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College Planning/Funding Services in San Diego

Value Financial Services

From the Business: Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, im...

VVS Financial Services
Serving the San Diego Area
(Pin: 79037)
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From the Business: VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning,...

Visam Financials
Serving the San Diego Area
(Pin: 83151)
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From the Business: Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are ente...

Quantum Leap Wealth
Serving the San Diego Area
(Pin: 41966)
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From the Business: Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approac...

Infinitefs LLC
Serving the San Diego Area
(Pin: 53004)
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From the Business: Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living t...

TulaVantage - Wealth And Healthcare Services
Serving the San Diego Area
(Pin: 17091)
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From the Business: I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.

Vela Life Plan
Serving the San Diego Area
(Pin: 92984)
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From the Business: SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address ...

Axon Financial Services
Serving the San Diego Area
(Pin: 78886)
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From the Business:

Axon Financial Services is a forward-thinking financial advisory firm committed to helping individuals, entrepreneurs, and organizations achieve sustainable growth and long-term success. Founded by Jinu Tharian,the company focuses on guiding clients through critical financial milestones, including business transitions, career adva...

MUDRA WEALTH CREATION
Serving the San Diego Area
(Pin: 52118)
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From the Business:

Mudra Wealth Creation LLC, founded by financial professional Birju Thakkar, is a client-focused financial services firm committed to helping individuals and families achieve long-term financial stability and success. The firm offers a wide range of personalized services including Guaranteed retirement income for life, IRA/401k Rollover, Educat...

Vyom Financial GROUP INC
Serving the San Diego Area
(Pin: 28821)
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From the Business: Welcome to Vyom Financial Group Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-...

G's Financial Harbor
Serving the San Diego Area
(Pin: 50988)
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From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that e...

A2F Prosperity Hub
Serving the San Diego Area
(Pin: 47502)
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From the Business: A2F Prosperity Hub, founded by Arshath Shaik in the Atlanta Metro Area, is dedicated to helping the Bharatiya/Desi expat community build a strong and secure financial future. With over a decade of experience, Arshath offers guidance through personalized strategies focused on Estate Planning with Wills and Trusts, Lifetime Income Protection, Tax Op...

Securemoney4life
Serving the San Diego Area
(Pin: 53473)
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From the Business: Akila Manikandan is a seasoned financial advisor specializing in comprehensive financial planning services that encompass Protection Planning, Tax & Investment Strategies, Retirement Planning, and College Funding & Kids' Legacy Planning. With a focus on providing holistic financial guidance, Akila helps clients secure their financial futur...

Shweta Patel Licenced Financial Professional
Serving the San Diego Area
(Pin: 88709)
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Closes at 9:00 PM
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From the Business:

Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shw...

Wealth Summit Financial
Serving the San Diego Area
(Pin: 98586)
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From the Business: Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education...

FNA-APP (Single Platform For Families, Agents, & Agencies)
Serving the San Diego Area
(Pin: 95694)
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From the Business: At fna-app.com, we believe that a professional Financial Diagnostic and a clear Roadmap aren't just luxuries—they are a fundamental right for everyone! That’s why we’ve poured our passion into building a tool that is incredibly simple and easy to use, yet massive in its power to transform your life. Agents & Strategists: Say goodbye to "convi...

Rising Sun Financial Services
Serving the San Diego Area
(Pin: 93913)
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From the Business: Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection s...

SG Financial Hub
Serving the San Diego Area
(Pin: 43748)
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From the Business: SG Financial Hub – Financial Clarity & Secure Future SG Financial Hub helps individuals and families grow, protect, and manage wealth with confidence. With 4+ years of experience, we offer personalized financial strategies tailored to your goals and life stage. Our Services: • Retirement Planning • Investment Guidance • Tax-Efficient Stra...

Giri Lankipalle - Financial Services
Serving the San Diego Area
(Pin: 63770)
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From the Business: I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively...

KV Financial Solutions & Services LLC
Serving the San Diego Area
(Pin: 38841)
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From the Business: At KV Financial Solutions, we are passionately committed to empowering individuals and families on their financial journeys. Our mission is to deliver innovative, needs-based financial strategies that strengthen long-term security and peace of mind. Through personalized financial planning, we’ve helped countless families protect what matters most ...

GST Financial Services
Serving the San Diego Area
(Pin: 58062)
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From the Business: GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans ...

Goodlife Financial Services LLC
Serving the San Diego Area
(Pin: 53281)
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From the Business: Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an...

Trident Financial Consultants
Serving the San Diego Area
(Pin: 79672)
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From the Business: Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet...

Sure Financial And Tax Services
Serving the San Diego Area
(Pin: 26962)
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From the Business: We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space an...

SYRIAC CPA Tax & Accounting Services, INC
Serving the San Diego Area
(Pin: 72240)
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From the Business: From the Desk of Sabu Syriac, MBA, CPA Certified Public Accountant ,Tax Strategist, Business Consultant Syriac CPA Tax and Accounting Services Inc Dear Friend, You are on this page because, as a business owner, you know that you are overpaying in taxes every single year. What you need is a Tax Advisor with a Tax Strategy designed specif...

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Customer Reviews for Financial & Taxation Services in San Diego Metro Area

Rated 5/5 based on 404 reviews
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Ram Tamang rated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwal rated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Tanjina Rahaman rated5.0
7 days ago

They did an amazing job, especially their work speed was great and they did everything on time.

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Rakib Alislam rated5.0
7 days ago

Best tax return service provide me just wow works. But they charge me at low price

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Ram Tamang rated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

R
Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

A
Arafat Bhuvonrated4.0
3 weeks ago

They offer excellent services regarding tax permits. Many thanks to their company for these services.

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Zidan Forlenrated4.0
3 weeks ago

Everything was perfect, clean, and well explained. I've done my tax return with them twice.

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Pesern Hitlerrated5.0
3 weeks ago

An excellent and reliable site. I give it five stars.

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bhubon bhubonrated5.0
3 weeks ago

You can definitely get work done from them. I definitely got a very good service.

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KANU PATELrated5.0
3 weeks ago

We at American Circuit Tech were looking for an accounting services company which would be knowledgable and expert at ERC application and refunds. Even after a quite few contacts we could not find one. Finally we came across Syriac CPA and felt that we were at right place. Syriac did a wonderful job for us. Syriac did all our personal and firm's accounting services and tax preparations and e-filings and amendments for last three years. The staff is very co-operative and very helpful and accommodated us every time. And the accountants are very knowledgable too. It was a very pleasant experience. We are pleased with their services and continuing to use their service as long as we need.

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Naz Ghrated5.0
3 weeks ago

Highly recommend Syriac CPA for their professionalism, knowledge, and attention to detail. They have been extremely helpful in handling my taxes and financial matters, always taking the time to answer my questions and explain everything clearly.Best cpa in Los Angeles, Cerritos and Artesia area. Highly recommend for tax planning and tax strategies.

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sadia Aktherrated5.0
3 weeks ago

A top-notch company for tax permits, offering excellent service.

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Sumaiya fateha Ohirated5.0
3 weeks ago

A top-notch company for tax permits, offering excellent service.

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Sandeeprated5.0
3 weeks ago

As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.

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Arjunrated5.0
4 weeks ago

From the first call to the final filing, everything was handled professionally. They responded to all my queries within hours and made sure I understood every step of the process. Great service

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Priyarated5.0
4 weeks ago

I was really worried about filing my taxes this year since I had multiple income sources, but the team made it so simple. They explained every deduction clearly and got me a bigger refund than I expected. Highly recommend

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Lakshmirated5.0
4 weeks ago

I appreciated how upfront they were about pricing from the start. No surprise charges, and the final invoice matched exactly what was quoted. Will definitely use them again next year.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

S
Samama shahrin khan Ruhirated5.0
4 weeks ago

This is an ideal and cooperative company in terms of servicing. I took service from them the next day, without hesitation, and you will receive excellent service.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Jeff Leerated5.0
5 yrs ago

Sabu Syriac CPA has been doing our corporate tax returns which are pretty complex. We are very satisfied with his knowledge and expertise. I really think he is the best CPA and accountant in the area, so happy to have found him.

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It's me Fahimrated5.0
1 month ago

Nice ????

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Olubukunola Babalolarated5.0
1 month ago

Always helpful

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Devidrated5.0
1 month ago

An amazing company, the quality of service was really great, you can provide service without any fear.

M
Mst. Rabeya Basrirated5.0
1 month ago

They worked very efficiently and professionally, quickly.

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vikas kambhampatirated5.0
8 yrs ago

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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Leela Kimrated5.0
4 yrs ago

Best Financial Services in Irving US.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Gokul Krishnarated5.0
2 months ago

Syriac, was very helpful in navigating my first tax return filing as a part-time employment at San Francisco State University. His team responds promptly and courteous from the start, highly recommended and will be appoaching him for my finantial enquiries.

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Jeviya markorated5.0
2 months ago

I was running around between Cerritos and Los Angeles for work, and my finances were each over the place. Syriac CPA duty and Accounting Services Inc helped me sort everything out. They handled an old IRS issue I had been dealing with for a long time, and now they take care of my secretary and payroll every month so I do not have to stress about it. They are one of the best tax firms in California, and they also help people across Southern California including Cypress, Whittier, and nearby areas.

