write a review so everyone is also benefited.

very fast service ! Joint filing with income from India, it took 24 mins ..!

This was the first time we used the services of Manage My Taxes Inc. Thank you for all the previous reviews that made us decide to go there!! We were very pleased with the consultation, advise, and fast service. We will definitely use them again.

Chetan understands the tax requirements for each individuals and provide customized service. He has very good grasp of tax laws and his approach is very professional. I strongly recommend MMTI for all your tax needs.

MMIT has been extremely great in helping me prepare my taxes and they even gave valuable advice on how to manage my finances better.. I really loved working with them as they know what they are doing, I would recommend them. especially Chetan is very knowledgeable and helpful.

Pretty diligent at what they do and great support Overall!

Extremely courteous and professional. Have been using their services for last 6 years. Highly recommended!!

Very diligent and friendly service. Highly recommend.

Professional & knowledgeable team. I would highly recommend Chetan's team to any one looking for managing their personal & business profile. Glad to be linked to this team.

had a great experience with MMTi. Appreciate their quick turnaround when I reached them for IRS audit queries

Excellent Service and very professional

Probably the best place I went for filing my taxes, very friendly, quick and on-point.

Very Knowledgeable about laws and takes his time going through your paperwork so that its clear what is happening with your money. Also shared valuable info on how to grow your money. If you nornally dont have accoutant to prepare your taxes this is the best place to come because you want to feel at ease and Knowledgeable about your taxes

MMTI is very organized and professional in its services . Chetan was knowledgeable and courteous in giving tax advices and tips to his clients.

I have been using MMT's services remotely for the past 4 years for filing my taxes. Their service has always been quick and thorough. They are also quick with their turn around in case you have questions or concerns.

Excellent service. Highly recommended!! 2 years later he is still the best all around!!!.... Thanks for stellar service.

Very quick and knowledgeable!

It was pretty fast and easy. Very professional and quality work.

professional. great experience.

Smart and Kind people! I am glad I chose them. They not only filed my taxes but also advice on how to manage my finances. Worth every penny spent.

You guys are the Best! I have come across in terms of Taxes. I am glad that I picked you guys for filing my Taxes.

I setup a tax consultation recently with MMTI to get advice for my changed financial situation and was very impressed with the advice, not just on taxes, but finances as well. We touched upon various topics like self-employment, home buying/selling, FATCA and Chetan was very knowledgeable and shared valuable advice. Would highly recommend!

They are responsive and work with you to provide ways to legally save on taxes

Very professional and helpful assistance with tax needs. easy to schedule the appointments and file the taxes

I did my previous year amendments also my current year taxes through Manage My Taxes. Chetan and his staff is knowledgeable and able to maximize my returns. I would recommend them especially if you have complex returns.

Very professional and very accurate Tax preparation, I would advice to call and talk to them.

I am filing both business and personal tax returns with Chetan . He is best and knows how to save money legally with no hassle . Tulsi’s work is also best .

Chetan is extremely knowledgeable and professional. We approached him to consult and seek guidance on a variety of tax related questions. He explained it in detail and also provided pros and cons of various options. I would highly recommend if anyone is in need of tax advisory or tax services.

MMTX is a good company for tax filing purpose. Chetan is professional, knowledgeable and detailed, and share valuable information from time to time on filing taxes . Make sure you come prepared with all documentation to save time.

This is my 3rd year of doing taxes and to say the least, I’m extremely satisfied and happy with the services I get. I have been filing taxes for last several years now but I’m glad I shifted to do taxes with Manage My Taxes. They are not just professional in the subject matter of taxes but also extremely professional in dealings, timelines, accuracy and ethical consultation. They overall understand your situation, holistically look at everything and give advice which you can’t get easily. Yes, they do charge higher $$ as preparation fees but the value I feel I get is far better than what I used to pay elsewhere. The money spend here is more worth it and some great suggestions have helped me over the years to know what to do or not to do and maximize my refund. Kudos to the team. Keep up the good work!

Probably the best place to file your taxes.

I am an investment manager, and Chetan was super helpful with advice around not only how to save today's taxes but how to invest tax free in the future. Knows all the small nuances.

Chetan did amazing work for us. He digged into our stuff so well and caught something we didn't even know to look for. He asked us the the right questions and have taken care of our whole family with patience and great care. Truly remarkable !

Highly recommended! They know what they are doing and found ways to save and even get me back some significant refund from prior years.

Very professional and good value to your time.

I had a Tax consultation with Chetan and he was very helpful, answered all my questions in detail and gave good advice. I highly recommend Manage My Taxes Inc.

