College Planning/Funding Services in Milwaukee

I attended one of the presentations on Financial Planning given by Kumar Vutakuri and called him to understand more. He educated me on Financial Planning for me and my family and explained about Retirement planning. He did the free financial health checkup (FNA) and showed us the numbers we require when we retire. He educated us on Protection planning, kids college education and showed us the Road Map for the next 40 years. We ended up having IUL’s for me and my wife and Fixed Indexed Annuity (FIA). He has a lot of patience, and is very committed to helping the families. He has a lot of knowledge on what he is doing. I have recommended a couple of friends also to avail these services.

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

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.

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

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

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

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

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

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

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

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

I had only 2 days left to handle everything and I am not any good with documentations and administrative things. Yet it felt smooth, easy and I could tell I was in very capable hands. My situation isn't that simple being a foreigner with a wife and kid having recently moved to the US, but all worked out great. Meeting in person makes a whole world of a difference. Thanks! Highly recommended

Vinita is amazing to work with! She helped us with our personal and business taxes. Additionally, she is very knowledgeable about IRA, HSA and FSA. We will definitely be working with her long term!

Outstanding service and professionalism. Their attention to details and personalized service are incredible. Also their use of digital tools makes everything extremely fast and easy.

Great and professional service!

This is the second year we’ve used Jain Consulting for tax preparation! The firm is prompt and meticulous! We’ll be back! Join us!

If you are looking for an tax expert, look no further! The personal service, guidance and responsiveness is unparalleled to anything I've experienced in all the years of tax preparation. If you fear you can't afford personalized service - fear no more, because she is affordable!

Jain Consulting's services were excellent! Very friendly, professional and fast! I will definitely be switching to Vini for all my needs. She is wonderful!

I contacted Vinita to prepare our business taxes and provide quickbooks clean up. Her response time was quick and she completed faster than expected. I will continue doing business with her.

They are honestly the most helpful and easy to work with accountants I have ever experienced. Extremely reliable, extremely knowledgeable, and willing to work with their clients. They are very understanding of peoples different abilities pertaining to their businesses and finances. I could not be happier with their services. 100% A+ service.

It was a wonderful experience to work with them. I was looking around for tax filing as this was my first time. So, the more I was discussing with other agents, more I was getting confused. Thanks to Vini and Jack for making this process so smooth. Vini responded quickly to my queries. Jack made everything very clear to me. Surely, I will be coming to them again.

I had a very good experience with Jain Consulting. Being on F1 visa, Jack and Vini made the process extremely easy for non immigrant tax filing. They took care of everything including the tax filing, documentation and final packaging. My filing included last year amendments too which was smoothly completed. The price is affordable. Everything was completed online and they are very responsive and happy to answer all the questions over emails and calls. I would highly recommended Jain Consulting for anyone who 's looking to file taxes in an efficient, smooth and timely fashion.

Jain Consulting has provided me with the very best accountant services I have ever had. From preparing and filing business taxes to responding to questions and filing documents, they are quick to act and their work is impeccable. Their services are offered at reasonable prices. Best of all, Vini & Jack are really nice people. I look forward to recommending and working with them for many years to come.

I received a call back within a few minutes after submitting my inquiry. They were friendly and took the time to answer all my questions. I had just sold my rental house and I didn’t have to pay any taxes on it and I also received a refund! Great value and saved the stress of doing my taxes myself. Let them do your taxes too.

Jain Consulting, LLC. helped my family tremendously with our 2019 Taxes. For years, we used tax software and felt as our taxes got more complex with property rental, side business and investments, we needed professionals. Through a trusted referral, I contacted Jain Consulting and was very happy throughout the entire experience. They were efficient, answered all of our questions, looked at every angle of our taxes so we weren't forgetting anything and we felt very confident in their work. We will continue to use Jain Consulting for years to come.

Both of them are absolutely a delight to work with. Vinita, along with her Team knows the Accounting, as well as all the Law's associated with accounting. I was able to get the loan of 5 figures, all thanks to their 24 hours turn around, hard work. Both of them are kind, and precious.

