Best Indian Certified Financial Planners in Cleveland Metro Area

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 ??.

The best in the game ????

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

I had an excellent experience with MyAtlantic CPA! Their team was professional, knowledgeable, and incredibly helpful throughout the entire tax filing process. They took the time to understand my financial situation, identified every deduction and credit I was eligible for, and helped me maximize my tax refund. What impressed me most was their attention to detail, prompt communication, and willingness to answer all of my questions. The entire process was smooth, stress-free, and handled with a high level of expertise. If you’re looking for a CPA firm that genuinely cares about its clients and works hard to achieve the best possible results, I highly recommend MyAtlantic CPA. I’ll definitely be using their services again in the future!

Hands down the best experience I’ve ever had filing my taxes! MyAtlantic CPA made everything quick, easy, and completely hassle-free. They were incredibly thorough and helped me get the highest tax return possible this year. What really sets them apart is how they treat their clients. I never felt like just another number—they genuinely cared about my situation and took the time to answer every question with patience and professionalism. It’s rare to find a business that combines expertise with such a personal touch. It’s hard to find a team that’s this professional, reliable, and compassionate. I highly recommend MyAtlantic CPA to anyone who wants top-notch service and real peace of mind. Thank you for making tax season such a positive experience!

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

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.

Professionals??

Excellent Service ??

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

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

Excellent Service ??

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.

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 ??

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

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!

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 ??.

The best in the game ????

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

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.

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

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.

The best in the game ????

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

I had an excellent experience working with MyAtlantic CPA. The entire team was highly professional, supportive, and attentive throughout the complete process. A special thanks to Mr. Himanshu, who was always available over the phone whenever I had questions or needed clarification. His patience, guidance, and prompt responses made the entire experience smooth and stress-free. I would also like to appreciate Mr. Shirish and Mrs. Namratha Shirish for their outstanding cooperation and dedication. They carefully handled all the calculations, documentation, filing procedures, and every important detail from start to finish. From the initial process until handing over the final IRS filing copies, they took care of everything with great responsibility and professionalism. Their teamwork, transparency, and commitment to customer satisfaction truly stand out. I am very satisfied with their service and strongly recommend MyAtlantic CPA to anyone looking for reliable and trustworthy accounting and tax professionals. Excellent work by the entire team!

I had a great experience working with MyAtlantic CPA. Their team is professional, knowledgeable, and extremely responsive throughout the entire process. They took the time to explain everything clearly and made tax and accounting matters very easy to understand. I truly appreciated their attention to detail, honesty, and dedication to helping clients. Highly recommend MyAtlantic CPA to anyone looking for reliable and trustworthy accounting services!

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.

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

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.

Excellent Service ??

We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!

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 ??

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

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!

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 ??.

The best in the game ????

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

Great experience with quick steps

Professionals??

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

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

Good experience, overall! Professional and Responsive team.

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.

Professionals??

Excellent Service ??

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 ??

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

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!

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 ??.

The best in the game ????

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

Very nice service by Hardik and his team! Was available to talk whenever I had doubts.

Hardik handled the individual tax planning for me in 2025 & I returned back to get his services in 2026. He handles the filing with attention to detail & gets confirmation from the clients before going ahead. I highly recommend his services and the charges are reasonable.

I've been filing taxes with Hardik for the past 3 years now. The process is hassle free and easy. They meet their promised turn around time.

MyAtlanticCPA were on time with their services and kept me posted with all the updates. In summary, they did a great job. I am very happy.

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 ??

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

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!

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 ??.

The best in the game ????

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

Amazing service! Super helpful, patient, and easy to work with. Made tax season so much less stressful. Thank you!

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.

Professionals??

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.

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

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.

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 ??

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

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!

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 ??.

The best in the game ????

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

I’ve been filing taxes with them since 3 years, and have never faced any issues. My questions are answered on time.

great service!

Hardik was super patient and understanding of my tax situation and helped me navigate the process without stress. Would definitely recommend his services.

Great and quick action! I would recommend 100%

Great services. They answer all your questions promptly. I highly recommend their services.

Very supportive and secured

Amazing and fast service.

I had a great experience working with this firm. Hardik handled my tax filing, and the entire process was smooth and stress-free. He was professional, responsive, and very knowledgeable. He explained everything clearly, answered all my questions, and made sure I understood each step. I felt confident and everything was done accurately and on time. What stood out most was his attention to detail and willingness to go the extra mile. It is clear he cares about his clients and takes his work seriously. I highly recommend them

Great experience working with Hardik - knowledgeable, responsive, and very helpful throughout. Highly recommend him for anyone looking for reliable tax filing assistance.

Highly recommended

Professionals??

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 ??

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

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!

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 ??.

The best in the game ????

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

Very responsive and responsible. I have been filing my taxes through Hardik from the past 3 years. No complaints. Highly recommend!!

Very straightforward process with Hardik for filing my taxes. Answers all the questions and concerns with a quick turnaround.

Great Service

Dattani and Partners, CPA are extremely responsive and highly professional. Their entire process for filing both Federal and State tax returns is smooth, efficient, and very easy to follow. They make what can be a stressful task feel simple and hassle-free.

Always a timely experience with tax filling under Hardik’s supervision. Would recommend their services to everyone!

Great service , Fast response.Informative session with Himanshu CPA

Great service. Himanshu is a friendly CPA who assists with every step of the tax filing process.

Professionals??

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!

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 ??

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

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!

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 ??.

The best in the game ????

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

I got done with my tax returns very quickly.

Hardik and Deep made the whole tax filing process simple and stress free. They walked me through every part of the return, explained things clearly, and made sure I was comfortable before filing. Super easy to work with and very professional. Really appreciate their support. Highly recommend.

Professionals??

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

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 ??

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

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!

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 ??.

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

Professionals??

Amazing service, very well read in any problems or questions regarding taxes. Straight to the point in helping me resolve my issue.

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

Great service! The whole process was smooth, clear, and much easier than I expected. Everything was handled professionally and on time. Really happy with the experience.

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

Fast, reliable, and professional service. Highly recommend this tax office!

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

Professionals??

Although I did not file my taxes with this company, I found that the accountant gave me substantial advice as to my tax problem. I will keep him in mind come the following year.

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 ??

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

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!

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 ??.

The best in the game ????

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

It didn't feel like I was talking to Hardik for the first time. That's the level of comfort Hardik brings to the table with an equal amount of professionalism and wealth of knowledge. He genuinely cares and advices you well and not just about making money through you. Thanks Hardik!

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

Professionals??

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 ??

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

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!

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 ??.

The best in the game ????

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

Professionals??

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 ??

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

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!