Chetan is nice and good knowledge about opening a new business license. He patiently answered all our questions and gave good suggestions, like how to start a small business

Strong experience in the field, highly recommended if you need proven results

Chetan and his team at Manage My Taxes have been helping me file my taxes since 2010. I know that nothing I say about their efficiency, professionalism and attention to detail would be enough praise for this amazing team of tax professionals! I wish them continued success in their commitment to outstanding service to the community!

Responsive, quick turnaround for appointments from their team. The tax consultation with Chetan was super valuable, he not only took time to understand our current situation and offer advise on tax saving strategies but also introduced us to other investment opportunities. Highly recommend!

Manage My Taxes was very efficient in filing my tax returns. Chetan was very helpful, answered all my questions in details.

Chetan and his team are great tax advisors and know the ins and outs of the tax codes. It really helps put things into perspective for your specific tax situation and takes the guess work out of planning and filing.

I used to do my tax returns when I was in Atlanta. Good to hear ,would love to work with you on estate planning which i am bit excited to see how this works. Thanks for your initiative and appreciate your help to the community.

Chetan is a life saver. Helped me navigate through my complicated tax situation. Am amazing experience overall. Would highly recommend to anyone looking to legally maximize their tax savings and financial planning

If I could give ten stars, I would!!!! The team at Manage My Taxes Inc is professional, efficient, and knowledgeable. I will use this company for all my future tax-related needs. HIGHLY RECOMMEND!

I recently had an opportunity to speak with Chethan and he is nothing less than exceptional. As a client, I was impressed by his professionalism and expertise. He stands out with his quality of being proactive to identify opportunities for financial optimization. Looking forward to continuing my professional relationship with Chethan by confidently entrusting the financial matters to their capable hands.

Very professional service

Of all the years I have been filing taxes , no cpa ever was this detailed and thorough. Chetan is excellent and has in depth knowledge about taxes. He will make sure we maximize our returns and takes appropriate time to go through the filing, help us understand and how we can maximize our investments. Highly recommend him.

Very detail oriented and works for the customer to help maximize tax returns, legally.

I have been using this company for my tax return for two years now. They are very efficient and helpful. They told me how to manage my money in the most beneficial way legally. I had very good experience with them. Highly recommended!

Very helpful in preparing my taxes very close to the deadline. Provides many suggestions to help for future tax fillings and especially helpful with foreign accounts.

Anyone currently doing their taxes on their own or have a CPA/Accountant working with, do yourself a favor and consult at least once with Mr. Chetan and team. I bet you won't regret. In the process to get my tax return complete for last year with Manage My Taxes and it sure has been a great learning, eye-opening experience so far just by having a review session. Looking forward to completing the file soon. Will share additional review if needed. Thanks again Manage My Taxes team!

I just had consultation call with chetan regarding my taxes for personal and business. It was an eye opening experience for me to go through different tax strategies that chetan went through. He is very knowledgeable and I am looking forward to work with him on my taxes. I would recommend him and the team very strongly for your taxes.

Worked with Chetan and rest of MMT team over past few months. They helped me refile my taxes for last few years. Awesome team!

I have been working with Chetan for my tax needs since 2009. I moved to west coast 10 yrs back and i still prefer to work with him for my yearly tax. His knowledge in finance and tax policy have saved me a lot. His team and him are easy to work with. They understand your specific needs and will work with you based on your timing.

Chetan is very knowledgable and our taxes are filed by his team for past two years. I would strongly recommend his services to my friends and family.

Hi Chetan, I just wanted to take a moment to thank you for all the help you've provided with my finances. Your expertise as a CPA has made a significant difference, and I truly appreciate your guidance and support. It's great to have a friend like you who can help navigate the complexities of taxes and financial planning. I feel much more confident knowing I have you in my corner! Thanks again for everything! Regards, Karishma & Abhinav

We had the consultation meeting. We learned things which we didn’t know earlier . In my opinion, Chetan is knowledgeable in what he does and we plan to do our tax filing with him this year. Happy with the service.

Chetan is very efficient, very detailed, he was very direct during our session and I learned a lot. He made me an amazing tax plan and is helping me save a lot of money, with a lot of strategies I never know about. ANYONE should work with Chetan, he is great.

I've had the pleasure of working with Chetan and the Manage My Taxes team since 2021. From the initial consultation call, they identified numerous legal savings opportunities that resulted in significant refunds when I filed my taxes with their team. Since 2022, I've taken advantage of their tax planning services for both business and personal taxes. The results have been astounding - my legal savings have skyrocketed! I highly recommend their tax planning service to anyone in a high tax bracket. The returns on investment are well worth it - you'll save multiple times your investment with Manage My Taxes in the first year alone. Their professionalism and thoroughness were truly impressive. I feel confident knowing my taxes are in the best hands. Thank you, Manage My Taxes Inc, for your outstanding service! Five stars isn't enough - I'd give them ten stars if I could!

