Best Business Entity Selection Services in Birmingham, AL

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.

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

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.

I have done my taxes with them last year and they offered the best possible service at good price. Highly knowledgeable and welcoming staff. I also referred this place to my coworkers and family members.

The overall experience with NRI Tax Group is beyond an expression. The finesse and the skillfull handling of my work has made me undoubtedly loyal to them. I would for sure recommend them to my friends as we can be absolutely care free while getting the taxes done by this remarkable group

My overall experience with nri tax has been great. Shamsher Grewal is a very knowledgeable tax professional and detail oriented.

Shamsher Grewal is very knowledgeable and experienced tax professional. He is very well versed in international tax laws, individual and small business taxes. The fee is very reasonable and service is top notch. The office staff is very welcoming and helpful. I have used their services since last 2 years. I recommended them to my friends and relatives.

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

I contacted Laddiji couple years ago for life insurance.He was very professional and diligent in setting me up with best possible life insurance for me. He also advised me to work with an attorney to set up Estate planning trust, which I got done, thanks to him. Recently I called him for advice on setting up a Corp and he again helped me with most timely and accurate advice that helped me do the right thing in my situation. What I appreciate and admire most about Laddi ji is that I he is so courteous and generous and he is an absolute professional that you can trust 100% to give you the right advise.He is not one of those who tries to push you for anything that doesnt make sense for you. Also Mr Shamsher Grewal from his team who helped me with the corp set up information was extremely knowledgeable in this field and very helpful. I am very grateful to Laddi ji and his entire team for always being there for me when I need help. I highly recommend him for any financial investing wealth management or life insurance services, `Sangeeta Bhatia

In 2016, I filed my taxes with NRI tax group. I really appreciate them for providing information and they made less tax amount.

Laddi is knowledgeable in Indian and US tax laws, investments and real estate. He is very pleasant to work with. His advise on various everyday tax and personal financial planning matters is excellent.

Shamsher Grewal and his team is very knowledgeable, experienced, highly skilled and talented tax professional. He has great knowledge about rules and regulations for taxes in US and India which is good for Indian Community and can handle any type of tax matters efficiently and effectively. His advise on various tax laws is excellent. I highly appreciate for his service.

Very rarely, you find a CPA and tax accounting practice that actually gives advice. I had such a bad experience with some of the CPA that advertise on the radio. The hardest part of any CPA practice is to give time to its customers, and that's what NRI tax group does. They gave me enough time while filing my taxes. They provided advice that saved me taxes on my stock options, RSU's, and with my foreign tax reporting for India assets and bank accounts. Please don't waste your time with other CPA's because no one gives advice. By the way, they also specialize in India's tax planning and filing. I also met their sister company NRI Wealth Management. It was great to collaborate with the CPA and Certified Financial Planner at the same time under one roof. Believe me that has never happened before and I have been filing my taxes since 1995 in the US.

Shemsher , Is great tax person he give s great tax service and advise on tax saving. It is great place for Tax service.

I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly knowledgeable and experienced tax professional, well-versed in international tax laws, individual, and small business taxes. His expertise is unmatched, and he consistently delivers top-notch service. Not only is the fee structure very reasonable, but the office staff is also welcoming and extremely helpful. The overall experience of working with NRI Tax Group has exceeded my expectations time and time again. I highly recommend NRI Tax Group. Their expertise, reasonable fees, and exceptional service make them stand out in the industry.

Ankita does both our business and personal taxes. She is very professional and is always available to discuss any situation and answers all questions thoroughly. It is a pleasure doing business with her and I would recommend her to help you personally or your business with all your tax needs.

One of the Good knowledgeable CPA around the area.

I and my spouse file our taxes personal & Corporate for many years through Ankita Amin CPA located in Edison, NJ. She is great professional, knows her job well and the returns were done in very short period of time. I highly recommend Ankita Amin CPA for filling your tax returns.

Very Good and excellent tax knowledge. Very systematic and professional in gathering data points for tax filing . Soft copy preview before actual filing .. Best in 08820 !!!

Ankita has been helping me with my taxes for the last couple of years. She is very reliable, detail oriented and makes sure that everything is accurate. I would definitely recommend her services for whoever is interested.

One of the best approaches i have ever seen for knowing and solving any tax related issues. Highly recommended. Will get most satisfaction all time.

I have been associated with this firm since 2019 and never had any issues. They will suggest smart ideas, make you feel involved for your money & tax goals and help you understand every bit of it. I strongly recommend this firm.

This firm has helped me with the tax returns. They have an excellent team and the partner is knowledgeable and organized, they even guided me with better tax planning ideas. Thanks very much!

Extremely professional, courteous, and fast. Plus a fair rate.. very grateful for the assistance

I would like to say that they're are extremely professional and happen to be very detailed oriented in their work. They helped me in one my most crucial assignment with their expertise, deep knowledge and analytical skills. Highly recommended.

I am a student here on my F1 visa, Hardik helped me with my tax filings and fetched me the maximum eligible refund. Also, additional tips for investments and finance were very helpful. Brilliant service overall.

