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Best Investment Management Companies in Seattle, WA

Money In A Nutshell Inc.
Serving the Seattle Area
(Pin: 95010)
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From the Business: My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for th...

Trillium Square Advisors LLC
Serving the Seattle Area
(Pin: 82716)
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From the Business: Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is t...

Trident Financial Consultants
Serving the Seattle Area
(Pin: 79672)
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From the Business: Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet...

NEELKANTH ACCOUNTANTS
Serving the Seattle Area
(Pin: 65870)
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From the Business: Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and...

Alam One Stop Tax And Accounting Services INC
Serving the Seattle Area
(Pin: 11539)
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From the Business:

Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Pr...

PAY Financial Service
Serving the Seattle 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...

Sure Financial And Tax Services
Serving the Seattle Area
(Pin: 26962)
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From the Business: We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space an...

Northeast Solution CPA
Serving the Seattle Area
(Pin: 70109)
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From the Business: Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing...

NRI Tax Group
Serving the Seattle Area
(Pin: 73275)
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From the Business: NRI Tax Group is a professional tax and accounting firm located at 5201 Great America Parkway, Suite 350, Santa Clara, California, USA. The firm specializes in individual and business tax preparation, accounting, payroll management, sales tax filing, and audit support services. Led by Shamsher Grewal, NRI Tax Group is known for its expertise in...

Texas Finserv Inc
Serving the Seattle Area
(Pin: 21643)
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From the Business: With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success ...

From the Business: Led by Rishabh Jain, CPA, Chief Financial Partners delivers fractional CFO, accounting and strategic financial services for small businesses, startups and growing enterprises. With real-world experience across SaaS, restaurants and multi-channel revenue models, Rishabh and his team bring financial clarity, process automation and actionable insight...

From the Business: I am one of Seattle, WA's most distinguished Financial & Taxation Services. I specialize in Accountant Services, Bookkeeping, Business Tax Planning, College Planning/Funding, Financial Planning, Investment Management, IRS Representation, Payroll Processing, Retirement Planning, Tax Consultants Services, Tax Preparation ServicesDon't settle for...

From the Business: Expertise Beyond Tax Preparation - From personal tax preparation to small business services, we offer a year-round relationship you can count on, today and well into the future. With an average of 15 years of experience and hundreds of hours of specialty training, you can count on our Tax Advisors for a flawless return, no matter your unique tax s...

From the Business: I am one of the most distinguished Financial & Taxation Services in Seattle, WA. I specialize in Accountant Services, Business Entity Selection, Business Tax Planning, College Planning/Funding, Estate Planning, Financial Planning, Investment Management, Long Term Care Insurance, Payroll Processing, Retirement Planning, Tax Consultants Services...

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

From the Business: I am one of the most distinguished Financial & Taxation Services in Cedar Park, TX. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Financial Planning,Income Tax Preparation,Notary Services,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation Services

From the Business: I provide one of the most distinguished Financial Services throughout USA. I specialize in Financial Planning, Cash Flow ,College Planning/529, Estate Planning, Financial literacy, Financial Advisor, Investment Management, Life insurance (Term, IUL, VUL, Whole Life), Final expense, Personal Tax planning, Long Term Care Insurance, Notary Services, ...

From the Business: I am one of the most distinguished Financial & Taxation Services in Glenview, IL. I specialize in Accountant Services,Banking Services,Investment Management,Money Transfer Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping,Multinational Accounting and Taxation,Payroll Processing,Audit Review & Compilation Services,Finan...

From the Business: Our CPA firm SKC CPA LLC is registered in the state of Texas. We provide taxation, accounting, audit, business valuation and entity/business formation services. If you require any of these services in any other states, we can do so after we obtain state approval based on the scope and type of the engagement. We have created this webpage to share v...

From the Business: Ez Taxfile Tax Preparation Services from $50 in Troy is specialized in Finance & Taxation services, Tax Preparation services and E File. They are servicing throughout the United States and Canada. They are expertise in providing services like Individual Tax Return, IRS Audit, IRS Representative and Sales Tax Return. Ez Taxfile Tax Preparation ...

From the Business: When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Age...

From the Business: I am one of the most distinguished Financial & Taxation Services in Livermore, CA. I specialize in Bookkeeping,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Long Term Care Insurance,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax ...

From the Business: Our services Our goal is to set you free of all worries of tax, accounting, finance and legal matters, so that you can concentrate on your Business and your Business can grow and Your life can be richer. Our charges will be much less compared to money val

From the Business: Welcome to a more holistic, personalized, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. Our mission is to help you make financial decisions with clarit...

From the Business: We are a full service tax firm located in Issaquah, WA. For years, we have been providing tax preparation, business tax and many other services to a wide range of clients, including both businesses and individuals. We specialize in relocation taxes, both inbound and outbound. Our firm provides outstanding service to our clients because of our dedi...

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Customer Reviews for Financial & Taxation Services in Seattle, WA

Rated 4.9/5 based on 414 reviews
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Naveen Pillala rated5.0
2 months ago

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.

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Raghuveer Pulijala rated5.0
2 months ago

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.

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Krishna Podury rated5.0
2 months ago

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.

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Madhu Bhogadi rated5.0
2 months ago

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.

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Santosh Vemula rated5.0
2 months ago

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.

