Best Indian Certified Financial Planners in Phoenix Metro Area

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Goodlife Financial Services LLC in Phoenix, AZ

Goodlife Financial Services LLC

location_on Serving customers in Phoenix Area with professional support.
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history12 Years in Business
  • 20490343

Serving ZIP Codes:85250, 85251, 85252, 85254, 85255

From the Business:Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an exceptional ability to streamline financial processes, maintain accurate records, and provide insightful advisory support that helps business owners make informed decisions. She holds a Bachelor’s degree in Accounting and is a QuickBooks Certified ProAdvisor, equipping her with the technical expertise to implement advanced accounting systems and ensure compliance with industry standards. In addition, Padma is a Licensed Insurance Consultant for Life & Health and a Notary Public, adding further value and convenience for her clients. Specializing in Construction and Trades Accounting, Padma understands the unique challenges contractors and trade professionals face, from job costing and payroll to cash flow management and compliance. Her mission is to empower business owners by optimizing their financial operations, allowing them to focus on growth and success. With a client-centered approach, she combines professionalism, accuracy, and personalized strategies to deliver meaningful results.Read more

FBS Group in Phoenix, AZ

FBS Group

location_on Serving customers in Phoenix Area with professional support.
  • 5star1 Review
  • 6.5
    Sulekha score
  • work_history2 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Ranjana Banga is a dedicated financial professional committed to helping individuals and families build a secure and confident financial future. With expertise in financial planning, investment management, retirement strategies, and insurance solutions, she provides personalized guidance tailored to each client’s unique goals. Her approach focuses on clarity, trust, and long-term growth, ensuring clients make informed decisions at every stage of life. Whether it’s planning for retirement, protecting assets, or creating wealth, Ranjana Banga delivers thoughtful strategies designed for lasting financial stability.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Boston Solutions Group is a financial services firm that provides guidance and solutions to help individuals and families plan for a secure financial future. The firm offers services such as Financial Education, life insurance, retirement planning, college funding strategies, investment planning, tax strategies, SEP IRA, wills, and trusts. Their approach focuses on educating clients, understanding their financial goals, and creating personalized plans that support long-term financial stability. Boston Solutions Group also helps individuals explore opportunities to build a career in the financial sector while providing financial education and analysis for families.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:ARK Financial Services LLC, founded by Amit & Supriya Arkatkar, is a financial services firm based in Frisco, Texas. At ARK Financial Services, our mission is simple — to help individuals and families protect what they have built, prepare for what lies ahead, and create greater financial confidence for the future. We work with individuals, families, professionals, and business owners to understand their unique financial goals and provide personalized strategies focused on protection, retirement, wealth preservation, and legacy planning. As independent financial professionals, we have access to solutions from multiple leading financial institutions, allowing us to explore strategies based on each client's individual needs and circumstances rather than taking a one-size-fits-all approach. Our services include: - Life Insurance with Living Benefits - Retirement & Guaranteed Lifetime Income Strategies - 401(k) and IRA Rollover Options - Tax-Efficient Financial Strategies - College Education Funding Strategies - Estate Planning Solutions, including Will & Trust Documentation - Financial Education & Protection Planning At ARK Financial Services, we believe financial planning should not be complicated or intimidating. We focus on education first — helping our clients understand their options so they can make informed financial decisions for themselves and their families. Protect Today. Plan Tomorrow. Build a Legacy.Read more

FUTURE WEALTH PARTNERS in Phoenix, AZ

FUTURE WEALTH PARTNERS

location_on Serving customers in Phoenix Area with professional support.
  • 7.1
    Sulekha score
  • work_history6 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Future Wealth Partners is a trusted financial services organization dedicated to helping individuals, families, professionals, entrepreneurs, and business owners build, protect, and preserve wealth through personalized financial strategies and comprehensive planning solutions. We believe that financial success is more than accumulating assets—it is about creating confidence, achieving life goals, protecting what matters most, and leaving a lasting legacy for future generations. Our mission is to empower people with the knowledge, guidance, and financial solutions they need to make informed decisions at every stage of life. Whether you are just beginning your financial journey, planning for your family's future, preparing for retirement, growing your investment portfolio, expanding your business, or looking for new income opportunities, Future Wealth Partners is committed to providing customized strategies that align with your unique goals and aspirations. At Future Wealth Partners, we understand that no two financial situations are alike. Every individual, family, and business has different objectives, priorities, and challenges. That is why we take a personalized approach to financial planning. We begin by understanding our clients' current financial position, long-term vision, and future goals before developing tailored strategies designed to help them achieve financial security, sustainable growth, and peace of mind. Our team is committed to delivering professional guidance built on trust, integrity, transparency, and long-term relationships. We believe that exceptional financial advice goes beyond recommending products—it requires understanding our clients' dreams, listening to their concerns, educating them about available options, and providing continuous support as their financial needs evolve over time. Our comprehensive range of financial services is designed to address every major aspect of personal and business financial planning.Read more

Hiren Patel Wealth Management Advisor in Phoenix, AZ

Hiren Patel Wealth Management Advisor

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history16 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

Navaksha Financial Wellness in Phoenix, AZ

Navaksha Financial Wellness

location_on Serving customers in Phoenix Area with professional support.
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • Notary

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Navaksha Financial Wellness is dedicated to helping individuals and families achieve financial clarity, stability, and long-term growth. With a focus on personalized financial planning, the firm offers guidance across key areas such as wealth management, retirement planning, insurance solutions, and investment strategies. Navaksha emphasizes a holistic approach, combining expert insights with practical solutions to align financial decisions with life goals. Their client-focused approach ensures transparency, trust, and tailored strategies that empower clients to build a secure and confident financial future.Read more

Vital Financial Solutions in Phoenix, AZ

Vital Financial Solutions

location_on Serving customers in Phoenix Area with professional support.
  • 6.5
    Sulekha score
  • work_history10 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's unique needs. Our expert team ensures accuracy, compliance, and strategic growth, empowering clients with the knowledge and tools to make informed financial decisions. At Vital Financials, we are committed to building lasting relationships and guiding our clients toward a stable and secure financial future.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Value Financial Services 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 plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

VVS Financial Services in Phoenix, AZ

VVS Financial Services

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history10 Years in Business
  • 20306229

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning, wealth protection, education funding, healthcare coverage, and long-term financial security. With a comprehensive approach to financial planning, VVS Financial Services helps clients navigate complex financial decisions through customized solutions that align with their unique objectives and risk tolerance. The firm specializes in life insurance, retirement planning, annuities, college funding strategies, tax optimization, mortgage protection, Medicare solutions, health insurance, and long-term care planning. Understanding that every financial journey is different, VVS Financial Services takes the time to evaluate each client's needs and develop strategies that support both short-term priorities and long-term aspirations. Their commitment to education, transparency, and personalized service enables clients to make informed decisions with confidence. Whether planning for retirement, protecting family assets, preparing for college expenses, or selecting healthcare coverage, VVS Financial Services provides trusted guidance and professional support to help clients achieve financial stability, security, and peace of mind.Read more

