Find Top Indian Financial Advisors in Ogden Metro Area

Pretty good experience

The best in the game ????

Excellent Service by Dattani & Partners.

Experienced, efficient, and detail oriented.

Services are nice and genuine.

Hassle free experience!

Very easy to work with, and timely responses.

Superb service. Quick reply and assistance.

It was wonderful experience with Dattani and partners.

Prompt with tax filing.

Amazing service! Very helpful and quick to response.

Great Experience working with them! Truly reliable !!

Swift and easy filing. Great service.

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

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

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

Good service, quick turnaround time plus polite staff.

Tax filing was pretty smooth with the help of hardik.

Hassle free tax filing experience. Very professional.

Great service. Responded quickly and helped me understand the process.

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

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

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

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

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

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

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

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

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

Thank you Mr. Hardik Dattani for helping me with filing my tax returns effortlessly.

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

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

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

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

Seamless experience for all financial services

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

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

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

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

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

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

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

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

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

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

Had a great experience working with Hardik. Quick responses and smooth e-filing of the return.

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

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

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

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

Amazing experience! Recommended by my friend. I was in India and they did my tax filling through one call only.

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

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

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

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

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

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

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

Process of filing was very smooth. Hardik communicates really well and tries his best to save taxes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Very responsive and efficient set of folks! Thank you team :)

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

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

Very straightforward process for filing taxes, highly recommended

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

Had a great experience with them! Hardik promptly answered all my queries with detailed explanations. Would definitely recommend! Edit: filed tax with them for 2 years in a row, and would definitely keep filing in the coming years. Great service!

Dattani & Partners, CPA, thoroughly reviewed all of my tax documents. This is my 2nd year with them, and the process has been seamless and less time-consuming. I highly recommend them to anyone in need of tax filing.

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

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

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

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

Incredibly positive experience. Hardik’s expertise and professionalism make the process seamless and stress-free. I highly recommend for anyone seeking reliable tax services.

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

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

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

Really easy to work with them to get your tax filings done

Amazing service, very professional and quick! Would highly recommend!

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

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

Hardik and team are responsive, reliable and fantastic to work with.

I had a seamless and pleasant experience preparing and filing my 2023 returns with Hardik from Dattani & Partners. His attention to details and very proactive, timely responses definitely gave me a fulfilling overall experience on my IT returns this year and I would definitely recommend his services for anyone looking to file their returns.

Easy way to file your tax returns very helpful and knowledgeable team.

They are responsive and they will give you all the details you need. In short, you can trust them with your finances.

I had an exceptional experience working with Mr. Hardik from Dattani & Partners for my tax filing this year. His professionalism, expertise, and attention to detail made the entire process seamless and stress-free. He took the time to understand my unique financial situation and patiently answered all my questions. I highly recommend Dattani & Partners for anyone seeking reliable tax services.

Excellent service and professionalism! They are professional, transparent, and handle everything responsibly. Highly recommended!

I have been filing my returns here for 3 years now. Perfect service, no scams and reliable.

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

Very good services .Hardik is very attentive , organized and helpful. Our taxes were filed promptly

I needed last minute help with filing my tax returns, they were very responsive and filed my tax return before the deadline at a reasonable price.

Had a great and reassuring experience with Dattani & Partners, CPA—especially Hardik, who was incredibly approachable.Would highly recommend them for stress-free tax services!

The taxes were filled perfectly. All responses were very prompt and professional as well. I would definitely recommend to anyone looking to file taxes.

They really make your tax filing much easier! Hardik and his team are very approachable. Highly recommended.

I contacted Dattani & Partners to help me with my tax filing. They are very professional. The process is very easy and seem-less. Highly recommend them especially students on visas.

Fully satisfied with tax filing services. Very prompt and patient with your queries. Professional, honest and accommodating to your needs. Recommending them to my friends and family.

Dattani & Partners, CPA has been handling my taxes for the past two years, and their service has been excellent. Always professional, responsive, and reliable. Highly recommend!

Hardik saved my husband and I during tax season this year! We’ve always done TurboTax on our own and thought we could do that again but turns out our tax situation is now too complicated and TurboTax hence was showing crazy inflated amounts for state taxes. We found Hardik a week before the deadline and he came through and delivered ahead of time. He not only did fantastic work but was always available to help and answer any questions! Highly recommend!

