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Best Indian Certified Financial Planners in Montreal, QC

Lonestar Consulting Group
Serving the Montreal Area
(Pin: 88247)
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Nearby Neighborhoods: Valley Vistas

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...

NSKT Global
Serving the Montreal Area
(Pin: 53562)
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Nearby Neighborhoods: Financial District

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 ...

PAY Financial Service
Serving the Montreal Area
(Pin: 4460)
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Nearby Neighborhoods: Tottenville

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...

Libre Tax Resolution
Serving the Montreal Area
(Pin: 42716)
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Nearby Neighborhoods: Imperial Estates

From the Business: At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you ...

DAS Financials
Serving the Montreal Area
(Pin: 97122)
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Nearby Neighborhoods: Park Central

From the Business: Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a...

1275 Avenue des Canadiens-de-Montréal, QC, Canada

From the Business: Xen Inc, We are a fully virtual, 100% cloud-based, 100% paperless chartered professional accountant corporation. Some call us the new breed of accountants, others call us accountants 2.0. By combining chartered professional accountants, state of the art cloud accounting software and a modern mindset, we help move your accounting out of the dark ag...

From the Business: Tax O Consulting is registered with the IRS as an Electronic Return Originator and is governed by the Office of Professional Responsibility under Circular 230 meant for Tax professionals. Our Tax processes are carried out by EAs, MBAs, and trained Tax Preparers. Detail Oriented Tax and Accounting Professional, offering broad industry achievements...

From the Business: Mukesh Mahajan, CA, CPA is a professional who brings in more than 35 years of experience in accounting and tax services for individuals, and small & medium businesses. He is committed to providing diligence, focused approach and personal attention to each client. We view every client relationship as a partnership and truly believes in the succ...

From the Business: We provide a wide range of services for individual and business clients. Our custom designed start-to-end service model helps small and mid-size business firms to significantly reduce their overhead operating costs with a professional degree of efficiency and accuracy. Our Tax CPA & Accounting Services, LLC is one of the few professionally run...

From the Business: Pattar & Co. CPA, Inc , based in Indianapolis, IN, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeeper...

From the Business: KRUPP Consulting Inc in Lawrenceville is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation services, Book keeping, Business Related services, Payroll Processing, Finance and Accounting Training. They are servicing throughout the United States and Canada. They are expertise in providing the...

From the Business: "IRS Enrolled Agent with more than 15 yrs of service in tax prep and IRS Rep. Services offered: businesses and personal tax preparation, payroll and sales services, all us states. IRS Representation, audit and appeals, installment agreement- payment plans, offer in compromise, bank and wage levies, innocent spouse relief, penalty and interest ...

From the Business: I am one of the most distinguished Financial & Taxation Services in Franklin Park, NJ. I specialize in Bookkeeping,Accountant Services,Auditing Services,Business Tax Planning,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,International Tax Consulti...

From the Business: We are professional service providers in the field of Financial & Taxation in Houston, TX. We specialize in Finance & Accounting Training,Accountant Services,Audit Review & Compilation Services,Bookkeeping,Cash Flow ,Compilation Services,Financial Forecasts ,Financial Planning,Financial statement Analysis,Foreign Accounts Disclosure,I...

From the Business: Hemal Patel is a founder of HP Tax & Accounting LLC. Hemal is licensed as a Certified Public Accountant in Massachusetts and was employed by public accounting firms in Massachusetts, Maine as well as UK, prior to opening this firm. Hemal has experience in providing accounting services to individual, corporate, partnership, and non-profit organ...

From the Business: Nationwide accounting firm serving in Dallas, TX. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly. Please call us for a free initial co...

From the Business: USIndiaTax offers a broad range of services to US & Indian Expats and Inpats which includes Tax Preparation, Financial Planning, Consultation and Advisory Services, Company Incorporation to both Individuals and Corporates. The firm consists of a team of CPAs and CAs with a diverse tax and business background. The team has knowledge and experie...

From the Business: I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax...

From the Business: Looking for a CPA at Henrico? Vishali CPA is the exact solution for it. She is specialized in offering Company formation Services, Finance, and Taxation services. She is servicing throughout the United States and Canada. She is expertise in offering services like Business Incorporation, Foreign Bank Account Report (FBAR) Filings, Internal Controls...

From the Business: VTS has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain...

From the Business: Desi Tax Service started 20 years ago with a mission of providing high quality tax service at an affordable cost. Honesty is what we delivery, Quality is what we believe in. Best Service is what we can offer to you. Desi Tax can match competitors offers. We honor your discount coupons from other tax resources. If you are not satisfied, we refund y...

From the Business: Enkay Tax and Financial Svcs, LLC is a Plano, Texas-based firm providing one-stop trusted and reliable services to support businesses and Individuals in the following areas. As a small business owner, we understand the needs of each and every business owner and Individual to support their requests. Enkay tax and financial svcs LLC formed with th...