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Donal markorated5.0
2 months ago

I have heard the name of Syriac CPA Tax & Accounting Services from many people. After taking the service myself, I understood why everyone praises them so much. The quality of their service is really good and professional. The staff's behavior and communication are very elegant. They have been very cooperative from the beginning to the end of the work. Their service is like getting 5 out of 5 stars.

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Tamara Charlesrated5.0
4 yrs ago

Very grateful to Trident Tax team for taking care of my taxes this year.Definitely recommend them, very professional!

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Yegor Gusakovrated5.0
4 yrs ago

Thanks a lot to Trident Tax. They helped me with LLC registration questions. And also explained about American tax law. So I feel myself confident with them. Would highly recommend to anyone!

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zhanna shamrakovrated5.0
3 yrs ago

I have been looking for someone new to prepare my taxes and came across Trident Tax. I had a great experience working with them. they are very knowledgeable and professional... Up to date on all new tax laws and regulations. Everything was explained to me in detail and I feel very comfortable working with them.

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jacob Matarated5.0
3 yrs ago

Excellent service. Highly recommend!!

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Anna Merzlyukrated5.0
3 yrs ago

The company witch you can trust. Had a very good experience with them.

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?????rated5.0
3 yrs ago

Trident Tax are professionals in their field. Here you can receive fast and high-quality service and answers to all your questions regarding taxes and filing returns. I recommend them to everyone!

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Roman Novakovskiyrated5.0
3 yrs ago

I really like working with Paul. He is very informative and works extra hard to make sure nothing is missed. I refer all my friends to him.

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Vladimir Frolovrated5.0
3 yrs ago

Thanks for your help with taxes. Great service!

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Alex Solovyev (Alex Sol)rated5.0
3 yrs ago

Their team is as friendly as a pup waggin' its tail. Every time I called 'em up with a question, they were there with a smile on their face and a helpful answer. They made me feel like family, and that's a mighty rare thing in this day and age. I gotta tip my hat to these guys. They're the real deal when it comes to tax consultancy.

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Paul Sandersrated5.0
3 yrs ago

Excellent service! Solid 5*

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????? ???????rated5.0
3 yrs ago

Perfect service!

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Gleb Skliarrated5.0
3 yrs ago

Excellent service! I recommend it!

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???? ???????rated5.0
3 yrs ago

Perfect

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????????? ????????rated5.0
3 yrs ago

Great service, they helped me figure it out. I will recommend to friends

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??????? ??????rated5.0
3 yrs ago

These guys are awesome! Everything is clear and professional! I'd give it a 10 out of 5 :-)

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Grekova Ievgeniiarated5.0
2 yrs ago

Very professional services. I am new and business, but after consultation with Trident Tax I got all necessary knowledge I need! I am highly recommended this company!

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Hovhannes Sahakyanrated5.0
2 yrs ago

I am very pleased with the accounting services of Pavel and his team, keep it up!

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Kateryna Chechynarated5.0
2 yrs ago

Excellent service, excellent approach to clients! Help in solving issues is provided quickly and at the highest level! Pavel and his team are definitely professionals in their field! Once again, thank you very much for your help!

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??????? ????????????rated5.0
2 yrs ago

Excellent and professional approach to work! Friendly team! I recommend them to everyone!!!

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Vlad Krupinrated5.0
2 yrs ago

Excellent accounting and bookkeeping service! Their professional team always delivers reports on time, provides expert advice, and promptly resolves any issues, allowing you to focus on your business without worrying about accounting details. I highly recommend them to anyone who values ??quality and reliability.

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Tatiana Lychaginarated5.0
1 year ago

Pavel is amazing! Super professional, knowledgeable, and genuinely helpful. He made everything so easy to understand and took the stress out of the process. I really appreciate his patience and willingness to go the extra mile. If you need tax help, I highly recommend Trident Tax – you’ll be in great hands with Pavel!

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ravanarated5.0
1 year ago

We have had an excellent experience working with Pavel and his team!They are professional, knowledgeable, and always go the extra mile to ensure everything is handled efficiently. Their attention to detail and ability to explain complex financial matters in a simple way has been invaluable. Whether it's tax preparation, bookkeeping, or financial advice, they always provide top-notch service. I highly recommend them to anyone looking for a reliable and trustworthy accountant!

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Hedgehog Blondrated5.0
1 year ago

Amazing service, everything is clear, understandable and fast.

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Isold Kotlyarrated5.0
1 year ago

Excellent Service!

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Alena Lazavikovarated5.0
10 months ago

Great company and true professionals! Here I found everything I had been looking for — clear explanations, real attention, and genuine support. They made the process simple and stress-free, and their professionalism gave me confidence to move forward. I’m truly grateful and know for sure that I came to the right place!

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L Drated5.0
9 months ago

Excellent service.Very knowledgeable and attentive professional.

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mort tabaierated5.0
4 months ago

Good service and very prompt.

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Ravana Ahmadovarated5.0
4 months ago

We have been working with Pavel and his amazing team since the day we moved to Texas. We trusted both personal and business taxes to be managed by them. I can’t find enough words to express how diligent and punctual they have been since day one. The most important part is trust, I always felt comfortable and confident working with them. Highly recommended!

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

p
pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Jesika Jesikarated5.0
2 months ago

Running a small business is already demanding enough : accounting shouldn't add to the stress. Syriac CPA Tax and Accounting Services Inc. changed that for me completely. From payroll to a tricky IRS issue, they handled everything calmly and professionally. As a reliable CPA in Los Angeles County, their personalized approach to tax planning in Los Angeles County goes beyond just filing , they genuinely care about your business growth and long-term success. As a dedicated tax strategies firm in Los Angeles, their practical tax planning strategies that business owners can truly depend on make them the first firm I recommend to anyone.

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Johnson Rorated5.0
2 months ago

Some firms do the work. Syriac CPA Tax and Accounting Services Inc does it exceptionally well. Their deep knowledge of tax law, IRS processes, and long-term financial planning has been valuable for both my family and my business. As a trusted CPA in Downey, they bring a level of transparency and thoroughness that builds confidence from the very first meeting. Their personalized approach to tax planning in Downey means every decision is made with your best interests in mind, not a one-size-fits-all formula. As a dedicated tax strategies firm in Downey, their proven tax planning strategies Los Angeles County area business owners rely on make them stand out in a crowded market. A CPA firm this skilled and this personable is hard to come by in Southern California - I found one in Syriac CPA Tax and Accounting Services Inc, and I have never looked back

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Duane P. Oyamarated5.0
2 months ago

I've personally recommended Syriac CPA Tax and Accounting Services Inc to several people in the Whittier area, and every single one of them has come back to thank me for it. Their reliable payroll services alone have saved my business countless hours every month, freeing me up to focus on what actually matters. Their thorough bookkeeping services keep everything organized and accurate, so there are never any surprises come tax season.

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Ritika Haidarrated5.0
2 months ago

Whenever someone asks for a tax strategist in Cypress, they’re the first name I mention. Their planning isn't just theoretical; it’s practical advice I actually trust, and I’ve already sent several friends their way. As a leading firm in Southern California, they make tax planning feel simple and stress-free rather than overwhelming. Their personalized approach across Cypress, Los Angeles and Orange County goes beyond just filing returns: they genuinely care about your financial well-being.

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Sahin Islamrated5.0
2 months ago

As a small business owner in California, I really needed a tax team that got the local challenges here. I’m so glad I found Syriac CPA Tax and Accounting Services Inc. Their bookkeeping and payroll services (right near Cerritos) are super accurate and have saved me so much time. Plus, their tax planning saved me a ton of money last year. They make you feel like a priority, which is hard to find these days!??

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Naisa Monirated5.0
2 months ago

A colleague in Whittier first introduced me to Syriac CPA Tax and Accounting Services Inc, and I haven’t looked back since. I’ve worked with them for five years now, and their team is incredibly sharp, they actually take the time to explain the 'why' behind the numbers. They bring a high level of expertise to both my tax planning and daily operations, managing my bookkeeping and payroll with total precision every month. For any business owner in Whittier looking for a reliable, professional accounting partner, I highly recommend them.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Prakash Navarerated5.0
3 months ago

Quick responses to any query. Fully knowledgable staff. Good analysis and advice on the current market situation. Overall in good hands for growing portfolio.

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Shashank Venkatrated5.0
3 months ago

Being new to the US, I was looking for guidance on financial planning and wealth management. The team at Eagle Harbor Advisors was extremely helpful. They patiently walked us through options and built a strategy tailored to our needs. I credit them for helping coordinate between my wife and my account. Their personalized approach and responsiveness really stood out. Highly recommend.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Wrated5.0
4 months ago

Girish is a wonderful advisor, took time to explain every question I had when it came to my future and retirement. My parents also decided to use Girish and they’re very happy

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Ronald Hallrated5.0
4 months ago

We am very pleased with Eagle Harbor Advisors. Girish, Joe and Andy are an amazing team. I trust their expertise with all aspect. All of the staff is great and very knowledgeable and professional. Highly recommend them.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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John Kiwizrated5.0
3 yrs ago

Exceptional work, and some of the smartest people in finance. I know i'm in good hands.