Visam Financials in Phoenix, AZ

Visam Financials

location_on Serving customers in Phoenix Area with professional support.
  • 6.3
    Sulekha score
  • work_history Established Since 2019

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Quantum Leap Wealth in Phoenix, AZ

Quantum Leap Wealth

location_on Serving customers in Phoenix Area with professional support.
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • 4153441

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Infinitefs LLC in Phoenix, AZ

Infinitefs LLC

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history2 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

A2F Prosperity Hub in Phoenix, AZ

A2F Prosperity Hub

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history10 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:A2F Prosperity Hub, founded by Arshath Shaik in the Atlanta Metro Area, is dedicated to helping the Bharatiya/Desi expat community build a strong and secure financial future. With over a decade of experience, Arshath offers guidance through personalized strategies focused on Estate Planning with Wills and Trusts, Lifetime Income Protection, Tax Optimization, Wealth Building, and Down Market Protection. For those seeking a career in finance, A2F also provides a path to becoming a Financial Industry Entrepreneur. At A2F Prosperity Hub, you're not just planning finances—you're building a lasting legacy.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Vela Life Plan in Phoenix, AZ

Vela Life Plan

location_on Serving customers in Phoenix Area with professional support.
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

MUDRA WEALTH CREATION in Phoenix, AZ

MUDRA WEALTH CREATION

location_on Serving customers in Phoenix Area with professional support.
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:

Mudra Wealth Creation LLC, founded by financial professional Birju Thakkar, is a client-focused financial services firm committed to helping individuals and families achieve long-term financial stability and success. The firm offers a wide range of personalized services including Guaranteed retirement income for life, IRA/401k Rollover, Education Fund Planning, Tax Minimization Strategies, Principal Protection Strategies, Tax Free Retirement Income with MFIUL, Health Insurance ACA & Medicare Plans, Life Insurance with Living Benefits and LTC solutions. Guided by the belief that every financial journey is unique, Birju provides clear, strategic advice tailored to each clients goals, risk tolerance, and life stage. Holding respected industry credentials such as CLTC and RICP, he combines technical knowledge with a hands-on, relationship-driven approach. At Mudra Wealth Creation, the focus is on building financial confidence through education, ethical guidance, and consistent support empowering clients to make informed decisions and secure a stronger financial future.

Read more

Axon Financial Services in Phoenix, AZ

Axon Financial Services

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history9 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:

Axon Financial Services is a forward-thinking financial advisory firm committed to helping individuals, entrepreneurs, and organizations achieve sustainable growth and long-term success. Founded by Jinu Tharian,the company focuses on guiding clients through critical financial milestones, including business transitions, career advancements, and wealth expansion phases. With a deep understanding of the complexities that come with increased financial responsibility, Axon provides personalized strategies to manage, protect, and grow wealth effectively.

The firm stands out for its dual mission of empowerment and education, . Axon Financial Services not only supports aspiring entrepreneurs in building successful ventures within the financial industry but also works to simplify financial concepts for the broader public. By breaking down traditionally complex financial knowledge, the company enables clients to make informed and confident decisions about their future.

Through its unique Leadership Format System, Axon offers a structured pathway for individuals seeking to establish and scale their presence in the financial services sector. This system is designed to nurture leadership skills, encourage strategic thinking, and provide practical tools for business development.

At its core, Axon Financial Services is dedicated to building lasting relationships with clients and their families. The firm prioritizes trust, transparency, and long-term value creation, ensuring that every client receives tailored guidance aligned with their goals. By combining expertise, innovation, and a people-centric approach, Axon continues to play a vital role in shaping financial success stories.

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Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Welcome to Vyom Financial Group Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

Shweta Patel Licenced Financial Professional in Phoenix, AZ

Shweta Patel Licenced Financial Professional

location_on Serving customers in Phoenix Area with professional support.
  • 9
    Sulekha score
  • work_history3 Years in Business

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:

Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shweta's approach is centered on understanding the specific goals and circumstances of each client, ensuring that every financial plan is uniquely designed to help them achieve lasting security and prosperity.

With a keen understanding of complex financial matters, Shweta excels at guiding clients through key decisions related to wealth growth, asset protection, and long-term financial planning. Her work is not just about numbers; it's about empowering clients to make informed choices that align with their aspirations. Whether it's planning for retirement, managing investments, or protecting loved ones with appropriate insurance, Shweta's commitment is to provide the tools, knowledge, and support necessary to make sound financial decisions.

As a trusted advisor, Shweta Patel fosters long-term relationships with her clients, prioritizing their best interests and offering ongoing guidance throughout life's financial milestones. Her personalized services are designed to help clients confidently navigate the financial landscape, knowing they have a professional partner looking out for their well-being. For more details about her services, visit her profile on Sulekha.

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Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.

As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.

In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.

Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.

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Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education and one-to-one consultation for individuals, alongside tailored pathways for aspiring advisors to launch and grow careers in finance. Ravi’s expertise includes tax efficiencies, risk diversification, estate planning, and business continuation planning. He primarily serves successful, affluent professionals, guiding them with clear strategies toward long-term prosperity, protection, and financial freedom.Read more

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:At fna-app.com, we believe that a professional Financial Diagnostic and a clear Roadmap aren't just luxuries—they are a fundamental right for everyone! That’s why we’ve poured our passion into building a tool that is incredibly simple and easy to use, yet massive in its power to transform your life. Agents & Strategists: Say goodbye to "convincing" and hello to collaborating! Give your clients this world-class tool for free. The self-analysis report does the heavy lifting for you, allowing the data to show the value of your solutions. Plus, you can easily team up with other strategists to crush every case! Agency Owners: Scale your impact! Gift this powerful platform to your entire team. Monitor progress in real-time and watch your productivity skyrocket organically as your team delivers more value than ever before! For Individual Families : Take the driver's seat! When you sign up, you have total peace of mind. Your data is for your eyes only and remains 100% private until you decide to share it with an advisor. Experiment with unlimited scenarios, bridge your financial gaps, and watch your goals come to life!Read more

Rising Sun Financial Services in Phoenix, AZ

Rising Sun Financial Services

location_on Serving customers in Phoenix Area with professional support.
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • 1576030

Serving ZIP Codes:19533, 85001, 85003, 85004, 85006

From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Showing 1 - 25 of 146 results

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Ratings & Reviews for Financial Planning

perm_identityManish
calendar_month7 days ago

Their personalized approach made a real difference. I now have a better understanding of insurance, investments, and wealth planning. I highly recommend their financial services

perm_identityRohit Nair
calendar_month2 weeks ago

Professional, knowledgeable, and responsive. They helped organize my finances and develop a strategy that matched my income, priorities, and long-term goals

perm_identitySneha Kulkarni
calendar_month2 weeks ago

I received excellent support with retirement planning and investment decisions. Every option was explained clearly, without pressure, which made me feel comfortable and confident

perm_identityVikram
calendar_month2 weeks ago

Very professional, organized, and detail-oriented. They helped resolve my tax concerns and kept me informed throughout the process. I truly appreciated the personalized attention

perm_identityArjun Malhotra
calendar_month2 weeks ago

The financial guidance was practical and easy to understand. They took time to review my goals and helped me create a clear plan for saving, investing, and securing my family’s future

calendar_month4 months ago
perm_identityCourtney Guyton

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

calendar_month
perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPassport Palate

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

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

calendar_month
perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

calendar_month
perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

calendar_month
perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month2 months ago
perm_identitySandeep

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.

calendar_month2 months ago
perm_identityArjun

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

calendar_month2 months ago
perm_identityPriya

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

calendar_month2 months ago
perm_identityLakshmi

I appreciated how upfront they were about pricing from the start. No surprise charges, and the final invoice matched exactly what was quoted. Will definitely use them again next year.