Complete process from Inquiry to filing of Tax returns including ITIN application were meticulous and hassle free. I needed to send my spouse's passport for ITIN application certification requirement, and Vini's handling of this important document was very safe and timely. Fee was reasonable and suits the purpose for individual/joint tax returns. Great Job :)

It is a right place to Apply ITIN Num And file the tax returns, Safe and secure, trust worthy place, I had a nice experience - Selva

Jain consulting has been an outstanding resource as I started my business. I am used to only getting in contact with my CPA during the tax season, but Jain Consulting answers texts and emails throughout the year – an invaluable service when you are first figuring things out! They could have nickel and dimed me for the information over many consultations, but instead just provided friendly guidance and gave me the option to schedule something more thorough if I felt I still needed the help. They even took the time to help me learn Quick Books so I could track my own profit and losses and answer me questions there as well. Each time I have asked, “can I do it and you review that I did it right?” they have helped me, or if I instead opt for them to do it, they’ve picked it right up and responded quickly. I cannot say enough positive things about my experiences. I am moving my personal taxes over to their company this year – that is how much I have appreciated their help with my new business.

Excellent response and great satisfaction with the service provided.

Awesome service! Transparent, Fast and Effective service!! Amazed with how much respect we were treated with and how formal everything was. Thank you for the amazing experience!

I have been taking services from Vini and Jack for the past 2 years. They are very good and provide detailed clarification for the question. Kudos to them for excellent service

This is the first time we’ve used Jain Consulting. They were very knowledgeable about our taxes. Vini and Jack were very friendly and professional. We will definitely be back.

Service is really quick and effective.

Excellent service. Vini made the process so smooth and easy for us. Highly recommend for all tax related purpose

Good experience, went quickly.

I am so appreciative of the accounting services provided by Jain Consulting! They are helpful, efficient, and detail-oriented. I will definitely be using their services again and recommend them to other startups looking for help getting their accounting in order.

I had a great experience! I was referred to them by a friend. They were very efficient! I was able to start the process online before our meeting which really saved a lot of time. I had everything in and filed very quickly. I will go back again next year and would highly recommend their services:)

I've been taking tax services from Jain Consulting for the past 2 years and it's always a good experience. They are responsible and professional and I would like to come back next year as well.

Excellent service!!

Excellent service

Great experience. Worked with me to solve my tax filing needs in a pinch. Fair pricing and personal service. Very attentive. And very responsive.

I would definitely recommend Vini/ Jain Consulting for tax services. A very smooth process and guidance for my requirements right from the onset I reached out to Vini for inputs. Really appreciate Vini!!

Excellent service, fast and efficient.

Very happy with Jain Consulting service and they are very helpful and friendly.

Very detailed, informative, and well served. I will be a repeating customer for my tax services going forward.

We are very happy with the service, this is the third time. We like to come and get service for next time also. Very good service..

Most liable, prompt and accurate firm with very diligent and efficient professionals!!????

I recommend using her a thousand times.. She is very professional, courteous and very helpful. Completed our tax return speedily and excellent rate.

She was really helpful and kind to us. She throughly explained everything we needed to know. I highly recommend visiting her.

Excellent accountant

Very helpful. Vini answered all my queries. Got my work done without a hitch.

Exceptional service from Vini , Jain Consulting. At the very last minute of my tax filing and ITIN generation for my dependants . Vini helped me with all details and in a very timely manner.Thank you very much for everything.

Found Jain consulting details on irs site and made an appointment. She helped us in filing ITIN application for my wife at very reasonable price. Though i was late for my appointment she received us well. I highly recommend Jain consulting..

Excellent service. Highly recommend for all Tax & Financial related services.

Great experience working with Vini for ITIN renewals. It was well organized and quick.

Best Accounting Team Ever! They are extremely responsive and have assisted me on multiple occasions with issues that went above and beyond and they did a fantastic job on everything. I run a company that founds other companies and have done so for 17 years. I will recommend Jain Consulting to all of our customers. They are, in a word, fantastic! Thank you all for everything!!!

Excellent, courteous, and super timely service. I was in real need of a good CPA on a very short deadline. Jain Consulting got it handled in a few short hours, and made sure I understood how they’d come to the result. I’m very glad I checked for reviews and found them, and would definitely recommend them.

Great service. Got support even after business hours. Very supportive. Happy with service.

Highly organized, responsive and proactive. They advise on best practices and ways to save money. They are a valuable asset to my business!

I appreciate the support given by Jain consulting with our Tax filing. They have completed all of the documentation in a very short notice. They're very supportive. The fee is also reasonable! ??

Very professional and detailed oriented. It was a pleasure working with Vinita.

Great service, got help with ITIN!!!

Excellent customer service and very responsive. I truly enjoy working with Jack J and can recommend him without any hesitation. Thanks. Dr. LR

Excellent, courteous, and super timely service.

I went to see Vini for filing for an ITIN renewal for my kid. The process was pretty smooth and fast. She was able to clearly specify the documents required and get them organized. She also explained me the process once submitted with IRS and prepare for 2022 filing. I look forward to working with her in the future.

