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Best Indian Certified Financial Planners in Calgary Metro Area

Devesh Pathak CPA

From the Business: Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of ex...

Realtime Finance Fix USA LLC

From the Business: Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to deliveri...

NSKT Global

From the Business: Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified ...

Lonestar Consulting Group

From the Business: S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, pa...

PAY Financial Service

From the Business: PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cate...

From the Business: We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, tech...

From the Business: Management 2000+ accountants are specialists in personal and corporate tax preparation and filing, small business management analysis and reporting, and have particular expertise in Calgary based oil & gas and telecommunications industries. The principal of Management 2000+, Mukesh Shah, CMA, is a certified management accountant and corporate ...

From the Business: Our mission is simple enough. To unearth the magic behind the numbers of organizations big or small and make meaningful decisions to boost up their performance. Our passion drives us forward.Our vision is to utilize the resources with accurate workable plans that deliver results. We know resources are scarce and the only way we can achieve efficie...

From the Business: Kamal Professional Corporation (Kamal P.C.) is a certified accounting firm located in Calgary. We offer accounting, bookkeeping, tax preparation, payroll, and other financial services to small business. KamalPC is an active member of Chartered Professional Accountants of Alberta. Our small business accounting services are performed in-house by a d...

3825 93 Street Northwest, Edmonton, AB T6E 5K5, Canada

From the Business: My goal is to provide you with proactive custom-tailored solutions that fit you and your business needs. Financial statements and tax returns are important, but you don’t get ahead looking in the rear-view mirror. In each meeting we have, I want to spend some of our time looking forward. Where is your business going? What’s keeping you up at night...

From the Business: AGA Tax Solutions has operated in Calgary, Alberta for 10 years. Customer service has been key to its success. Income tax preparation with customer convenience in mind, including early mornings & late evening times, has been essential to business growth and customer retention. AGA Tax Solutions has continued this tradition. Today, Canadians ar...

From the Business: Preferred Accounting Services by Pinky Shah.Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.

From the Business: NSI Accounting and Financial Services is the best choice for small to medium businesses and individuals seeking tax filing, incorporation services and financial advice. We stay updated with the latest changes in provincial and tax reforms and incorporate them without delay. On behalf of our clients, we make sure to file the taxes well in time and...

625 Parsons Road Southwest, Edmonton, AB, Canada

From the Business: At Rutwind Brar LLP, we handle your taxes with a proactive approach. Our team of professional accountants stay current on the changes in tax laws and legislations so that we can provide you with the most accurate services. To minimize your tax liabilities, we find tax planning opportunities and help you put them in action. We strive to create valu...

From the Business: Chopra Accounting & Tax is available in Edmonton, Alberta. We are tax service providers with rich experience in managing personal and corporate taxes. Contact us anytime for a consultation. We are professional tax services providers lead by Vandana Chopra, CPA, CGA, CA (India) who has over 9 years’ experience. Contact us for any tax related qu...

From the Business: At Diamond K Adatia Professional Corporation, we're committed to offering exceptional financial services from qualified accountants to the community in Calgary, AB. We're a locally owned and operated company with a reputation for paying close attention to detail. This company stands out as a provider of premium services in addition to regular acco...

From the Business: Harpiyar Singh has attained his designation of Certified General Accountant (CGA) in the Province of Alberta. In addition to his accountancy career he has also earned a Bachelor of Engineering degree from Guru Nanak Dev Engineering College in India, and a Master’s degree in Mechanical Engineering from Concordia University in Montréal. Mr. Sandhu h...

From the Business: Pesh Patel provides the following services: Auditing, Business Planning, Business Process Improvement, Manufacturing, R&D, Financial Reporting, Consulting, Accounting, Business Strategy, Mergers & Acquisitions, Strategy, Financial Accounting, Management Consulting, Financial Analysis, Process Improvement. With over 30 years of experience i...

From the Business: Hi i am Rahul Arora, As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whe...