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

grading
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perm_identityDerek Reed

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!

grading
calendar_month5 months ago
perm_identityPeyush Trehan

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

grading
calendar_month5 months ago
perm_identityItishri Singh

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.

grading
calendar_month5 months ago
perm_identitymonia chopra

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.

grading
calendar_month5 months ago
perm_identityNeeraj Kumar

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!

grading
calendar_month5 months ago
perm_identityvaibhav goyal

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.

grading
calendar_month5 months ago
perm_identityRishi Gupta

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.

grading
calendar_month5 months ago
perm_identityVikramjit Singh

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.

grading
calendar_month5 months ago
perm_identityUpal Desai

Very professional and excellent service.

grading
calendar_month5 months ago
perm_identityVaibhav Agarwal

Team of experts and high professional integrity.

grading
calendar_month5 months ago
perm_identityKingsuk Mukherjee

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!

grading
calendar_month5 months ago
perm_identityAnubhav Gahlout

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

grading
calendar_month4 months ago
perm_identityKunal Mukherjee

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.

grading
calendar_month3 months ago
perm_identityBernie Bartick

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.

grading
calendar_month3 months ago
perm_identityprasathbeece

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.

grading
calendar_month2 months ago
perm_identityJerome

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.

grading
calendar_month2 months ago
perm_identityparth patel

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!

grading
calendar_month2 months ago
perm_identitySelena Zhong

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.

grading
calendar_month2 months ago
perm_identityShyam Iyengar

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

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

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perm_identityWaquar Rizvi

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.

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

grading
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perm_identityHitesh Fatnani

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.

grading
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perm_identitykashif husein

The firm has been responsive in its engagement and quite helpful

grading
calendar_month3 months ago
perm_identitySalil Sinha

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.

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

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perm_identityvikas kambhampati

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.

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perm_identityLeela Kim

Best Financial Services in Irving US.

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityGarry

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.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month5 months ago
perm_identityMehulkumar Patel

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

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityGomathi S

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.

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month4 months ago
perm_identityA A

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!

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month4 months ago
perm_identityPrincal Patel

Great experience with quick steps

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityPrem Gohil

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

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month4 months ago
perm_identityAnanya Agarwal

Good experience, overall! Professional and Responsive team.

calendar_month4 months ago
perm_identityPrakash Navare

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

calendar_month4 months ago
perm_identityShashank Venkat

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.

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month4 months ago
perm_identityArjun Suresh

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

calendar_month4 months ago
perm_identitySanika Gaykar

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.

calendar_month4 months ago
perm_identityRitwik Vaidya

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.

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month5 months ago
perm_identitySimran Patel

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

calendar_month4 months ago
perm_identitySai Anurag Pichika

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.

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityTrevin Alvarez (Cambelljose)

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.

calendar_month4 months ago
perm_identityAftab Mithwani

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.

calendar_month5 months ago
perm_identityW

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

calendar_month5 months ago
perm_identityRonald Hall

We am very pleased with Eagle Harbor Advisors. Girish, Joe and Andy are an amazing team. I trust their expertise with all aspect. All of the staff is great and very knowledgeable and professional. Highly recommend them.

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month5 months ago
perm_identityMaulik Shah

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

calendar_month5 months ago
perm_identityJinal shah

great service!

calendar_month5 months ago
perm_identityPooja Sahney

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

calendar_month5 months ago
perm_identityNishanth Krishna

Great and quick action! I would recommend 100%

calendar_month5 months ago
perm_identityParth Patel

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

calendar_month5 months ago
perm_identityIstiak Ahmed

Very supportive and secured

calendar_month5 months ago
perm_identityShruti Iyengar

Amazing and fast service.

calendar_month5 months ago
perm_identityShlok Patel

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

calendar_month5 months ago
perm_identityShishu Raj

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

calendar_month5 months ago
perm_identityPratyush Nayan

Highly recommended

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perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month5 months ago
perm_identityAbhinav Garg

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

calendar_month5 months ago
perm_identityNemil Panchamia

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

calendar_month5 months ago
perm_identityVidit Bharodiya

Great Service

calendar_month5 months ago
perm_identityShivam Shetty

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.

calendar_month5 months ago
perm_identityShreeja Nanda

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

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perm_identityjack airee

Professionals??

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perm_identityJohn Kiwiz

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

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perm_identitySilver Wings

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

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perm_identityLarry Davis

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.

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perm_identityRolando Riccio

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

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perm_identityKarishma Atkisson

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!

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perm_identityMarleny Fuentes

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!

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perm_identityAlexander Meister

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.

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perm_identityKim Sherwood

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!!!

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perm_identityJames Bradley

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

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perm_identityAlex Kushelevskiy

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

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perm_identityMore Dylan

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!

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perm_identitykenneth jacobstein

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

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perm_identityLauren Turner

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!

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perm_identityyuvraj dashmesh

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.

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perm_identityEric Patalano

This place looks out for your future! Highly recommend!

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perm_identityMax Mosquera

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

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perm_identityCarmen Lucia Drinkwater

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!

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perm_identityTerry Ray

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.

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perm_identityCameron Howe

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

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perm_identityMark Stein

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.

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perm_identityLarry Edwards

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!

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perm_identityJudy Frost

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.

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perm_identitySandi Zapasnik

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

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perm_identitySarada Rose

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

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perm_identityPrakash Navare

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

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perm_identityJohn Roche

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

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perm_identityIan Selvaraj

Excellent experience learning so much!

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perm_identitysookie alipour

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!!

calendar_month12 months ago
perm_identityJohn Silling

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.

calendar_month11 months ago
perm_identityDeborah Wilkins

Tremendous service and always there for us.

calendar_month9 months ago
perm_identityJoe Cannon

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

calendar_month5 months ago
perm_identityJohn McGuire

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

calendar_month5 months ago
perm_identityMarcy Lokietz

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

calendar_month5 months ago
perm_identityDeinse Scarpacci

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.

calendar_month5 months ago
perm_identityVincent Chou

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

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month5 months ago
perm_identityRahul Sheregar

I got done with my tax returns very quickly.

calendar_month5 months ago
perm_identityKSP Nam

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.

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perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month6 months ago
perm_identityIan Gaheen

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

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month
perm_identityjack airee

Professionals??

calendar_month6 months ago
perm_identityAfsheen Lakhani

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.

calendar_month6 months ago
perm_identityZubair Mithwani

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.

calendar_month6 months ago
perm_identitysabbas

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

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perm_identityBarbara Lewis

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.