Went in for ITIN and it was a pleasant experience. Process was clearly documented and Vinj proactively provided guidance around some of the complexity we had with our documentation. She was welcoming and it was great meeting her. Definitely would recommend visiting this place for ITIN and looking forward for similar experience for Tax filing with her help.

Vinita is extremely efficient, and very accommodating. I had a great experience filing my tax return with Jain Consulting. Definitely recommend you get your return done here.

Vinita and Jack are very helpful amd responsive. They are also Always available to answer any questions i may have.

Step by step process explained and helped us to get higher return. Overall everything was awesome

The Best place to file individual income and any other taxable income as well as Certified accepted agent recognized by IRS and many other services related to account, fast and accurate service. I would recommend that vini from the front desk who she is very friendly and smooth.

We have been working with Vinita for several years now and always are satisfied with the excellent service she provides to us. She is thorough, responsive, efficient, and provides a quick turn around. She and her team really know their stuff! Highly recommend!

Filed my taxes with the firm. Excellent service. Applied for ITIN number, the process was very smooth, well organized and explained every step in detail. Worked with Vini and Jack, are very professional and got my taxes filed in a timely manner. Definitely recommended

Vini helped us easily navigate tax forms and got our work done swiftly

My experience of filing taxes with jain consulting has be really great. The team has been very polite and answered all my questions patiently. I highly recommend their services.

Vini as a CPA is very knowledgeable. She walks you through the entire process for any services you require of her for tax purposes. I consulted her for my daughters ITIN renewal. She was very helpful and the process was quite smooth. Thanks a lot Vini.

Vini is a talented professional who helped me in getting my child's ITIN. She is very good in handling your tax filing.

Vini and jack is the best tax agent.

Best Consultant, Highly recommended

Smooth experience, Vini was extremely professional. We went for our ITIN application as we couldn’t get any appointment directly with the government. Would highly recommend Vini for services related to tax filing and ITIN application amongst others.

Vini was VERY helpful and professional with her work. Taxes were done within the day and I'm very satisfied with the work. Would definitely do business with them again.

I used Jain consulting for my tax return and it was very nice experience. Vini explained that things very well. Over all experience with Jain consulting is impressive and definitely recommend for my friends. Thanks Raj

The service was smooth and responsive

Great service, very efficient and happy to answer all my questions. Definitely recommend.

I've heard that the first year with a CPA can be a bit rougher than expected, because everybody is getting to know each other, loads of finances to share, and general confusion of moving up in finances by employing a CPA. I will be honest that it was quite a bit different than I expected and at times I wasn't sure getting a CPA was the right move (not specifically Jack & Vini, just a CPA in general). But after each conversation with Jack & Vini, I learned so much about my finances, both personal and business. They made a lot of the process really easy and smooth, and answered any question my husband and I had. They even gave some great advice on how to get more money out of our return for this year and next. I'm excited to see how next tax season goes, which is crazy, because I usually despise tax season. Thanks for all your help this year, especially with my small businesses and turning them into LLCs.

Got my ITIN issued from them, they made the process very easy, quick and hassle free. The fee was very reasonable as well.

Service was excellent and professional. Thank you

Fast, easy and friendly service.

I had a really positive and efficient experience, would definitely recommend.

The service for tax return was excellent!

I worked with Vini and team in 2021. I had a great experience. Vini and team are professional, quick to respond and address all your concerns. I would recommend Jain Consulting if anyone is looking for a firm to do their taxes.

We had a great experience with Jain Consulting. The ITIN verification appointment and tax preparation was prompt and hassle free. Highly recommend.

Very quick and wonderful service.

This firm provide accounting services at the highest quality. It is one of service providers listed on the NC website for a complete tax accounting. I got this after a worst experience with another company to get my tax return done during 2020 and 2021. The company approached me with a discounted offer for the first time but in doing so they chose an easy route for my dependents who do not have TIN. As I found out later, the company was not certified to process TIN on behalf of the client. This has resulted me to lose $3k due to fake offerings. This time, I did proper search including the recommendation on the NC website that landed me to the current company. I was impressed by their service with advanced document processing platform, staff ready to listen your cases and consider appropriate solution and payment plan, and excellent professional service. I highly recommend the company for anyone new to the US tax system and others in need of quality service.

Very patient and knowledgeable. It was great experience as I was given a lot of run around by HR block previously. Answered all my queries. All my documents were reviewed thoroughly before they were prepared for filing.