Been filing Taxes with Hardik for over 3 years now. He is the best in the market, responds quick, advises you what’s the best for you to do. And is always there to help as a friend. Highly recommend him!

Excellent, professional service from a knowledgeable and responsive team. I was impressed by how promptly they got back to me, even during the peak tax season in early April. Highly recommend for anyone looking for reliable CPA support

Been using Hardik's support since a couple of years now to file my taxes. Extremely efficient and seamless experience. Response rate is really quick and is always there to answer queries. Would definitelyrecommend this service!

I had an excellent experience filing my taxes this year. They helped me identify deductions I might have missed and ensured everything was filed accurately and on time. I felt confident throughout the entire process, and communication was always prompt and professional. Highly recommend their services to anyone looking for a stress-free tax season!

I recently engaged Dattani & Partners, CPA for my tax return filing and had a very good experience. The service was personalized, professional, and prompt, which made the entire process smooth and stress-free. I am highly content with their services. I would definitely recommend them to anyone looking for reliable tax return filing assistance.

Dattani & Partners CPA LLC made filing our 2024 tax return smooth and stress-free. Their team was responsive, professional, and got everything done quickly. We really appreciated the honest guidance throughout the process. Highly recommend them if you’re looking for reliable and efficient CPA support.

I looked up Dattani partners on Google and gave hardik a call. In our first conversation, it was evident that hardik is knowledgeable. I gave him a shot, and am not disappointed at all. He is patient and will answer all your questions. I reached out a week ago and he was still able to file my taxes in a timely manner. If you’re looking to get your taxes done right, don’t look further! He will be my CPA moving forward.

As being our 1st tax return filing after moving to the USA, we were having too many questions and that was the time when our friends recommended us Dattani & Partners. We had the pleasure of coordinating with Hardik Dattani to file our tax return, and we couldn’t be more satisfied with the experience. From start to finish, he was professional, knowledgeable, and incredibly thorough. Hardik took the time to explain everything clearly, answered all our questions with patience, and ensured we maximized our deductions while staying compliant. If you're looking for a reliable and skilled CPA who truly cares about their clients, we highly recommend Dattani & Partners.

Very professional with their work.

Been using their services over the past 3 years. Tony has been very professional with the services provided

Ali Kazim was amazing

Good and fast

A very qualified and professional team

Establishment with expirenced professionals and great customer service

Excellent customer service very professional and friendly.

Thank you, very nice people, good service and reasinable price

Best Services & Very Professional.

They are the Best place to file the Return and get maximum money back in Refunds.

Excellent service.Highly recommended, very cooperative

Excellent and fast service. I saved a lot of taxes.

Excellent customer service, people are professional at affordable price. I would recommend anyone for the services.

Mr. Lakhani and the team are extremely courteous , I would recommend every body to contact Mr. Lakhani and enjoy the professional wisdom and financial advice.

Came in for my taxes and must say, tony is experience, informative and very helpful nature. Highly recommend

I'm grateful for Texas Finserv Inc. Excellent customer service, and extremely helpful. They are super responsive.

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

Amazing service he saves us a lot of money

Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.

Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.

I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.

Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies

we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!

Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services

I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.

They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!

Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.

Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.

Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!

Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.

I will highly recommend this office for all Tax related work excellent service

I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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.

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.

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.

Very responsive and efficient set of folks! Thank you team :)

I looked up Dattani partners on Google and gave hardik a call. In our first conversation, it was evident that hardik is knowledgeable. I gave him a shot, and am not disappointed at all. He is patient and will answer all your questions. I reached out a week ago and he was still able to file my taxes in a timely manner. If you’re looking to get your taxes done right, don’t look further! He will be my CPA moving forward.

I had an excellent experience filing my taxes this year. They helped me identify deductions I might have missed and ensured everything was filed accurately and on time. I felt confident throughout the entire process, and communication was always prompt and professional. Highly recommend their services to anyone looking for a stress-free tax season!

Had a great and reassuring experience with Dattani & Partners, CPA—especially Hardik, who was incredibly approachable.Would highly recommend them for stress-free tax services!

Been filing Taxes with Hardik for over 3 years now. He is the best in the market, responds quick, advises you what’s the best for you to do. And is always there to help as a friend. Highly recommend him!

Hardik saved my husband and I during tax season this year! We’ve always done TurboTax on our own and thought we could do that again but turns out our tax situation is now too complicated and TurboTax hence was showing crazy inflated amounts for state taxes. We found Hardik a week before the deadline and he came through and delivered ahead of time. He not only did fantastic work but was always available to help and answer any questions! Highly recommend!