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Vinay Kumar Akularated5.0
2 months ago

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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Bryce Earlsrated5.0
2 yrs ago

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

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Danny Peñarated5.0
10 yrs ago

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

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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.

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tricia solimanrated5.0
1 year ago

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

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Kate Garrisonrated5.0
8 yrs ago

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future! :-)

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Md Ashekur Rahmanrated5.0
8 yrs ago

I did my tax filing last year by Mr. Alam. He is very expert person. I honestly very pleased to him and highly recommend him.

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Lam Tranrated5.0
7 yrs ago

Thank you Mahbub for helping me with my tax return. Highly recommended and very knowledgeable. I will be your service for all my tax related needs.

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Charmmy Princessrated5.0
7 yrs ago

Thank you for making all of my tax anxiety go away! You are so knowledgeable with the IRS tax laws which made me feel so much better. Thank you for working with me on my payments. You made what I thought would be a stressful experience actually be enjoyable. :-)

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Shane Garrisonrated5.0
7 yrs ago

He helped me so much

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Shohidul Islamrated5.0
7 yrs ago

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

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Anirban Paul (Paul A)rated5.0
7 yrs ago

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks.

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Raj Venugopalrated5.0
6 yrs ago

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

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faruque azizrated5.0
6 yrs ago

I am filing my tax with Mr. Mahbub for the last 3/4 years.He is experienced, professional, friendly and helpful.

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Siraj Syedrated5.0
6 yrs ago

He is patient and detailed.

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Floyd Harrisonrated5.0
6 yrs ago

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

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Faranrated5.0
6 yrs ago

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well!

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Tural Pashayevrated5.0
5 yrs ago

He is very professional and friendly person.

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A-Z Driving School LLCrated5.0
5 yrs ago

Great accountant with 30 years experience, Mr Alam explains in details what I need to know regarding my business tax, personable and professional and price is right.

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Leo Morenorated5.0
4 yrs ago

Friendly and professional and very helpful..I would recommend this person to do your income tax.

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Elchin Mammadovrated5.0
4 yrs ago

I did my 2020 tax file here. Mr. Mahbub is so detailed oriented professional that will help you to get highest tax refund.

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sabry shihabrated5.0
3 yrs ago

ALAM one stop is very professional in taxes , Mahbub is very detail oriented and he is definitely the best one in the Bay Area .

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S Krated5.0
3 yrs ago

Mr Alam is a phenomenal tax accountant. I’ve been doing taxes with him for many years now. He’s extremely diligent and is very easy to work with. Strongly recommend!

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qamar zahidrated5.0
3 yrs ago

Mr. Alam is very experienced tax and financial consultant. I had a great experience working with him. He is detailed oriented, customer friendly. He did a very thorough job of explaining to me the nuances of the different tax rules. I would recommend him any day

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Shahrukh Khanrated5.0
3 yrs ago

Alam has been doing my personal and business taxes from the past 5 years. he is very reliable and always available to answer any questions i have. if someone needs any help doing taxes and accounting services my recommendation is to reach out to him.

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Rana Jomaarated5.0
2 yrs ago

Mahbub Alam has the best tax and accounting services in town. I have been going to him for so many years now. He always gets the top refund and makes the process very seamless. He’s very knowledgeable, efficient and easy to work with. I highly recommend everyone to use his services. He truly cares about his clients.

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Roman events Decorrated5.0
2 yrs ago

OMG Mahbub is very helpful and you will get your money back for sure and for any questions that you have he has the answer..

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Jaspreet Bhatharated5.0
2 yrs ago

Alam One Stop Tax service is one of the kind. We only used their service once and were satisfied with the service we received from Mr. Alam. We will use Alam Tax service in the future. We highly recommend Alam One Stop Tax & Accountant service to everyone.

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Kim Bhatharated5.0
2 yrs ago

Alam was really professional throughtout the process. He helped us refile our taxes and communicated on regular basis.

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seymur107rated5.0
1 year ago

I’ve been using Alam Tax for my business and Personal taxes, Very happy with the service. He is a very responsible Accountant, Will call and follow up when there are time sensetive actions needs to be taken which is a lot of help for any busy business owner. Highly Recommended!

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Bala Dhanarated5.0
6 months ago

Alam One Stop is the perfect place for tax and accounting services in San Jose. Mahbub is very knowledgeable, will answer all your questions. He is very efficient. One of my friends recommended him and I am glad he did.

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chinmayrated5.0
6 months ago

Mr. Mahbub is extremely skillful and knowledgeable in this field. He is always guiding to the right path for any type of businesses or corporate employees. With 3 decades of experience or at least 2 decades of filing with him, he is always on top of the work. He is extremely helpful to everyone.

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Ankit Mrated5.0
5 months ago

Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting

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Jawed Hussainrated5.0
5 months ago

I am doing my tax filing since 2019. They help me for refund of some of my back taxes.They slso working on my 2014 tax return and it will be great achievment for or them to huge amunt of refund.Also they keep in touch about your irs letter and other matters.I highly recomand to get services of ALAM ONE STOP TAX.

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Eddie Boorated5.0
7 yrs ago

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

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Mir Alirated5.0
6 yrs ago

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

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Nithya Srinivasrated5.0
6 yrs ago

Establishment with expirenced professionals and great customer service

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Mr Waquar Rizvirated5.0
6 yrs ago

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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Mazhar Alirated4.0
4 yrs ago

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

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Mubin Amiralirated4.0
4 yrs ago

Very professional with their work.