From the Business: Friendly Tax Srv in Bridgewater is specialized in Tax Preparation services, Payroll Processing and Income Tax Filing. They are servicing throughout the United States and Canada. They are expertise in providing the following services Certified Professional Tax Preparer, Corporate Tax, Financial and Tax Planning, Income Tax, Individual Tax Return, I...

From the Business: I am specialized in Tax Consultants Services, Accountant Services, Bookkeeping, Business Tax Planning, Financial Planning, Income Tax Filing, Income Tax Preparation, RS Representation, Notary Services, Payroll Processing, Personal Tax Planning, and Sales Tax Services. For more details contact.

From the Business: At Phyphar, Inc, 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 personal assistance you receive comes from years ...

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Customer Reviews for Financial & Taxation Services in Montreal, QC

Rated 5/5 based on 62 reviews
D
Danny Peña rated5.0
10 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

A
Alicia Rentas rated5.0
5 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.

t
tricia soliman rated5.0
1 year ago

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

A
Andy Leyva rated5.0
10 yrs ago

Easy fast and simple no complaints. Good service I recommended highly.

M
Mark rated5.0
4 yrs ago

Excellent customer service, very friendly, I immediately trusted him. ????

H
Hectic “Hex” Hexrated5.0
3 yrs ago

Been doing taxes for 3 years with them and have been satisfied with my tax return every single year! trust worthy and professional are the best way to describe members in this location. can not recommend any more. try it your selves and see the wonders they do

U
Utkal Shahrated5.0
3 yrs ago

Sam and his team are the best Tax consultants I worked with. They are proactive, efficient and very knowledgeable. They got me setup quickly in their system and helped me get the max refund possible. I would highly recommend Libre Tax Services for your Tax needs.

B
Brandon Martinezrated5.0
2 yrs ago

I have been doing my taxes here for 3 years, and I have always been satisfied with my experience. Sam will always try to get you the maximum refund possible, and he is very helpful and knowledgeable. I highly recommend this tax service !

G
Gilbert Ortizrated5.0
1 year ago

I have been doing my taxes with Sam maybe 5 years . I return to him every year because of his fast service and he does his best to get you your maximum refund .

A
AliciaH Olivarezrated5.0
1 year ago

Filing my taxes for the first time was nerve-wracking, but with Libre professional services, it went real smooth and quick. Their team guided me through the process with patience and expertise and we’re kind enough to answer any questions I had. The experience was amazing, and I'll definitely be returning next tax season. Highly recommend!

J
Jas Romulorated5.0
7 months ago

They are knowledgeable,efficient and make the tax process smooth and stress-free. Their attention to detail and willingness to answer all my questions excellent customer service.

U
Uriel Hipolitorated5.0
6 months ago

First time doing my taxes this year and had a great experience with libre professional service people. They make it simple and try to give the best refund and give helpful advice. Recommend doing your taxes with them??

F
Francisco Mezarated5.0
6 months ago

Sam at Libre Tax Services ?? is a true expert, especially when it comes to expat tax services, accounting, audits, and bookkeeping. Whether you're living abroad or managing a business at home, Sam provides accurate, reliable support to keep your finances in order and your taxes compliant. Highly recommended for anyone needing trusted, professional tax help!

S
Saul Martinrated5.0
4 months ago

Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend

D
Danny Peñarated5.0
10 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

t
tricia solimanrated5.0
1 year ago

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

A
Alicia Rentasrated5.0
5 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.

M
Markrated5.0
4 yrs ago

Excellent customer service, very friendly, I immediately trusted him. ????

A
Andy Leyvarated5.0
10 yrs ago

Easy fast and simple no complaints. Good service I recommended highly.

H
Hectic “Hex” Hexrated5.0
3 yrs ago

Been doing taxes for 3 years with them and have been satisfied with my tax return every single year! trust worthy and professional are the best way to describe members in this location. can not recommend any more. try it your selves and see the wonders they do

G
Gilbert Ortizrated5.0
1 year ago

I have been doing my taxes with Sam maybe 5 years . I return to him every year because of his fast service and he does his best to get you your maximum refund .

U
Utkal Shahrated5.0
3 yrs ago

Sam and his team are the best Tax consultants I worked with. They are proactive, efficient and very knowledgeable. They got me setup quickly in their system and helped me get the max refund possible. I would highly recommend Libre Tax Services for your Tax needs.

B
Brandon Martinezrated5.0
2 yrs ago

I have been doing my taxes here for 3 years, and I have always been satisfied with my experience. Sam will always try to get you the maximum refund possible, and he is very helpful and knowledgeable. I highly recommend this tax service !

S
Saul Martinrated5.0
4 months ago

Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend

A
AliciaH Olivarezrated5.0
1 year ago

Filing my taxes for the first time was nerve-wracking, but with Libre professional services, it went real smooth and quick. Their team guided me through the process with patience and expertise and we’re kind enough to answer any questions I had. The experience was amazing, and I'll definitely be returning next tax season. Highly recommend!