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Silver Wingsrated5.0
3 yrs ago

I have been around the bases of Financial Advisors. Few have been known to be worthy of trust as most are just buy and hold shills with minimum abilities and experience in the real world of investing. I have known Glen Turner for going on 20 years. He represents the essence of professionalism in the field of finance advisor. He is separate from the herd! His goal is to safeguard your holdings and invest where the odds are high. I admit that I trust him as an honored friend but the simple fact is he knows what he is doing. I have learned the hard way that very few FAs do know what they are doing! One other real issue: An advisory service credibility starts with who answers the phone. At EHA Denise Mulligan answers the phone....and everything else. She will be your initial guide for all things considered. You will feel rightfully assured when speaking to her. Captain DG Aders -AAL

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Larry Davisrated5.0
3 yrs ago

Extremely pleased in Eagle Harbor Advisors in their guidance and direction in investing my Retirement Funds. Very personable and informative while caring for my personal financial planning. Highly recommend this team of professionals, especially in protecting your wealth in these uncharted financial times.

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Rolando Ricciorated5.0
3 yrs ago

Amazing people, extremely knowledgeable and always thinking about what's best for the client

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Karishma Atkissonrated5.0
3 yrs ago

A wonderful experience! In such a volatile market and economic environment, it's great to know that there are advisors out there with your best interests at heart!

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Marleny Fuentesrated5.0
3 yrs ago

Glen, Andrew and their team at Eagle Harbor Advisors do a wonderful job of helping their clients define, meet and exceed their goals. They are a great advisor group to work with, knowledgeable and personal. Thank you for such outstanding team and work!

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Alexander Meisterrated5.0
3 yrs ago

Cannot say enough good things about Glen and the Eagle Harbor Advisors team. They truly look after you and your future and keep you informed every step of the way with client meetings and consultations. After meeting with them and seeing what they had to offer I transferred my retirement accounts over to them and have had positive growth ever since. The best thing about Eagle Harbor Advisors aside from their knowledge and expertise is how they keep the clients informed about strategy and goals.

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Kim Sherwoodrated5.0
3 yrs ago

It has been my absolute pleasure and privilege to work with Andy and his team at Eagle Harbor Advisors. I have the utmost gratitude for their wisdom and guidance in with our financial future! Not only have they been able to ensure the BEST plan for our financial future with our upcoming retirement, but they always shine brightly through their knowledge in ensuring we make the “right” moves with this unpredictable market. There are just too many things to list, but knowing that we have an expert in our corner who provides the personal touch and attention to details is enough for us. I would HIGHLY recommend them to anyone who is seeking the right team in their corner for their financial future!!!

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James Bradleyrated5.0
3 yrs ago

I personally know the owner and have great regard for him and his team. Professional in every way, you can expect to be kept informed of the status of your investments. Financial safety is always number one with a focus on preservation. He is trustworthy. You will feel confident in placing your future with him and his team! I fully recommend his firm. Thank you

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Alex Kushelevskiyrated5.0
3 yrs ago

Andy and his team are the most incredible partners in planning my future and prosperity. Most trustworthy group in South Florida!

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More Dylanrated5.0
3 yrs ago

Andy and his team has helped me out tremendously. I really appreciate his help and can’t wait to see what we are able to achieve in the future. I would 100% recommend to anyone!

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kenneth jacobsteinrated5.0
3 yrs ago

Eagle Harbor has been fantastic the advise has proven to be very worthy and helpful

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Lauren Turnerrated5.0
2 yrs ago

We've been working with Andy for several years. He and the team are extremely knowledgable, friendly and great at explaining complex financial analyses in layman's terms. Highly recommend!

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yuvraj dashmeshrated5.0
2 yrs ago

Their expertise, transparency, and personalized approach gave me confidence and peace of mind. Highly recommend their services for anyone looking to make informed financial decisions.

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Eric Patalanorated5.0
2 yrs ago

This place looks out for your future! Highly recommend!

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Max Mosquerarated5.0
2 yrs ago

Their personable services, knowledgeable advisors, and professionalism helped me build a financial plan for my future.

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Carmen Lucia Drinkwaterrated5.0
2 yrs ago

I’m pleased to recommend Glen and his associates at Eagle Harbor Advisors. What really distinguishes them is their ability to relate to me in such a personal way……all for the specific purpose of understanding my future financial goals, priorities, and needs. They have created a plan that will enable me to live my life ahead with confidence in my yearly income. This is a relief that allows me to make my spending choices with comfort rather than concern. Not only are they managing my money in a secure way, but they are giving me a full understanding of my opportunities to live my life fully, without concern, as well as within my means! I can’t thank you enough. You all deserve my appreciation!

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Terry Rayrated5.0
2 yrs ago

We recently transferred our financial planning to Eagle Harbor Advisors. We were very disappointed in the big house management strategies and customer service. Eagle Harbor Advisors are highly credentialed and certified across the board. The individualized financial management we received has now made us more comfortable and secure. This group truly provides financial advice keeping in mind the whole picture. We highly recommend Eagle Harbor Advisors if your desire is for personalized attention to your finances.

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Cameron Howerated5.0
2 yrs ago

The Eagle Harbor team has been very methodical with our investment selection process and constantly keep me in the loop on developments.

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Mark Steinrated5.0
2 yrs ago

The advisors at Eagle Harbor are true professionals. They listen to clients and work hard to help you achieve your financial goals. The approach they take is long term and highly strategic and the planning tools they provide are excellent. I cannot recommend this group of financial advisors highly enough.

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Larry Edwardsrated5.0
2 yrs ago

Awesome team of strong financial professionals. Very serious about asset protection while growing my portfolio intelligently. They used in depth analysis of my current holdings, made wise recommendations for modifications and had great ideas for additional investment alternatives. Not your typical “financial advisors” who use cookie cutter templates on every client like we’re all the same. These are smart financial professionals employing their skills to protect my assets and create wealth. Exactly what I was looking for!

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Judy Frostrated5.0
2 yrs ago

I am very pleased with Eagle Harbor Advisors. Girish Navare has always taken very good care of me and I trust his expertise. All of the staff I have met have been very friendly, knowledgeable and professional. I am grateful to be associated with Eagle Harbor Advisors.

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Sandi Zapasnikrated5.0
2 yrs ago

Excellent at creating and implementing my personal financial plan. Fiscally responsible with the highest integrity. Definitely recommend this firm.

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Sarada Roserated5.0
1 year ago

Girish (G) is very professional & responsive. I highly recommend Eagle Harbor Advisors!

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Prakash Navarerated5.0
1 year ago

Quick responses to any query. Fully knowledgable staff. Good analysis and advice on the current market situation. Overall in good hands for growing portfolio.

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John Rocherated5.0
1 year ago

Every team member from the advisors, investment manager, and staff provide world class service and solutions. They set the standard in financial services.

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Ian Selvarajrated5.0
1 year ago

Excellent experience learning so much!

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sookie alipourrated5.0
12 months ago

i've been with Eagle from the start. i followed one of their parners who has been managing my IRA for 20 years plus and very happy with the service!!

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John Sillingrated5.0
11 months ago

I have been with Eagle Harbor Advisors for several years and cannot be happier. After my farther passed away I was left with multiple accounts across many different financial companies. I sat my mother down and said we have too consolidate all of these separate accounts (and the sales of her house) into something that I/we could manage as we were moving her into an independent living apartment since she could not live alone. Probably one of the best decisions I made and selecting Eagle Harbor Advisors made the process as seamless as possible. She was able to live out the remainder of her life without financial worry.  I was so pleased with EHA that my wife and I consolidated our investments and finances with EHA. It's great to sleep knowing that my assets are being managed and growing as my wife and I settle into retirement.

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Deborah Wilkinsrated5.0
10 months ago

Tremendous service and always there for us.

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Joe Cannonrated5.0
8 months ago

Welcoming, knowledgeable, and offered effective solutions to solve my specific situation. The advisors and support staff were nothing short of excellent.

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John McGuirerated5.0
4 months ago

Glen and Joe are wonderful to work with and offer unique alternative investments to earn upside returns and mitigate against downside risk.

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Marcy Lokietzrated5.0
4 months ago

Amazing people and service. We are so happy to have Eagle Harbor in our life!

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Deinse Scarpaccirated5.0
4 months ago

Finally found a team who actually listens. Eagle Harbor walked me through everything without making me feel like I needed a finance degree. My retirement plan actually makes sense now. Huge weight off my shoulders.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Viishal Gandhirated5.0
7 months ago

Sabu Syriac & Syriac CPA is extremely experienced in tax strategies and knowledgeable in tax and accounting. Even though the team may not always communicate perfectly, Sabu himself is very responsible and makes sure the work gets done correctly. His experience and dedication give great confidence, and he personally ensures clients receive the right guidance. I appreciate his support and highly recommend him.

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Jeenu Brated5.0
4 months ago

I’ve been using Syriac CPA in Artesia for my tax preparation needs, and I couldn’t be more satisfied with the experience. As someone with a rental property, I needed an accountant who understood the nuances of real estate taxation — and that’s exactly what I found here. The office in Pioneer Artesia is easy to get to, the staff is welcoming, and the turnaround time was great. I left feeling confident that my taxes were done right and that I had a trusted advisor in my corner. Highly recommend Syriac CPA to anyone with simple to complicated situations!

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Aakashrated5.0
6 months ago

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Ramesh Vasudevanrated5.0
7 yrs ago

Best CPA firm in Artesia..

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ANISHA Srated5.0
6 yrs ago

Thank you for helping me for tax filing. Your dedicated team helped me last season. I would like to get your advice this time also.