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perm_identityMary S

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.

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perm_identityZ-Best Maintenance & Cleaning

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

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perm_identityKevin Slavin

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

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perm_identityWilliam Mahoney

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

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perm_identityjack airee

Professionals??

calendar_month7 months ago
perm_identityAlexander Gonzalez

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.

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

calendar_month7 months ago
perm_identityAtishay Jand

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!

calendar_month7 months ago
perm_identityAakash

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

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perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

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perm_identityVasundhara Sharma

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!

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

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

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perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

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 ??

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perm_identityHet Shah

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

calendar_month
perm_identityVasundhara Sharma

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!

calendar_month
perm_identitySaumyajit Chowdhury

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 ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

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

calendar_month8 months ago
perm_identityUdit

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

calendar_month7 months ago
perm_identityNexa Customs

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

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perm_identityArsalan Zafar

Ali Kazim was amazing.

grading
calendar_month11 months ago
perm_identityKingsuk Mukherjee

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!

grading
calendar_month11 months ago
perm_identityRukma and Puli Jacob

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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perm_identityCA Seema Vanwari

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

calendar_month8 months ago
perm_identityGeorge Dawli

Hardik recently helped me navigate my business's needs with ease. He and his coworker Jyoti helped me and understood the urgency in my project and were able to deliver expediently. They were both available and attentive. I would highly recommend Dattani & Partners.

calendar_month11 months ago
perm_identityRajesh Pendyala

I really appreciate how Padma took the time to understand my needs and recommend the best options. They didn’t just sell me a policy—they made sure I understood what I was getting and how it would protect me. Very professional and caring service. Thank You So Very Much...

calendar_month10 months ago
perm_identityShanti P

We had a policy with Goodlife financial services. Very good service, especially Padma Raghu was very professional, helpful and prompt . She was so patient in detailing the options that helped us pick the right choice. Would strongly recommend them.

calendar_month8 months ago
perm_identityMukkul Jayhne

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

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perm_identityMith Dutt

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

calendar_month10 months ago
perm_identityNaveen Pillala

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

calendar_month10 months ago
perm_identityRaghuveer Pulijala

I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.

calendar_month10 months ago
perm_identityKrishna Podury

I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.

calendar_month10 months ago
perm_identityMadhu Bhogadi

I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.

calendar_month10 months ago
perm_identitySantosh Vemula

I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.

calendar_month10 months ago
perm_identityVinay Kumar Akula

I attended one of the presentations on Financial Planning given by Kumar Vutakuri and called him to understand more. He educated me on Financial Planning for me and my family and explained about Retirement planning. He did the free financial health checkup (FNA) and showed us the numbers we require when we retire. He educated us on Protection planning, kids college education and showed us the Road Map for the next 40 years. We ended up having IUL’s for me and my wife and Fixed Indexed Annuity (FIA). He has a lot of patience, and is very committed to helping the families. He has a lot of knowledge on what he is doing. I have recommended a couple of friends also to avail these services.

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perm_identityBryce Earls

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

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perm_identityUnknown

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

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perm_identityCarol Trotte

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

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityVijay Vaswani

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

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perm_identityP B

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

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perm_identityHarsha Mogaligundla

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

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perm_identityYatinkumar Amin

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

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perm_identityRashi Jain

It was a great experience to work with Hardik. Really appreciated his prompt responses and availability. What also stood out for me was his through knowledge on the subject, demonstrated in the very first call by asking all the relevant questions in a succinct manner. Would absolutely recommend working with him.

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perm_identitySakshi Chougule

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

calendar_month12 months ago
perm_identitySanthosh Anand

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

calendar_month12 months ago
perm_identityJai S

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

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perm_identityVinay Nayak

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

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perm_identityDanny Peña

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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perm_identitytricia soliman

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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perm_identityAlicia Rentas

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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perm_identitySangeeta Bhatia

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

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityP B

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

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perm_identityYatinkumar Amin

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

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perm_identityCarol Trotte

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

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perm_identityVijay Vaswani

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

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perm_identityHarsha Mogaligundla

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

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perm_identityBalaji Venkat

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

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perm_identityV Londhe (V L)

One of the Best Tax Services.

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perm_identityVeera Bollamraja

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

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perm_identityGopi Maddali

Surya is a great person to work with.

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perm_identityNagesh Vempali

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

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perm_identityAmit Mangal

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

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perm_identitysiba prasad choudhury

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

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perm_identityAmitabh Misro

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

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perm_identityReena Mahapatra

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

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perm_identityAashish

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

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perm_identityKishan Bhat

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

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perm_identityRakesh Jena

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

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perm_identitySunaj Padhy

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

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perm_identityMahendra shadangi

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

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLC is excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

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perm_identityRashmi Ranjan Sarangi

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

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perm_identityDiptiman Mishra

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

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perm_identityHarsh Darodkar

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

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perm_identityAbhishek Biswal

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

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perm_identityChittaranjan Pattnaik

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

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perm_identitySunil Maharana

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

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perm_identitysantosh gupta

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

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perm_identityAvinash Kumar

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

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perm_identitySrinivasan S

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

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perm_identityUmesh Arora / Sonal Arora

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

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perm_identityManas Ranjan

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

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityP B

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

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perm_identityYatinkumar Amin

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

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perm_identityCarol Trotte

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

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perm_identityVijay Vaswani

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

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perm_identityHarsha Mogaligundla

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

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perm_identityjack airee

Professionals??

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perm_identityAnvesh Seelam

Great service and prompt communication.

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perm_identityRaman B V

Very good services. Quick to respond and detail oriented.

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perm_identityTejas Sahasranaman

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

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perm_identityHemangi Agarwal

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

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perm_identityVarsha Bhandari

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

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perm_identityDhruv Bhattacharya

I am very satisfied with the services provided by Anima Jain from Goalseek. She was quick to point out that I was eligible for a refund and helped me file timely returns. I got my refunds also on time. Recommend their services for work related to US tax return filing.

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perm_identityMark Kozloski

Just completed our taxes for 2024 and had an excellent experience. I worked with Anima and things could not have been better....great communication, kept us informed during the whole process and made a usually stressful time very smooth. Will definitely be using them again next year...thank you!!

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perm_identityGaurang Prajapati

I had a great experience working with Goalseek Services for my 2023 & 2024 US tax filing. The team was highly knowledgeable and made the entire process smooth and stress-free. They were prompt in answering all my queries, no matter how small, and provided clear guidance at every step. I really appreciated their attention to detail and timely communication. It's rare to find a service that is both efficient and responsive. Goalseek truly delivered on both fronts. I would highly recommend them to anyone looking for reliable and professional tax assistance.

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityVINAY PATIL

Very happy with their services and price.

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perm_identityYash Sakpal

It was a great experience.i really appreciate the time and work that hardik gave for my file returns and for helping me out

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perm_identityNidhi Tewari

Did my taxes with Hardik (Dattani & Partners), it was efficiently done. Thanks to Hardik.

