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Best Indian Certified Financial Planners in Toronto, ON

Black Belt Financial Security
Serving the Toronto Area
(Pin: 48124)
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From the Business: Black Belt Financial Security is a specialized financial services organization committed to empowering individuals and families with the knowledge and tools needed to build a secure, stable, and prosperous future. Built on principles of clarity, discipline, and long-term strategy, the company offers personalized financial planning, life insurance ...

NSKT Global
Serving the Toronto Area
(Pin: 53562)
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From the Business: Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified ...

Lonestar Consulting Group
Serving the Toronto Area
(Pin: 88247)
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From the Business: S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, pa...

PAY Financial Service
Serving the Toronto Area
(Pin: 4460)
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From the Business: PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cate...

From the Business: Kunjal Mehta - Financial Advisor is situated in Toronto, Ontario. Servicing all of Ontario to help prepare individuals and businesses to achieve important financial goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we ca...

From the Business: Kushwah Accounting, We are committed to providing trusted professional accounting and tax services to business community, helping them in minimization of taxes and maximization of wealth through legitimate tax planning and timely compliance of various tax filing requirements. Our extensive experience with clientèle from various business sectors se...

From the Business: Adi Financial Services Inc, In the investing world, taxes are also a major consideration. Some transactions trigger tax liabilities while others do not. The timing of buying and selling certain investments may trigger different tax liabilities. Ultimately, taxes reduce returns, and wise investors will consider their effects in all of their financi...

From the Business: About Liberty CPA Liberty CPA has been serving individuals and businesses for several years. Starting off as a tax preparation and planning office, Liberty CPA has grown to extend its service offerings. It offers countless services including tax, insurance, investments, business advisory, incorporation, and mortgages. Why Liberty CPA We are F...

From the Business: Devic Accounting & Financial Services, specialized to provide financial services for a wide range of clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We listen carefully to know and understand your financial situation and provide you with the highest quali...

150 King Street West, Toronto, ON M5H 1J9, Canada

From the Business: We’re a leading international financial services company, building on our strengths for 150 years. Our mission, vision and values are the DNA of our organization. These commitments drive us forward and touch every business decision. From our culture to the products and services we offer around the globe - we are a company dedicated to our customer...

From the Business: Priya Mann, Insurance Advisor specialized to provide comprehensive financial planning advice to wide range of clients including business owners, self-employed or employed individuals and retirees. My services includes Life Insurance, Critical Illness Insurance, Disability Insurance, RESP, RRSP, Travel Insurance, Super Visa Insurance and Long Term ...

From the Business: I am one of the most distinguished Financial & Taxation Services in Toronto, ON. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,College Planning/Funding,Compilation Services,Estate ...

From the Business: Sadaf Fatima is a Financial Planner with RBC Financial Planning, My level of service & my passion to do the best for my clients, when it comes to saving money, risk management and a happy & healthy retirement. I show people various techniques and ideas to help ensure that the money they earn stays with their families, so that it keeps work...

From the Business: Kamal Accounting, with many years of expertise in the financial services industry. I provide my clients with a comprehensive financial planning utilizing my education, skills and extensive knowledge in the financial sector, focusing on excellence and differentiation. For more information please contact us via phone or email.

From the Business: Working on two continents for over thirty years, Anjana Patel provides peace of mind to her clients by helping them plan for retirement and obtain life insurance. She got her start in India and has experience as an accountant and tax prepare in Canada, where she participated in a televised tax help line for two years. Throughout her long career, s...

From the Business: AZMEEN MERCHANT, CPA,CGA has been providing clients personalized tax and accounting services throughout Canada for over 10 years. With our certified training and expansive financial knowledge, we are equipped to handle all of your accounting needs, no matter how complex. Whether you require assistance at the corporate or personal level, we are re...

From the Business: Sunil is a Vice President in BDO’s Toronto office, with over seven years of professional experience providing Assurance and Transaction Advisory services to clients in the mid-market. Sunil has provided Due Diligence and M&A services to clients in a wide range of industries, including Telecommunications, Manufacturing, Food and Beverage, Retai...