I have found the details in google . When contacted VINI about ITIN queries she has provided all the details with clear and detailed explanation . She is very cool and cleared all my doubts

From our initial telephone conversation right through the entire process, Jack and Vini were outstanding. There were no processes that they weren’t knowledgeable about and made the entire experience seem effortless. Excellent at assisting expats with their tax and ITIN requirements.

I found them very helpful from our initial conversation right through entire process. They helped me with my wife's ITIN application and with my Tax amendment to get good refund which I was owing to IRS before.

I had a very good experience for filing of ITIN application. Vini was very professional and was very responsive to our queries. I would highly recommend this firm.

Very happy with the Vini CPA service. Got a detailed information regarding all the queries we had. Definitely recommend.

Tax submission quite simple process. Vini made my job easy. Office and staff are great.

Straight to the point, clear communication, perfect time management.. Vini explain all the queries we had.. very pleasant experience through out the process.

Absolutely the best experience filing our taxes. I would highly recommend this firm for all your tax needs

I had a great experience on my tax service with tax guru-jain consulting. Jack and Vini were very professional, courteous and polite. They were also very quick and efficient. I highly recommend them to anyone who is looking to have their taxes prepared. I will be using their services in the future.

Amazing service!! Jack was very helpful as well as Vinita!!!

Team was super helpful prompt and cooperative with tax return and ITIN.. I was quite apprehensive as it was my 1st year of filing return but the team was great and guided me well throughout…Would surely recommend services to my friends and family….

Jack has been very responsive to our questions and he has been our CPA for last three years. He has done a wonderful job with all our tax questions over the years.

Vini was very professional, she explained everything in details. She was extremely helpful to guide us with our tax return and my ITIN application. I recommend this establishment to people who have to apply for ITIN’s.

I reached vini for tax return and ITIN process. She explained very well with patience and clear about the complete process. Thank you so much.

Had a good experience working with Vini. She helped with the entire process and it was so easy working with her. Highly recommend.

My experience with Tax Guru-Jain Consulting for my taxes was great. Jack and Vini helped me with my taxes. They were professional, knowledgeable and very responsive to communication. Jack prepared my taxes and did a complete walk through with detailed explanation. I highly recommend Tax Guru-Jain Consulting (Vini and Jack) for folks who are looking for help to file their taxes.

Very satisfied with Jack’s and Vini’s assistance with filing taxes and applying for an ITIN. Smooth and easy process and looking forward to filing taxes here every year!

I highly recommend their services. We had a complicated issue with the IRS and Jack quickly identified the problem and was able to resolve it very quickly. He is very knowledgeable and a pleasure to work with.

Outstanding service, very professional. I got all my questions anwered to full satisfaction. I filled tax return and applied for ITIN and whole process was done in half an hour after completing the documentation online.Highly recommended if you are living in RTP area

This was our first time visiting and we will definitely be back. Amazing service!

Really like the services. All my queries answered on time. Highly Recommended!!

My experience with Jain consulting has been fantastic. Jack is very attentive, timely with his responses and patient to answer any questions I have. Highly recommend the company.

Jain consulting is absolutely awesome! It took me a while to find a CPA that works with different immigration statuses and I was pleased to find Jain Consulting. They worked through our situation very well, and helped us get the best returns, and filed everything in a timely fashion. Jack has a wealth of knowledge that has been very helpful in navigating our taxes correctly.

Great service! Very happy working with this firm. Prompt communication and Jack answered all my questions.

Great experience ,smooth process . I was able to get an ITIN application done with ease. Highly reccomend them

These guys are great.! Vini was really quick and extremely proactive. Jack helped us with a smooth process of filing returns and my ITIN. Appreciate both their commendable efforts in guiding through this process.! Highly highly recommend these guys!. ??

My husband and I have had our taxes prepared by Vini and Jack for the last two years and we will keep using their services for the foreseeable future. They are professional, courteous and very patient in taking the time to answer any questions we have. The price is reasonable and the level of detail and expertise is definitely worth it compared to filing taxes by yourself online. I definitely recommend them to anyone looking for a no hassle, professional CPA.

What a fantastic and well-run business!! Jack was so knowledgeable and accommodating to my husband and me. I am so happy, and I will tell all my friends about Tax Guru-Jain Consulting!

Thanka for smooth and seamless way of filing taxes.

Jain consulting were great to work with! Both Jack and Vini were always available to answer any questions I had and they both worked quickly to get my tax return filed. I’m a sole proprietor and my taxes can be a little complicated but Jack was very professional in handling all of my tax needs. This was my first year working with Jain consulting but it won’t be my last, I’m throughly impressed with the quality of their work.

