Find Top Indian Financial Advisors in Montgomery Metro Area

Great people. Helpfully and knowledgeable. Explains things well and help to get you financially set.

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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.

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

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

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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NSKT Global was able to help me with my business and personal tax return. My other accountant was not returning my calls but NSKT Global always returned my call the same day and was always very professional. Keep up the great work Jason!

Consulted NSKT in relation to a US LLC setup and efficient tax structuring. Very proficient and professional team. Walked away with utmost clarity.

I’ve had a great experience with the firm. The team has been exceptional in their services and communication. They are my go to for tax filings, business consulting and any find of financial advise I need.

Exceptional service from start to finish After experiencing issues filing through TurboTax, we turned to them for help — and it was truly the best decision we could have made. They took the time to thoroughly review our situation, quickly identified the root of the problem, and resolved it with impressive efficiency and expertise. What stood out most was their attention to detail, transparency throughout the process, and the reassurance they provided every step of the way. They transformed what had become a stressful and confusing situation into a smooth and seamless experience. Their professionalism, knowledge of U.S. tax regulations, and genuine commitment to doing things correctly gave us complete confidence in the outcome. We will absolutely be recommending them to friends and family, and we look forward to filing our taxes here in the USA with them every year moving forward.

Working with NSKT Global for tax services in New Jersey has been exceptional. Their experts demystified complex tax codes, identified savings we didn’t know existed, and ensured full compliance across state and federal filings. The team was proactive, communicative, and made tax season a breeze. Their insights have helped us plan smarter, reduce liabilities, and stay ahead of deadlines. Outstanding service!

I highly recommend Nikhil and his firm, NSKT Global, for their outstanding expertise in tax planning and financial advisory. Nikhil has been managing both our personal taxes and our LLC filings, and his guidance has been incredibly valuable. He is extremely knowledgeable, detail-oriented, and always takes the time to explain complex tax matters in a clear and practical way. His professionalism, responsiveness, and proactive approach make the entire process smooth and stress-free. If you’re looking for a CPA you can truly trust, Nikhil and the team at NSKT Global are exceptional.

My experience with Nikhil and his team has been very good. I have been using their services for the past three years, and they have consistently been responsive and thorough in their work. I would encourage others who are looking for trustworthy professionals to give them a try.

Nikhil is knowledgeable and worked very smoothly with me. Listened and incorporated my suggestions and pushed back where needed. Has good knowledge on real estate as well as corporate accounting.

Very professional and excellent service.

Team of experts and high professional integrity.

I am an Indian expat working in the US for last 15 years in multiple MNCs as senior IT professional and have both US and Indian investment portfolios. Mr Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both countries efficiently and seamlessly since 2021. The includes comprehensive treatment of long and short term capital gains treatment, compliance with FATCA, FBAR, PFIC and other US taxation related complex topics along with DTAA, FTC, NRI/expat taxation and FEMA compliance related topics for India. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs.Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters in US, India or both, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global. Way to Go!

Best Tax services one could ask for , attention to details, have been with them from past three years!

Nikhil has been an exceptional tax filer, always handling everything with accuracy, care, and professionalism. His attention to detail, reliability, and deep understanding of the process make tax filing smooth and stress-free. Anyone working with him can trust that the job will be done thoroughly, correctly, and on time.

I have been working with NSKT Global for over 3 years now. What started out as bookkeeping and tax filing has evolved into a much deeper relationship where NSKT helps with budgeting, tax planning, business process improvement through SOP development, and Dashboard Creation. Our improved business results are directly correlated to the partnership we formed with NSKT. I would strongly recommend them to any small / mid-size business.