Hardik and team are responsive, reliable and fantastic to work with.

Excellent, professional service from a knowledgeable and responsive team. I was impressed by how promptly they got back to me, even during the peak tax season in early April. Highly recommend for anyone looking for reliable CPA support

Best loan advisor in the Bay Area! Fast responses, transparent fees, and stress-free process. Thank you!

Needed a business loan to expand my restaurant. Banks kept rejecting me, but Manjeet connected me with a lender who said YES. His network is unmatched—will use him for all future financial needs!

Finally, a financial advisor who speaks Punjabi! Manjeet helped my parents (who don’t speak English) navigate their mortgage with ease. His honesty and expertise made us feel secure. We’ll refer everyone to him!

I refinanced my home with Manjeet and couldn’t be happier. He found hidden fees in my old loan and got me a better deal in just 2 weeks. Speedy, professional, and truly cares about clients. 10/10!

Manjeet Singh is a lifesaver! As a first-time homebuyer, I was overwhelmed, but he explained every step clearly—from pre-approval to closing. He secured me a 3.2% rate when others offered 3.8%, saving me thousands. His patience with my 100+ questions was incredible. Highly recommend for mortgages or refinancing!

he is excellent and has in depth knowledge about this services

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

Highly recommend

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

Very helpful in preparing

Anand was highly efficient in filing the tax returns. He is very knowledgeable.

Very professional, patient and helpful.

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

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

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

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

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

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

Excellent service

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

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.

I wholeheartedly recommend Shree Financials for securing your future and safeguarding your loved ones. Their Life and Health Insurance plans are thoughtfully designed to address key responsibilities, ensuring your family's financial stability while benefiting from tax-free growth. The 401K/IRA Rollovers stand out with unparalleled advantages, including bonuses of up to 30% and protection from market volatility. Their Will & Trust Estate Planning services provide seamless asset management and transfer, offering peace of mind. For education planning, their College Savings Planning presents a flexible, tax-free alternative to traditional 529 plans, even supporting international studies. Shree Financials empowers long-term financial success with expert strategies to reduce taxes, diversify retirement income, and achieve guaranteed wealth generation. Additionally, their Partnership Opportunities offer the chance to get trained, take charge, and reap the rewards—a comprehensive financial growth and security solution!

Highly recommend. Best service for the price and value for money. More importantly giving invaluable time to finish the process. Have Paid $4500 to the Attorney for completing legal estate planning and when i went to change the guardian again my attorney was charging me $1000 just for corrections after one year. Shree financials helped me and with the fraction the cost and more importantly life time service free and i don't need to pay anyone for changing guardian or exeutors with them. Hope this is helpful for you too.

I wanted to take a moment to express my sincere gratitude for the exceptional service you provided during this tax season. Thank you for making it stress free

Very Kind,Very Friendly,Very Cooperative,Very polite,Very well explained the process, got to know a lot how software work & stuff also suggestions they gave was very helpful *Over All experience is very very good

I had pulled my details into TurboTax thinking it would all be a straight shot, but it turned out trickier than expected. The various documents I had pulled did not seem to be working out correctly. Fortunately, I could get Nataraj on a video call and he saved my day by reviewing and sorting things for me.

Great service provided by this company ;Extremely detail oriented ; inquired about all the details before filing the tax to get maximum refund if possible ; I did ITIN application through them - filled all the necessary details for me and explained about doing paper filing due to ITIN application ; shared the documents to carry over when filing with IRS office by appointment ; walked me through the final tax return document and making sure I’m comfortable understanding the tax I’m filing with IRS; covered state and city tax filing documents as well; overall happy satisfied with their service

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

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

Dattani & Partners, CPA, thoroughly reviewed all of my tax documents. This is my 2nd year with them, and the process has been seamless and less time-consuming. I highly recommend them to anyone in need of tax filing

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

Incredibly positive experience. Hardik’s expertise and professionalism make the process seamless and stress-free. I highly recommend for anyone seeking reliable tax services.

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

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

I had a seamless and pleasant experience preparing and filing my 2023 returns with Hardik from Dattani & Partners. His attention to details and very proactive, timely responses definitely gave me a fulfilling overall experience on my IT returns this year and I would definitely recommend his services for anyone looking to file their returns.

