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Best Retirement Planning Services in Montreal

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

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

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

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

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

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

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

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

From the Business: SdM is a professional boutique accounting firm specializing in entrepreneurial, small and medium sized companies. SdM provides a wide range of services including tax, assurance, advisory, and international tax. SdM strives for excellence in providing clients with solutions with the business model as the central focus. SdM's partners gained their e...

From the Business: I am one of the most distinguished Financial & Taxation Services in Roxboro, QC. I specialize in Accountant Services, Auditing Services, Bookkeeping, Estate Planning, Financial Advisor, Investment Management, Long Term Care Insurance, Retirement Planning, Tax Consultants Services, and Tax Preparation Services a result, you can feel more confi...

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

From the Business: World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey...

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: 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 am one of the most distinguished Insurance Services in Irving, TX. I specialize in Life Insurance.

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

From the Business: "Are you Protecting your hard earned assets for your family ? Do you know what will happen to your family and children if you pass away ? Do you have enough money for retirement if you live too long ? Do you have enough money saved for your children’s college ? We will make sure to pick the right solution/product for you from 150+ products from hi...

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

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Customer Reviews for Financial & Taxation Services in Montreal Metro Area

Rated 5/5 based on 54 reviews
D
Danny Peña rated5.0
10 yrs ago

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

A
Alicia Rentas rated5.0
5 yrs ago

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

t
tricia soliman rated5.0
1 year ago

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

A
Andy Leyva rated5.0
10 yrs ago

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

M
Mark rated5.0
4 yrs ago

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

H
Hectic “Hex” Hexrated5.0
3 yrs ago

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

U
Utkal Shahrated5.0
3 yrs ago

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

B
Brandon Martinezrated5.0
2 yrs ago

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

G
Gilbert Ortizrated5.0
1 year ago

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

A
AliciaH Olivarezrated5.0
1 year ago

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

J
Jas Romulorated5.0
7 months ago

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

U
Uriel Hipolitorated5.0
6 months ago

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

F
Francisco Mezarated5.0
6 months ago

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

S
Saul Martinrated5.0
4 months ago

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

D
Danny Peñarated5.0
10 yrs ago

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

t
tricia solimanrated5.0
1 year ago

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

A
Alicia Rentasrated5.0
5 yrs ago

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

M
Markrated5.0
4 yrs ago

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

A
Andy Leyvarated5.0
10 yrs ago

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

H
Hectic “Hex” Hexrated5.0
3 yrs ago

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

G
Gilbert Ortizrated5.0
1 year ago

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

U
Utkal Shahrated5.0
3 yrs ago

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

B
Brandon Martinezrated5.0
2 yrs ago

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

S
Saul Martinrated5.0
4 months ago

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

A
AliciaH Olivarezrated5.0
1 year ago

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

J
Jas Romulorated5.0
7 months ago

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

U
Uriel Hipolitorated5.0
6 months ago

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

F
Francisco Mezarated5.0
6 months ago

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

M
Markrated5.0
4 yrs ago

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

A
Andy Leyvarated5.0
10 yrs ago

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

H
Hectic “Hex” Hexrated5.0
3 yrs ago

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

G
Gilbert Ortizrated5.0
1 year ago

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

U
Utkal Shahrated5.0
3 yrs ago

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

B
Brandon Martinezrated5.0
2 yrs ago

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

S
Saul Martinrated5.0
4 months ago

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

A
AliciaH Olivarezrated5.0
1 year ago

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

J
Jas Romulorated5.0
7 months ago

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

U
Uriel Hipolitorated5.0
6 months ago

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

F
Francisco Mezarated5.0
6 months ago

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

A
Ankita Derated5.0
1 year ago

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

B
Breezy Crated5.0
1 year ago

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

A
A Trated5.0
1 year ago

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

T
Tamara Caseyrated5.0
1 year ago

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

F
Fabiola Johnsonrated5.0
1 year ago

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

D
Dr. Peterchris Okpalarated5.0
1 year ago

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

J
Jolene Schaeferrated5.0
1 year ago

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

W
Wassim Aboughouchrated5.0
1 year ago

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

B
Bernie Bartickrated5.0
1 year ago

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

J
Joseph Stephanrated5.0
2 yrs ago

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

p
prasad Nuthalapatirated5.0
2 yrs ago

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

s
stephen stonerated5.0
2 yrs ago

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

R
Rajrated5.0
2 yrs ago

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

R
Raj Gillrated5.0
2 yrs ago

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

R
Rajeev Srivastavarated5.0
2 yrs ago

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

DAS Financials

DAS Financials

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

NSKT Global

Serving the Montreal Area
Financial & Taxation Services - Retirement Planning +22 more

Retirement Planning Providers yet to be reviewed in Montreal Metro Area

SdM Chatered Professional Accountant INC

2000 Peel Street, Montreal, Quebec, Canada
Financial & Taxation Services - Retirement Planning +15 more

Sherjang Singh Rana Financial Service

4513 Sources Boulevard, Roxboro, Montreal, QC, Canada
Financial & Taxation Services - Retirement Planning +9 more

Retirement Planning Nearby Locality

Curated Financial & Taxation Services Tailored to You in Montreal Metro Area
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