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Best Retirement Planning Services in Toronto

Devesh Pathak CPA

From the Business: Devesh Pathak CPA in Houston is specialized in Financial and Taxation services, Tax Consultants services and Tax Preparation services. They are servicing throughout the United States and Canada. They are also skilled in providing the following services like Corporate Tax, Federal State Tax Filing and Tax Implications. They have over 10 years of ex...

NSKT Global

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

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

From the Business: Aman Gill & Associates has been providing reliable and personalized financial services to individuals and businesses. Our expertise include personal and business tax management and accounting services. By combining our expertise, experience and our commitment, we assure that every client receives the close attention that they deserve. Aman Gil...

2600 Skymark Avenue building 7, Mississauga, Ontario L4W 5B2, Canada

From the Business: I am a highly regarded Financial Advisor and Taxation Expert based in Mississauga, ON. With a focus on comprehensive financial solutions, I specialize in Business Tax Planning, College Planning and Funding, Estate Planning, Investment Management, Long-Term Care Insurance, Personal Tax Planning, Retirement Planning, and Insurance services. My missi...

From the Business: Kang Tax & Financial Services is a team of dedicated successful professional advisors, providing personal financial planning services, headquartered in Etobicoke. Currently helping over 300 individuals, we have the knowledge and experience to assist you and your family. At Kang Tax & Financial Services, we follow a distinct process to prov...

From the Business: Madan Chartered Accountant is one of Mississauga’s best accounting firms. Whether you need advice, help with your statements, or guidance on your next business move, we are by your side. At Madan Chartered Accountant, we know how important the experience is. We also know how critical it is to have someone in your corner that knows your unique situ...

From the Business: Manish Patel is Independent Life and Health Insurance Advisor. I work with families and business owners, to help them protect their family, income and assets by sound financial plan that makes sense. Some of the services I provide: Life Insurance, Critical Illness Insurance, Disability Insurance, Retirement Planning, Health Insurance and Visitors ...

From the Business: Regal Accounting Services in All Type of Accounting Services, Personal & Corporate Tax Returns, Tax Appeals & Audits, Accounting - Bookkeeping – Payroll, Business Plans & Projections, Financial & Tax Planning, Bank Loan and Mortgages, New Incorporation. I look forward to the opportunity of working for you!

From the Business: I am one of the most distinguished Financial & Taxation Services in Brampton, ON. I specialize in Accountant Services, Entity Selection, Tax Planning, Services, Planning, financial advisors, Forecasts forecasts, Planning, long-term Care Insurance, Planning, and Services Being teacher by profession, I believe in the educational approach to gu...

From the Business: Charanjit Aneja, CA is a Greater Toronto Area based chartered accountant firm committed to provide a comprehensive, highly skilled range of services to entrepreneur sector clients. We are Large enough to manage the big accounts, small enough to make every client a matter of personal interest, we offer top quality services and solutions. Although e...

350 Rutherford Road South, Brampton, ON, Canada

From the Business: Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prosp...

From the Business: Ali is the founding directors of the firm and is responsible for all aspects of the firm including operations, business development and client services.Ali has worked in the field of accounting for more than 15 years. Over this time period he has worked with various large and smaller organizations including top Canadian and European financial inst...

5515 North Service Road 4th floor, Burlington, ON L7L 6G4, Canada

From the Business: As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfol...

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

From the Business: I am one of the most distinguished Financial & Taxation Services in Brampton, ON. I specialize in Accountant Services, Business Tax Planning, Estate Planning, Financial Advisor, Investment Management, IRS Representation, Long Term Care Insurance, Payroll Processing, Personal Tax Planning, Retirement Planning, Tax Consultants Services, Tax Prep...

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

BiD CPA Professional Corporation, 834 Danforth Road, Scarborough, Toronto, ON M1K 1H5, Canada

From the Business: BiD CPA Professional Corporation offers dependable accounting and financial services focused on accuracy, compliance, and long-term financial clarity. The firm supports individuals and organizations with tax preparation, accounting, and advisory services designed to simplify financial processes and support informed decision-making. With a commitme...

From the Business: Peel Accountax is a CPA firm, registered with Chartered professional accountants of Ontario and created by Ruquia Khan CPA, CGA. Ruquia Khan is Chartered Professional Accountant; Master of Business Administration in Accounting and Finance, Bachelor- of Commerce, Certified Quick Books Pro advisor, Certified Tax Preparer. We are striving to build re...