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perm_identityAnshul Jain

Hardik is very professional and knowledgeable. Helped me get my tax returns done smoothly.

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perm_identityJaisil Rose Dennison

Good service.

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perm_identityHarsh Sindhwa

Pretty good experience

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perm_identityUtsav Shah

The best in the game ????

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perm_identityNikita Patel

Excellent Service by Dattani & Partners.

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perm_identityPrema Yadav

Experienced, efficient, and detail oriented.

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perm_identityTanishq Sharma

Services are nice and genuine.

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perm_identityAnirudh Kannan

Hassle free experience!

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perm_identitykavin nilavu

Very easy to work with, and timely responses.

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perm_identityvishwa shah

Superb service. Quick reply and assistance.

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perm_identityVinay B

It was wonderful experience with Dattani and partners.

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perm_identityDhanraj Kotian

Prompt with tax filing.

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perm_identityDhanashree Tamhane

Amazing service! Very helpful and quick to response.

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perm_identityDhritiraj Kalita

Great Experience working with them! Truly reliable !!

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perm_identityAjay Malik

Swift and easy filing. Great service.

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perm_identitysajay mathew

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

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perm_identityNeil Anand Singh

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

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perm_identityMithil Raval

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

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perm_identityAishwarya Singh

Good service, quick turnaround time plus polite staff.

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perm_identitySanay shah

Tax filing was pretty smooth with the help of hardik.

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perm_identityRitwik Vaidya

Hassle free tax filing experience. Very professional.

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perm_identitySakshi Arora

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

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perm_identityMax Latte

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

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perm_identityJay Shah

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

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perm_identitySapan Mehta

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

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perm_identityHet Shah

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

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perm_identityrajshree pawar

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

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perm_identityprabodh gawande

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

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perm_identityHimanshu Vyas

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

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perm_identityJay Savani

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

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perm_identityHarsh Furia

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

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perm_identityDharmik Faria

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

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perm_identityMohamed Thanish

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

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perm_identitylikitha Jain

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

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perm_identityketan jain

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

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perm_identityVaishnavi Pashte

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

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perm_identitySai Manish

Seamless experience for all financial services

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perm_identityShamil Shah

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

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perm_identityHarshal Jo

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

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perm_identityPranamya Bhat

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

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perm_identitysneha bhalekar

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

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perm_identityharshal kumbhar

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

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perm_identityvignesh iyer

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

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perm_identityRohan Nayak

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

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perm_identityANJU JACOB

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

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perm_identityAvinash Kharche

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

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perm_identitySeema Mansukhani

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

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perm_identityAnish Desai

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

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perm_identityApoorv Rajput

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

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perm_identityTilon Sagulu (Tilon)

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

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perm_identityRushabh Bhavsar

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

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perm_identityPrasad Narse

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

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perm_identityAbhishek Tuiwala

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

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perm_identityAniket Shinde

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

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perm_identityAdrian McAdory

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

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perm_identityPratik Deo

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

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perm_identityRohan Chatrath

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

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perm_identityVaidehi Chauhan

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

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perm_identityKavya Harish

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

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perm_identityHardik Kapadia

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

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perm_identityShree Vardhan

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

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perm_identityRahul Desai

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

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perm_identityJasdeep Singh Gujral

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

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perm_identityAkshay Pujare

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

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perm_identityAbhinav garg

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

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perm_identityTanveer Shinde

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

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perm_identityKewal Mehta

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

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perm_identityMohamad Okal

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 ??

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perm_identityDev Kumar

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

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perm_identityRahul Desai

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

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perm_identitySaneeka K

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

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perm_identityGaurav Nirman

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.

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perm_identityVasundhara Sharma

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!

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perm_identityakul prabhudesai

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

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perm_identityLakshman Iyer

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

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perm_identityChiru

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

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perm_identityVineet Malik

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

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perm_identityAlisa Bhaskaran

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

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perm_identityRishi Madethatt

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

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perm_identitylakshmi ratna Kancherla

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

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perm_identitySachin Pise

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

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perm_identitySaumyajit Chowdhury

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 ??.

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perm_identityVincenzo Palmieri

Very straightforward process for filing taxes, highly recommended

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perm_identityYogesh Prasad

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

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perm_identitySaish Sankhe

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

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perm_identityMihir Nade

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

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perm_identitysweta rai

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

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perm_identitySumukh Sharma

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

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perm_identitySapna Thakkar

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

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perm_identityBhavesh Goswami

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

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perm_identityShruti Bamane

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

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perm_identityBalvinder Arora

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

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perm_identityNaren K

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

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perm_identityHardik Parikh

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

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perm_identityPradhan Gowda

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

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perm_identityOjas Thanawala

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

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perm_identityChirag Shah

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

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perm_identityApoorva Patil

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

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perm_identityFatima Quraishi

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

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perm_identityVasanth Kumar

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

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perm_identityShubham Phatale

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

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perm_identityHarshit Joshi

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

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perm_identitySai Anurag Pichika

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.

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perm_identitySahil Mody

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

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perm_identityManan Sheth

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

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perm_identityPoonam Jayasankar Mattappillil

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

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perm_identitysanthi P

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

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perm_identityMadhuparna Bhowmik

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

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perm_identitybinny rao

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

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perm_identityArnhav Datar

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

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perm_identityGeet Chheda

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

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perm_identityAnkit Goyal

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

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perm_identityPriyank Jungi

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

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perm_identityMaulik Modiya

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

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perm_identityCheryl Wolf

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

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perm_identityVishal Pandey

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

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perm_identityShreyas Hervatte

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

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perm_identityPankti Gandhi

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

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perm_identityJaimeen Thummar

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

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perm_identityhetali shah

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

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perm_identityAquib Vohra

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

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perm_identityAnirudh Naulay

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

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perm_identitytejas bhakre

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

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perm_identityDeborah Tracey

Excellent services, great knowledge and experienced professionals! They have all that you might need for the successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

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perm_identitySukhy Hare

Quick. Knows his stuff. Very friendly.

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perm_identityrushik bhuva

Awesome service, available anytime, great knowledge

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perm_identityIlango Sivaraman

I am impressed by Mr. Jagdish Shaw's interest, Knowledge and follow up

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perm_identityIshaan Kapoor

Jagdish was very helpful to help me revise my taxes

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perm_identityDipesh Dalsania

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

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perm_identityPrashant B

I had great experience with Virtual account and tax solution. They are knowledgeable, friendly and very responsive.

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perm_identityBedarul Islam

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours .

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perm_identityHoracio Pellegrino

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

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perm_identityanitha reddy

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

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perm_identitymudit pradhan

I recommended Mr. Shah for tax consultations, he is very knowledgeable and has good work ethics and co-ordination skills. He not only prepared my taxes but also helped resolve the queries I received from the IRS after tax filing.

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perm_identityViral Intwala

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

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perm_identityHardeep Sawhney

We've been using Jay Shah from Virtual Accounting since 2016 and I can only say that it's been the best Accounting decision we've made. He's very thorough and prompt with his compilations and reports. We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit. He also assists us with business forecasting, budgeting resources and utilizing receivables tracking mechanisms. All in all I would've given him a Seven Star rating if it was available.