One of the best CPA service. I'm working with this firm since so many months now & have always received prompt & timely responses & excellent service.

The service and response to queries is really good. I am an F1 student on student visa. Hardik helped me to file tax return and get maximum possible benefits. They have an excellent team. Hardik also helped me with my questions with good explanation.

He does tax filing on time and has a good knowledge about filing and everything related to taxation..he is trustful person..Iam giving him tax filing from past years..

I am filing my taxes from last couple of years with this firm and always had great experience . No issues at all , promptly response and very professional service one can trust on. They are available 24 by 7 once you decide to go with them and treat each of your issue as individuals. Dedicated staff and quality work .

Dattani & Partners are well versed with filing of returns. The team is excellent and knowledgeable and help people in tax and Financial Planning.

They have excellent service with affordable prices. They are very transparent in their process and have answered all my questions with clear explanations. They helped me get maximum possible refund and gave me tips on investment too. Surely recommend this firm to everyone.

I have been getting my tax returns filed thru this firm for quite a while and I must say that they have a fantastic team. Great support from beginning to end of the process. The team is very well informed and goes the extra mile at every stage. Keep up the good work.. I would recommend them unreservedly.

Availed their services for tax returns. Extremely Professional, knowledgeable and friendly team. Highly recommend to try their services. Also helped me in better tax planning. Thank you so much!

A truly good firm with experts who provide excellent services and complete assignment on timely basis. Entertained all the queries speedily and gave us valuable advice which is really helpful. Most recommended firm!

Hardik and team are very professional and help in every possible aspect of tax filing and related documentation work.

I have been using their services for the last three years now. I called yesterday and was able to speak with my tax professional, Hardik, right away. He sent me a list of documents that I needed to submit to him. I needed more preparation with all the paperwork I had to upload to the portal. Hardik was extremely patient with me, and we got my taxes done in a fair amount of time. I was happy with my refund amount; he is a knowledgeable professional. I will use their services again and highly recommend this company, as my experience has been excellent.

I had a great experience working with them. They were really quick with resolving all the queries I had. Will definately recommend to all of my friends and family.

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

They offer great service at reasonable costs. They are quite open about how they work, and they have provided me with clear explanations for all the inquiries I had. They advised me on investments and assisted me in getting the most refund possible. Definitely suggest this company to everyone.

Hardik was very helpful and supportive throughout the process. He answered all my questions patiently and to the point. Overall a great experience and I would really suggest everyone to use their servies.

Hardik has been filing my tax returns for multiple years now and has been instrumental in helping me with great financial advice. He has gotten me out of jam for previous tax filings that I had with other tax firm. Highly recommended.

They provide incredible support solutions related to my business. Their auditing and accounting is just on point.

Very easy to work with, and timely responses.

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

I recently had the pleasure of working with Dattani and Partners.From start to finish, they provided an exceptional level of service and professionalism. The team was knowledgeable, efficient, and always available to answer any questions I had. They went above and beyond to ensure that everything was handled smoothly and I was extremely impressed with their attention to detail. I would highly recommend Dattani and Partners to anyone looking for reliable and trustworthy services. Thank you for all your hard work!

Amazing service! Very helpful and quick to response.

Dattani & Partners are extremely professional, helpful and quick. Very happy with their services and price.

I'm an immigrant with no one to guide me. I found DP CPA over Google and this was the firm to guide me in small steps as what I should be doing. They helped me not only with my tax return but also report my foreign bank account and foreign income

Excellent Service by Dattani & Partners.

Experienced, efficient, and detail oriented.

Filed Tax returns for me too, very nicely infront of us. Happy to recommend because of their pleasant, genuine and affordable service and moreover clarified my queries clearly and also completed in time.

Amazing service. Hardik is really helpful and knowledgeable. Guides in the safest and best way possible. Highly recommend to F1 students for filing their taxes.

Helpful and clear communication by Hardik. Provided good advice for my tax filing.

Great experience in filing taxes. Cost efficient and reliable service.

Overall experience was pretty good and required minimal effort from my end. They were available to answer all my questions and make modifications promptly when needed. Very cost effective as well. Highly recommend!

Very happy with their services and price.

Haven’t seen someone work this efficiently and fast! I must say his work is amazing and i am getting all my future taxes filed by him! I would recommend all my friends and give them his referral.

Did my taxes with Hardik (Dattani & Partners), it was efficiently done. Thanks to Hardik.

Very professional! Helped me file my tax returns with ease.

It was a great experience.i really appreciate the time and work that hardik gave for my file returns and for helping me out

It was my first time filing in the US, having moved states mid year it really became confusing! Hardik was extremely professional and warned me against bad practices that people would usually do. So appreciate all his help! Thank you again

We filed our taxes this year via Hardik. We have been using multiple firms since last 2-3 yrs and we have the best experience with Dattani and Partners. Super professional and Hardik was always available to answer our questions.

It was a great experience to work with Hardik. Really appreciated his prompt responses and availability. What also stood out for me was his through knowledge on the subject, demonstrated in the very first call by asking all the relevant questions in a succinct manner. Would absolutely recommend working with him.