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Sibi Josephrated5.0
6 yrs ago

Committed professional to help his clients.

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Padmini Aniyanrated5.0
6 yrs ago

Sabu Syriac is a great CPA for all tax related jobs especially for filling the tax return in time. Also go extra mile to help for the clients. I strongly recommend him for a tax related jobs.

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MUBARAK RAJPOOTrated5.0
6 yrs ago

Sabu has been handling my business accounting and tax preparation for the last year, affordable rates, excellent service, always available to answer my questions, I have referred over 20 clients to him and he is a hard worker.

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Ben Correarated5.0
6 yrs ago

Professions, serious and honest with my 2019 taxes; as well, I was given great advice to better organize my forms and business for next year. Highly recommend Sabu Syriac CPA

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Jimi Jrated5.0
6 yrs ago

Syriac is amazing at giving us the proper tax strategy to legally pay the least possible. He has a great understanding of the tax code and explains it so it is understandable. I wish I would have come to him sooner so I could have started saving money sooner.

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allen breiterrated5.0
6 yrs ago

Sabu was highly recommend as a CPA on thumbtack by my wife. I needed immediate help with two years of bookeeping and filing taxes and Sabu handled everything for me and I was able to make my deadline. I would highly recommend Sabu for his white glove treatment. Thank you Sabu

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Jose Pittyrated5.0
6 yrs ago

Best Accounting firm and very knowledgeable CPA .I live in Texas, do my taxes with the help of Sabu Syriac CPA

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James Barbarottarated5.0
6 yrs ago

Sabu was very professional and maximized my return. The experience was great. Great dude. Highly recommend

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Stunner2xxrated5.0
6 yrs ago

Great Cpa. Always available for my questions. Highly professional and cant reccomend enough

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Tunde Ojewolarated5.0
6 yrs ago

Sabu is a very knowledgeable and professional CPA. He was thorough and detailed. I will highly recommend working with Sabu.

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Briana Bakerrated5.0
6 yrs ago

Sabu was a joy to work with! I own a small business with my friend, and our books and taxes were a MESS! We were so scared we were going to lose our license, owe tons in taxes, and get shut down but Mr. Syriac assured us from the get-go everything was going to be okay, and kept assuring us throughout the process, even when we were confused/scared/stressed and he explained it all calmly, clearly and never looked down on us. He ended up getting 5 years of lapsed work done so quickly, and even got us money back! We tried 3 other accountants before him and all of them quit and took our money. I would trust Sabu with my funds, my business and even my kids! :) just a great guy and a super great accountant. We won’t go anywhere else.

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R mrated5.0
6 yrs ago

Highly recommend this to everyone. Very professional and reliable. Wishing you the very best Mr. Sabu Syriac. Keep up the good work.

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Stephanie Schamprated5.0
6 yrs ago

Excellent CPA very professional. Good communication extremely satisfied with the results will return next year.

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Ram Tamangrated5.0
6 yrs ago

Mr Sabu is professional ,available , responsive and cares for his clients and provides the best available strategy . Thank you mr Sabu ??

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aldrin thomasrated5.0
6 yrs ago

I can’t say enough of for Sabu Syriac CPA due diligence and expertise in all tax related issues. Very professional and pleasant CPA. Very happy with the results. I highly recommend to make an appointment and let him look over your issues and business or tax problems, if anything you will walk away feeling better about yourself.I referred many business clients and Individual Clients to this CPA firm, all are extremely satisfied

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Sureshrated5.0
6 yrs ago

Sabu Syriac was very friendly and timely throughout the tax filings process. He was very transparent about everything and and answered all my questions clearly. I highly recommend his services.

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Rahul Ranjithrated5.0
6 yrs ago

An accounting firm that genuinely wants to help businesses, especially small business owners! Working with Sabu has been one of the best decisions I’ve made for my company. He is knowledgeable, reliable and the only accountant you want on your side. He is very responsive with communication and has always taken care of our accounting needs and IRS filings efficiently and accurately. I would absolutely recommend using his firm’s services for your needs!

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pam Atwalrated5.0
6 yrs ago

Sabu Syriac is very professional , thorough and straight forward and he shares his knowledge generously! Soul recommend all of you to give him a chance??

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Aravind Crated5.0
6 yrs ago

Excellent service by Sabu Syriac CPA and his team .

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sammy logurated5.0
6 yrs ago

I would hire him again / liked his work and hes professional cpa , very reasonable fees i would highly recommend him

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Punpreet Kaurrated5.0
6 yrs ago

Sabu is the best CPA in town. My father and i have been to many accounting CPA’s to prepare our returns, but Sabu is the best. His work is very proffessional. He is the best bussiness Tax preparation. The way he explains his work is just awesome. We are in good hands with Sabu.

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Mike Ritchickrated5.0
6 yrs ago

Sabu did a great job managing through the complexities of my tax return. Overall, he was very attentive to my needs and his cost was very reasonable.

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pretty manikantanrated5.0
6 yrs ago

We would highly recommend Sabu’a service. We have been with him for few years and absolutely find it very helpful. Highly professional and completely works in a timely manner. Thank you for all your help.

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Piyush Sainirated5.0
6 yrs ago

First time I filed my tax returns through Sabu, very satisfied with the service. He is communicative and always available. The process was fast and everything was done online. Highly recommended.

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Titus Botezanrated5.0
6 yrs ago

Very professional an knowledgable.

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Ali Oftadehrated5.0
6 yrs ago

Very professional, hamble, my wife and I would definitely use him in future , I recommend him to my children. He will not disappoint you.

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Zarina Fungrated5.0
6 yrs ago

Mr. Sabu is a professional accountant and helped a lot with my tax preparation. Best CPA!

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Hannah Honey Francoisrated5.0
6 yrs ago

This man has been amazing! He’s very good at communicating, so I don’t feel left in the dark. He’s been willing to accommodate my growing needs, and is willing to work with my weird schedule, meaning he sometimes has to text me at midnight to catch me available. He’s my first CPA since moving to California and he will have my business forever.

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Golden Lightsrated5.0
6 yrs ago

Sabu he very Professional and care he help me with my business taxes he was a great help I would recommend him to anyone that needs help with there taxes Michael Bickel

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Noneya Businessesrated5.0
6 yrs ago

Sabu was great, I had a very difficult tax return this year and Sabu help me walk through what documents I needed. At the last minute I received documents that was never sent to me and Sabu had to go in and redue my taxes. He was able to save me a few hundred dollars. I highly recommend Sabu for your tax needs. David Holtz.

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Ravindra Nippuletirated5.0
6 yrs ago

Sabu is one of the best CPAs we have ever interacted with. He has been the most hands on, professional, sincere and very personable CPAs we have ever interacted with till date. Once Sabu has your case, you can be rest assured that you will have the best possible service and you don’t have to worry about anything at all! He will be our CPA from now on and have started referring all our friends and family to him.

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Hima Nippuletirated5.0
6 yrs ago

We had a fantastic experience working with Sabu! We filed our two companies and personal with him. It’s not at all fun to start over with a new accountant. But Sabu made the whole experience so very pleasant and easy for us. He is very easy to talk with and extremely knowledgeable. We interviewed a few accounting firms near Irvine area, and Sabu struck us most as extremely professional, knowledgeable, and best of all, very responsive! One of the main reasons we chose him was for his responsiveness. In one sentence, Sabu made filing taxes incredibly easy for us. At every step of the way he ensured that it was about us!! Can’t wait to meet him in person. Thank you Sabu!

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Perveze Ahamadrated5.0
6 yrs ago

He is very easy to approach and highly professional..

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Judith Adderleyrated5.0
6 yrs ago

Mr. Syriac was very thorough and worked very hard on getting me every deduction. Very friendly and courteous. I recommend him highly!

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Bonnie Andersonrated5.0
6 yrs ago

I highly recommend Sabu Syriac! I can’t say enough good things about him. He managed to fit me into his busy schedule and completed my taxes not only on time, but early. My taxes were complicated, but he handled them with ease, grace, and humor. Mr. Syriac is not only professional, he is honest and a delight to work with. I will be using him for all of my future tax-related needs.

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Once Upon An Islandrated5.0
6 yrs ago

Can not recommend higher. He has helped our business immensely! He’s been patient, communicative & incredibly helpful, walking us through each step and helping us through each difficult and complicated situation with ease. We felt very lost before working with Sabu, but he’s helped empower us and pull us through some very complicated issues! This has helped us focus on our business and it’s growth with out the stress of some of the back end tax/accounting issues that can be difficult to master. We’re so thankful for his services!

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Ande Arated5.0
6 yrs ago

I can't begin to explain how Sabu Syriac has changed my life! He is beyond amazing! I had spent years getting bad advice from Tax preparers who made so many mistakes filing my taxes. I was beyond frustrated and had spent so much money filing taxes and correcting mistakes. I took a chance on Sabu Syriac and I am so glad I finally found an accountant who really cares and has my best interest at heart. He worked tirelessly to fix my tax issues and resolve so many issues facing my Corporation. He truly went over and beyond. He is that type of selfless person that is more interested in helping his clients than just being focused on the money. Very rare to find. He is worth every penny and I have never been so happy to write a review that is so well deserved. He will be my accountant for life.

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Sheila Sastrirated5.0
6 yrs ago

Sabu was very professional and very knowledgeable. He also is very responsive to your needs and communicates well. He was willing to patiently explain and answer my accounting questions. I would recommend him for all your accounting needs.