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DANIEL FITWrated5.0
4 yrs ago

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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Israr Hussainrated5.0
4 yrs ago

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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Sajida Murtazarated5.0
4 yrs ago

A very qualified and professional team

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Ali Kazimrated5.0
4 yrs ago

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

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Hamid Razarated5.0
4 yrs ago

Excellent customer service very professional and friendly.

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Abbas Shahrated5.0
4 yrs ago

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

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Chris Robinsonrated5.0
4 yrs ago

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

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AAMIR SALEEMrated5.0
4 yrs ago

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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Bina Guptarated5.0
4 yrs ago

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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Hassan Jafrirated5.0
4 yrs ago

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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zia zaidirated5.0
3 yrs ago

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

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Jaime Arriagarated5.0
3 yrs ago

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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Dinesh Sekarrated5.0
3 yrs ago

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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Vikas Advanirated5.0
3 yrs ago

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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Ahmed Shamsirated5.0
3 yrs ago

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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Gopal Arunachalamrated5.0
2 yrs ago

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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Indus Transportation Incrated5.0
2 yrs ago

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

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Sajjad Mithwanirated5.0
2 yrs ago

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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Sadiya Fathimarated5.0
2 yrs ago

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

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Alladdin Shareifrated5.0
1 year ago

Good and fast

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Yoly Romerorated5.0
1 year ago

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

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Arsalan Zafarrated5.0
1 year ago

Ali Kazim was amazing

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Atif Umarrated5.0
1 year ago

Best Services & Very Professional.

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Aziz Mohammed Abdulrated5.0
1 year ago

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

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Sadaf Abbasrated5.0
1 year ago

Excellent service.Highly recommended, very cooperative

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Muhammad Waleedrated5.0
1 year ago

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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Arshad Khanrated5.0
1 year ago

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

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Maria Daudrated5.0
1 year ago

Amazing service he saves us a lot of money

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Michael Prattrated5.0
1 year ago

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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Mian Adeelrated5.0
10 months ago

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

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Unknownrated5.0
5 months ago

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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Vinay Nayakrated5.0
5 yrs ago

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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Krish Reddyrated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

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Bogavelly Sandeeprated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

H
Hari Bellaryrated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

A
Amrutha Yallarated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

N
Nagesh Vempalirated5.0
3 yrs ago

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

A
Aashishrated5.0
3 yrs ago

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.

K
Kishan Bhatrated5.0
3 yrs ago

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

R
Reena Mahapatrarated5.0
3 yrs ago

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)

A
Amit Mangalrated5.0
3 yrs ago

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.

V
Veera Bollamrajarated5.0
3 yrs ago

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

M
Mahendra shadangirated5.0
3 yrs ago

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.

R
Rashmi Ranjan Sarangirated5.0
2 yrs ago

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.

S
Sunil Maharanarated5.0
2 yrs ago

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.

H
Harsh Darodkarrated5.0
2 yrs ago

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!

C
Chittaranjan Pattnaikrated5.0
2 yrs ago

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.

A
Arun Dwivedirated5.0
2 yrs ago

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 .

V
V Londhe (V L)rated5.0
2 yrs ago

One of the Best Tax Services.

s
siba prasad choudhuryrated5.0
2 yrs ago

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

D
Diptiman Mishrarated5.0
2 yrs ago

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!

A
Abhishek Biswalrated5.0
2 yrs ago

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

S
Sunaj Padhyrated5.0
2 yrs ago

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

A
Amitabh Misrorated5.0
2 yrs ago

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

A
Avinash Kumarrated5.0
2 yrs ago

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.

G
Gopi Maddalirated5.0
1 year ago

Surya is a great person to work with.

M
Manas Ranjanrated5.0
1 year ago

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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santosh guptarated5.0
1 year ago

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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Srinivasan Srated5.0
1 year ago

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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Rakesh Jenarated5.0
1 year ago

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.

U
Umesh Arora / Sonal Arorarated5.0
1 year ago

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.

J
Jyotsna Sharmarated5.0
1 year ago

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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maninder sidhurated5.0
8 yrs ago

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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deiptii medharated5.0
8 yrs ago

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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Tanjot Singhrated5.0
8 yrs ago

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

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Parmjeet Sidhurated5.0
8 yrs ago

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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Gurkirat Singhrated5.0
8 yrs ago

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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Sangeeta Bhatiarated5.0
8 yrs ago

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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Veeresh Drated5.0
8 yrs ago

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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J. P. Samalarated4.0
8 yrs ago

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.

p
paul hindujarated5.0
6 yrs ago

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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anand sharmarated5.0
5 yrs ago

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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atul sainirated4.0
4 yrs ago

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

J
Jagmohan Sidhurated5.0
1 year ago

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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Biswanath Duttarated5.0
2 yrs ago

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

S
Santhosh Anandrated5.0
4 months ago

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

J
Jai Srated5.0
4 months ago

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

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sabry shihabrated5.0
3 yrs ago

ALAM one stop is very professional in taxes , Mahbub is very detail oriented and he is definitely the best one in the Bay Area .

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Elchin Mammadovrated5.0
4 yrs ago

I did my 2020 tax file here. Mr. Mahbub is so detailed oriented professional that will help you to get highest tax refund.