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

I had an exceptional experience working with Mr. Hardik from Dattani & Partners for my tax filing this year. His professionalism, expertise, and attention to detail made the entire process seamless and stress-free. He took the time to understand my unique financial situation and patiently answered all my questions. I highly recommend Dattani & Partners for anyone seeking reliable tax services.

Natraj was referred to me by a friend when I needed some consultation help. Even though he wasn’t our tax consultant at that point, he went through all of my questions in detail and made sure to double verify every answer he provided me. His guidance was extremely helpful for me in doing my taxes. More importantly, his patience and attention to details is extremely commendable.

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

Nataraj was very helpful in understanding my needs and took time to explain different ways to reduce taxes.

Nataraj knows well about tax code, legally he will maximize tax refund

Vikash saved me on my taxes in a pinch. My previous CPA dumped me and he worked diligently to ensure my taxes are done properly, bookkeeping is done appropriately and saved me time and money. He is the reason I was able to close on a house because my taxes were done in time for mortgage approval. He is professional, extreme knowledgeable and has a superb work ethic.

Vik was very responsive and saved me both time and money by helping me fill out my taxes while making sure that everything was correct and my deductions were optimized. Highly recommend him!

I have done my taxes with Vikash for few years now. He is someone I have recommended to all my friends and all of my friends also rave about him. He is highly meticulous and detail oriented. He always advises on time and gets you to make the right moves thought the year for your accounting needs. H

Working with Mr. Jhunjhunwala was a very positive experience. He is highly knowledgeable and responsive and was attentive to all my questions. I definitely recommend him for accounting/tax services

Despite being busy with tax season, he promptly contacted me and provided guidance on how to take care of my tax issue - at a nominal cost, without charging his time. I plan to use his services next year. Thank you, Vikash!

Vikash is excellent! Efficient, extremely patient, experienced and very approachable. Would highly recommend. Vikash helped me file my tax returns and setup an SCorp. I will be using him for all tax purposes in the future!

Vikash is great. He knows his stuff and was able to help me with my taxes. Very nice guy. Will definitely come to him again for his services.

Vikash is an amazing professional who has a very thorough understanding c field. He worked on my taxes for the first time in 2023. I really appreciate his expertise and knowledge, and the way he was able to provide guidance. Thank you!

I have done my taxes with Vikash for few years now. He is someone I have recommended to all my friends and all of my friends also rave about him. He is highly meticulous and detail oriented. He always advises on time and gets you to make the right moves thought the year for your accounting needs. Highly recommend Vikash for his services

I had a couple of doubts about married filing jointly when a spouse is not a resident alien and he clarified all my doubts. I called multiple CPAs prior to Vikash and no one has given me right answers confidently

Yagnaram R.Vikash saved me on my taxes in a pinch . My previous CPA dumped me and he worked diligently to ensure my taxes are done properly, bookkeeping is done appropriately and saved me time and money . He is the reason I was able to close on a house because my taxes were done in time for mortgage approval . He is professional, extreme knowledgeable and has a superb work ethic

Vikash is great. He knows his stuff and was able to help me with my taxes. Very nice guy. Will definitely come to him again for his services

Vikash is thorough with his work and works had to deliver. He managed my tax filing swiftly and guided me patiently through giving him all the required information. Individual Tax Prepar

Despite being busy with tax season, he promptly contacted me and provided guidance on how to take care of my tax issue - at a nominal cost, without charging his time. I plan to use his services next year. Thank you, Vikash

Vikash is excellent! Efficient, extremely patient, experienced and very approachable. Would highly recommend. Vikash helped me file my tax returns and setup an SCorp. I will be using him for all tax purposes in the future

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.

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.

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

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

I 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.

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

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

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!

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

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

Excellent and prompt service

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.

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 .

One of the Best Tax Services.

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

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.

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

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

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

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

Surya is a great person to work with.

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

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!

Great customer service and extremely knowledgeable professionals. Highly recommend for tax filing services

Goalseek Shared Services has truly exceeded my expectations. Their accounting and bookkeeping services are second to none. The team is not only highly knowledgeable but also incredibly reliable. I can always count on them to handle my financial matters with the utmost professionalism and accuracy. If you're looking for the best in the industry, look no further than Goalseek Shared Services!

Had a great experience with the team at GoalSeek! They were very responsive to any questions and doubts that I had, highly recommend.

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!

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

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