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A Nrated5.0
6 yrs ago

What a great experience! I think I found my tax preparer for life. He was very quick and responsive on my LLC information. I really appreciated all of his hard work so much that I have recommended him to a few of my friends. He was able to help me get all my information ready and prepared in time for the sept 15th deadline. Thank you again.

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sam Ahmadrated5.0
6 yrs ago

I like to mentioned here ,I had been filling my tax return last 30 years with my other Tax CPA Firm since I met with CPA Sabu Syriac , he Impressed me with his personalty ,then I visited his office I notice his very professional and responsible and dedicate to his work so I decided to gave opportunity to filed my last year tax return , I will definitely recommend to all my business friend and families to Syriac CPA Tax & Accounting Service, Inc in Atresia - Sam Sultan Ahmad

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suren sapkotarated5.0
6 yrs ago

Sabu Syriac CPA is best in the Artesia &Cerritos area. He is very Trustworthy &does excellent Job. His firm is Best Accounting &tax firm in the area.

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Manny Singh MrSinghInvestsrated5.0
6 yrs ago

Sabu is by far the best In the field & has excellent knowledge. I have had bad experiences with 3 others before coming to him. He answers all your questions and has a solution to the problems you might have. Highly recommended for all your tax needs.

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Hamidrated5.0
5 yrs ago

Syriac filled 1120S and 1040 for me. Very knowledgeable professional, great communication with good turnaround & reasonable prices. I would use this company again.

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Donnel Cuasayrated5.0
5 yrs ago

Sabu and his team was great and so accommodating. Very professional and personable. Sabu and his team has always stayed in contact and was very responsive.

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Abhilash Pillairated5.0
5 yrs ago

Syriac is one of the best ones i found in last 10 years. Sabu Syriac is the owner and he is very knowledgeable and the best thing is that he gets into the details and tries to understand the case before throwing the regular accounting jargons which we all experience when visiting any tax ferm.

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Bijin Brated5.0
5 yrs ago

Firstly I would like to thank you for taking my business to new heights. I was searching for a reliable and excellent CPA firm for Accounting, bookkeeping,Payroll and Tax preparation for my business in Cerritos and Artesia area .I finally met with Mr. Sabu Syriac ,CPA. He is a person with full of personality and knowledge. He made my things easy. He really deserves an very high appreciation.Great Experience!!! They take time to go through all aspects of my taxes and financial planning to help me make appropriate decisions for my time horizons. I would recommend them to anyone!!!

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Alan Brated5.0
5 yrs ago

Mr. Syriac has assisted me with my taxes for my new business corporation this year. He is very professional and he took his time to help me comprehend all the tax requirements needed for my business.

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Vithal Dhondrated5.0
5 yrs ago

Sabu did excellent work for us. Our taxes this year were exceedingly complicated and Sabu not only was able to find us the best refund but was also very patient with answering all our questions. He was very flexible and responsive. Two thumbs up!

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Harry Jungrated5.0
5 yrs ago

Very responsive and thorough! Highly recommend

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Alen Antonyrated5.0
5 yrs ago

Will always be my go to place from here on, quick, friendly, professional, responsive !

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michael bickelrated5.0
5 yrs ago

What i fine in his service very helpful and he work hard for you and make sure you get all he can to save you money on your personal and business he will take care of you. your treated like family i do plan to keep coming back and i recommend this company so. If you want to save on your taxes for personal or business you should iam very happy with service micheal bickel

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Bullpin59rated5.0
5 yrs ago

The main thing is communication and he has it

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Bub Ranarated5.0
5 yrs ago

Loved this place. My experience with SYRIAC CPA TAX & ACCOUNTING SERVICES INC company was Great! I went there first time and it was great! I called and made an appointment with Sabu. Sabu was very helpful he explained everything in detail and was very professional. The staff was there also very professional and friendly I'll definitely be coming back here next year.

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Ragini Kaurrated5.0
5 yrs ago

Great Experience with Syriac Accounting Services, Sabu and his company has been handling taxes and S corp for a long time. Would highly recommend the services, subject matter expertise and great knowledge about Taxation Codes and practices.

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Michael Arcigarated5.0
5 yrs ago

Always willing to explain and help you understand what you’re working with. Great work

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Alex Thomasrated5.0
5 yrs ago

Mr. Syriac helped me file my taxes and the process was smooth and professional. I received valuable financial advices and guidance. Thank you

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Gargi Royrated5.0
5 yrs ago

He did our taxes this year. He was not only professional but always available to answer any questions we had. He goes above and beyond. Always responding to our text or calls. It was great working with him and highly recommend his service.

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Aman Preetrated5.0
5 yrs ago

Best CPA and Tax preparer in,Los Angeles Cerritos and Artesia area

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Kamran Garmroodirated5.0
5 yrs ago

I had an excellent experience with Mr. Syriac. The process was smooth and easy and he was very professional. Will be going him again for my financial needs and highly recommend him!

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Rubby Singhrated5.0
5 yrs ago

Such a great person with great talent. His way of talking is soo nice. I never see cpa like him. He explain everything very well and nicely

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Natasha Hokerated5.0
5 yrs ago

This is my second time doing my taxes with Syriac CPA Tax and accounting. He is just the best. 5/5

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Micky Srated5.0
5 yrs ago

Syriac CPA is handling all my restaurants and personal taxes. Sabu is the best cpa I have had in the past 20 year. I have done business with 2-3 prior CPA’s. Most of the time they were very busy to handle my matters and very pricey at the same time. Sabu takes you seriously, is very responsive and knowledgeable, and very reasonable as well. I have recommended a lot of my friends and family here. Give him a shot!! You won’t be disappointed.

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Terri Newsomrated5.0
5 yrs ago

Sabu Syriac is the man he is hands down the best, most honest, attentive and thourough accountant I have ever used. Sabu handles my commercial construction accounting and personal taxes. I HAVE SAVED tons of money by simply following his advice and I contact him every time I need help and hes always glad to help. I TRUST AND HIGHLY recommend Sabu Syriac to everyone I know.

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Nandy Barajasrated5.0
5 yrs ago

Sabu helped us with our very complicated joint tax return, he was very understanding and accommodating to our many requests. He helped with out of state tax return as well, really great!

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Ajax Alexrated5.0
5 yrs ago

Very good service

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Morgan Justissrated5.0
5 yrs ago

This was a great option for my first time filing with an accountant. The online portal made it easy to share and receive documents. They kept my best interests in mind when filing for me to maximize my refund.

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Basel Farhanrated5.0
5 yrs ago

Humble and Professional CPA , Sabu has explained everything in less than 5 minutes call / I am 100% satisfied dealing with him and his team.

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Lilyrated5.0
5 yrs ago

I have been searching for a good accountant for the past few years, I am so thrilled that I have finally found one! I decided to ask Sabu to do my tax return after I saw many good reviews about him, he is indeed an excellent, professional, and knowledgeable CPA, he has done an awesome job for my tax return, speedy service, responsive and reasonable charges. I would highly recommend Sabu to anyone who is looking for a great CPA!

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eleazar singhrated5.0
5 yrs ago

Sabu was easily accessible through his direct contact. Was very responsive and thorough. I was very satisfied with the service after it was all done. Great Value.

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Zechary Singhrated5.0
5 yrs ago

With covid and all the tax complications that came along with it. My usual tax office wasn't able to provide favorable results, and they weren't able to truly take a look at my overall financial picture. However, I had been referred to Mr. Syriac's office and was glad with the results. He's an experienced tax professional and it shows in the the quality and due diligence of his work. He is a very professional individual, and his assistant is just as friendly. He has earned my business and I will be glad to work with him going forward and refer my friends along with it.

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Robert Liptakrated5.0
5 yrs ago

Mr Syriac was very professional and efficient! All done through calls, whatsapp and online with no hassle! Absolutely recommend to anyone! Great price for great result!

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Sanjeev Sankaranrated5.0
5 yrs ago

Great professional service ,easy to communicate and work with and reasonable fee structure. Highly recommend for business abd personal tax services.

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Chandu Kankanalarated5.0
5 yrs ago

Professional and great quality of work.

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Alyshia Remtularated5.0
5 yrs ago

I had a complicated tax return. Sabu and his team did an exceptional job of minimizing my expenses and getting me the most money back. Would definitely use them again!

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Bharanidharan Panneerselvamrated5.0
5 yrs ago

I have had great experience working with Sabu and would highly recommend his service to anyone looking for a trusted and well qualified CPA. He looked into my tax situation in detail and helped with getting maximum tax refund. He is also willing to go above and beyond in offering tips to better manage tax in the future. I would do business with him again!

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R Mrated5.0
5 yrs ago

Syriac CPA Tax & Accounting Services Inc are the best! I highly recommend them..

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Louise Slusherrated5.0
5 yrs ago

Very patient and knowledgeable of real estate tax & more.

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Daniel JEM Kimrated5.0
5 yrs ago

From start to finish, I was thoroughly impressed with this firm's response time and execution. If you are looking for a firm that has YOUR best interest in mind, look no further. After years of using a different firm, we decided to try Syriac out after reading his reviews. He was able to save us A LOT more than our previous firm. We now consider ourselves lifelong clients of his. Thank you Syriac and TEAM!

