Best Indian CPA & Accounting Firms in Calgary, AB

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

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 :)

HELPFUL AND NICE PLACE THANKS FOR HELPING

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

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

Excellent friendly efficient and will highly recommend

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

The BEST CPA in Town...

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.

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.

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.

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!

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!

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

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!!!!!!!

Awsome service Awsome saff. God bless you

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

Great Service! Very attentive to your tax needs.

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

Shiva, is awesome and did great job for my taxes

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.

Amazing tax professionals!

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

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.

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

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!

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!

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

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.

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.

Would highly recommend Tax strategist Manage my taxes for efficient services and being impromptu with their work. Without wasting any time. Very informative and educative on ways to save and make more money. This was my first time doing with them would definitely recommend them.

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

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.

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 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.

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!

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.

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.

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.

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 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!

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.

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!

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!

I’ve had an outstanding experience with Manage My Taxes and can confidently say they’re the best tax service I’ve worked with. From the moment I reached out, their team was professional, responsive, and incredibly knowledgeable. They handled my personal tax filing with care and precision, making the process seamless and stress-free.

Very good experience working with Agog Financials.

Karan is super efficient and has been very helpful indeed.

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.

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!!

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.

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 :)

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

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.

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.

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 the last few years and has done a tremendous job! She is very knowledgeable and thorough.

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.

Excellent friendly efficient and will highly recommend

Awsome service Awsome saff. God bless you

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

Shiva, is awesome and did great job for my taxes

Great Service! Very attentive to your tax needs.

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

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

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

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

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

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

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

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!

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!

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

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

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

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

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

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

HELPFUL AND NICE PLACE THANKS FOR HELPING

The BEST CPA in Town...

Amazing tax professionals!

Excellent friendly efficient and will highly recommend

Awsome service Awsome saff. God bless you

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

Shiva, is awesome and did great job for my taxes

Great Service! Very attentive to your tax needs.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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.

professional. great experience.

Excellent Service and very professional

Very quick and knowledgeable!

Probably the best place to file your taxes.

Very professional service

Filing tax returns never seemed so easy.

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

Very diligent and friendly service. Highly recommend.

Very professional and good value to your time.

Pretty diligent at what they do and great support Overall!

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

Great service!

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

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

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

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

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.

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

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

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

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

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

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

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

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!

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.

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.

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.

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

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.

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.

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

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

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 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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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!

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 !

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you’re tax returns.

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.

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.

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.

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.

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

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!

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.

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.

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.

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!

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!

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

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!

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

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!

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.

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.

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.

Would highly recommend Tax strategist Manage my taxes for efficient services and being impromptu with their work. Without wasting any time. Very informative and educative on ways to save and make more money. This was my first time doing with them would definitely recommend them.

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

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 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.

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 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 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.

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 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!

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.

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!

I’ve had an outstanding experience with Manage My Taxes and can confidently say they’re the best tax service I’ve worked with. From the moment I reached out, their team was professional, responsive, and incredibly knowledgeable. They handled my personal tax filing with care and precision, making the process seamless and stress-free.

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!

Very good experience working with Agog Financials.

Karan is super efficient and has been very helpful indeed.

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.

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!!

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.

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 :)

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

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.

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.

Most trustworthy and knowledgeable team. Have been working with them for more than a decade and would highly recommend them.

I have used a manage my taxes' through a referral and have been very happy with services. While there are many tax services, you rarely come across someone who is competent in optimizing your taxes. For a long time, I have been self filing but decided to give them a try- I have been very impressed with the work so far.

My husband and I have been using Chetan's help for our taxes for a few years now and are so glad that we've found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family !Highly recommend their business to anyone who's in the market for tax services.

Great service!

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

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you're tax returns.

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

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

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.

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.

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.

Recommends Manage My Taxes Inc.

Tax Pro will bring you Tremendous Savings and give you Amazing Service. You will be floored at how fun it will be to do taxes with MMTi.

Chetan is a great financial planner! He really takes the time to explain the tax strategies and how much money they are saving you. I've learned a lot and will continue to work with him. I recommend to anyone in GA! best tax strategist I've seen

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. Thanks to their guidance, I was able to buy a home using retirements money without tax penalties.

In the last 15 years, I have worked with over 6 CPAs and Enrolled Agents and dealt with all kinds of issues while working with them - ranging from lack of attention to detail, numerical errors in the tax return, missing a big deduction to not have enough knowledge/interest in looking for all possibilities of tax-saving strategies.I was so burnt out that I taught myself Turbo Tax and started doing my own taxes for the last 4 years. I spent countless hours studying tax codes and consult with experts on different forms that need to be filled for tax returns. I got to a point where I always felt that I need the right expert to handle my taxes and tax planning and reluctantly again started looking. I stumbled on Manage My Taxes Inc on google and thought of giving them a try after reading a lot of positive reviews about them.This is the first year I had them handle my personal tax return and I must say I am beyond blown away with their professionalism, attention to detail, willingness to go the extra mile to look for every possible tax savings available out there. They helped me legally, morally, and ethically reduce my taxes and educated me with multiple tax laws I was not aware of in spite of me being very knowledgeable of the tax code.The only regret I had after completing my first return is that I wish I have been working with them for the last 10 years as am sure I would have saved tens of thousands of dollars in taxes by using the right knowledge and planning which they offer. I will be hiring them for all my personal and business tax returns as well as personal and business tax planning strategies.If you are reading this and still wondering if they are a right fit, I highly recommend hire them for one return and see for yourself. I am very confident that they will pay for themselves from day 1.

Been using Chetan & his team for over 10 years - these guys are the real deal! They bring in outstanding experience not just in tax accounting but overall financial planning as well. They've been so helpful that I've referred several of my friends, who all equally enjoy working with him too. Well done Chetan and team!

Manage my taxes has proven extensive experience and know how, I definitely recommend them if you need results and best advise

Manage My Taxes is a great place to go for your tax needs. This company take the Time out to help you in every way possible. They are very knowledgeable and eager to assist. The owner is a very kind and patient person who goes over and beyond to see to it that you obtain the best results possible, truly looks out for your best interest. Their are fair and willing work with you; now a days that is hard to find. I'm so glad I went to them to complete my taxes and I highly recommend their services

Great service. We had our first consultation call last week and Chetan really gave us great clarity on our tax queries - especially transitioning from different geographies to the US, Chetan has helped tremendously in identifying the right strategy in order to safe taxes legally.

Chetan and his team did a great work with helping me file my taxes. They walked me through the step by step process and eased the overall tax filing procedure. Thank you

Chetan has done my taxes since 2013. He provides excellent service and evening appointments. Most importantly and valuable to me, he provides peace of mind

Chetan is the best financial advisor and Tax consultant, he always works in favor of clients. ????

My husband and I have been using Chetan’s help for our taxes for a few years now and are so glad that we’ve found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family !Highly recommend their business to anyone who’s in the market for tax services.

professional. great experience.

Excellent Service and very professional

Very quick and knowledgeable!

Probably the best place to file your taxes.

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

Very professional service

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

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

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

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