Chetan is very knowledgeable and thorough with his tax analysis. He spend extra time during his consultation extracted information from me and explained its tax implications which i wouldn't have known by self reading and research. You can save more end of the day.

Review for Chetan – Outstanding Tax Planner When I first reached out to Chetan, my experience with his front office staff left me a little frustrated. I had to follow up a few times before things started moving, and the initial responsiveness wasn’t what I had hoped for. But after some consideration, I decided to take the plunge and booked a call with Chetan directly—and I’m so glad I did! Chetan is an absolute pro when it comes to tax planning. During our conversation, he took the time to listen carefully to my situation, and from there, he tailored a strategy that was not only practical but also well thought out. His ability to break down complex ideas and present them in an easily understandable way was impressive. He didn't just give me cookie-cutter advice; he took a personal approach and offered solutions that genuinely made sense for my circumstances. What stood out most to me was his attention to detail and the clear value he added. It’s rare to find someone who truly understands the nuances of tax planning and can turn that knowledge into actionable strategies that work for you. I felt like I was in good hands from start to finish, and the investment has already paid off in terms of the savings and efficiency he’s helped me achieve. If you’re hesitant or on the fence, I would absolutely encourage you to give Chetan a try. Despite my initial experience with his front office, I can confidently say that working directly with him is worth every penny. His expertise, personalized service, and commitment to delivering real value make him stand out in the field. You won’t be disappointed.

I’ve been working with Manage My Taxes since 2021, and their expertise has truly transformed my approach to taxes and finances. I’ve relied on their top-notch tax planning services for both personal and business taxes, and the results have exceeded all my expectations. Their professionalism, meticulous attention to detail, and commitment to ensuring the best outcomes for their clients are unmatched. They take the time to thoroughly explain strategies and ensure everything is compliant, giving me complete peace of mind. The value they bring to the table is extraordinary, and their services have made a measurable difference in my financial planning. I highly recommend Manage My Taxes to anyone looking for expert guidance. Their services aren’t just worth it; they’re an investment in your financial success!

They helped me a lot as an Inmigrant it was really hard to fill my taxes and there are a lot of things you cannot do with online services, in fact I tried a couple of ones and this was my last option. They attended me very well and solved all my problems.

Very knowledgeable and helpful. Takes time to answer all your questions thoroughly.

Really appreciate the diligent services by Mr. Chetan and his team. They were quick and efficient in helping me file my returns in a timely manner. Highly recommend. Update 02/22/25: They help clients understand how investing is important for the family. Highly value their service

I reached out to them via email, but I have yet to receive a reply.

Great service!

We have been having the pleasure of working with Chetan Jumani from Manage My Taxes Inc for the past 12 years and we couldn't be more satisfied with the experience. From the very beginning, Chetan demonstrated a deep understanding of the tax returns. His attention to detail and commitment to maximizing our returns has been truly impressive. Chetan provides us with insightful tax suggestions and investment advice tailored to our specific situation. He takes the time to explain complex concepts in a way that is easy to understand, empowering us to make informed financial decisions for our future. His professionalism, expertise, and personalized approach makes the entire process seamless and stress-free. We feel confident knowing that we have a knowledgeable advocate on our side. I highly recommend Chetan and Manage My Taxes Inc to anyone seeking top-notch tax consulting services.

It has been a pleasure working with Chetan and his team for my recent tax filing. Chetan is extremely knowledgeable, professional and definitely an expert at what he does. He took time to analyze our current situation and file for an extension in a timely manner. He also suggested helpful strategies to save more on taxes and introduced to other investments opportunities. Highly recommended!

Excellent service. Took such good care and handled all our taxes very meticulously

His very nice ????

he is kind and nice person . we like the way he work and our tax filling and other things were handled by raman sir . we been know for 1 year . thanks

Very professional. Takes the time to ask important relevant questions. Handles his practice and clients (me) with utmost respect. I would recommend Raman Abrol to anyone looking for excellent service.

Karan is super efficient and has been very helpful indeed.

Very good experience working with Agog Financials.

We have had pretty good and useful experience with them and look forward to further improve and add our interaction with the firm.

Karan has extensive knowledge of Indian Tax system and the US Tax system. To pay no more than correct or optimum taxes it is best to proceed with help of some one like Karan or Agog Financials.