K
Kate Garrisonrated5.0
8 yrs ago

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future! :-)

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Charmmy Princessrated5.0
7 yrs ago

Thank you for making all of my tax anxiety go away! You are so knowledgeable with the IRS tax laws which made me feel so much better. Thank you for working with me on my payments. You made what I thought would be a stressful experience actually be enjoyable. :-)

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Md Ashekur Rahmanrated5.0
8 yrs ago

I did my tax filing last year by Mr. Alam. He is very expert person. I honestly very pleased to him and highly recommend him.

K
Kim Bhatharated5.0
2 yrs ago

Alam was really professional throughtout the process. He helped us refile our taxes and communicated on regular basis.

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Shohidul Islamrated5.0
7 yrs ago

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

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Anirban Paul (Paul A)rated5.0
7 yrs ago

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks.

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Jaspreet Bhatharated5.0
2 yrs ago

Alam One Stop Tax service is one of the kind. We only used their service once and were satisfied with the service we received from Mr. Alam. We will use Alam Tax service in the future. We highly recommend Alam One Stop Tax & Accountant service to everyone.

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Raj Venugopalrated5.0
6 yrs ago

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

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S Krated5.0
3 yrs ago

Mr Alam is a phenomenal tax accountant. I’ve been doing taxes with him for many years now. He’s extremely diligent and is very easy to work with. Strongly recommend!

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Floyd Harrisonrated5.0
6 yrs ago

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

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Faranrated5.0
6 yrs ago

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well!

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Shahrukh Khanrated5.0
3 yrs ago

Alam has been doing my personal and business taxes from the past 5 years. he is very reliable and always available to answer any questions i have. if someone needs any help doing taxes and accounting services my recommendation is to reach out to him.

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qamar zahidrated5.0
3 yrs ago

Mr. Alam is very experienced tax and financial consultant. I had a great experience working with him. He is detailed oriented, customer friendly. He did a very thorough job of explaining to me the nuances of the different tax rules. I would recommend him any day

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Rana Jomaarated5.0
2 yrs ago

Mahbub Alam has the best tax and accounting services in town. I have been going to him for so many years now. He always gets the top refund and makes the process very seamless. He’s very knowledgeable, efficient and easy to work with. I highly recommend everyone to use his services. He truly cares about his clients.

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seymur107rated5.0
1 year ago

I’ve been using Alam Tax for my business and Personal taxes, Very happy with the service. He is a very responsible Accountant, Will call and follow up when there are time sensetive actions needs to be taken which is a lot of help for any busy business owner. Highly Recommended!

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Ankit Mrated5.0
5 months ago

Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting

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chinmayrated5.0
6 months ago

Mr. Mahbub is extremely skillful and knowledgeable in this field. He is always guiding to the right path for any type of businesses or corporate employees. With 3 decades of experience or at least 2 decades of filing with him, he is always on top of the work. He is extremely helpful to everyone.

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Bala Dhanarated5.0
6 months ago

Alam One Stop is the perfect place for tax and accounting services in San Jose. Mahbub is very knowledgeable, will answer all your questions. He is very efficient. One of my friends recommended him and I am glad he did.

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Jaime Arriagarated5.0
3 yrs ago

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.

E
Eddie Boorated5.0
7 yrs ago

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

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Sadiya Fathimarated5.0
2 yrs ago

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

D
Dinesh Sekarrated5.0
3 yrs ago

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.

D
DANIEL FITWrated5.0
4 yrs ago

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

I
Indus Transportation Incrated5.0
2 yrs ago

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

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Gopal Arunachalamrated5.0
2 yrs ago

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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Bina Guptarated5.0
4 yrs ago

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.

H
Hassan Jafrirated5.0
4 yrs ago

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

M
Mr Waquar Rizvirated5.0
6 yrs ago

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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Yoly Romerorated5.0
1 year ago

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

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Sajjad Mithwanirated5.0
2 yrs ago

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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Vikas Advanirated5.0
3 yrs ago

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.

A
Ahmed Shamsirated5.0
3 yrs ago

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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Muhammad Waleedrated5.0
1 year ago

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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AAMIR SALEEMrated5.0
4 yrs ago

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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Arshad Khanrated5.0
1 year ago

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

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Mian Adeelrated5.0
10 months ago

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

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Michael Prattrated5.0
1 year ago

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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Unknownrated5.0
9 months ago

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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Vinay Nayakrated5.0
5 yrs ago

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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Amrutha Yallarated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

B
Bogavelly Sandeeprated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

H
Hari Bellaryrated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

K
Krish Reddyrated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

s
siba prasad choudhuryrated5.0
2 yrs ago

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

A
Amitabh Misrorated5.0
2 yrs ago

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

R
Reena Mahapatrarated5.0
3 yrs ago

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)

A
Aashishrated5.0
3 yrs ago

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.

R
Rakesh Jenarated5.0
1 year ago

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.

K
Kishan Bhatrated5.0
3 yrs ago

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

S
Sunaj Padhyrated5.0
2 yrs ago

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

M
Mahendra shadangirated5.0
3 yrs ago

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.

A
Arun Dwivedirated5.0
2 yrs ago

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 .

R
Rashmi Ranjan Sarangirated5.0
2 yrs ago

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.

A
Avinash Kumarrated5.0
2 yrs ago

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.