Taxes this year were painless thanks to their professionalism. Fast and dependable. Wish I had discovered them years ago.

I would like to thank Jain Consulting for their excellent Tax return filing service , providing informative and precise information for all queries. They definitely made my Tax returns filing simple and stress free. Would definitely recommend them for Tax filing services .Thank you team for your great efforts....

Vini was amazing. Knew her stuff ! explained everything to me in a way I understoood.

I loved working with Vini, would absolutely recommend reaching out to her with any tax needs. The entire process was seamless. Thank you again!

Great experience. Vini and Jack were polite and the whole process was smooth. Highly recommended

My tax team is great! I no longer stress about my business and personal taxes! No one wants to deal with complicated tax stuff. Hiring Jack and Vini was the best decision I made.

Vini understands the IRS functions precisely and is very pleasant to work with.

Vini from Tax Guru provided exceptional assistance with my business tax and financial matters. As a new business owner, she made the process incredibly smooth, alleviating any concerns I had. I'm truly impressed and highly recommend their services.

As a tax consultant, Tax Guru provides exceptional service and expertise in navigating the complexities of tax law. Their team demonstrates profound knowledge and dedication to ensuring their clients receive the best possible guidance and solutions for their tax-related concerns. Tax Guru's commitment to excellence is evident in their meticulous attention to detail and their ability to offer personalized strategies tailored to each client's unique circumstances. Their professionalism and responsiveness create a seamless experience, instilling confidence and peace of mind throughout the tax planning and filing process. I highly recommend Tax Guru to anyone seeking expert tax advice and assistance. Their expertise, reliability, and client-centered approach make them a trusted partner in achieving financial goals while ensuring compliance with tax regulations.

Great service. Mr. Jack and Mrs. Vinita are very friendly. We got very good refund. Thanks to ?? Taxguru.

My wife and I required assistance with an ITIN application and 2024 tax filing.Vini and Jack proved to be highly helpful and knowledgeable with our situation and the beauty of going through Tax Guru is that we also got a higher refund this year! Highly recommend!

Very good and friendly advice. I got all my questions answered

Highly Recommend! Friendly, Family run, professional, and knowledgeable.

Jack and Vinita were very friendly and helpful throughout the tax filing process. They own a small business Tax Guru off of Jones Franklin Rd and Hillsborough St. in Raleigh. If you own a business or would like someone to help you file your personal taxes I highly recommend their services.

I recently had the pleasure of utilizing Tax Guru Services for my accounting, balance sheet, business, notary, and taxation needs, and I must say, I was thoroughly impressed. First and foremost, their pricing is incredibly competitive, making them a standout option in the market. Not only do they offer affordable rates, but they also provide exceptional value for the services rendered. One of the aspects I appreciated most was their willingness to go above and beyond simply executing tasks. The team at Tax Guru Services took the time to offer valuable advice and suggestions to optimize my financial situation. Their expertise and insight were invaluable in helping me make informed decisions regarding my taxes and financial planning. Moreover, the staff at Tax Guru Services are incredibly friendly and approachable. Despite the complexities of accounting and taxation, they were able to explain concepts in a clear and understandable manner, putting me at ease throughout the process. Overall, I wholeheartedly recommend Tax Guru Services to anyone in need of accounting, balance sheet, notary, and taxation services. Their combination of affordability, expertise, and friendly service make them a top choice in the industry.

Great service by Vini. Really recommend her services and very helpful.

As a small business, working with Vini and her team has been fantastic and we now have someone we can fully trust. I went through two other accountants and Vini and her team are the best. Great support, and guidance on making sure all our books and finances are taken care of the right way. As a small business, I can focus on our customers and service and no longer have to worry about the accounting side.

Great Service. I am getting best refunds. I do my taxes with Jain for last 5 years. I would have given them 10 stars if google had options. Highly recommend.

I love love love coming here . I get so nervous when it comes to taxes . Everyone is so calm and patient, sharing best practices and ensuring that I maximize my financial opportunities.

Very welcoming and knowledgeable! Jack and Vini helped me form a LLC last year and Jack has been guiding me through. I had so many questions and Jack always took a time explaining until i can understand. Most Importantly, I feel comfortable using their services! Thank you!!!!

Jain tax Guru helped me for 401k advise and gave best suggestions on tax strategies. It was a great experience

Vini and Jack were very helpful. I was going to HR Block last years but this is my new place to go for tax returns.

Really glad I found this place! Great service, fast, and very friendly staff! Highly recommended!