Tax Season can be extremely challenging - working with Agog Financials made the entire process easy and stress free. I highly recommend this agency for anyone who wants to hire a diligent, respectable and authentic accounting firm. No stone is left unturned and the research is highly reliable and trustworthy. Full of heart

Mr. Malhotra is highly organized and very passionate about his job. He is detail oriented and has extensive insight in his work. He is patient and prompt in response to all my inquiries. He is excellent and I will not hesitate to recommend him to anyone or organization who requires his tax and accounting services.

Tax year 2014 was a year of significant change for my wife and I. We got married, switched jobs, moved to New York City from Philadelphia, and had some corrections related to my HSA from the previous tax year that also had implications this year. Karan and his team at Agog Financials helped alleviate almost all of the pressure & challenges with their superior service and impeccable attention to detail. His team was easy to access, very quick in getting back to me and even more accommodating given that I was doing everything remotely with him. His communication was very clear, direct and extremely valuable given that we had a lot of changes. Most of all, his pricing was extremely competitive and we plan on using his services again next year. Furthermore, as we make additional investments, I am looking forward to leveraging his services for other areas.

I contacted Karan Malhotra, CPA and his company Agog Financials, Inc. back in March as I needed to submit amendments to 2012 taxes. I was looking to get my taxes done professionally in a short amount of time and luckily I was able to find Karan Malhotra. He paid attention to all the small details me and my husband missed, got it all straightened out and I got back over $3,000 on refund. Karan treated me so fair on the pricing and work and I honestly can’t thank him enough for the enormous effort and attention to detail he provided at every turn. He’s a great communicator; an excellent CPA, meets the deadline he promised and answers all your questions. He is very clear, concise, and exact as possible on providing tax information. He uses English very well to make tax thoughts very clear and simple. He also provide a lot of his views on ways to work with tax situations. There is a difference between a CPA and a certified tax preparer. Make sure you understand what that is and the implications of using a preparer before using anyone who isn’t a CPA. I’m probably just a small customer in terms of the complexity of my return and my annual tax preparation fee, but I appreciate that he was always available for my tax-related questions. I feel comfortable recommending his services to anyone. Five star service all around!!

Karan Malhotra at Agog Financials was  always prompt, professional, and on top of providing status on the progress. His technical knowledge is unmatched, abreast of the tax laws and understands the intricacies. I was impressed with his adherence to deadlines with on time completion and submission of the tax forms. The pricing was very reasonable and lowest that I am aware of. The entire tax filing process was completed without any hitch, and my involvement during the process was very minimal.  I was walked through all the line items with careful explanation, and to my satisfaction.  Highly recommend.

Agog Financials has been a valued partner in the operations of our company. The firm has been instrumental in handling all our accounting, payroll, tax planning and much more! Tax season is so much less stressful for us because of the quick responsiveness, diligence, and dedication of Agog. We have increasingly learned to rely on their suggestions and recommendations. They are quick to make themselves available for the smallest of queries, listen very patiently to the end-objectives and then come up with a thoroughly thought-out plan. Recommend them to companies that are looking for a trusted partner and want the comfort of knowing that their accounting and taxation practices are always up-to-date, compliant, and come with full support. Thank you Agog :)

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

Kartiki Naik is always a pleasure to work with. Her knowledge on tax returns exceeds my expectations. She has been doing my taxes done for a number of years. She is very professional and has your best interest when it comes to filing your taxes. I highly recommend her to any new client.

Highly recommended ! This is my second year filing taxes with her and she is very good at it. Explains clearly what she needs and why.

This is my 3rd consecutive year and am delighted to refer her to anyone, business or personal tax account handling, transactions and filings. In spite of multiple complexities involved like mortgages, 1099, Fbar or mutilple job switches across states- you name it and each time Kartiki Naik- and her team has great ways to resolve it with patience and extensive experience. Would recommend as expert in NJ area. All this is too true for reasonable rates she charges!

Best CPA in Princeton area , very professional and talented. explains all do' and not do's very patiently, Fees and charges are very fair and reasonable.

Best CPA who understands the needs and guide the best way and right way without any shortcuts. She will work for you with customized options so that we as client don’t have any issues in future. Thanks Kartiki

Kartiki was very knowledgeable and provided great inputs and suppprt throughout. My taxes involved international income from India and income in US and Kartiki was very knowledgeable on how taxes had to be filed in such scenarios.

We did our tax returns for the year 2024 with Kartiki. She was very helpful in answering all our queries and made good suggestions. Her price was reasonable as well.

Best CPA i came across who has deep knowledge on tax returns and guide to right way. She is very professional and will explain in details about every options. I highly recommend her

Very knowledgeable and a true professional at this. Thanks Sanjivani!