RK Professional Corporation, 3822 97 St NW Suite # 222, Edmonton, AB T6E 6N2, Canada

From the Business: RK Professional Corporation offers a full range of accounting, bookkeeping, tax planning and filing, payroll, and business-consulting services to individuals, small businesses, and retail clients across Canada. Their experienced team of accountants works to give clients a clear picture of their financial status and tailored strategies for growth, ...

4310 104 Avenue Northeast 3230 ne, Calgary, Alberta, Canada

From the Business: Garg Accounting is a professional accounting firm offering comprehensive financial services to individuals and businesses. Their expertise encompasses tax planning and preparation, including personal and corporate taxes, with a focus on maximizing tax savings through legitimate credits and deductions. The firm also provides corporate services such...

From the Business: Jivani Professional Corporation offers a wide range of services to my individual and business clients. My clients benefit from personalized, quality service that is beyond comparison. I have listed the services that I offer to my clients: Accounting Services, Consulting Services, Tax Services, and Other Services. I was brought up in Mumbai where I...

From the Business: Trusted Accounting is available in Edmonton, Alberta. We are a specialized team of bookkeeping, accounting and management professionals with a unique, pro-active business and tax saving approach. To be the most highly respected professional firm where clients come for the peace of mind that their interests are being cared for by a team that enjoys...

From the Business: Sameer Somani Professional Corporation looks forward to helping you with all your accounting needs. We provide the following services: Tax Return Accountant: We are Specialists in small business tax returns, personal and corporate tax preparation. Tax Planning & Preparation: Looking for a tax planning and preparation firm? Sameer Somani Profes...

2755 Lougheed Hwy. #700, Port Coquitlam, BC V3B 5Y9, Canada

From the Business: Rachael works with the firm’s private enterprise group, where she provides assurance, accounting, and taxation services to businesses across a number of industries. She recognizes the importance of working side-by-side with her clients to help achieve their goals. I am one of the most distinguished Financial & Taxation Services in Lougheed, AB...

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Customer Reviews for Financial & Taxation Services in Calgary Metro Area

Rated 5/5 based on 63 reviews
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Kingsuk Mukherjee rated5.0
6 months ago

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!

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Rukma and Puli Jacob rated5.0
6 months ago

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.

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Danny Peña rated5.0
11 yrs ago

Maria Ceballo is the best at what she does she has gotten me the best income taxs returns for years and with her help I am saving a lot more with out changing my life style . I recommend everyone to give her a shot and you will see why I said I loved the services there

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tricia soliman rated5.0
2 yrs ago

Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.

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Alicia Rentas rated5.0
6 yrs ago

Maria has been doing my taxes for many years and she is absolutely great at her job! She is so nice and she has never kept me waiting and always answers my questions and returns my calls and emails. I moved from New Jersey to South Carolina and I am still getting my taxes done by her. I have never had an issue with my taxes and fast refunds! I would absolutely recommend Maria.

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Steven Isikrated5.0
8 yrs ago

HELPFUL AND NICE PLACE THANKS FOR HELPING

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NANAK Transports, INC.rated5.0
3 yrs ago

The BEST CPA in Town...

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anthony gardnerrated5.0
2 yrs ago

Amazing tax professionals!

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Laxman Sunderrated5.0
3 yrs ago

Excellent friendly efficient and will highly recommend

a
achiou faresrated5.0
2 yrs ago

Awsome service Awsome saff. God bless you

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Axay Patelrated5.0
3 yrs ago

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

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Roopesh K Sonkusarerated5.0
2 yrs ago

Shiva, is awesome and did great job for my taxes

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Deep Mrated5.0
2 yrs ago

Great Service! Very attentive to your tax needs.