I was nervous about filing my taxes for the first time, but the team at this accounting firm made the process easy and stress-free. They answered all my questions and helped me maximize my deductions, saving me a lot of money in the end.Their team was professional, knowledgeable, and responsive, and they provided the level of service I was looking for. I highly recommend them.

Good experience filing tax return. Sometimes needs follow ups but not too bad, very responsive to phone calls and helpful in answering questions.

Hardik is very professional and knowledgeable. Helped me get my tax returns done smoothly.

They were super helpful and helped me file both state and federal taxes, on time, seamlessly. 10/10 would recommend!

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

Hardik is great CPA to work with. He clarified all of my doubts. I would definitely recommend him to my friends.

I used their service for the first time this year and will use it for sure next year as well. Hardik has been very helpful in filling out my taxes.

Services are nice and genuine.

Good service.

Been filing taxes through them for 2 years now. They do a great job! Will be back next year as well.

Hardik and his team made the tax filing process seamless and stress-free. They provided all the necessary information up front, including a digital form for submission. After reviewing the provided information and files, they were diligent in addressing any questions or concerns. Hardik and his team provided personalized attention until all questions were answered for both parties. I highly recommend Hardik's services for tax filing and will continue to use his services in the future. Best wishes to Hardik and his team!

Dattani & Partners, CPA were very thorough in reviewing all of my tax documents and ensuring that everything was accurate and explained everything to me. They are very knowledgeable about tax laws for and helped me file taxes for multiple state and federal. Highly recommend them to anyone in need of tax preparation services and will definitely return to them for all of my future tax needs. Thanks!

It’s been a great experience working with Hardik who was very professional throughout the process I would highly recommend if you’re looking to file your taxes really helpful for students like me keep up the great work

Dattani team filled my 2022 taxes. Overall, quick to respond, informative and goes the extra mile to explain things, and provides financial guidance. Good value for money.

Pretty good experience

Great Experience working with them! Truly reliable !!

Hardik has filed my taxes for two years now and for me my tax filing has been complicated with the name issue of FNU. Has tackled my issue with patience and knowledge and helped me find a way through it! Highly recommend him for hassle free tax filing

I have had the pleasure of working with Hardik for several years now. Being based in Hong Kong, Hardik has been a boon to us in terms of managing our US tax returns and other related matters. Will strongly recommend the services of Dattani & Partners.

Legitimate and very helpful from start to end during the entire process. I'll definitely recommend to all the new comers who are not sure how to file the tax

Great and quick service; trustworthy and respectful, can only recommend for international citizens.

It was a great and very smooth experience working with Hardik for my tax return. Would recommend to anyone 10/10

They provide the best service and guidance in the tax filing domain. The one thing I love about them is that they do their proper due diligence while performing any task given. Also they'll guide you on topics they are well versed about (they know almost everything), if they don't they'll guide you to someone who has expertise. Once you avail their services you'll understand why they are always at the top of their game. I would highly recommend their services as they are also student friendly if you are on a budget

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

I got referred via one of my friend. My experience was good, and the tax was filled quickly in a couple of days. The charges are pretty decent as compared what other popular platforms charge. Overall am convinced.

Hardik is knowledgeable, easy to approach and quick in tax filing. I’d definately recommend the tax services by him to anyone.

I had a great experience working with Dattani & Partners, CPA.Their team did the good job by collecting all the documents securely using Intuit portal & filed my 2023 Tax Return quickly. Looking forward to working with them again next year for my 2024 Tax Filing.

Portal was easy to upload all documents. Return was e-filed same business day. Promptly answered all of my questions. Professional. Thank you!

Swift and easy filing. Great service.

Hassle free experience!

Quick and easy Very professional with international taxation and visa issues. Helped me with my ITIN.

This is my first time filling taxes jointly with my wife who is on H4 Visa. Hardik made this process so easy and clear. He helped me filling the taxes with no issues and explained each process. Also guided me with getting and appointment for ITIN and what is needed for that. I would surely recommend to use his services.

Filing taxes with Dattani & Partners was convenient and easy. Quick response time to additional queries as well. I highly recommend their services.

It was wonderful experience with Dattani and partners.

Very cooperative and helpful. I would recommend people to consider them.

Working with Hardik for the past two years to file my taxes has been an incredibly positive experience. His expertise and professionalism make the process seamless and stress-free. I highly recommend Hardik for anyone seeking reliable tax services.

Hardik provided exceptional tax assistance filing assistance, addressing all my questions with clarity and efficiency. Highly recommended!

Tax filing was pretty smooth with the help of hardik.

Dattani & Partners delivers reliable and professional accounting services with exceptional expertise.

Mr Hardik is very cooperative, kind and diligent human being. He has excellent service. I have very good experience with his Services. I highly recommend each to take advantage of his service.

Superb service. Quick reply and assistance.

Provided correct guidance and help in filing tax return, very transparent and seamless service

Very quick and one of the most trusted to file your taxes. I have been filing taxes with them since the past 2 years and have felt very reliable and comfortable.

Very Proactive , Knowledgable and Reachable. Would 100% recommend Hardik Dattani. Excellent service