Smart Tax Inc. Has been my go to for taxes since the start of my busniess in 2018 , Sanjivani does an AMAZING job making sure that all of the details are correct so that your return is maximized , even after doing my taxes Sanjivani calls to remind me to pay my yearly llc tax amongst other important reminders throughout the year , I WILL NOT trust anyone other than Sanjivani to do my taxes

Excellent services, great knowledge and experienced professionals! They have all that you might need for the successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

We've been using Jay Shah from Virtual Accounting since 2016 and I can only say that it's been the best Accounting decision we've made. He's very thorough and prompt with his compilations and reports. We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit. He also assists us with business forecasting, budgeting resources and utilizing receivables tracking mechanisms. All in all I would've given him a Seven Star rating if it was available.

I am impressed by Mr. Jagdish Shaw's interest, Knowledge and follow up

I used Mr Jagdish's service for personal tax prep and he did an overall excellent job for a very reasonable price. My case was a little complicated and he was thorough in his manner and patient in answering my questions. I tried another service before him, rated highly on Sulekha and they were a horror story- weeks of back and forth, constantly having to follow up. In this business timeliness and communication are as important as skills and on that front, Mr Jagdish was very professional in his communication and quick to reply. As the name suggests, Virtual Accounting is a remote service and is completely online; I don't live in NJ (out of state) and that was no issue. No messy in-person meetings and physical mails! Definitely recommend!

I reached out to Mr.Jagdish as we were looking for some help this year. We had to file an additional state tax and we had a few additional questions this year and so we decided to pay for a CPA. I'm so glad we did! First, Mr.Jagdish is extremely professional and very responsive. He responded within 15 minutes of sending a generic request over email on a Saturday afternoon. Second, he sent timely reminders to send over additional documents so the process didn't stall for too long. Third, after completing our taxes he did a comparative analysis of how our taxes/withholding changed from the previous year. It helped us understand a few things about tax withholding and planning for next year. Fourth, we had some questions that required additional research and he was extremely thorough and charged a reasonable fee for his consultation. Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season. As others have already stated in their reviews, he conducts his entire business virtually which is a great benefit in and of itself. After the initial conversation with him, I didn’t even bother with shopping around as I genuinely appreciated his responsiveness and professionalism. I highly recommend his firm!

Quick. Knows his stuff. Very friendly.

I had great experience with Virtual account and tax solution. They are knowledgeable, friendly and very responsive.

I recommended Mr. Shah for tax consultations, he is very knowledgeable and has good work ethics and co-ordination skills. He not only prepared my taxes but also helped resolve the queries I received from the IRS after tax filing.

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

Jagdish was very helpful to help me revise my taxes

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

Awesome service, available anytime, great knowledge

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours .

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

Tax consulting at its best! I'm very excited to have found them this tax season. A very responsive team with immediate responses to questions and emails. A fair price with one on one consulting on Quick Books was the added plus for me this tax season. Helped tremendously in preparation with current tax year!

Brilliant experience with Jain Consulting, as I recently moved to the US with my family coming over from South Africa. I am new to the US tax laws, process and terminology. JAIN took a lot of time and effort to explain everything to me and ensure I was clear on the requirements and the process. They are extremely knowledgeable and were able to promptly address our tax returns. In addition to completing my returns, they also provided advice on options that we could consider going forward in order to optomise our tax efficiency. They truly understand what customer experience is all about and I would not hesitate to recommend their services.

This is my second year of using Jain Consulting LLC for my taxes and what a wonderful experience yet again. I will be back next year but more so I will also be looking to work with Jain Consulting on establishing my business etc. and looking to leverage their other business services. I really struggled to find a reliable tax consulting service that wasn't going to charge me a fortune and I am so glad I found Jain Consulting LLC. Very highly recommended!

Jain Consulting treated us with the utmost professionalism. Their knowledge of our tax filing was outstanding. We will definitely be a life-long customer. Thanks.

Jain Consulting LLC is a pleasure to do business with. They are very knowledgeable about taxes. They have helped me tremendously. I recommend them to all my business associates.

Vini and Jack do a fantastic job of communicating and having a sense of urgency for you as a client. This is greatly appreciated as a business owner. highly recommend for CPA and book keeping services.

My company have been working with Jain Consulting for over 6 months. They are very professional and organised team. Always, open to help and respond to all our questions. I really recommend them.

Jain Consulting is one of the best accountants I've come across! The team at Jain Consulting are super professional, prompt and knowledgeable. This past year, because of different life situations, my accounting/books have been in disarray but after hiring JC they've done so much to help me get my books in order and help prepare my taxes in a timely manner. I'd give them more stars if I could! You won't be disappointed.