My friend and I were so happy to find Jain Consulting! They were able to fit us in with a same-day appointment and helped answer all of our questions about taxes. I recommend them to anyone in the area!

Wonderful, experienced tax professionals. They help you with every question and keep you up to date with everything needed to be a tax guru!

We had a great services from Jain consulting and I was able to get very good refund. I have been the customer for the last three years.

Had a great experience this tax season with Jack and Vini! Very helpful in guiding us through the process.

Wonderful service! Thank you

Vini has gone above and beyond since the first time I called her. She is prompt in her responses and so thorough in her work to ensure my taxes are filed correctly. She walked me through the process step by step in-person and got everything filed in the same day. I will be continuing to use her services next year!

I have been thrilled with the level of support and engagement with Jack and Vini at Tax Guru. They’re helping me with filing taxes, establishing business entities providing tax advice and guidance.

Vini provided exceptional assistance with my tax questions - delightful experience! Their expertise, professionalism, and promptness were truly commendable. Highly recommended!

I had a great experience with this group! I highly recommend them. They were very timely and friendly!

The service was very good, and I recommend Tax Guru to others. The service is excellent. I'm happy.

They were very helpful with me to resolve the issue that I had and give me the proper refund and did great troubleshooting love them will use them again thank you oh yeah thank you

Jain Consulting was a tremendous help, in helping us creat our first LLC. They hold them self to high level of professionalism and are very good and fast at getting back to you with answers to all types of question you might have. As this is our first LLC we had all sorts of concerns. Over all great experience, I will recommend to anyone in need of creating an LLC, corporation or just in need of an account or assistance with yearly taxes.

Vini and Jack are very knowledgeable and professional to work with. They helped me file my US tax returns as well as my wife’s ITIN. They have in-depth knowledge of the US tax system and very professional to deal with. I would highly recommend them for any tax related queries and issues.

?????????? I highly recommend Vini and her team for your tax needs. Very knowledgeable, ethical, and great with numbers! There is a reason they have hundreds of all 5 star reviews. ??????????

Tax-Guru -Jain Consulting provided me with outstanding service! I am a first time customer, I reached out to them 6 days before closing deadline to get my taxes done, Vini and Jack were very efficient and friendly, they got everything done thru email, following up with me for documents and advice which would save me money, even though they were super busy. In short I got a good refund a few days back. I cannot thank them enough, this review is a small way of showing my gratitude. I will continue to use their services, I strongly recommend them. God bless them!

Very happy withbthe services ,itin and taxes .will come again .

She was a wonderful person. I was able to make same-day appointment and I recommend Jain consulting tax guru for any tax advice or financial questions.

Vini is very professional, and very nice

I had a consult meeting with Vinita and she was amazing. Very informative and I appreciate the time taken to explain my questions.

Vinita Is very efficient and knowledgable and sorted my issues with ITIN application which was initially rejected. She Is a CAA and I didn't have to submit my passport to the IRS.

Excellent service and detail to attention. Very responsive and knowledgeable.

I highly recommend Tax Guru Jain Consulting. Jack was extremely responsive and helped me resolve a complex tax issue. If you are facing any concerns or simply seeking tax guidance, this team is knowledgeable, understanding and will help you navigate the situation.

Vini works with all businesses to help them with their accounting needs. She is proficient with Excel or Quickbook and can help you with day to day running the business and at tax time. Her honesty and knowledge make her an expert and someone you want to have in your corner.

Very professional and dependable!

Vini of Tax Guru is so knowledgeable about taxes, especially business tax. I found her to be a great and active listener and knew what questions to ask tome make the best decision for my business.

I had a wonderful experience with Vini and Jack’s tax return services. They are very responsive and thorough. They have a very efficient appointment system and they know their craft well. Overall, I will highly recommend their services for filing your tax return.

I can't recommend Jain Consulting enough! As a self-employed business owner, there’s a lot to juggle between the creative side and the business side, and hiring a CPA was definitely an investment. From the moment I spoke with Vini, she reassured me that she would help with my complex tax questions, and she’s done just that. She’s incredibly prompt with responses and always provides reassurance when I have follow-up questions. I’m so glad I found Vini and Jack, and now I never have to worry so much about my business bookkeeping or taxes. It’s such a relief knowing they’ve got it covered for me! Thank you, Vini and Jack!

We had an amazing experience with Tax Guru-Jain Consultation. Excellent services deserves to be celebrated. Prompt responses and Affordability are the major outstanding services. Highly appreciated and recommended!