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perm_identityKrunal Patel

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

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perm_identityWayne Thompson

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

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perm_identitySiddarth Jayamoorthy

I used Mr Jagdish's service for personal tax prep and he did an overall excellent job for a very reasonable price. My case was a little complicated and he was thorough in his manner and patient in answering my questions. I tried another service before him, rated highly on Sulekha and they were a horror story- weeks of back and forth, constantly having to follow up. In this business timeliness and communication are as important as skills and on that front, Mr Jagdish was very professional in his communication and quick to reply. As the name suggests, Virtual Accounting is a remote service and is completely online; I don't live in NJ (out of state) and that was no issue. No messy in-person meetings and physical mails! Definitely recommend!

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perm_identityVenu Bolisetty

I reached out to Mr.Jagdish as we were looking for some help this year. We had to file an additional state tax and we had a few additional questions this year and so we decided to pay for a CPA. I'm so glad we did! First, Mr.Jagdish is extremely professional and very responsive. He responded within 15 minutes of sending a generic request over email on a Saturday afternoon. Second, he sent timely reminders to send over additional documents so the process didn't stall for too long. Third, after completing our taxes he did a comparative analysis of how our taxes/withholding changed from the previous year. It helped us understand a few things about tax withholding and planning for next year. Fourth, we had some questions that required additional research and he was extremely thorough and charged a reasonable fee for his consultation. Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season. As others have already stated in their reviews, he conducts his entire business virtually which is a great benefit in and of itself. After the initial conversation with him, I didn’t even bother with shopping around as I genuinely appreciated his responsiveness and professionalism. I highly recommend his firm!

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perm_identityT I

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

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perm_identitychandresh natarajan

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

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perm_identityMubin Amirali

Very professional with their work.

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perm_identityMazhar Ali

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

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perm_identityArsalan Zafar

Ali Kazim was amazing

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perm_identityAlladdin Shareif

Good and fast

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perm_identitySajida Murtaza

A very qualified and professional team

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perm_identityNithya Srinivas

Establishment with expirenced professionals and great customer service

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perm_identityHamid Raza

Excellent customer service very professional and friendly.

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perm_identityAbbas Shah

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

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perm_identityAtif Umar

Best Services & Very Professional.

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perm_identityzia zaidi

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

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perm_identitySadaf Abbas

Excellent service.Highly recommended, very cooperative

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perm_identityAziz Mohammed Abdul

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

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perm_identityMir Ali

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

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perm_identityIsrar Hussain

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

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perm_identityChris Robinson

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

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perm_identityAli Kazim

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

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perm_identityEddie Boo

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

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perm_identityMaria Daud

Amazing service he saves us a lot of money

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perm_identitySadiya Fathima

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

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perm_identityJaime Arriaga

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

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perm_identityDinesh Sekar

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

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perm_identityDANIEL FITW

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

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perm_identityIndus Transportation Inc

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

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perm_identityGopal Arunachalam

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

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perm_identityBina Gupta

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

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perm_identityHassan Jafri

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

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perm_identityMr Waquar Rizvi

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.

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perm_identityYoly Romero

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

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perm_identitySajjad Mithwani

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

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perm_identityVikas Advani

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

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perm_identityAhmed Shamsi

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

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perm_identityMuhammad Waleed

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

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perm_identityAAMIR SALEEM

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

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perm_identityArshad Khan

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

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perm_identityMian Adeel

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

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perm_identityMichael Pratt

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

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perm_identityUnknown

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

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perm_identityJyotsna Sharma

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

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perm_identityatul saini

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

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perm_identityJ. P. Samala

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

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perm_identityVeeresh D

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

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perm_identitymaninder sidhu

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

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perm_identityTanjot Singh

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

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perm_identitydeiptii medha

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

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perm_identityanand sharma

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

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perm_identitypaul hinduja

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

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perm_identityParmjeet Sidhu

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

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perm_identityGurkirat Singh

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

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perm_identityJagmohan Sidhu

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

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perm_identitySteven Isik

HELPFUL AND NICE PLACE THANKS FOR HELPING

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perm_identityNANAK Transports, INC.

The BEST CPA in Town...

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perm_identityanthony gardner

Amazing tax professionals!

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perm_identityLaxman Sunder

Excellent friendly efficient and will highly recommend

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perm_identityachiou fares

Awsome service Awsome saff. God bless you

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perm_identityAxay Patel

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

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perm_identityRoopesh K Sonkusare

Shiva, is awesome and did great job for my taxes

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perm_identityDeep M

Great Service! Very attentive to your tax needs.

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perm_identityChirag Patel

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

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perm_identityMansoor Ahmed

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

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perm_identityMohammed Alamgir

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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perm_identityDavid melendez

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

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perm_identityTrasy Ashton

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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perm_identityElaine Marie Cantu

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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perm_identityDenisse Ramirez

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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perm_identityaayush mahat

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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perm_identityKalyana Ayyaswamy

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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perm_identityTelfair Montessori

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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perm_identitymike arora

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

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perm_identityRakesh Bansal

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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perm_identitySyed Asghar

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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perm_identityShoeb Mukhi

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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perm_identityBrian Cathey

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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perm_identitylakshmi ratna Kancherla

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

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perm_identityAnirudh Naulay

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

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perm_identityJaimeen Thummar

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

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perm_identitybinny rao

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

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perm_identityVishal Pandey

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

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perm_identityCheryl Wolf

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

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perm_identityFatima Quraishi

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

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perm_identityShreyas Hervatte

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

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perm_identityVinay Nayak

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

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perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

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perm_identitySuriya

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

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perm_identityAnjali Singh

Highly recommend

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perm_identityNitish Rangarajan

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

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perm_identityGopal Raval

Very helpful in preparing

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perm_identitydialsunny

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

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perm_identityRonce Rajan

Very professional, patient and helpful.

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perm_identityCornelius Vaikuntam

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

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perm_identityYatinkumar Amin

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

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perm_identityHarsha Mogaligundla

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

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perm_identityVijay Vaswani

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

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perm_identityCarol Trotte

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

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perm_identityP B

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

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityApoorva Patil

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

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perm_identityYogesh Prasad

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

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perm_identityMihir Nade

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

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perm_identityNaren K

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

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perm_identityShruti Bamane

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

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perm_identityHardik Parikh

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

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perm_identityChirag Shah

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

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perm_identityVasanth Kumar

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

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perm_identitySakshi Chougule

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

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perm_identitySai Anurag Pichika

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.

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perm_identityAashish Patel

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

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perm_identityNagesh Vempali

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

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perm_identityAmit Mangal

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

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perm_identityKishan Bhat

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

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perm_identityReena Mahapatra

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

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perm_identityVijay Vaidya

I worked with Sure Financials from 2020 onwards. They have a professionally qualified Accountants withGood Knowledge of US Federal & State income tax rules. In addition they have expertise on Indian Tax rules & its implication when you file your taxes in US. They not only help you file your taxes also provide expert advice on various options of tax savings.