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Abnoob Agaibyrated5.0
5 yrs ago

I Would really love to give them 5 stars over and over, they are really professional and they answered all my questions before I even asked them! They give me overview of how my business could be better and tips and plan for even next year. The moment you enter the office and talk with them you'll feel you're in good and trusted hands. And the best thing is that they are Fast and Sabu really get back to texts and calls in a very short time or immediately. I would recommend them over and over. Thank you.

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ravish rrated5.0
5 yrs ago

Best accounting and bookkeeping

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Jay krishnakuruprated5.0
5 yrs ago

I have been with Sabu for more than a year..To me he has been very helpful. He is prompt in returning calls and available readily on weekends including Sundays!!!!! Seems like he doesn’t take holiday’s . More than a CPA, he has grown to be our family friend. His clients come from all different strata of society.. he has helped us even to purchase our home through his contacts … overall reliable and personable

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Midhun Johnrated5.0
5 yrs ago

Sabu has been providing excellent personal tax and business tax and accounting services for me for the past two years. He is reliable and diligent, and I have referred his services to many of my own clients. I would definitely recommend Sabu as the best CPA for all your accounting and tax preparation needs.

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Jeff Chia Leerated5.0
5 yrs ago

Sabu Syriac CPA has been doing our corporate tax returns which are pretty complex. We are very satisfied with his knowledge and expertise. I really think he is the best CPA and accountant in the area, so happy to have found him.

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Donesha Grahamrated5.0
4 yrs ago

Sabu is amazing! I would recommend this place to anyone who needs their taxes done.

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M Jrated5.0
4 yrs ago

I had the best tax experience with Syriac CPA. They are very professional, knowledgeable and will answer all your questions with extreme patience. As always I left doing my taxes to the last minute and even though they were super busy they answered all my questions and replied fast. Their portal is also super super cool and helpful as you don’t have have to go there in person and it’s a great communication tool. I am super happy with their services and got the maximum refund. Definitely would recommend syriac to anyone who wants their taxes done without a headache.

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Nisha Vargheserated5.0
4 yrs ago

We highly recommend Sabu Syriac CPA. He is very responsive and patient with questions. He completed our complex personal tax returns in a timely manner.

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Clinton Santanarated5.0
4 yrs ago

Amazing experience here with Syriac CPA. They took care of me from the moment I first contacted them. No complaints at all. I’ll be recommending everyone to them from now on. Many thanks.

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Sree Nrated5.0
4 yrs ago

I have been through numerous CPAs & Accountants being in the tax and accounting industry and it took me forever to find someone that I can trust and that person is Syriac CPA He is very efficient ,and , knowledgeable Accountant. He knows all the great tricks & strategies for you to maximize your deductions and reduces your taxes.

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Mariana Barbozarated5.0
4 yrs ago

They are professional and experienced in accounting and taxation. The team is very helpful, They are very attentive and responsive.

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Gurpal Soodrated5.0
4 yrs ago

Sabu Syriac CPA is one of the best and experienced CPA in Artesia & Cerritos Area. He is handling our seven restaurants, accounting, payroll, all corporate tax returns , LLC 's tax returns and personal returns. I have done business with numerous prior CPA’s and Accountants in last 35 years Sabu is the best cpa I have had. He is very experienced in reastarent industry's accounting and taxes.He takes you seriously, is very responsive and knowledgeable, and very reasonable as well. I have recommended him to a lot of my friend's and relatives.

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Ravish Raorated5.0
4 yrs ago

Best CPA for Tax filing and book keeping services.

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Shirisha Koditalarated5.0
4 yrs ago

Very good service. I am very with their service.

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Venakt Paladugurated5.0
4 yrs ago

Excellent service and very responsive. No errors and taken care of taxes without any hassles.

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Margaret Ackermannrated5.0
4 yrs ago

No one will work harder for you and your business! Exceptional Service & Professionalism. Highly Recommend!

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Vijay Kiranrated5.0
4 yrs ago

I filed my business and individual tax return with Sabu Syiac,CPA & Team.Mr Syriac is very knowledgeable in all kinds of tax returns especially in complicated business tax returns ,moreover he is very responsive. I am always taking his advise.Syriac CPA Tax & Accounting Service Inc is the one of the best CPA firm in Los Angeles and top in Artesia & Cerritos area .

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Mithilesh Pamnanirated5.0
4 yrs ago

Filed IT returns with help of Sabu. He is very responsive and the setup and approach is very professional. I plan to take his help in the future as well. All the best.

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Alok Deshpanderated5.0
4 yrs ago

Excellent service doing taxes. My taxes got audited and Sabu and his team were able to respond in a way that I didn't have to pay any additional money per the audit request. Kudos to this team!

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Nancy Kharbandarated5.0
4 yrs ago

Amazing firm and well performed. Mr. Sabu is very responsive and knowledgeable CPA . I was able to save on lot of tax dollars. He has a great team to give their best. They will take time to understand your unique situation and will find out the best solution for you. Highly recommend for all kinds of tax and accounting services. Thanks to Mr. Sabu and his team.

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Laxman Neupanerated5.0
3 yrs ago

Go to work

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J Srated5.0
3 yrs ago

Easy fast and efficient working with Sabu. His online portal makes things extremely easy. I had a good amount of records / situations to go through and he got everything actioned quickly. Recommended!

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Gaurav Patilrated5.0
3 yrs ago

I filed my individual tax return with Sabu Syiac,CPA & Team. Sabu is very knowledgeable in all kinds of tax returns & he is very responsive.

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Rasheen Basharated5.0
3 yrs ago

Mr Syriac is very professional and detailed in his work.

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Alfred Reasorrated5.0
3 yrs ago

I have used Syriac CPA Tax & Accounting Services for three years to prepare and file my income taxes. Their work is very detailed and professional. They use an electronic program to communicate with the client and for signing all documents electronically before filing. This makes it very convenient for the client and relieves older clients from worrying about all the changes in the tax code. I highly recommend Syriac CPA Tax & Accounting Services to individual taxpayers who have complex tax issues resulting from multiple sources of income.

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Emory Williamsrated5.0
3 yrs ago

I recently had my taxes filed here for the first time. Everything was handled professionally and quickly, without problems. I highly recommend this place, and I'll be coming back again next tax season, for sure.

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Johanna Ottolingerrated5.0
3 yrs ago

Swift, simple , professional services. I’ve used Sabu & team for multiple years now.

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Religion Gargrated5.0
3 yrs ago

Sabu is Professional and care for customer are great things that make us always go to person for any Tax Highly recommended

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David Nunneryrated5.0
3 yrs ago

It's been a great experience using Syriac CPA tax and accounting. Awesome that you can either use them remotely or in visit them in office. Been coming to their office for 3 years now. Everyone working there is friendly and goes above and beyond to help. Thanks again Sabu!

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Kimi Vermarated5.0
3 yrs ago

Syriac CPA firm has always helped us save. They are very professional, knowledgeable and give the right advice on all accounting fronts. Sabu and his team are amazing!

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Lijesh Joyrated5.0
3 yrs ago

Most helpful and genuine CPA we have ever dealt with. Mr.Cyriac is very knowledgeable and his team is very accountable. Definitely recommend him for any of your future tax consignments.

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Steve Nrated5.0
3 yrs ago

I had an exceptional experience working with Sabu Syriac for my tax returns. His knowledge and professionalism truly stood out, making the process smooth and stress-free. I highly recommend him for anyone seeking a reliable CPA. Thank you, Sabu, for your outstanding service!

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sumeet sharmarated5.0
3 yrs ago

Really appreciate Sabu and the team for filling 2020 to 2022 taxes with great cooperation and explaining each query in detail. Highly recommended if you have any tax related question. He has good knowledge and experience in tax filling and guidance for tax related questions. He is in west coast and filed for us in NJ and NY. Always ready to help around the clock!

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Zuri Alirated5.0
3 yrs ago

Great accountant and great service. I always know no matter the need that I’m taken care of.

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Oscar Stanleyrated5.0
2 yrs ago

Syriac is a exemplary accountant and professional. I've done business with him for 5 years and he completes my taxes in a timely manner. I would tell anyone that needs taxes done Syriac is the man!!

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Siddhant Gandhirated5.0
2 yrs ago

Best CPA in the game. Really amazing company with a great staff and team. Would highly recommend this firm and they will get you the best results !!

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Steve Heathrated5.0
2 yrs ago

Thank you Sabu and Sheetal for taking care of my business. Great customer service and pricing. Very friendly!

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Emam El-Houtrated5.0
2 yrs ago

Great service, smooth and easy process. High integrity and ethic operation. Great attitude and welling to do whatever it takes to get the job done the right way. I highly recommend this service if you are looking for the best outcome and service

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ANIL SURENDRANATHrated5.0
2 yrs ago

Mr Sabu Syriac and his staff gave me an excellent and professional service during my tax preparation. 2023. Thank You. Anil Surendranath , Cerritos CA.

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Vipin Joserated5.0
2 yrs ago

Had a wonderful experience. Very prompt in responding , patiently answered all my queries and clarified my doubts, explained complicated tax clauses and guided me through the process. Was able to file on time. Would highly recommend the services

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pratibha jyothirated5.0
2 yrs ago

I recommend Syriac CPA Tax & Accounting services. They offer the best service. The staff is very friendly and timely.