Working with vini and her team has been absolutely wonderful! Thank you for all your efforts! Very professional and accommodating.

I highly recommend Jack and Vini for their exceptional professionalism, organization, consistency, and responsiveness—qualities that are essential in an accounting firm handling small businesses. Their personalized service truly sets them apart. Jack and Vini have provided invaluable support, allowing me to focus on growing my business with confidence, knowing that all aspects of our accounting and financials are in expert hands. I am sincerely grateful for their dedication and expertise.

Excellent service

I have found Vini and the team at Jain to be knowledgeable, easily accessible and professional . I would recommend Jain to any individual and or business.

Vinita is an outstanding CPA! She is professional, detail-oriented, and always ensures accuracy in all financial matters. Her expertise and reliability make a huge difference. Highly recommend her services!

I had a great experience with Vini and Jack services, opening LLC and tax returns. I highly recommend them!

It has been an absolute pleasure working with Tax Guru - Jain Consulting. Vini and her team are very reliable , knowledgeable and the customer service is beyond exceptional. This was our first year in business and Jain Consulting has made our tax season and accounting a breeze. I would definitely recommend Tax Guru-Jain consulting and definitely give them 5 stars no question.

I had a great experience working with Vini and Jack. They helped me set up my LLC and provided ongoing support throughout the year, answering all my tax-related questions. When it was time to file my taxes, they made the process smooth and stress-free. Highly recommend their services for anyone looking for reliable and knowledgeable CPA support!

Working with Vini and her incredible team has been a fantastic experience! Right from the start, her friendly demeanor and unmatched efficiency made all the difference. As someone who usually dreads anything to do with taxes, discovering Vini felt like finding a hidden gem! She effortlessly navigates my complex tax situations, and she always makes sure I fully understand every step of the process. Her wealth of experience gives me so much confidence, and I genuinely feel like I’m in great hands. I can’t recommend her highly enough—she’s truly a lifesaver!

Excellent service! I will refer to all my friends.

I have been a small business owner of a dental practice for the past 20 years. During that time I have employed several different accounting firms but felt that I needed a firm that could provide more personalized care. That is when I found Vini Jain. What I love about her and her firm is the personalization and the attention. She is always available for a phone call, email or text. She answers all of my questions and I never feel like my business is neglected. I employ her on a monthly basis to reconcile my books so I am in constant contact with her during the year and not just at tax time. I have found the level of service to be consistent and attentive over the years. I would absolutely recommend this firm to anyone looking for solid, reliable and personalized service.

Very quick and professional

Jack and Vinny did a great job with my taxes from last three years! I got the refund out of my expectations. I highly recommend highly recommend using their services at Tax Guru!

Excellent Services I have been doing taxes 1040 with them for last 5 years and they do get good refund and do the Services quickly. Thank you Jain team members!! I recommend all to go and get their services. Appreciate their online/ in person appointments systems .

Excellent attention and very well prepared. Grateful for everything

I am writing to express my sincere gratitude for the exceptional service I received. I was referred to your firm by Nonprofit Organization, and I'm delighted to share my positive experience. Vini and Jack provided invaluable assistance, demonstrating both expertise and a commitment to client support. I highly recommend Tax Guru to anyone seeking professional tax advice. Thank you again for your help.

Go see them. They are so helpful!

They take care of our entire families taxes for the past couple years. Professional and extremely helpful, can always be counted on, definitely will recommend to all our neighbors.Thank you from our family!

I would highly recommend them for any tax related services. I had filed my state and federal taxes with them and also submitted ITIN application for my spouse. They were very helpful and quick and helped me file in time. Their service made sure I will be their permanent returning customer.

I couldn’t be more pleased with the service I received from my accountant. She made the entire tax filing process incredibly smooth, stress-free, and efficient. From start to finish, she was professional, knowledgeable, and attentive to every detail. She took the time to answer all of my questions and made sure I understood each step along the way. It’s clear that she genuinely cares about her clients and takes pride in her work. I’m so grateful to have found someone I can fully trust with my finances. Highly, highly recommend!

The dynamic duo of Jain Consulting (Vini and Jack) are exceptional at tax prep and I highly recommend them. They took the time to ensure I understood the process and were able to maximize my return while minimizing any stress. I also appreciated their prompt communication and the transparency they provided. They were able to prioritize me with my last minute request as I needed to travel around the tax filing date. They even gave future tax planning suggestions to optimize our savings on taxes. As we were their clients on an investment property through their realty business (Jain Realty LLC), they also provided guidance on related tax planning. This is truly a one-stop-shop for realty and tax needs. I’ll definitely be using them again next year!

