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College Planning/Funding Services in Seattle

Vital Financials
3570 E 12th Ave unit 304, Denver, Colorado, USA
(Pin: 11462)
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From the Business: Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's uni...

GST Financial Services
Serving the Seattle 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 ...

Infinitefs LLC
Serving the Seattle 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...

Axon Financial Services
Serving the Seattle Area
(Pin: 78886)
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From the Business: Axon Financial Services helps individuals and families protect what matters and build wealth with clear, practical guidance. From life and health insurance to retirement planning, college funding, 401(k)/IRA rollovers, annuities, and tax-efficient strategies, our advisors tailor plans to your goals, timeline, and risk comfort. Expect transparent o...

TulaVantage - Wealth And Healthcare Services
Serving the Seattle 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.

Rajesh Ravikumar Licensed Financial Professional
Serving the Seattle Area
(Pin: 73921)
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From the Business: I am one of the most distinguished Financial & Taxation Service providers in Peachtree Corners, GA, specializing in Accountant Services, Finance & Accounting Training, Financial Advisory, Financial Forecasts, Financial Planning, Financial Statement Analysis, Investment Management, Long-Term Care Insurance, Tax Consulting, Tax Preparation, ...

Visam Financials
Serving the Seattle 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...

Wealth Summit Financial
Serving the Seattle 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...

A2F Prosperity Hub
Serving the Seattle 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...

Black Belt Financial Security
Serving the Seattle Area
(Pin: 48124)
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From the Business: Black Belt Financial Security is a specialized financial services organization committed to empowering individuals and families with the knowledge and tools needed to build a secure, stable, and prosperous future. Built on principles of clarity, discipline, and long-term strategy, the company offers personalized financial planning, life insurance ...

VVS Financial Services
Serving the Seattle Area
(Pin: 79037)
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From the Business: This is Srinivas Bandam from VVS Financial Services. We provide Financial Solutions for Families based on the Needs, Suitability and Affordability. Our offerings include solutions on Protection Planning (includes Term and Permanent Life insurance) and Risk Free Retirement planning vehicles such as Annuities, Kids College Planning, Long Term Care...

Majestic Wealth Builders
Serving the Seattle Area
(Pin: 26087)
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From the Business: I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning,...

Smart Financial Group
Serving the Seattle Area
(Pin: 82803)
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From the Business: An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income pl...

Retire Wisely Financial Services
Serving the Seattle Area
(Pin: 28821)
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50% Offer available VIEW OFFER

From the Business: Welcome to Retire Wisely Financial Services 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. ...

STELLAR FINANCIAL SERVICES LLC
Serving the Seattle Area
(Pin: 55638)
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From the Business: I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Auditing Services, Bookkeeping, Business Tax Planning, Cash Flow, College Planning/Funding, Estate Planning, Financial Planning, Investment Management, IRS Representation, Long Term Care Insurance, Payroll Processing, Retiremen...

TAAJ Financials
Serving the Seattle Area
(Pin: 14443)
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From the Business: I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer ...

Brilliant Byte LLC
Serving the Seattle Area
(Pin: 64589)
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From the Business: I am one of the most distinguished Financial & Taxation Services in Suwanee, GA. I specialize in personal finance including Whole life and term life insurance policies, kids College Planning/Funding, Will and Trust, Estate Planning, Financial Forecasts ,Financial Planning, Long Term Care Insurance ,Retirement Planning. As a result, you can fee...

Surefinbiz Financial Services
Serving the Seattle Area
(Pin: 48163)
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From the Business: SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estat...

KV Financial Solutions & Services LLC
Serving the Seattle 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 ...

Goodlife Financial Services LLC
Serving the Seattle 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...

Ohana Wealth Legacy
Serving the Seattle Area
(Pin: 92928)
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From the Business: When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or loo...

Samatva Wealth Management LLC
Serving the Seattle Area
(Pin: 61951)
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From the Business: We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selecti...

Soujanya Vundavalli Financial Professional
Serving the Seattle Area
(Pin: 89327)
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From the Business: Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understandi...

FinFree Services LLC
Serving the Seattle Area
(Pin: 91230)
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From the Business: Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in ...

Money In A Nutshell Inc.
Serving the Seattle Area
(Pin: 95010)
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Offer available VIEW OFFER

From the Business: My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for th...

Showing 1 - 25 of 57 results
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Customer Reviews for Financial & Taxation Services in Seattle Metro Area

Rated 5/5 based on 135 reviews
N
Naveen Pillala rated5.0
2 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.