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perm_identityVeera Bollamraja

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

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perm_identityMahendra shadangi

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

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perm_identityHarsh Darodkar

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

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perm_identityRashmi Ranjan Sarangi

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

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended

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perm_identityPrafull Joshi

Excellent and prompt service

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perm_identitySunil Maharana

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

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

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perm_identityV Londhe (V L)

One of the Best Tax Services.

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perm_identitysiba prasad choudhury

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

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perm_identityChittaranjan Pattnaik

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

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perm_identityDiptiman Mishra

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

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perm_identityAbhishek Biswal

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

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perm_identitySunaj Padhy

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

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perm_identityAmitabh Misro

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

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perm_identityAvinash Kumar

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

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perm_identityGopi Maddali

Surya is a great person to work with.

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perm_identityManas Ranjan

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

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perm_identitysantosh gupta

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

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perm_identitySrinivasan S

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

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perm_identityRakesh Jena

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

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perm_identitySonal Arora / Umesh Arora

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

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perm_identityGouthami Thiyagarajan

Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

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perm_identityTejas Sahasranaman

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

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perm_identityVarsha Bhandari

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

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perm_identityHemangi Agarwal

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

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perm_identityAnkita De

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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perm_identityBreezy C

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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perm_identityA T

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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perm_identityTamara Casey

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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perm_identityFabiola Johnson

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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perm_identityDr. Peterchris Okpala

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

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perm_identityJolene Schaefer

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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perm_identityWassim Aboughouch

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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perm_identityBernie Bartick

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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perm_identityShashank Tiple

Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!

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perm_identityWayne Thompson

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

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perm_identityBedarul Islam

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours

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perm_identityJim Dugal

I wanted to write and thank Virtual Accounting and Tax Solutions Inc. (Mr. Shah) for your prompt and thorough accounting services for my son and myself. I came to you with a complex tax picture where having foreign liquid assets. After I provided you with initial documentation, you went right to work and prepared the needed documents in short order. Not only did I avoid a large tax bill, but also I actually received money back from the government, which is a welcome change. You were knowledgeable about common accounting and tax practices, and exhibited a quick grasp of our personal tax position. You prepared the needed papers swiftly and provided me with the information necessary to avoid common pitfalls later on. Thanks for your very professional accounting work, and I look forward to a continued working relationship in the future. 02/27/2023

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perm_identityViral Intwala

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

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perm_identityDipesh Dalsania

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

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perm_identitychandresh natarajan

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

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perm_identityAnitha reddy

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

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perm_identityJagadeesht

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

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityVamsi Venkat

Jay Shah is service is good , and he is able to file 2 C-corp businesses tax filing very minimal time before Due date. I am happy for his work

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityBhairvi Mukherjee

Jaimin has been providing excellent service since many years. We find that the process has been very smooth with him. Jaimin always stays on top of the documentation and is extremely professional as well as friendly with his approach. Any questions or queries are addressed promptly and efficiently. I highly recommend Jaimin for tax filing and bookkeeping and any subject related to taxes.

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perm_identityAnthony Scalia

Jaimin Patel is incredibly insightful and generous with his time. He has always promptly responded to my questions with valuable feedback. I recommend his services to anyone looking for an accountant!

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perm_identityDarshan Patel

Jaimin is the most thorough CPA I've worked with. He helps take the time to explain things I may not understand and doesn't just prepare the taxes but gives me the opportunity to review with him prior to filing. He is well versed in real estate tax law based on my personal experience. I would highly recommend Jaimin to anyone!

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perm_identityAshutosh Gupta

I have worked with Jaimin Bhai for the past 2 years. He is extremely knowledgeable in both personal and business taxation. With his guidance, I have avoided some important reporting mistakes for my new start-up. Besides helping me with tax filings, he has provided invaluable advice regarding my real estate investments.

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perm_identitySandeep

2. Goalseek Shared Services has been a great help to our business when it comes to accounting and bookkeeping. Their team is always professional, reliable, and knowledgeable. We have been able to save so much money on our accounting costs by utilizing their services. I would highly recommend them for anyone looking for a trustworthy and affordable service provider in the financial field

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perm_identityEthan Willse

1. I've been using Goalseek Shared Services for my tax filing and consulting needs and have never been disappointed. The staff is knowledgeable and experienced, which makes the entire process a breeze. Not only do they provide excellent service, but they also offer guidance on ways to manage taxes more efficiently. Highly recommend Goalseek Shared Services for all your tax consulting needs!

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perm_identityJoseph Stephan

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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perm_identityprasad Nuthalapati

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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perm_identitystephen stone

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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perm_identityRaj

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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perm_identityRaj Gill

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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perm_identityRajeev Srivastava

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

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perm_identitymango alanzir

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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perm_identityMansoor Ahmed

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

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perm_identityIshaan Kapoor

Jagdish was very helpful to help me revise my taxes

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perm_identityT I

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

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perm_identityrushik bhuva

Awesome service, available anytime, great knowledge

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perm_identityBill Fennan

GoalSeek has been extraordinarily helpful when it come to our accounting needs, handling dad to day financials while maintaining privacy and offering helpful business solutions. Karan Ranka’s work has always been competent, accurate, complete and meticulously attended to. His knowledge and experience in the field of accounting has been of great benefit to our organization. He has a team of awesome professionals that gets everything done in a timely manner. They give suggestions and are also updated with the latest policies which gives them an edge over others. I wouldn’t hesitate to recommend GoalSeek as I find them the best in the industry now that we have had a working relationship

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perm_identityJohn Phillip

The tax season brings anxiety and apprehension but with GoalSeek and its team, the shear pain of accounting is replaced by continued comfort and confidence that these professionals bring to the process. With the tasks in hand, they also do the thoughtful extras like saving some money or some administrative courtesy that not everyone provides for. The staff is very helpful and some of them like karan, Anima, Ram, Sanket go the extra distance to solve the issues and queries. I would blindly recommend the firm time and again to organizations that have collaborated with us for their accounting needs.

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perm_identitySushil Israni

We have worked with GoalSeek as our accounting partner for a while now and I couldn't speak any more highly of the firm and its employees. Karan Ranka provides services in a manner that for the cost of his service, the value of money is second to none. They organize the financial data in a manner that making business decisions by just having a glance at it has become easier. Their team of professionals is dependable, thorough and unmatched in the field of accounting. All the data remains confidential and the services are outstanding.

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perm_identityViral K

“Fast Service and Good experience with Neelkanth Accountants.”

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perm_identityDev T

“It was very good working with Neelkanth Accountants. Very punctual.”

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perm_identityHiren M

“Great experience. Very trustworthy and reliable. Recommend to anyone who needs a great CPA.”

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perm_identityKrunal Patel

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

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perm_identityHoracio Pellegrino

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

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perm_identitymudit pradhan

Worked with Mr. Jagadish Shah. The process was smooth and he made sure to educate us about all the areas for maximizing the returns. He is very diligent.

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perm_identitySANJAY KUMAR

Had a really great experience filing taxes with NRI Tax Group! Very competent team with a very professional setup, accurate filing, very reasonable cost - highly recommended!