I was looking for support to ensure my taxes were filed accurately, especially given the complexity of having Canadian ETFs/Rental properties in two countries. Several providers quoted unusually high prices without explaining why. When I connected with Nikhil and his team, the experience was completely different. They were transparent from the start — clearly outlining what was required for my situation and offering a fair, fixed price as a new customer. Throughout the process, they were prompt, patient, and willing to meet as often as needed to make sure I was fully comfortable with the filing. Their depth of knowledge across various tax scenarios was evident, and the level of detail they brought to the work gave me complete confidence. They made a complicated situation feel simple and manageable. I would strongly recommend Nikhil and his team for any tax needs. Their professionalism, clarity, and customer-first approach truly stand out. I’ll definitely be working with them every year.

It has been a real pleasure working with Nikhil. His tax services and level-headed recommendations were invaluable for my return in 2026. I highly recommend Nikhil's team and their services.

I worked with Nikhil during my transition from the US to India as a freelancer, and he was incredibly helpful. He guided me through the complexities of freelance taxation across both countries — from understanding self-employment tax obligations to managing income declarations in India — making the whole process smooth and stress-free. Highly recommend him to any one navigating an international move!

I had a complicated tax situation and also needed to pay quarterly estimated taxes. I found NSKT Global through a Google search looking for a tax service that can deal with a variety of individual tax situations. I was very pleased with the service I received. The team was very responsive and answered all my questions promptly and they calculated my quarterly estimated taxes within a week. The prices are also transparent and reasonable.

Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend

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NSKT helped me in one of the assignment, they delivered very well and upto the mark, I was very happy with their service and would love to work with them in future also.

The firm has been responsive in its engagement and quite helpful

I highly recommend NSKT Global for business tax planning, entity structuring, and strategic tax advisory services. Their team helped me evaluate my business structure and successfully guided me through the process of converting my LLC to a C-Corporation through the appropriate tax election. Their expertise and proactive tax planning strategies resulted in substantial tax savings and helped maximize my refund. What stood out most was their commitment to delivering results. Beyond handling the technical and compliance aspects, they actively followed up with the IRS to ensure my refund was processed efficiently. Throughout the engagement, the team was highly knowledgeable, responsive, and genuinely invested in achieving the best possible outcome for my business. If you're seeking a trusted advisor for tax planning, business structuring, and ongoing tax strategy, NSKT Global provides exceptional expertise, personalized service, and a results-driven approach. I would confidently recommend them to any business owner looking to optimize their tax position and support long-term growth.

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.

Best Financial Services in Irving US.

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Ankita Amin is proving book keeping and tax related services for last 3 years and she has been really helpful. She provides really good suggestions as per legal requirements she provides response for any query on time. I would definitely recommend her for any Bookkeeping and tax related sevices.

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We've been with GoalSeek for a couple of years now - They are highly professional, knowledgeable about the latest tax laws, and always respond to questions in a timely manner. They ensured our returns are filed accurately and on time.

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Got my taxes done with GoalSeek. Quick, smooth, and very professional service. Highly recommend!

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

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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I’ve been using Goalseek Shared Services for 2 years now, super easy and straightforward every time. They’re quick to respond and even reviewed my prior return this year to make sure nothing was missed. Highly recommend.

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

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

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

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.

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

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!

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!

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.

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!!!

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

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

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!

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

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!

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.

This place looks out for your future! Highly recommend!

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

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!

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.

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

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.

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!

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.

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

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

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

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

Excellent experience learning so much!

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!!

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.

Tremendous service and always there for us.

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

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

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

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.

I've been working with Shamsher and the team since 2020, and I can't recommend them highly enough. Shamsher has been incredibly helpful over the years, patiently answering all my questions especially around capital gains and providing smart, proactive tax planning advice. Thanks to their guidance, I've saved a significant amount of money on taxes that I almost certainly would have overpaid without their expertise. The service feels genuinely personalized, which sets them apart from other CPAs I've tried in the area. It's not just about filing returns, they really take the time to understand your situation and plan ahead. What stands out most is the level of support. I've even reached out late at night with urgent questions, and Shamsher has always responded quickly and helped me sort things out. That kind of availability and dedication is rare. If you're looking for a knowledgeable, responsive, and client-focused firm, I would definitely choose them over others in the area. Highly recommended!