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francisco xavierrated5.0
2 yrs ago

Syriac CPA has been doing my taxes for last two years, they are very professional. They deliver the taxes on time. Mr. Sabu Syriac is knowledgeable in Trust and Real Estate taxes.

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sabu basheerrated5.0
2 yrs ago

We highly recommend Sabu Syriac CPA & his firm . Sabu Syriac expertise in international taxation, handling foreign shareholders, and entity reporting is truly exceptional. His in-depth knowledge and understanding of foreign taxation intricacies, coupled with his adeptness in company formation for foreign individuals, have been invaluable assets to our business.

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Laura Dangrated5.0
2 yrs ago

Syriac CPA Tax & Accounting is the best. Sabu and his entire team provide exceptional service. They are extremely knowledgeable, responsive, and go above and beyond to ensure my taxes are filed correctly and on time. I trust them completely with my personal and business finances, and I highly recommend them to anyone looking for a top-notch tax and accounting firm!

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bibek bhattarairated5.0
2 yrs ago

Sabu Syriac CPA is truly an expert when it comes to handling corporate tax returns. His depth of knowledge and experience in this area is impressive. I've worked with him multiple times, and each time he has provided invaluable insights and guidance. Sabu's attention to detail and commitment to delivering accurate results make him a standout professional in his field. I highly recommend his services to any corporation seeking reliable and knowledgeable tax assistance.

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Sukhdev Sahotarated5.0
2 yrs ago

Working with Sabu Syriac CPA and his team at Syriac CPA Tax and Accounting Services Inc. for the past five years has been an absolute game-changer for my restaurant business. Their expertise in the restaurant industry is unmatched, providing invaluable insights and guidance that have significantly contributed to our success. Sabu Syriac's attention to detail, professionalism, and dedication to helping his clients thrive make him and his team stand out among the rest. I highly recommend Syriac CPA for anyone in the restaurant industry looking for top-notch accounting and tax service

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Ayaz Abbasrated5.0
1 year ago

Excellent service. Always on time and very professional and very knowledgeable.

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Fahim Hashimrated5.0
1 year ago

They really care about their clients.

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Kutubul Chowdhuryrated5.0
1 year ago

He is very good and experienced professional.I like his Job.

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Ashok G Nairrated5.0
1 year ago

We had a great experience with Syriac CPA Tax & Accounting! Their team is professional and detail-oriented. They helped us resolve the complexities related to company registration and the entire filing process. Additionally, they provided clear and strategic advice to guide us through our growth process.

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Jasar Rrated5.0
1 year ago

Sabu Cyriac is the best

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Jacob Ephremrated5.0
1 year ago

I had an excellent experience working with Syriac CPA in San Jose & the Bay Area! Their expertise in tax strategies to reduce taxes is outstanding. They provided me with advanced tax-saving solutions tailored to my business needs, helping me maximize deductions and minimize liabilities. Their team is highly experienced in handling complicated tax matters and corporate structures, making them the perfect choice for business owners and entrepreneurs. From business formation to tax compliance and financial planning, they manage everything with precision and professionalism. I highly recommend Syriac CPA to anyone in the Bay Area looking for top-tier accounting and tax services. Their knowledge and dedication are truly unmatched! Thank you, Syriac CPA, for your exceptional service!

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Bikash khatryrated5.0
1 year ago

Sabu Syriac CPA has been a game-changer for my business. Their in-depth knowledge of tax planning and accounting has helped people save thousands while staying compliant. The team is professional, responsive, and truly cares about their clients. Highly recommend for anyone looking for expert CPA services! Excellent

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Simran Sapkotarated5.0
1 year ago

Syriac CPA is an exceptional accounting firm with a highly skilled and professional team. Their expertise in tax planning, business structuring, and financial consulting is unmatched. They provide clear, strategic advice that helps businesses stay compliant while maximizing financial efficiency. The team is responsive, detail-oriented, and always goes above and beyond to ensure everything is handled with precision. Whether it’s tax preparation, bookkeeping, or financial guidance, Syriac CPA delivers outstanding results. If you're looking for a trusted CPA firm that truly understands business needs and provides top-tier service, Syriac CPA is the best choice! Highly recommended!

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N Vrated5.0
1 year ago

I have been filing my taxes with Sabu Syriac CPA and the Syriac CPA team for the last five years, and I must say they provide exceptional service! Their expertise in tax planning, attention to detail, and commitment to maximizing refunds while ensuring compliance have been truly impressive. The team is highly professional, responsive, and always ready to answer any questions with clarity. They take the time to understand individual financial situations and provide tailored solutions. I highly recommend Sabu Syriac CPA to anyone looking for reliable and knowledgeable tax professionals! Thank you for your outstanding service!

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Tapan Naikrated5.0
1 year ago

I am filing my taxes from last couple of years with them. I couldn’t be more satisfied with their services, they are one of the best. Sabu sir and his team is professional, knowledgeable and incredibly helpful. They always respond quickly and accurately. I highly recommend their services.

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beena philliposerated5.0
1 year ago

Sabu Syriac CPA is highly experienced in both individual and business tax returns. His expertise and attention to detail ensure that every client receives the best possible tax strategies and compliance support. He is knowledgeable, professional, and dedicated to helping businesses and individuals optimize their financial planning. I highly recommend Sabu Syriac CPA for anyone looking for reliable and efficient tax services.

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Tejasvin Singhrated5.0
1 year ago

Syriac CPA provides exceptional business consultancy services with deep expertise in taxation, accounting, and business strategy. Their knowledge in U.S. business formation, tax planning, and financial compliance is truly impressive. They offer clear, practical advice that helps businesses navigate complex regulations and make informed financial decisions. The team is highly professional, responsive, and detail-oriented, ensuring that every aspect of business planning and compliance is handled with precision. Whether you're starting a new business, optimizing tax strategies, or need expert financial guidance, Syriac CPA is the best choice. Highly recommended for anyone looking for top-tier business consultancy and financial expertise!

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Riyaz Khanrated5.0
1 year ago

Very professional, staff are excellent and give a commendable service. Very safe to deal with and they look after their clients well.

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Sunil Cherianrated5.0
12 months ago

I have been a client of Syriac CPA Tax & Accounting Services for several years. I am quite happy with the work and the strategies they have been able to deploy for me which have helped me lower my taxes significantly. He has always been available for answering questions even outside of office hours, and he has built up a fairly large team to support an ever increasing client base. Their team is quite professional and I have had good interactions with their dedicated account managers also.

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Israel Rapurirated5.0
8 months ago

Syriac CPA Tax & Accounting Services Inc. is truly exceptional. The team combines strong expertise in business, IT consultancy, and advanced tax strategy. They don’t just prepare returns; they help you plan, structure, and grow your business with smart guidance. Sabu Syriac, CPA, and his professional team explain everything clearly and help you legally reduce your taxes while staying fully compliant. Their dedication and year-round support make a big difference. I have seen real results in both tax savings and business growth.If you are looking for a reliable firm that truly understands business, technology, and taxation, Syriac CPA is the best choice.

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Alif Islamrated5.0
8 months ago

I had a really smooth experience with Syriac CPA Tax & Accounting Services. They were quick to respond, explained everything clearly, and handled my work professionally. The team is friendly and makes the whole process stress-free. If you want reliable tax or accounting support, they’re a solid choice.

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Siam Hossainrated5.0
7 months ago

Super reliable and detail-oriented. I always feel confident with them managing my returns.

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Vishal Gandhirated5.0
7 months ago

Sabu Syriac & Syriac CPA is extremely experienced in tax strategies and knowledgeable in tax and accounting. Even though the team may not always communicate perfectly, Sabu himself is very responsible and makes sure the work gets done correctly. His experience and dedication give great confidence, and he personally ensures clients receive the right guidance. I appreciate his support and highly recommend him.

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Lipi Begumrated5.0
7 months ago

Good Service Everytime,

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AJ Asharated5.0
7 months ago

Better than new equipment and a great company that does my taxes.

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Rajesh Pendyalarated5.0
10 months ago

I really appreciate how Padma took the time to understand my needs and recommend the best options. They didn’t just sell me a policy—they made sure I understood what I was getting and how it would protect me. Very professional and caring service. Thank You So Very Much...

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Shanti Prated5.0
9 months ago

We had a policy with Goodlife financial services. Very good service, especially Padma Raghu was very professional, helpful and prompt . She was so patient in detailing the options that helped us pick the right choice. Would strongly recommend them.

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Mukkul Jayhnerated5.0
7 months ago

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

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Naveen Pillalarated5.0
9 months ago

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

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Raghuveer Pulijalarated5.0
9 months ago

I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.

K
Krishna Poduryrated5.0
9 months ago

I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.

M
Madhu Bhogadirated5.0
9 months ago

I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.

S
Santosh Vemularated5.0
9 months ago

I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.

V
Vinay Kumar Akularated5.0
9 months ago

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.

S
Santhosh Anandrated5.0
11 months ago

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

J
Jai Srated5.0
11 months ago

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

V
Vinay Nayakrated5.0
6 yrs ago

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.

V
V Londhe (V L)rated5.0
3 yrs ago

One of the Best Tax Services.

V
Veera Bollamrajarated5.0
4 yrs ago

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

G
Gopi Maddalirated5.0
2 yrs ago

Surya is a great person to work with.