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Chirag Patelrated5.0
3 yrs ago

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

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Mansoor Ahmedrated5.0
4 yrs ago

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

M
Mohammed Alamgirrated5.0
5 yrs ago

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

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David melendezrated5.0
2 yrs ago

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

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Trasy Ashtonrated5.0
3 yrs ago

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

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Elaine Marie Canturated5.0
2 yrs ago

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

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Denisse Ramirezrated5.0
3 yrs ago

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

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aayush mahatrated5.0
3 yrs ago

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

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Kalyana Ayyaswamyrated5.0
3 yrs ago

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

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Telfair Montessorirated5.0
3 yrs ago

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

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mike arorarated5.0
2 yrs ago

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

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Rakesh Bansalrated5.0
3 yrs ago

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

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Syed Asgharrated5.0
2 yrs ago

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

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Shoeb Mukhirated5.0
2 yrs ago

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

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Brian Catheyrated5.0
2 yrs ago

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

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dialsunnyrated5.0
11 months ago

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

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Ronce Rajanrated5.0
12 months ago

Very professional, patient and helpful.

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Ankita Derated5.0
2 yrs ago

I am very happy with services provided by Pay Financial. I have worked with Raj to get my taxes done. He has been very punctual, precise and professional. I intend to continue working with them in future too.

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Breezy Crated5.0
2 yrs ago

I worked with Nikil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favor.

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A Trated5.0
2 yrs ago

This was my first time doing my taxes and my experience was so smooth I’m definitely going to do my taxes with NSKT Global again next year.

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Tamara Caseyrated5.0
2 yrs ago

I worked with Nikhil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favour.

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Fabiola Johnsonrated5.0
2 yrs ago

At the end of the day, Nikhil completed my tax returns and became very responsive. They are very responsive and has transformed our financial landscape. Their professionalism, expertise, and personalized approach have made them an indispensable asset to our business. If you're seeking an accounting partner that goes above and beyond, I wholeheartedly recommend NSKT Global

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Dr. Peterchris Okpalarated5.0
2 yrs ago

NSKT Global provides excellent accounting services. I will recommend them to anyone.

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Jolene Schaeferrated5.0
2 yrs ago

Nikhil has been great to work with. Not only did he help me to estimate my quarterly tax payments and avoid a penalty, but I then rehired him to help me understand where I have opportunities to do things differently, from both tax and income standpoints. I have been very happy with the work and will continue working with him in the future.

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Wassim Aboughouchrated5.0
2 yrs ago

I recently worked with NSKT Global for my annual tax filing, and I am very grateful for their exceptional service. From start to finish, they displayed high professionalism, expertise, and attention to detail. I highly recommend this company for their outstanding work.

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Bernie Bartickrated5.0
2 yrs ago

I have been extremely happy with my support from NSKT Global. It initially started as basic accounting, but has evolved into a role where NSKT Global acts as one of my trusted partners from a Business Consulting standpoint. They have been instrumental in positioning my company for growth and have provided me with the insights into my business necessary to aid me in making the best strategy decisions.

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Joseph Stephanrated5.0
3 yrs ago

Raj responded to me almost immediately upon my initial search request. Once I provided him with my documents, he processed the paper work within a couple of days and worked with me to correct some issues. Friendly and professional.

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prasad Nuthalapatirated5.0
3 yrs ago

Raj is very easy to work with. Extremely professional. Very organized and responds very quickly. He makes sure no avenue is missed to save money for his customers. I would recommend using the services.

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stephen stonerated5.0
3 yrs ago

I have been getting my taxes handled by Pay Financial for two years now and I have been happy with the service each time. They are quick to get back to me and they have helped me plan for the following year so as to not get killed in taxes. I plan to continue using thier services in the future

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Rajrated5.0
3 yrs ago

Raj Agarwal is a great person to work with. He handles both my business as well as personal tax filing.. He is very courteous, communicative and a pleasure to work with. i wish him the very best. Raj

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Raj Gillrated5.0
3 yrs ago

Raj Agarwal has been preparing my taxes for the last two years, and I completely trust his work and his advice. I procrastinated in getting my information to him this year and he was non-judgmental and ready to help. Makes tax preparation a pleasure. I wouldn't go to anyone else. I would absolutely recommend him to anyone!