J
Jas Romulorated5.0
7 months ago

They are knowledgeable,efficient and make the tax process smooth and stress-free. Their attention to detail and willingness to answer all my questions excellent customer service.

U
Uriel Hipolitorated5.0
6 months ago

First time doing my taxes this year and had a great experience with libre professional service people. They make it simple and try to give the best refund and give helpful advice. Recommend doing your taxes with them??

F
Francisco Mezarated5.0
6 months ago

Sam at Libre Tax Services ?? is a true expert, especially when it comes to expat tax services, accounting, audits, and bookkeeping. Whether you're living abroad or managing a business at home, Sam provides accurate, reliable support to keep your finances in order and your taxes compliant. Highly recommended for anyone needing trusted, professional tax help!

M
Markrated5.0
4 yrs ago

Excellent customer service, very friendly, I immediately trusted him. ????

A
Andy Leyvarated5.0
10 yrs ago

Easy fast and simple no complaints. Good service I recommended highly.

H
Hectic “Hex” Hexrated5.0
3 yrs ago

Been doing taxes for 3 years with them and have been satisfied with my tax return every single year! trust worthy and professional are the best way to describe members in this location. can not recommend any more. try it your selves and see the wonders they do

G
Gilbert Ortizrated5.0
1 year ago

I have been doing my taxes with Sam maybe 5 years . I return to him every year because of his fast service and he does his best to get you your maximum refund .

U
Utkal Shahrated5.0
3 yrs ago

Sam and his team are the best Tax consultants I worked with. They are proactive, efficient and very knowledgeable. They got me setup quickly in their system and helped me get the max refund possible. I would highly recommend Libre Tax Services for your Tax needs.

B
Brandon Martinezrated5.0
2 yrs ago

I have been doing my taxes here for 3 years, and I have always been satisfied with my experience. Sam will always try to get you the maximum refund possible, and he is very helpful and knowledgeable. I highly recommend this tax service !

S
Saul Martinrated5.0
4 months ago

Great service, very friendly and professional. They were very knowledgeable. Would definitely recommend

A
AliciaH Olivarezrated5.0
1 year ago

Filing my taxes for the first time was nerve-wracking, but with Libre professional services, it went real smooth and quick. Their team guided me through the process with patience and expertise and we’re kind enough to answer any questions I had. The experience was amazing, and I'll definitely be returning next tax season. Highly recommend!

J
Jas Romulorated5.0
7 months ago

They are knowledgeable,efficient and make the tax process smooth and stress-free. Their attention to detail and willingness to answer all my questions excellent customer service.

U
Uriel Hipolitorated5.0
6 months ago

First time doing my taxes this year and had a great experience with libre professional service people. They make it simple and try to give the best refund and give helpful advice. Recommend doing your taxes with them??

F
Francisco Mezarated5.0
6 months ago

Sam at Libre Tax Services ?? is a true expert, especially when it comes to expat tax services, accounting, audits, and bookkeeping. Whether you're living abroad or managing a business at home, Sam provides accurate, reliable support to keep your finances in order and your taxes compliant. Highly recommended for anyone needing trusted, professional tax help!

A
Ankita Derated5.0
1 year 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.

B
Breezy Crated5.0
1 year 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.

A
A Trated5.0
1 year 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.

T
Tamara Caseyrated5.0
1 year 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.

F
Fabiola Johnsonrated5.0
1 year 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

D
Dr. Peterchris Okpalarated5.0
1 year ago

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

J
Jolene Schaeferrated5.0
1 year 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.

W
Wassim Aboughouchrated5.0
1 year 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.

B
Bernie Bartickrated5.0
1 year 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.

J
Joseph Stephanrated5.0
2 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.

p
prasad Nuthalapatirated5.0
2 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.

s
stephen stonerated5.0
2 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

R
Rajrated5.0
2 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

R
Raj Gillrated5.0
2 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!

R
Rajeev Srivastavarated5.0
2 yrs ago

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

H
Herbert Lewisrated5.0
7 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.

t
tanuj potrarated5.0
7 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.

J
J Selbyrated5.0
8 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!

C
Clarissa Riverarated5.0
8 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!

N
Nilesh Nemaderated5.0
8 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.

V
Vish Ganapathineedirated5.0
8 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.

S
Shridhar Dhonerated5.0
8 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.

s
salil choprarated5.0
9 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.

DAS Financials

DAS Financials

Serving the Montreal Area
Financial & Taxation Services - Financial Planning +18 more
Libre Tax Resolution
Financial & Taxation Services - Financial Planning +29 more
PAY Financial Service
Financial & Taxation Services - Financial Planning +28 more
NSKT Global

NSKT Global

Serving the Montreal Area
Financial & Taxation Services - Financial Planning +22 more
Lonestar Consulting Group
Financial & Taxation Services - Financial Planning +16 more

Financial Planning Providers yet to be reviewed in Montreal, QC

Xen Inc

1275 Avenue des Canadiens-de-Montréal, QC, Canada
Financial & Taxation Services - Financial Planning +9 more

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