D
Diptiman Mishrarated5.0
2 yrs ago

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!

H
Harsh Darodkarrated5.0
2 yrs ago

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!

A
Abhishek Biswalrated5.0
2 yrs ago

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

C
Chittaranjan Pattnaikrated5.0
2 yrs ago

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.

M
Manas Ranjanrated5.0
1 year ago

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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Sunil Maharanarated5.0
2 yrs ago

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.

s
santosh guptarated5.0
1 year ago

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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Srinivasan Srated5.0
1 year ago

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.

U
Umesh Arora / Sonal Arorarated5.0
1 year ago

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.

J
Jyotsna Sharmarated5.0
1 year ago

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.

D
Danny Peñarated5.0
10 yrs ago

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

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tricia solimanrated5.0
1 year ago

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

A
Alicia Rentasrated5.0
5 yrs ago

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

a
atul sainirated4.0
4 yrs ago

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

J
J. P. Samalarated4.0
8 yrs ago

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.

V
Veeresh Drated5.0
8 yrs ago

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

m
maninder sidhurated5.0
8 yrs ago

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.

T
Tanjot Singhrated5.0
8 yrs ago

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

S
Sangeeta Bhatiarated5.0
8 yrs ago

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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deiptii medharated5.0
8 yrs ago

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

a
anand sharmarated5.0
5 yrs ago

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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paul hindujarated5.0
6 yrs ago

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.

P
Parmjeet Sidhurated5.0
8 yrs ago

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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Gurkirat Singhrated5.0
8 yrs ago

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.

J
Jagmohan Sidhurated5.0
1 year ago

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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Biswanath Duttarated5.0
2 yrs ago

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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Amrutha Yallarated5.0
1 year ago

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

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Bogavelly Sandeeprated5.0
1 year ago

I recently used the financial services provided by SureFinbiz and I must say, I was thoroughly impressed. From start to finish, the team was professional, knowledgeable, and attentive to my needs. They guided me through the process with clarity and transparency, making me feel confident in my financial decisions. I highly recommend this service to anyone in need of reliable financial assistance.

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Hari Bellaryrated5.0
1 year ago

I would greatly recommend SureFinBiz and their team's assistance to get a personalized guidance tailored to someone's specific financial situation. Recently I got my financial portfolio reviewed by SureFinBiz and was amazed on how they have provided personal guidance with different strategies relatable to my income bracket and also favored in proposing new tax efficient investments options. They have also aligned multiple solutions in respective to my retirement goals and on the risk tolerance of the markets. I will surely be consulting them for all of my future financial decisions as I feel more confident in receiving high quality service in complaint with all of the Laws in Financial Industry. Highly recommend this to anyone..!

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Krish Reddyrated5.0
1 year ago

I have been a client of SureFinBiz for several years, and their financial services have always been top-notch. They offer a comprehensive range of services, from investment management to retirement planning, and their team is incredibly knowledgeable and professional. I always feel confident that my financial future is in good hands with them. Highly recommend!

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V Londhe (V L)rated5.0
2 yrs ago

One of the Best Tax Services.

V
Veera Bollamrajarated5.0
3 yrs ago

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

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Gopi Maddalirated5.0
1 year ago

Surya is a great person to work with.

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Nagesh Vempalirated5.0
3 yrs ago

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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Amit Mangalrated5.0
3 yrs ago

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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siba prasad choudhuryrated5.0
2 yrs ago

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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Amitabh Misrorated5.0
2 yrs ago

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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Reena Mahapatrarated5.0
3 yrs ago

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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Aashishrated5.0
3 yrs ago

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.

K
Kishan Bhatrated5.0
3 yrs ago

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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Rakesh Jenarated5.0
1 year ago

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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Sunaj Padhyrated5.0
2 yrs ago

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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Mahendra shadangirated5.0
3 yrs ago

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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Arun Dwivedirated5.0
2 yrs ago

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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Rashmi Ranjan Sarangirated5.0
2 yrs ago

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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Diptiman Mishrarated5.0
2 yrs ago

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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Harsh Darodkarrated5.0
2 yrs ago

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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Abhishek Biswalrated5.0
2 yrs ago

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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Chittaranjan Pattnaikrated5.0
2 yrs ago

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.

S
Sunil Maharanarated5.0
2 yrs ago

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.

s
santosh guptarated5.0
1 year ago

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 …

A
Avinash Kumarrated5.0
2 yrs ago

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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Srinivasan Srated5.0
1 year ago

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.

U
Umesh Arora / Sonal Arorarated5.0
1 year ago

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.

M
Manas Ranjanrated5.0
1 year ago

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.

B
Biswanath Duttarated5.0
2 yrs ago

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

M
Mubin Amiralirated4.0
4 yrs ago

Very professional with their work.

M
Mazhar Alirated4.0
4 yrs ago

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

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Arsalan Zafarrated5.0
1 year ago

Ali Kazim was amazing

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Alladdin Shareifrated5.0
1 year ago

Good and fast

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Sajida Murtazarated5.0
4 yrs ago

A very qualified and professional team

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Nithya Srinivasrated5.0
6 yrs ago

Establishment with expirenced professionals and great customer service

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Hamid Razarated5.0
4 yrs ago

Excellent customer service very professional and friendly.