R
Raghuveer Pulijala rated5.0
2 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 Podury rated5.0
2 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 Bhogadi rated5.0
2 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 Vemula rated5.0
2 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
2 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.

V
Vinay Nayakrated5.0
5 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.

K
Krish Reddyrated5.0
1 year ago

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

B
Bogavelly Sandeeprated5.0
1 year ago

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

H
Hari Bellaryrated5.0
1 year ago

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

A
Amrutha Yallarated5.0
1 year ago

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

N
Nagesh Vempalirated5.0
3 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
Aashishrated5.0
3 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
3 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
3 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
Amit Mangalrated5.0
3 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.

V
Veera Bollamrajarated5.0
3 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
3 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.

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.

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.

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!

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.

A
Arun Dwivedirated5.0
2 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 .

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.

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 Padhi was 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
1 year ago

Surya is a great person to work with.

M
Manas Ranjanrated5.0
1 year 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
1 year 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
1 year 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
1 year 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.

U
Umesh Arora / Sonal Arorarated5.0
1 year 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.

S
Santhosh Anandrated5.0
4 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
4 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
5 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.

A
Amrutha Yallarated5.0
1 year ago

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

B
Bogavelly Sandeeprated5.0
1 year ago

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

H
Hari Bellaryrated5.0
1 year ago

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

K
Krish Reddyrated5.0
1 year ago

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

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.

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.

R
Reena Mahapatrarated5.0
3 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
3 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.

R
Rakesh Jenarated5.0
1 year 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.

K
Kishan Bhatrated5.0
3 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

S
Sunaj Padhyrated5.0
2 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
3 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
2 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
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
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.

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!

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!

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

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.

M
Manas Ranjanrated5.0
1 year 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
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.

s
santosh guptarated5.0
1 year 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
1 year 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
1 year 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.

A
Amrutha Yallarated5.0
1 year ago

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

B
Bogavelly Sandeeprated5.0
1 year ago

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

H
Hari Bellaryrated5.0
1 year ago

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

K
Krish Reddyrated5.0
1 year ago

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

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

One of the Best Tax Services.

V
Veera Bollamrajarated5.0
3 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
1 year ago

Surya is a great person to work with.

N
Nagesh Vempalirated5.0
3 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
3 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
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.

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.

R
Reena Mahapatrarated5.0
3 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
3 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
3 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
1 year 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
2 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
3 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
2 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
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.

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!

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!

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

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.

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.

s
santosh guptarated5.0
1 year 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
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.

S
Srinivasan Srated5.0
1 year 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
1 year 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
1 year 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.

P
Priya Krated5.0
7 months ago

I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.

M
Michael Trated5.0
7 months ago

From life insurance to investment strategies, Chirag provided comprehensive support and made complex topics easy to understand. His professional approach and genuine care made all the difference. I’m grateful to have him on my financial team.

L
Lisa Mrated5.0
7 months ago

Chirag is not just a financial advisor; he is a partner who genuinely cares. He took the time to explain every detail and offered tailored solutions for my wealth-building goals. I appreciate his leadership and commitment to helping me succeed.

R
Raj Prated5.0
7 months ago

Working with Chirag has been a game-changer. He helped me navigate retirement planning with patience and expertise. His dedication to integrity and transparency is unmatched. Highly recommend him to anyone looking for trustworthy financial advice.

A
Amanda Srated5.0
7 months ago

Chirag truly understands my financial goals and created a personalized plan that fits my family’s needs. His honesty and clear communication made the entire process smooth and stress-free. I feel confident about my future thanks to his guidance.

V
Vinay Nayakrated5.0
8 months 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
8 months ago

he is excellent and has in depth knowledge about this services

S
Suriyarated5.0
8 months ago

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

A
Anjali Singhrated5.0
8 months ago

Highly recommend

N
Nitish Rangarajanrated5.0
8 months ago

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

G
Gopal Ravalrated5.0
8 months ago

Very helpful in preparing

C
Cornelius Vaikuntamrated5.0
10 months 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago

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

M
Mahendra shadangirated5.0
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago

Excellent and prompt service

S
Sunil Maharanarated5.0
1 year 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
1 year 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
1 year ago

One of the Best Tax Services.

s
siba prasad choudhuryrated5.0
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago

Surya is a great person to work with.

M
Manas Ranjanrated5.0
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
2 yrs ago

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

Activities
N
Nishant asked
I would like my parents to relocate from India to US permanently. I need some advise on how we can get the money to US after selling all the property in India. What are the tax implications and the steps? I am a permanent resident.
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