Working with Jain Consulting on taxes was a great experience. Professional and fantastic communication. Highly recommend in the Raleigh area!

I'm so happy to have found the Tax Guru! We recently relocated to Cary and wanted to have a local preparer. I had seen the many excellent reviews so thought to give them a try - I'm so happy to have found them! Jack did a wonderful job of explaining my tax situation - and I appreciate their year-over-year comparison.

They have been doing my taxes for past 5 years. Amazing service both in terms of regulatory and speed.

Awesome CPA! Really takes the time to make sure clients are educated on the best options for you! Very savvy with real estate investors as well.

I have worked with this team for years, through various businesses and employment. They are very very smart and understand taxes better than any other company I've ever worked with. Highly recommend. I refer a lot of people over.

Worked with Jack from Tax Guru for the past few years and it has been an excellent experience from answering all tax related questions to ensuring that my filing was complete in an accurate and timely manner. Highly recommend them and you will not be disappointed.

Jack and Vini - wonderful professional. They perfectly handles your variety of complex business needs and make things simple for you. Deep knowledge and always reachable to.help you out. We do our multiple businesses and personal taxes and accounting with them. Very much happy. Thank you

Every time without exclusion the best service. Can contact them anytime even after hours and you will get a response promptly. Has decreased my workload and stress managing my tasks for me. Will definitely recommend them. They are as trustworthy as possible!

Was a great help to get started learned a lot

Vini has been very helpful in setting up the Business Entity. Definitely recommend!

Vini and her team manage the books for several bussinesses I assist with. They have been great to work with. They are very efficient and have quick response time to any additional needs and all at a very affordable price. Also Jack, helped us with a long unresolved tax discrepancy and was able to get a significant amount of money back to us that we had overpaid the irs. So grateful for them.

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

The entire team is professional, efficient, and very responsive! I highly encourage using Goodlife Financial Services for financial planning

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.

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

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 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.

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 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 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

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.

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 .

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 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.

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 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!

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

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.

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 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 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.

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.

I can't recommend Jain Consulting enough! As a self-employed business owner, there’s a lot to juggle between the creative side and the business side, and hiring a CPA was definitely an investment. From the moment I spoke with Vini, she reassured me that she would help with my complex tax questions, and she’s done just that. She’s incredibly prompt with responses and always provides reassurance when I have follow-up questions. I’m so glad I found Vini and Jack, and now I never have to worry so much about my business bookkeeping or taxes. It’s such a relief knowing they’ve got it covered for me! Thank you, Vini and Jack!

I have worked with this team for years, through various businesses and employment. They are very very smart and understand taxes better than any other company I've ever worked with. Highly recommend. I refer a lot of people over.

I recently had the pleasure of utilizing Tax Guru Services for my accounting, balance sheet, business, notary, and taxation needs, and I must say, I was thoroughly impressed. First and foremost, their pricing is incredibly competitive, making them a standout option in the market. Not only do they offer affordable rates, but they also provide exceptional value for the services rendered. One of the aspects I appreciated most was their willingness to go above and beyond simply executing tasks. The team at Tax Guru Services took the time to offer valuable advice and suggestions to optimize my financial situation. Their expertise and insight were invaluable in helping me make informed decisions regarding my taxes and financial planning. Moreover, the staff at Tax Guru Services are incredibly friendly and approachable. Despite the complexities of accounting and taxation, they were able to explain concepts in a clear and understandable manner, putting me at ease throughout the process. Overall, I wholeheartedly recommend Tax Guru Services to anyone in need of accounting, balance sheet, notary, and taxation services. Their combination of affordability, expertise, and friendly service make them a top choice in the industry.

Working with Jain Consulting on taxes was a great experience. Professional and fantastic communication. Highly recommend in the Raleigh area!

I would highly recommend them for any tax related services. I had filed my state and federal taxes with them and also submitted ITIN application for my spouse. They were very helpful and quick and helped me file in time. Their service made sure I will be their permanent returning customer.

Vinita is an outstanding CPA! She is professional, detail-oriented, and always ensures accuracy in all financial matters. Her expertise and reliability make a huge difference. Highly recommend her services!

I highly recommend Jack and Vini for their exceptional professionalism, organization, consistency, and responsiveness—qualities that are essential in an accounting firm handling small businesses. Their personalized service truly sets them apart. Jack and Vini have provided invaluable support, allowing me to focus on growing my business with confidence, knowing that all aspects of our accounting and financials are in expert hands. I am sincerely grateful for their dedication and expertise.