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Abbas Shahrated5.0
4 yrs ago

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

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Atif Umarrated5.0
1 year ago

Best Services & Very Professional.

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zia zaidirated5.0
3 yrs ago

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

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Sadaf Abbasrated5.0
1 year ago

Excellent service.Highly recommended, very cooperative

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Aziz Mohammed Abdulrated5.0
1 year ago

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

M
Mir Alirated5.0
6 yrs ago

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

I
Israr Hussainrated5.0
4 yrs ago

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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Chris Robinsonrated5.0
4 yrs ago

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

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Ali Kazimrated5.0
4 yrs ago

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

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Eddie Boorated5.0
7 yrs ago

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

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Maria Daudrated5.0
1 year ago

Amazing service he saves us a lot of money

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Sadiya Fathimarated5.0
2 yrs ago

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

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Jaime Arriagarated5.0
3 yrs ago

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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Dinesh Sekarrated5.0
3 yrs ago

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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DANIEL FITWrated5.0
4 yrs ago

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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Indus Transportation Incrated5.0
2 yrs ago

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

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Gopal Arunachalamrated5.0
2 yrs ago

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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Bina Guptarated5.0
4 yrs ago

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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Hassan Jafrirated5.0
4 yrs ago

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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Mr Waquar Rizvirated5.0
6 yrs ago

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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Yoly Romerorated5.0
1 year ago

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

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Sajjad Mithwanirated5.0
2 yrs ago

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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Vikas Advanirated5.0
3 yrs ago

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.

A
Ahmed Shamsirated5.0
3 yrs ago

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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Muhammad Waleedrated5.0
1 year ago

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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AAMIR SALEEMrated5.0
4 yrs ago

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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Arshad Khanrated5.0
1 year ago

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

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Mian Adeelrated5.0
10 months ago

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

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Michael Prattrated5.0
1 year ago

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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Unknownrated5.0
9 months ago

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 !

J
Jyotsna Sharmarated5.0
1 year ago

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.

a
atul sainirated4.0
4 yrs ago

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

J
J. P. Samalarated4.0
8 yrs ago

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.

V
Veeresh Drated5.0
8 yrs ago

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

m
maninder sidhurated5.0
8 yrs ago

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.

T
Tanjot Singhrated5.0
8 yrs ago

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

d
deiptii medharated5.0
8 yrs ago

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

a
anand sharmarated5.0
5 yrs ago

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.

p
paul hindujarated5.0
6 yrs ago

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.

P
Parmjeet Sidhurated5.0
8 yrs ago

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.

G
Gurkirat Singhrated5.0
8 yrs ago

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.

J
Jagmohan Sidhurated5.0
1 year ago

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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Priya Krated5.0
7 months ago

I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.

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Michael Trated5.0
7 months ago

From life insurance to investment strategies, Chirag provided comprehensive support and made complex topics easy to understand. His professional approach and genuine care made all the difference. I’m grateful to have him on my financial team.

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Lisa Mrated5.0
7 months ago

Chirag is not just a financial advisor; he is a partner who genuinely cares. He took the time to explain every detail and offered tailored solutions for my wealth-building goals. I appreciate his leadership and commitment to helping me succeed.

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Raj Prated5.0
7 months ago

Working with Chirag has been a game-changer. He helped me navigate retirement planning with patience and expertise. His dedication to integrity and transparency is unmatched. Highly recommend him to anyone looking for trustworthy financial advice.

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Amanda Srated5.0
7 months ago

Chirag truly understands my financial goals and created a personalized plan that fits my family’s needs. His honesty and clear communication made the entire process smooth and stress-free. I feel confident about my future thanks to his guidance.

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Vinay Nayakrated5.0
8 months ago

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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Pramodh Chanumolurated5.0
8 months ago

he is excellent and has in depth knowledge about this services

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Suriyarated5.0
8 months ago

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

A
Anjali Singhrated5.0
8 months ago

Highly recommend

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Nitish Rangarajanrated5.0
8 months ago

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

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Gopal Ravalrated5.0
8 months ago

Very helpful in preparing

A
Aashish Patelrated5.0
1 year ago

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.

N
Nagesh Vempalirated5.0
1 year ago

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

A
Amit Mangalrated5.0
1 year ago

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.

K
Kishan Bhatrated5.0
1 year ago

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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Reena Mahapatrarated5.0
1 year ago

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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Vijay Vaidyarated5.0
1 year ago

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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Veera Bollamrajarated5.0
1 year ago

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

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Mahendra shadangirated5.0
1 year ago

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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Harsh Darodkarrated5.0
1 year ago

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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Rashmi Ranjan Sarangirated5.0
1 year ago

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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Arun Dwivedirated5.0
1 year ago

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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Prafull Joshirated5.0
1 year ago

Excellent and prompt service

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Sunil Maharanarated5.0
1 year ago

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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Arun Dwivedirated5.0
1 year ago

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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V Londhe (V L)rated5.0
1 year ago

One of the Best Tax Services.

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siba prasad choudhuryrated5.0
1 year ago

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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Chittaranjan Pattnaikrated5.0
1 year ago

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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Diptiman Mishrarated5.0
1 year ago

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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Abhishek Biswalrated5.0
1 year ago

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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Sunaj Padhyrated5.0
1 year ago

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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Amitabh Misrorated5.0
1 year ago

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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Avinash Kumarrated5.0
1 year ago

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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Gopi Maddalirated5.0
1 year ago

Surya is a great person to work with.