From the Business: I am one of the most distinguished Financial & Taxation Services in Toronto, ON. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Income Tax Preparation,Investment Management,IRS Representation,Long Term Care Insurance,Payro...

From the Business: We believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college fo...

From the Business: Qmulus was created by the experts at SBLR LLP to present you with an innovative way to manage your business, empowering your organization to grow. An accessible internet-based solution that is effective and simple to use. Qmulus originated from the mix of the word “Cumulus”, a cloud that is approachable, within reach, and the word “Accumulate”, to...

From the Business: I am one of the most distinguished Financial & Taxation Services in Toronto, ON. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Income Tax Filing,IRS Representation,Long Term Care Insurance,Payroll Processing,Retirement Planning,Tax Consultants Servic...

From the Business: I provide professional opinions to my clients who are citizens of Canada, permanent residents, visiting on work permits or student visas, who have arrived in Canada for a quality life in this wonderful country. I specialize in Super Visa Insurance, Travel Insurance, Visitors to Canada Emergency Medical Insurance, Critical Illness Insurance, Life ...

From the Business: My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be! Let's work together to achieve your financial goals. For more details kindly contact me. Thanks

From the Business: RIZ Tax and Accounting is located in Toronto, Ontario. We offer full service public accounting firm with expertise in tax and financial planning as well as general services like accounting, auditing and tax preparation for businesses, individuals, trusts and estates. We provide a specialist services to corporate, individuals, Partnerships, Non-Pro...

From the Business: I am one of the most distinguished Financial & Taxation Services in Toronto, ON. I specialize in Tax Consultants Services,Accountant Services,Auditing Services,Bookkeeping,Business Tax Planning,Estate Planning,Finance & Accounting Training,Financial Planning,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Sales Tax Services...

Showing 1 - 25 of 36 results
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Customer Reviews for Financial & Taxation Services in Toronto, ON

Rated 5/5 based on 29 reviews
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Danny Peña rated5.0
10 yrs ago

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

A
Alicia Rentas rated5.0
5 yrs ago

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

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tricia soliman rated5.0
1 year ago

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

D
Danny Peña rated5.0
10 yrs ago

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

t
tricia soliman rated5.0
1 year ago

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

A
Alicia Rentasrated5.0
5 yrs ago

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

A
Ankita Derated5.0
1 year ago

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

B
Breezy Crated5.0
1 year ago

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

A
A Trated5.0
1 year ago

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

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Tamara Caseyrated5.0
1 year ago

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

F
Fabiola Johnsonrated5.0
1 year ago

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

D
Dr. Peterchris Okpalarated5.0
1 year ago

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

J
Jolene Schaeferrated5.0
1 year ago

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

W
Wassim Aboughouchrated5.0
1 year ago

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

B
Bernie Bartickrated5.0
1 year ago

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

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Joseph Stephanrated5.0
2 yrs ago

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

p
prasad Nuthalapatirated5.0
2 yrs ago

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

s
stephen stonerated5.0
2 yrs ago

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

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Rajrated5.0
2 yrs ago

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

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Raj Gillrated5.0
2 yrs ago

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

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Rajeev Srivastavarated5.0
2 yrs ago

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

H
Herbert Lewisrated5.0
7 yrs ago

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

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tanuj potrarated5.0
7 yrs ago

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

J
J Selbyrated5.0
8 yrs ago

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

C
Clarissa Riverarated5.0
8 yrs ago

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

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Nilesh Nemaderated5.0
8 yrs ago

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

V
Vish Ganapathineedirated5.0
8 yrs ago

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

S
Shridhar Dhonerated5.0
8 yrs ago

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

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salil choprarated5.0
9 yrs ago

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

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

NSKT Global

Serving the Toronto Area
Financial & Taxation Services - Financial Planning +22 more
Black Belt Financial Security
Financial & Taxation Services - Financial Planning +5 more

Financial Planning Providers yet to be reviewed in Toronto, ON

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