N
Nagesh Vempalirated5.0
4 yrs ago

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

A
Amit Mangalrated5.0
4 yrs ago

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.

s
siba prasad choudhuryrated5.0
3 yrs ago

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

A
Amitabh Misrorated5.0
3 yrs ago

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

R
Reena Mahapatrarated5.0
4 yrs ago

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)

A
Aashishrated5.0
4 yrs ago

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.

K
Kishan Bhatrated5.0
4 yrs ago

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

R
Rakesh Jenarated5.0
2 yrs ago

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.

S
Sunaj Padhyrated5.0
3 yrs ago

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

M
Mahendra shadangirated5.0
4 yrs ago

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.

A
Arun Dwivedirated5.0
3 yrs ago

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 .

R
Rashmi Ranjan Sarangirated5.0
3 yrs ago

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.

D
Diptiman Mishrarated5.0
3 yrs ago

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!

H
Harsh Darodkarrated5.0
3 yrs ago

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!

A
Abhishek Biswalrated5.0
3 yrs ago

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

C
Chittaranjan Pattnaikrated5.0
3 yrs ago

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.

S
Sunil Maharanarated5.0
3 yrs ago

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.

s
santosh guptarated5.0
2 yrs ago

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 …

A
Avinash Kumarrated5.0
3 yrs ago

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.

S
Srinivasan Srated5.0
2 yrs ago

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.

U
Umesh Arora / Sonal Arorarated5.0
2 yrs ago

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.

M
Manas Ranjanrated5.0
2 yrs ago

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.

S
Steven Isikrated5.0
8 yrs ago

HELPFUL AND NICE PLACE THANKS FOR HELPING

N
NANAK Transports, INC.rated5.0
3 yrs ago

The BEST CPA in Town...

a
anthony gardnerrated5.0
2 yrs ago

Amazing tax professionals!

L
Laxman Sunderrated5.0
3 yrs ago

Excellent friendly efficient and will highly recommend

a
achiou faresrated5.0
2 yrs ago

Awsome service Awsome saff. God bless you

A
Axay Patelrated5.0
3 yrs ago

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

R
Roopesh K Sonkusarerated5.0
2 yrs ago

Shiva, is awesome and did great job for my taxes

D
Deep Mrated5.0
2 yrs ago

Great Service! Very attentive to your tax needs.

C
Chirag Patelrated5.0
3 yrs ago

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

M
Mansoor Ahmedrated5.0
4 yrs ago

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

M
Mohammed Alamgirrated5.0
5 yrs ago

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

D
David melendezrated5.0
2 yrs ago

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

T
Trasy Ashtonrated5.0
3 yrs ago

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

E
Elaine Marie Canturated5.0
2 yrs ago

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

D
Denisse Ramirezrated5.0
3 yrs ago

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

a
aayush mahatrated5.0
3 yrs ago

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

K
Kalyana Ayyaswamyrated5.0
3 yrs ago

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

T
Telfair Montessorirated5.0
3 yrs ago

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

m
mike arorarated5.0
2 yrs ago

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

R
Rakesh Bansalrated5.0
3 yrs ago

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

S
Syed Asgharrated5.0
2 yrs ago

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

S
Shoeb Mukhirated5.0
2 yrs ago

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

B
Brian Catheyrated5.0
2 yrs ago

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

V
Vinay Nayakrated5.0
1 year ago

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.

P
Pramodh Chanumolurated5.0
1 year ago

he is excellent and has in depth knowledge about this services

S
Suriyarated5.0
1 year ago

As a client, I was impressed by his professionalism and expertise

A
Anjali Singhrated5.0
1 year ago

Highly recommend

N
Nitish Rangarajanrated5.0
1 year ago

Am amazing experience overall. Would highly recommend to anyone looking to financial planning

G
Gopal Ravalrated5.0
1 year ago

Very helpful in preparing

C
Cornelius Vaikuntamrated5.0
1 year ago

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

A
Aashish Patelrated5.0
2 yrs ago

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.

N
Nagesh Vempalirated5.0
2 yrs ago

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

A
Amit Mangalrated5.0
2 yrs ago

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.

K
Kishan Bhatrated5.0
2 yrs ago

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

R
Reena Mahapatrarated5.0
2 yrs ago

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)

V
Vijay Vaidyarated5.0
2 yrs ago

I worked with Sure Financials from 2020 onwards. They have a professionally qualified Accountants withGood Knowledge of US Federal & State income tax rules. In addition they have expertise on Indian Tax rules & its implication when you file your taxes in US. They not only help you file your taxes also provide expert advice on various options of tax savings.

V
Veera Bollamrajarated5.0
2 yrs ago

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

M
Mahendra shadangirated5.0
2 yrs ago

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.

H
Harsh Darodkarrated5.0
2 yrs ago

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!

R
Rashmi Ranjan Sarangirated5.0
2 yrs ago

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.

A
Arun Dwivedirated5.0
2 yrs ago

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended

P
Prafull Joshirated5.0
2 yrs ago

Excellent and prompt service

S
Sunil Maharanarated5.0
2 yrs ago

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.

A
Arun Dwivedirated5.0
2 yrs ago

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

V
V Londhe (V L)rated5.0
2 yrs ago

One of the Best Tax Services.

s
siba prasad choudhuryrated5.0
2 yrs ago

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

C
Chittaranjan Pattnaikrated5.0
2 yrs ago

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.

D
Diptiman Mishrarated5.0
2 yrs ago

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

A
Abhishek Biswalrated5.0
2 yrs ago

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

S
Sunaj Padhyrated5.0
2 yrs ago

I had a great experience with Sure Financials and Tax Services. Surya Padhiwas very polite and knowledgeable for the smooth Tax return filing. Thank you

A
Amitabh Misrorated5.0
2 yrs ago

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

A
Avinash Kumarrated5.0
2 yrs ago

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.

G
Gopi Maddalirated5.0
2 yrs ago

Surya is a great person to work with.

M
Manas Ranjanrated5.0
2 yrs ago

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

s
santosh guptarated5.0
2 yrs ago

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

S
Srinivasan Srated5.0
2 yrs ago

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.

R
Rakesh Jenarated5.0
2 yrs ago

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.

S
Sonal Arora / Umesh Arorarated5.0
2 yrs ago

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.

G
Gouthami Thiyagarajanrated5.0
2 yrs ago

Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

S
Shashank Tiplerated5.0
2 yrs ago

Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!

J
Jagadeeshtrated5.0
3 yrs ago

The reliable place to get the services done with peace of mind.

s
ssumitrated5.0
3 yrs ago

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

m
mango alanzirrated5.0
3 yrs ago

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

M
Mansoor Ahmedrated5.0
3 yrs ago

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

B
Bharothu Nagendrarated5.0
7 yrs ago

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

v
vikas kambhampatirated5.0
7 yrs ago

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

G
Girish Kumar Cherukararated5.0
7 yrs ago

Sabu Syriac CPA recognizes the prime importance of providing the highest quality for both clients and market. This independence is a guarantee of the consistency and reliability of Sabu Syriac CPA certified In California financial and accounting information that have passed the test of time with years of experience of professional achievement.

s
shrutikadererated5.0
9 yrs ago

shrutikadere felt that Amazing! Highly recommend it!

B
Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

B
Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

D
Devesh Pathakrated5.0
10 yrs ago

Excellent service!!!

C
Craigrated5.0
10 yrs ago

I have been going to Devesh for the past 4 years. He's a great CPA, professional, personable and very easy to deal with. Devesh and his staff are very knowledgeable and are there all year long to assist me should I have questions.

P
Paul Drated5.0
10 yrs ago

Great CPA firm. The staffs are responsible and professional, and they reply my questions right away. I will give them my return again!

B
Bob L.rated5.0
10 yrs ago

Very professional and well organized training program The teacher is very knowledgeable and helpful. I definitely recommend this training.

S
Samrated5.0
10 yrs ago

Extremely well organized and efficient training program. The instructor is very easy to understand and very helpful.It is a great CPA firm. The staff there are responsive and responsible. They work very efficiently with tax return. I will recommend it to my friends.

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4070 Mission Blvd, San Diego, CA 92109, USA
Financial & Taxation Services - College Planning/Funding +12 more

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    The Roadmap to Financial Clarity: Why Generic Advice Fails the North American Diaspora  in New York, NY

    The Roadmap to Financial Clarity: Why Generic Advice Fails the North American Diaspora

    If you talk to three different people about what to do with your money, you'll likely get three entirely different answers. ...

    IRS Audit Notice in Your Mailbox? Here's How to Stay Calm and Handle It Smartly  in New York, NY

    IRS Audit Notice in Your Mailbox? Here's How to Stay Calm and Handle It Smartly

    Picture this: You're sipping your morning coffee, checking the mail, and suddenly spot an envelope from the IRS.  Your hear...

    Beyond the Paycheck: 3 Major Wealth Triggers McKinney Families Miscalculate (And How to Handle Them)  in New York, NY

    Beyond the Paycheck: 3 Major Wealth Triggers McKinney Families Miscalculate (And How to Handle Them)

    Collin County has rapidly become one of the premier destinations for thriving families and professionals in Texas. With boom...

    Why Houston Businesses and Families Trust Devesh Pathak CPA for Their Financial and Tax Needs  in New York, NY

    Why Houston Businesses and Families Trust Devesh Pathak CPA for Their Financial and Tax Needs

    Taxes. Audits. Payroll. Bookkeeping. Financial planning.  Just reading those words can make anyone want another cup of coff...

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