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perm_identityJ. P. Samala

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

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perm_identitymaninder sidhu

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

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perm_identitydeiptii medha

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

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perm_identityGurkirat Singh

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

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perm_identitypaul hinduja

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

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perm_identityanand sharma

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

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perm_identityatul saini

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

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perm_identityPrashant

Jagdish is very professional when doing taxes. He understands client requirements and give suggestion to save taxes. Will recommend his services.

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perm_identityboopathiraj

Jagdish is very good professionally in understanding the requirement and getting back in preparing the tax solution for your needs. He always puts the client first and i recommend jagdish to all my friends and i am sure you would feel the same after the interaction with him.

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perm_identityDeepak

Great People and great service, Located neat Edison area. Very knowledgeable!! def recommend.

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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perm_identityvikas kambhampati

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.

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perm_identitySurya

Mr. Jagdish takes extra attention and follows up with series of questions and recommendations to cater to an individual's tax needs. The process is super easy. He is kind enough to answer my questions and provided some valuable suggestions. Thank you Jagdish for filing my personal tax returns within in couple of hours after contacting you.

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perm_identityWin

Very knowledgeable, personable and available to solve your tax needs.

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perm_identityArvind

The service Jagdish was excellent. He asked the requirements and question to the point and very clear. The service provided was timely. My experience is excellent and already referred to my friends.

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perm_identityJignesh Patel

Experienc professional! They are the perfect successful tax preparation. I am glad that I take their assistance for all my accounting needs. I appreciate that Jagdish Bhai is Fully focus on client need, excellent follow-up , A perfect advisor for tax planning , A very good advisor for long term planning , dedicated to client and work , flexible, trustworthy, creative , timely compliance to IRS , transparent and fully supportive solutions!

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perm_identityBabulal Patel

He was great and did everything’s I asked for. Definitely recommend anyone to go to him for tax and accounting services

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perm_identityMohit

I had a complicated case with foreign income and few other issues but Mr. Shah did an amazing job in explaining everything and helping me every step of the way ....highly highly recommend

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perm_identitykevin mores

They have expert and experienced tax preparers who will help you by using their professionalism in the tax preparation. In order to keep your accounts in the right manner, I would highly recommend the services of these guys to you.

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perm_identityrobin thomas

I had a great experience with Virtual Accounting & Tax Solutions. Everyone working there was warm and inviting. And got my taxes done efficiently and quickly. I've recommended them to a lot of my friends and family over the years. And everyone's had the same experience.

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perm_identityNaplesLamp Factory

Our second year getting our taxes done here. Virtual Accounting & Tax Solutions is the best! She's knowledgeable and so helpful, especially towards our profession and filing taxes for it. No fuss so we were in and out of there! Guys, you are the best!

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perm_identityRobin anderson

Excellent services, great knowledge, and experienced professionals! They have all that you might need for successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

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perm_identityCarved Nature

When I required to file a tax return with the IRS annually and needed the expert advice They provided me with the great services with their knowledge and experience. I would like to highly recommend their quality services to all!

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perm_identityDevid Roggers

Found Virtual Accounting & Tax Solutions through a friend’s referral last year and we’ve been so happy with this place. They take care of our taxes, answers all our questions and helps us to really understand what’s going on. I love being educated on my finances and getting my taxes care of.

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perm_identityRamani

I was referred by Laddi Ji (LSJ Financial) to Shamsher ji, 2 years back and he helped advice on taxes and I filed taxes thru Shamsher. Since then I filing taxes with Shamsher. He was nice and giving special attention to my concern and answer all our questions politely in person or thru emails. Shamsher is also knowledgeable in India property buying or selling and implication of taxes in US. Shamsher is very professional and timely to advice and file taxes. I recommend Shamsher services to everyone.

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perm_identityEddie Boo

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

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perm_identityNithya Srinivas

Establishment with experienced professionals and great customer service

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perm_identityMir Ali

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

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perm_identityGopal Arunachalam

Efficient, diligent and very professional with reasonable pricing. Strongly recommend to anybody who is looking for the Tax services

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perm_identityWaquar Rizvi

Finserve. Tax return services one of the best in my experience thats why i recommended my family and friends to go for all financial services...

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perm_identityHerbert Lewis

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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perm_identitytanuj potra

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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perm_identityshrutikadere

shrutikadere felt that Amazing! Highly recommend it!

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perm_identitySangeeta

I contacted Shamsher ji via Laddi Jhuty (LSJ Financial Service) for advice on setting up a Corp and he helped me with most timely and accurate advice that helped me do the right thing in my situation. I know Laddi Jhuty as the most reliable trustworthy and knowledgeable person in the field of financial services and Mr Shamsher Grewal from his team who helped me with the corp set up information and tax consequences is just as knowledgeable in the tax field. He was extremely professional and courteous. I am very grateful for their timely and sound advice in my time of need. I highly recommend them. Thanks `Sangeeta Bhatia

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perm_identityGuri Sivia

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

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perm_identityParmjeet

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

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perm_identityRia Madhwani

NRI Tax is a one stop shop if we are looking for a stress free accounting and planning of our taxes. The way the work is handled by Mr Grewal and his staff speaks volumes of their expertise in their field. A thumbs up to NRI Tax!

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perm_identityMedha Sharma

The overall experience at NRI tax group is beyond expression The finesse and the skill set of the staff is exemplary Would recommend my friends to them for tax planning and accounting for sure

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perm_identityJon Yee

Starting and running your own business can be a big challenge. Let alone, filing numerous papers to the city and federal government. Shamsher has offered great tax and accounting advice to help us get started. He responds on time and makes himself available when we're in need. On top of that he has been proactive on the tax and payroll needs of our business that some we weren't even aware of. His work is much appreciated.

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perm_identityBalaji

Balaji felt that Amazing! Highly recommend it!

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perm_identityJ Selby

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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perm_identityBalaji

Balaji felt that Amazing! Highly recommend it!

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perm_identitySandeep

Totally incompetent and dishonest people. Highly unprofessional. They'll initially quote a very reasonable price, but when you start working with them, they will ROB YOU and still manage to mess up your taxes.

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perm_identityCitrix

BE WARE! Avoid this place, You will get scammed! They will lie to your face and bill you for it. Ridiculously high bills for they crappy work. They charged $300 for a 45 minute worthless so called consultation, and lied about the fee and the time spent.They'll tell you they've been around from 2011, when they are only operational from 3 months. They don't know the abc's of taxes, You'll do a better job yourself than having them do it.

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perm_identityClarissa Rivera

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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perm_identityHarpal

shamsher grewal is the best tax service in the bay area they been doing my tax from last two year

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perm_identityJasmeera

Best service provider.. Recommended.

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perm_identityNilesh Nemade

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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perm_identityVish Ganapathineedi

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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perm_identityShridhar Dhone

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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perm_identitysalil chopra

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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perm_identityDevesh Pathak

Excellent service!!!

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perm_identityCraig

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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perm_identityPaul D

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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perm_identityBob L.

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

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perm_identitySam

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.

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