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Rajeev Srivastavarated5.0
3 yrs ago

Have been using their services for past two years. Good subject knowledge and expertise. Will recommend for sure.

m
mango alanzirrated5.0
3 yrs ago

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

M
Mansoor Ahmedrated5.0
3 yrs ago

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

H
Herbert Lewisrated5.0
8 yrs ago

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business questions regarding our taxes. She is customer service focused and it shows in the works she delivers.

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tanuj potrarated5.0
8 yrs ago

Best CPA ever, Shilpa is super nice and helpful. Always available to answer your questions, even the silly ones. Have been using her services for 2 years and even recommended her to a few friends. She is a pleasure to work with.

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shrutikadererated5.0
9 yrs ago

shrutikadere felt that Amazing! Highly recommend it!

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Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

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J Selbyrated5.0
9 yrs ago

Lonestarcpagroup did a wonderful job preparing my individual tax return. Shilpa is very knowledgeable and experienced in tax preparation. The entire experience was very seamless and convenient. I highly recommend!

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Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

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Clarissa Riverarated5.0
9 yrs ago

I was very please with Shilpa's work. She was very responsible and professional. I felt that I can confidently rely on her to do my taxes without any worries at all!

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Nilesh Nemaderated5.0
9 yrs ago

Great Experience. Shilpa from Lonestar CPA group was very professional and did a brilliant job handling all aspects of my 2016 tax return.

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Vish Ganapathineedirated5.0
9 yrs ago

Shilpa helped me with LLC creation and in the process she explained starting from various types of corportations to what best suits me for my situation. Very responsive and timely in every aspect of what she has done for me and I would recommend her to any one.

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Shridhar Dhonerated5.0
9 yrs ago

Shilpa is an extremely professional CPA. She takes care of every single detail and guides you through the entire process. She is very thorough and ensures that your taxes are filed accurately. Shilpa has been very helpful in filing Payroll taxes for my S-corp, filing S-Corp Taxes as well as individual taxes. I highly recommend her.

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salil choprarated5.0
10 yrs ago

It was super easy working with Shilpa. I had to get my taxes done in a rush and I had no idea what I was suppose to do. She was super patient and always a phone call or text away. Highly recommended.

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Devesh Pathakrated5.0
10 yrs ago

Excellent service!!!

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Craigrated5.0
10 yrs ago

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

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Paul Drated5.0
10 yrs ago

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

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Bob L.rated5.0
10 yrs ago

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

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Samrated5.0
10 yrs ago

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

PAY Financial Service
Financial & Taxation Services - Financial Planning +28 more
Lonestar Consulting Group
Financial & Taxation Services - Financial Planning +16 more
NSKT Global

NSKT Global

Serving the Calgary Area
Financial & Taxation Services - Financial Planning +21 more
Realtime Finance Fix USA LLC
Financial & Taxation Services - Financial Planning +10 more
Devesh Pathak CPA

Devesh Pathak CPA

Serving the Calgary Area
Financial & Taxation Services - Financial Planning +26 more

Financial Planning Providers yet to be reviewed in Calgary Metro Area

Muzaffar Financial Advisor

555 4th Avenue Southwest , Calgary, AB, Canada
Financial & Taxation Services - Financial Planning +11 more

Growth Space Financial Solutions CPA

4328 Crabapple Crescent Southwest, Edmonton, Alberta T6X 1W5, Canada
Financial & Taxation Services - Financial Planning +14 more
Financial & Taxation Services - Financial Planning +7 more

Northside Accounting & Tax Service

15930 Fort Road Northwest, Edmonton, Alberta, Canada
Financial & Taxation Services - Financial Planning +7 more

Diamond Adatia Professional Corporation

250 - 2635 37 Avenue Northeast, Calgary, Alberta, Canada
Financial & Taxation Services - Financial Planning +20 more

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