From the Business: Shah Financial Planning Inc. (SFP), is a full-fledge Mutual Fund Dealer company. SFP is a member of Mutual Fund Dealers Association of Canada (MFDA). MFDA is the national self-regulatory organization (SRO) for the distribution side of the Canadian mutual fund industry.Shah Financial Planning is an Indian Insurance Broker/ Agent in Scarborough Spec...

From the Business: I am one of the most distinguished Financial & Taxation Services in Toronto, ON. I specialize in Accountant Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Investment Management,IRS Representation,Payroll Processing,Personal Tax Planning,Retirement Pl...

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

From the Business: Kapadia LLP is available in Toronto, Ontario. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing e...

From the Business: Our focus is serving small businesses and self-employed entrepreneurs. Val Purushothaman-Chartered Accountant is a local firm of certified general accountants that has been serving clients in Scarborough and the GTA for over a decade. We believe that a client's relationship is a partnership; and our clients' success is also our accomplishment. We ...

From the Business: Shefali Jariwala, CPA, is a highly experienced and detail-oriented Certified Public Accountant known for her commitment to delivering personalized financial solutions. With a strong background in accounting, taxation, and financial consulting, she brings deep expertise to individuals, small businesses, and corporations seeking guidance on complex ...

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Customer Reviews for Financial & Taxation Services in Toronto Metro Area

Rated 5/5 based on 53 reviews
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Kingsuk Mukherjee rated5.0
5 months ago

Mr. Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both US and India efficiently and seamlessly for my investment portfolios. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs. Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global!

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Rukma and Puli Jacob rated5.0
5 months ago

NSKT GLOBALdid my taxes for 2024, in spite of having IRA withdrawals with their knowledge I paid no IRS taxes. Now also I entrusted THEM to do my taxes both in India and USA since I sold my house in India. They are efficient and knowledgeable and can be trusted. J. P.

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Danny Peña rated5.0
11 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 soliman rated5.0
2 yrs 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 Rentas rated5.0
6 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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Steven Isikrated5.0
8 yrs ago

HELPFUL AND NICE PLACE THANKS FOR HELPING

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NANAK Transports, INC.rated5.0
3 yrs ago

The BEST CPA in Town...

a
anthony gardnerrated5.0
2 yrs ago

Amazing tax professionals!

L
Laxman Sunderrated5.0
3 yrs ago

Excellent friendly efficient and will highly recommend

a
achiou faresrated5.0
2 yrs ago

Awsome service Awsome saff. God bless you

A
Axay Patelrated5.0
3 yrs ago

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

R
Roopesh K Sonkusarerated5.0
2 yrs ago

Shiva, is awesome and did great job for my taxes

D
Deep Mrated5.0
2 yrs ago

Great Service! Very attentive to your tax needs.

C
Chirag Patelrated5.0
3 yrs ago

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

M
Mansoor Ahmedrated5.0
4 yrs ago

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

M
Mohammed Alamgirrated5.0
5 yrs ago

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

D
David melendezrated5.0
2 yrs ago

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

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Trasy Ashtonrated5.0
3 yrs ago

They are super duper awesome and so good with taxes!!! I love them!! They rock!!!!!!!!!!!! So glad I found them!! Thanks for all your hard work and dedication to helping others get their taxes done!!!!!!!

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Elaine Marie Canturated5.0
2 yrs ago

Great service! I have been coming to Shiva for 10 years, referred to all of my friends and clients for personal and business.

D
Denisse Ramirezrated5.0
3 yrs ago

We been customers At Devesh Pathak for more than 3 years. We are very pleased that we brought our business to them, they have guide us and answer any questions we might have regarding our business. I highly recommend them!

a
aayush mahatrated5.0
3 yrs ago

The team at this CPA firm goes above and beyond to provide a level of assistance that is truly commendable. If you're seeking a CPA firm that not only meets but also exceeds expectations, I wholeheartedly recommend this outstanding establishment.

K
Kalyana Ayyaswamyrated5.0
3 yrs ago

When I moved to US to start a business, the process to handle all my company affairs, accounts, bookkeeping and tax returns are taken care and done perfectly. Just reach out to Dev CPA office and all services taken care. Well Done Thanks team.

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Telfair Montessorirated5.0
3 yrs ago

Devesh Pathak CPA is quite knowledgeable about tax laws and is very thorough in tax filings. We also do payroll with them. Their payroll staff is quite professional and we can count on them for error-free processing of our payroll. Would strongly recommend!

m
mike arorarated5.0
2 yrs ago

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

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Rakesh Bansalrated5.0
3 yrs ago

I have been working with Devesh for over 5 years and he is the most knowledgeable CPA I have known. He has been instrumental in my tax planning, strategy and filing. He has helped me and several of my investors and friends save a lot of money by his tax planning skills.