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Manas Ranjanrated5.0
1 year ago

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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santosh guptarated5.0
1 year ago

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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Srinivasan Srated5.0
1 year ago

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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Rakesh Jenarated5.0
1 year ago

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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Sonal Arora / Umesh Arorarated5.0
1 year ago

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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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.

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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.

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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.

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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

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Dr. Peterchris Okpalarated5.0
1 year ago

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

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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.

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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.

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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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Jagadeeshtrated5.0
2 yrs ago

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

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ssumitrated5.0
2 yrs ago

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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Biswanath Duttarated5.0
2 yrs ago

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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Bhairvi Mukherjeerated5.0
2 yrs ago

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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Anthony Scaliarated5.0
2 yrs ago

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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Darshan Patelrated5.0
2 yrs ago

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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Ashutosh Guptarated5.0
2 yrs ago

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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Anand A.rated5.0
2 yrs ago

Mr Alam has been helping us with our annual taxes for last few years. I will highly recommend him for your tax needs. In addition to his deep technical knowledge of taxes, he is a wonderful and warm person. I always thought I could do my taxes easily using online options. In fact I did that for many years until I realized how much money I was leaving on the table by not using a professional like Mr Alam. He has truly maximized my tax refund

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S D.rated5.0
2 yrs ago

Mahbub Alam is one of the bests. He knows his job perfectly and made us lots of refunds legally using his vast knowledge of tax preparation. He is a very nice person and I'm very satisfied with his job and definitely will work with him in the coming years

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Rick L.rated5.0
2 yrs ago

Mahbub Alam is an excellent CPA. He works hard and is very detailed oriented. He understands how to work with small businesses to maximize all legal tax deductions

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Mudit B.rated5.0
2 yrs ago

Highly recommended for All your tax needs! Mahbub is detail oriented and explores every opportunity to reduce your taxes. Extremely vigilant, communicative and was on top of my tax filing within no time. Ultimately I received the best outcome I could have hoped for

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Qaya J.rated5.0
2 yrs ago

I really enjoy Mahbub's professionalism. A friend of mine recommended me him as a very professional accountant and it's been second year I work with him and really happy to work with him. He knows everything about taxes and left none unanswered question of mine. Absolutely recommend to everyone

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Rana Jomaarated5.0
2 yrs ago

Mahbub Alam has the best tax and accounting services in town. I have been going to him for so many years now. He always gets the top refund and makes the process very seamless. He’s very knowledgeable, efficient and easy to work with. I highly recommend everyone to use his services. He truly cares about his client

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qamar zahidrated5.0
2 yrs ago

Mr. Alam is very experienced tax and financial consultant. I had a great experience working with him. He is detailed oriented, customer friendly. He did a very thorough job of explaining to me the nuances of the different tax rules. I would recommend him any day

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Shahrukh Khanrated5.0
2 yrs ago

Alam has been doing my personal and business taxes from the past 5 years. he is very reliable and always available to answer any questions i have. if someone needs any help doing taxes and accounting services my recommendation is to reach out to him

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S Krated5.0
2 yrs ago

Mr Alam is a phenomenal tax accountant. I’ve been doing taxes with him for many years now. He’s extremely diligent and is very easy to work with. Strongly recommend!

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Roman events Decorrated5.0
2 yrs ago

OMG Mahbub is very helpful and you will get your money back for sure and for any questions that you have he has the answer.

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A Mrated5.0
2 yrs ago

Alam is an excellent tax accountant. He is thorough in his task and makes sure to communicate timely with his clients. It’s been wonderful working with him

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Faran Shafiquerated5.0
2 yrs ago

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well

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Floyd Harrisonrated5.0
2 yrs ago

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

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Anirban Paulrated5.0
2 yrs ago

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks

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Shohidul Islamrated5.0
2 yrs ago

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

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Md Ashekur Rahmanrated5.0
2 yrs ago

I did my tax filing last year by Mr. Alam. He is very expert person. I honestly very pleased to him and highly recommend him.

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Gaya Jalilovrated5.0
2 yrs ago

It's the second year I work With Mahbub Alam, and I really like it. Very professional, diligent and highly experienced person. I reccomend him to everyone who need a true professional

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sabry shihabrated5.0
2 yrs ago

ALAM one stop is very professional in taxes , Mahbub is very detail oriented and he is definitely the best one in the Bay Area

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Charmmy Princessrated5.0
2 yrs ago

Thank you for making all of my tax anxiety go away! You are so knowledgeable with the IRS tax laws which made me feel so much better. Thank you for working with me on my payments. You made what I thought would be a stressful experience actually be enjoyable

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Ziya Taghiyevrated5.0
2 yrs ago

It's the first year I work With Mahbub Alam. He is very professional, knowledgeable and vey friendly. I reccomend him to everyone

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Kate Garrisonrated5.0
2 yrs ago

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future!

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Elchin Mammadovrated5.0
2 yrs ago

I did my 2020 tax file here. Mr. Mahbub is so detailed oriented professional that will help you to get highest tax refund.

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A-Z Driving School LLCrated5.0
2 yrs ago

Great accountant with 30 years experience, Mr Alam explains in details what I need to know regarding my business tax, personable and professional and price is right

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Lam Tranrated5.0
2 yrs ago

Thank you Mahbub for helping me with my tax return. Highly recommended and very knowledgeable. I will be your service for all my tax related needs.