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No one likes to do taxes, but Jonathan takes the pain and stress out of it... not only with his EXTENSIVE knowledge of our tax system but with his easy manner and funny sense of humor! We walk in with a frown and back out with a smile.

This year having our taxes done, was not so great, Couldn't get appt with Johnthan, Which was disappointing, but we got Tony who was very nice, He told us to come back on Monday-to sign the papers, since we had our taxes done on a Saturday, and no one was working in the office that day. When we called, they informed us they sent it out in the mail, we asked why, since we were told we would get a call to come in a take care of it. We came in, and sign our signatures and we thought it was taken care of. Usually we get a e- mail within 24 hrs saying it was accepted from Fed,and State, No email. I called the office on Tuesday and when I explained the situation the young guy that had us sign on Monday he looked and sure enough he forgot to SUBMIT it to the IRS. I'm very disappointed- it seems if Johnthan is not there -things are not up to level you become accustom to. Will have to see and keep my fingers crossed that all will work out.

Very reliable firm for business accounting. We have been with them for more than 10 years.

Helped us with some complicated and difficult nonsense — powerfully knowledgeable and endlessly helpful. Very grateful for their help.

Been going since they had Long Island tax in east meadow. Although now retired and just get short forms, it’s worth price. If EVER in trouble or problem they got you on top priority. Silly to go anywhere else. I go from Levittown. William J Mahoney

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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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I recently used GoalSeek Shared Services for my US tax filings for 2024, as well as some bookkeeping support for my small business, and I couldn’t be more impressed! From the very first consultation, their team was incredibly professional, knowledgeable, and responsive. The accountants assigned to my account were highly qualified (a mix of CAs and CPAs), and they made what is usually a stressful tax season completely smooth and hassle-free. They answered every question promptly—no matter how detailed or minor—and provided clear, personalized guidance every step of the way. Their attention to detail ensured everything was accurate, and I felt confident knowing my financial data was secure with their strong emphasis on data protection and private servers. What really stands out is the value for money—they delivered top-quality service at affordable rates, saving me both time and money compared to local options. GoalSeek truly feels like a reliable partner that grows with your business needs. If you’re looking for expert accounting, taxation, payroll, or financial consulting services, especially for US clients, I highly recommend GoalSeek Shared Services Pvt Ltd. They’re a 5-star team in every way! Thank you for the outstanding support.

Great experience with GoalSeek Shared Services Pvt Ltd. Anima Jain was extremely prompt and professional in handling my LLC filings and ensured everything was completed smoothly and on time. Her efficiency helped me save a good amount of money. I’ll definitely be working with them again for future compliance and filings.

Mr. Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both US and India efficiently and seamlessly for my investment portfolios. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs. Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global!

NSKT GLOBALdid my taxes for 2024, in spite of having IRA withdrawals with their knowledge I paid no IRS taxes. Now also I entrusted THEM to do my taxes both in India and USA since I sold my house in India. They are efficient and knowledgeable and can be trusted. J. P.

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...

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.

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.

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.

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.

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.

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.

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.

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.

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

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

One of the Good knowledgeable CPA around the area.

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

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

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

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

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

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

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

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

One of the Good knowledgeable CPA around the area.

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

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

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

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

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

I used the services of GoalSeek to file my US tax returns. Anima Jain at GoalSeek was very helpful and very prompt. She responded to my questions and concerns very promptly and very clearly. My tax return was quite complicated with three state returns in addition to a federal return, which Anima was able to skillfully file. She explained each component individually when asked, and was very approachable in this regard. I will definitely recommend GoalSeek for US tax return filing!

One of the Best Tax Services.

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

Surya is a great person to work with.

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

I 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.

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

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

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

I 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.

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

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.