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Syed Asgharrated5.0
2 yrs ago

Both Devesh Pathak and Shiva Poudel are a delight to work with. They are very knowledgeable in the tax laws and save maximum allowable money for their clients Shiva was very conscientious in his work and spent valuable time to study my case Definitely recommend their services for tax planning and preparation

S
Shoeb Mukhirated5.0
2 yrs ago

CPA Devesh Pathak helped me with my tax filing this year. I recently had the pleasure of working with Devesh pathak and team for my tax filing. From start to finish, the experience was outstanding. Shiva demonstrated an in-depth understanding of tax laws and regulations. They carefully reviewed my financial documents, ensuring accuracy and compliance. Their attention to detail was impressive. Unlike generic tax software, Shiva took the time to understand my unique situation. They asked relevant questions and tailored their advice accordingly. I felt confident that my return was optimized for maximum benefits. My return was prepared promptly, and Shiva kept me informed throughout the process. No last-minute surprises—everything was handled efficiently. Thanks to DEVESH’s expertise, I received a higher refund than I anticipated. Their knowledge of tax-saving strategies made a significant difference. They were respectful, responsive, and dedicated to providing exceptional service. Devesh’s team exceeded my expectations. If you’re looking for a CPA who combines expertise with personalized attention, I wholeheartedly recommend Devesh Pathak CPA.

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Brian Catheyrated5.0
2 yrs ago

I had a very positive experience doing my taxes with Mr Pathak and his firm. They have an easy to use portal to upload documents and communicate back and forth. There responses were prompt and fees were very fair and reasonable. Was able to take care of my remaining tax liability before even leaving the office. Would recommend them if you need help with your taxes or LLC.

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Ankita Derated5.0
2 yrs 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
2 yrs 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
2 yrs 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
2 yrs 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
2 yrs 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
2 yrs ago

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

J
Jolene Schaeferrated5.0
2 yrs 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
2 yrs 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
2 yrs 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
3 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
3 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
3 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
3 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
3 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
3 yrs ago

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

m
mango alanzirrated5.0
3 yrs ago

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

M
Mansoor Ahmedrated5.0
3 yrs ago

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

s
shrutikadererated5.0
9 yrs ago

shrutikadere felt that Amazing! Highly recommend it!

B
Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

B
Balajirated5.0
9 yrs ago

Balaji felt that Amazing! Highly recommend it!

D
Devesh Pathakrated5.0
10 yrs ago

Excellent service!!!

C
Craigrated5.0
10 yrs ago

I have been going to Devesh for the past 4 years. He's a great CPA, professional, personable and very easy to deal with. Devesh and his staff are very knowledgeable and are there all year long to assist me should I have questions.

P
Paul Drated5.0
10 yrs ago

Great CPA firm. The staffs are responsible and professional, and they reply my questions right away. I will give them my return again!

B
Bob L.rated5.0
10 yrs ago

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

S
Samrated5.0
10 yrs ago

Extremely well organized and efficient training program. The instructor is very easy to understand and very helpful.It is a great CPA firm. The staff there are responsive and responsible. They work very efficiently with tax return. I will recommend it to my friends.

PAY Financial Service
Financial & Taxation Services - Retirement Planning +28 more
NSKT Global

NSKT Global

Serving the Toronto Area
Financial & Taxation Services - Retirement Planning +21 more
Devesh Pathak CPA

Devesh Pathak CPA

Serving the Toronto Area
Financial & Taxation Services - Retirement Planning +26 more

Retirement Planning Providers yet to be reviewed in Toronto Metro Area

Jayasri Kannan Financial Consultant

2399 Cawthra Road, Mississauga, ON, Canada
Financial & Taxation Services - Retirement Planning +2 more

Kabis And Associates Inc

3033 Palstan Road, Mississauga, Ontario, Canada
Financial & Taxation Services - Retirement Planning +3 more

Sun Life Financial

150 King Street West, Toronto, ON M5H 1J9, Canada
Financial & Taxation Services - Retirement Planning +3 more

Acctax Consultants

267 Kenilworth Avenue North, Hamilton, ON, Canada
Financial & Taxation Services - Retirement Planning +4 more

Independent Life And Health Insurance Advisor

235 Yorkland Blvd, Toronto, Ontario, Canada
Financial & Taxation Services - Retirement Planning +5 more
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