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faruque azizrated5.0
2 yrs ago

I am filing my tax with Mr. Mahbub for the last 3/4 years.He is experienced, professional, friendly and helpful

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Leo Morenorated5.0
2 yrs ago

Friendly and professional and very helpful..I would recommend this person to do your income tax

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Tural Pashayevrated5.0
2 yrs ago

He is very professional and friendly person.

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Shane Garrisonrated5.0
2 yrs ago

He helped me so much

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Siraj Syedrated5.0
2 yrs ago

He is patient and detailed.

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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.

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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.

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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.

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Viral Krated5.0
3 yrs ago

“Fast Service and Good experience with Neelkanth Accountants.”

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Dev Trated5.0
3 yrs ago

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

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Hiren Mrated5.0
3 yrs ago

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

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SANJAY KUMARrated5.0
4 yrs ago

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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J. P. Samalarated5.0
4 yrs ago

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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maninder sidhurated5.0
4 yrs ago

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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deiptii medharated5.0
4 yrs ago

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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Gurkirat Singhrated5.0
4 yrs ago

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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paul hindujarated5.0
4 yrs ago

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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anand sharmarated5.0
4 yrs ago

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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atul sainirated5.0
4 yrs ago

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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Wassim Yassine Drive Testrated4.0
5 yrs ago

Great advice accurate and worth every penny. I got back a big return that was much needed! Once again thanks Mr Alam for a wonderful job

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Lam Tranrated5.0
5 yrs ago

Thank you Mahbub for helping me with my tax return. Highly recommended and very knowledgeable. I will be your service for all my tax related needs.

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Md Islamrated4.0
5 yrs ago

Mr Alam help me to prepare my Tax doc for this year(2017). He really cares the customer good, He performs his job carefully.I recommend to you all to check his service this time.

M
Miss Grated4.0
5 yrs ago

Thank you for making all of my tax anxiety go away! You are so knowledgeable with the IRS tax laws which made me feel so much better. Thank you for working with me on my payments. You made what I thought would be a stressful experience actually be enjoyable. :-)

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Anirban Paulrated4.0
5 yrs ago

It is my second years I have took his service! And, he has been served to me as very professional way. Mr Alam is very professional, efficient and thorough.I definitely recommend Mr Alam's accounting services to anyone looking for an accountant, he has the knowledge and experience in this field.Many thanks.

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Elementrated5.0
5 yrs ago

He helped me so much

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Raj Venugopalrated5.0
5 yrs ago

Mahbub Alam is my tax consultant and advisor for me for last 18 years. He is detail oriented, efficient and accurate. I would highly recommend anyone to avail his professional service for your personal and business accounting needs. He is that good.

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faruque azizrated5.0
5 yrs ago

I am filing my tax with Mr. Mahbub for the last 3/4 years.He is experienced, professional, friendly and helpful.

F
Faran Shafiquerated5.0
5 yrs ago

I was working as a 1099 and I have absolutely no education on business tax, and this was the best money I spent on the business! He advised me with how best to set up my corporate tax structure, how to pay myself, how to pay employees, what financial forms I needed at the end of the year and advised me about business expenses. Mr Alam did my taxes for this year and I could not believe how quickly, efficiently, and accurately they were done and paid a lot less in taxes then what I would have myself. He also provided very helpful advice on how/what to do for future tax filings based on my first year. For this upcoming year I attribute my taxes to the way he had me set up my business so there were no terrible surprises at tax time. I would absolutely recommend Alam one Stop Tax and service to anyone, business owner or individual. They know what they're doing, and they do it well!

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syed sirajrated5.0
5 yrs ago

He is patient and detailed.

F
Floyd Harrisonrated4.0
5 yrs ago

Mr Alam has been preparing our taxes for several years. He is very thorough, sincere, honest and detailed oriented.. He is very responsive to our questions and does great research on new tax topics and issues as needed

A
Ashek Rahmanrated5.0
5 yrs ago

I did my tax filing last year by Mr. Alam. He is very expert person. I honestly very pleased to him and highly recommend him.

K
Kate Garrisonrated4.0
5 yrs ago

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future! :-)

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Deepakrated5.0
5 yrs ago

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

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Ramanirated5.0
6 yrs ago

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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Eddie Boorated5.0
6 yrs ago

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

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Nithya Srinivasrated5.0
6 yrs ago

Establishment with experienced professionals and great customer service

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Mir Alirated5.0
6 yrs ago

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

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Gopal Arunachalamrated5.0
6 yrs ago

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

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Waquar Rizvirated5.0
6 yrs ago

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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Sangeetarated5.0
8 yrs ago

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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Guri Siviarated5.0
8 yrs ago

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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Parmjeetrated5.0
8 yrs ago

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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Ria Madhwanirated5.0
8 yrs ago

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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Medha Sharmarated5.0
8 yrs ago

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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Jon Yeerated5.0
8 yrs ago

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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Sandeeprated1.0
8 yrs ago

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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Citrixrated1.0
8 yrs ago

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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Harpalrated5.0
8 yrs ago

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

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Jasmeerarated5.0
8 yrs ago

Best service provider.. Recommended.

Alam One Stop Tax And Accounting Services INC
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