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Vital Financials
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10 Years in Business
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's unique needs. Our expert team ensures accuracy, compliance, and strategic growth, empowering clients with the knowledge and tools to make informed financial decisions. At Vital Financials, we are committed to building lasting relationships and guiding our clients toward a stable and secure financial future.Read more

AG FinTax
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Established Since 2019
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Closed now
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:Founded by Anil Grandhi, AG FinTax is a tax planning and accounting firm that brings the tax reduction strategies used by enterprises and Fortune 100 companies to small businesses across the country. Grandhi began his business journey as the child of an entrepreneurial family in the South Indian village of Rajam, in the state of Andhra Pradesh. As he grew up, Grandhi was frequently exposed to the ins and outs of running a business, managing finances, and preparing a business for growth. After graduating college, Grandhi started working in finance at PricewaterhouseCoopers (PwC) in India. Later, he moved to the U.S. to take a position with SunEdison, a major renewable energy company, and eventually held roles in the financial departments at both Amazon and Starbucks. It was during his time with these major corporations—companies that had both the staff and the resources to implement complex financial and tax-saving strategies—that Grandhi developed the vision of starting his own financial firm. The mission of what would become AG FinTax would be to share the same best industry practices that Fortune 100 companies were using to grow, with small business owners, helping them increase their revenue and profits. In 2019, Grandhi founded the Seattle-headquartered AG FinTax to provide expertise and guidance to entrepreneurs and small businesses on tax planning, CFO services, wealth management, and financial outlooks. Supported by a professional team of CPAs, Chartered Accountants, and CMAs, Grandhi and AG FinTax offer advisory services always guided by the core values of integrity, accountability, and value addition. Since the pandemic began, AG FinTax has worked especially hard to support those businesses suffering from the economic downturn. Grandhi and his team helped many clients get the help they needed through SBA loans and the Paycheck Protection Program (PPP) loans. Now that the PPP funds are exhausted, Grandhi and his team have shifted to helping PPP loan recipieRead more

Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business: My firm provides outstanding service to my clients because of my dedication to the three underlying principles of professionalism, responsiveness and quality. I act with due care and diligence and serve my clients with the upmost good faith.Read more

24 X 7 Mobile Notary Service
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2 Years in Business
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Open 24hrs
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:24 x 7 Mobile Notary Service offers round-the-clock notary assistance, providing both in-person and remote notarization for clients at their convenience. Serving homes, offices, hospitals, and public locations, they handle a wide range of documents including affidavits, powers of attorney, healthcare directives, real estate contracts, and loan signings. Licensed, bonded, and background-checked, they ensure professionalism, privacy, and accuracy in every appointment. With same-day and emergency services available, their focus is on delivering reliable, accessible, and hassle-free notarization whenever and wherever it’s needed.Read more

Academic Accounting
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16 Years in Business
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By Appointment
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:Kavasseri V. Ramanathan is a Professor Emeritus of Accounting in University of Washington, Foster School of Business. His academic expertise is Strategic Planning and current research is Yoga principles of management. Consulting: Boeing, Tektronix, Washington State Department of Social and Health Services, and others, executive seminars to help decentralized managers focus on firm-wide shareholder value creation. He is a past Chairman of several American Accounting Association committees.Read more

Lotusment Advisors, LLC
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6 Years in Business
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Open 24hrs
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:Lotusment Advisors, LLC is a registered investment advisory firm committed to providing personalized financial services with a strong emphasis on fiduciary responsibility. Founded by Sanjay Parikh, the firm offers a variety of services, including portfolio management, financial planning, retirement planning, and consulting for 529 plans and 1031 exchanges. Lotusment Advisors creates tailored investment strategies to align with each client's unique goals and risk profiles. With a focus on transparent fee structures and comprehensive financial guidance, the firm ensures that clients receive expert advice and support to help them achieve their financial objectives. Based in Bothell, Washington, and also registered in Texas, Lotusment Advisors prioritizes the long-term financial success of its clients.Read more
Easy Tax Services USA
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3 Years in Business
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Claimed
Serving ZIP Codes:98021, 98012, 98041, 98011
From the Business:I am one of the most distinguished Financial & Taxation Services in Fremont, CA. 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,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,IRS Representation,Incorporation Service,Notary Services,Estate Planning,Retirement Planning,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,International Tax Consulting,Financial statement Analysis,Cash Flow ,Financial Forecasts ,Business Entity Selection,Business Succession Planning,Income Tax Preparation,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

H&R Block Advisors
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16 Years in Business
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Claimed
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By Appointment
Serving ZIP Codes:98021, 98012, 98041, 98011
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 situation. When tax season's over, they'll apply their expertise to planning, helping clients achieve their best financial outcomes in the years to come. There are lots of tax scenarios. Good thing we have lots of Tax Advisors. No matter how unique your taxes are, know that we have an expert just for you. Here you can find one that's perfect for your tax situation. Read more
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Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Finance & Accounting Training
- Auditing Services
- Compilation Services
- Incorporation Service
- Notary Services
- Estate Planning
- Retirement Planning
- Financial Planning
- Income Tax Filing
- Personal Tax Planning
- Business Tax Planning
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Most Searched Financial & Taxation Services Terms in Bothell, WA
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