Retirement Planning Near Me

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.

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

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

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.

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

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! :-)

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.

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.

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. :-)

He helped me so much

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.

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.

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.

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

He is patient and detailed.

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

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!

He is very professional and friendly person.

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.

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

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

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

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!

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

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.

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.

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..

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.

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

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!

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.

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.

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

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.

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

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

Establishment with expirenced professionals and great customer service

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.

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

Very professional with their work.

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

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.

A very qualified and professional team

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

Excellent customer service very professional and friendly.

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

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

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 !!!

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.

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

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

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.

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.

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.

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.

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

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

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.

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

Good and fast

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

Ali Kazim was amazing

Best Services & Very Professional.

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

Excellent service.Highly recommended, very cooperative

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

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

Amazing service he saves us a lot of money

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.

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

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time

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.

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!

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.

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..!

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.

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

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.

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

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)

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.

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

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.

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.

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.

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!

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.

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 .

One of the Best Tax Services.

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

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!

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

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

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

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.

Surya is a great person to work with.

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.

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 …

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.

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.

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.

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.

Excellent services, great knowledge and experienced professionals! They have all that you might need for the successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

We've been using Jay Shah from Virtual Accounting since 2016 and I can only say that it's been the best Accounting decision we've made. He's very thorough and prompt with his compilations and reports. We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit. He also assists us with business forecasting, budgeting resources and utilizing receivables tracking mechanisms. All in all I would've given him a Seven Star rating if it was available.

I am impressed by Mr. Jagdish Shaw's interest, Knowledge and follow up

I used Mr Jagdish's service for personal tax prep and he did an overall excellent job for a very reasonable price. My case was a little complicated and he was thorough in his manner and patient in answering my questions. I tried another service before him, rated highly on Sulekha and they were a horror story- weeks of back and forth, constantly having to follow up. In this business timeliness and communication are as important as skills and on that front, Mr Jagdish was very professional in his communication and quick to reply. As the name suggests, Virtual Accounting is a remote service and is completely online; I don't live in NJ (out of state) and that was no issue. No messy in-person meetings and physical mails! Definitely recommend!

I reached out to Mr.Jagdish as we were looking for some help this year. We had to file an additional state tax and we had a few additional questions this year and so we decided to pay for a CPA. I'm so glad we did! First, Mr.Jagdish is extremely professional and very responsive. He responded within 15 minutes of sending a generic request over email on a Saturday afternoon. Second, he sent timely reminders to send over additional documents so the process didn't stall for too long. Third, after completing our taxes he did a comparative analysis of how our taxes/withholding changed from the previous year. It helped us understand a few things about tax withholding and planning for next year. Fourth, we had some questions that required additional research and he was extremely thorough and charged a reasonable fee for his consultation. Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season. As others have already stated in their reviews, he conducts his entire business virtually which is a great benefit in and of itself. After the initial conversation with him, I didn’t even bother with shopping around as I genuinely appreciated his responsiveness and professionalism. I highly recommend his firm!

Quick. Knows his stuff. Very friendly.

I had great experience with Virtual account and tax solution. They are knowledgeable, friendly and very responsive.

I recommended Mr. Shah for tax consultations, he is very knowledgeable and has good work ethics and co-ordination skills. He not only prepared my taxes but also helped resolve the queries I received from the IRS after tax filing.

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

Jagdish was very helpful to help me revise my taxes

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

Awesome service, available anytime, great knowledge

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours .

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

Tax consulting at its best! I'm very excited to have found them this tax season. A very responsive team with immediate responses to questions and emails. A fair price with one on one consulting on Quick Books was the added plus for me this tax season. Helped tremendously in preparation with current tax year!

Brilliant experience with Jain Consulting, as I recently moved to the US with my family coming over from South Africa. I am new to the US tax laws, process and terminology. JAIN took a lot of time and effort to explain everything to me and ensure I was clear on the requirements and the process. They are extremely knowledgeable and were able to promptly address our tax returns. In addition to completing my returns, they also provided advice on options that we could consider going forward in order to optomise our tax efficiency. They truly understand what customer experience is all about and I would not hesitate to recommend their services.

This is my second year of using Jain Consulting LLC for my taxes and what a wonderful experience yet again. I will be back next year but more so I will also be looking to work with Jain Consulting on establishing my business etc. and looking to leverage their other business services. I really struggled to find a reliable tax consulting service that wasn't going to charge me a fortune and I am so glad I found Jain Consulting LLC. Very highly recommended!

Jain Consulting treated us with the utmost professionalism. Their knowledge of our tax filing was outstanding. We will definitely be a life-long customer. Thanks.

Jain Consulting LLC is a pleasure to do business with. They are very knowledgeable about taxes. They have helped me tremendously. I recommend them to all my business associates.

Vini and Jack do a fantastic job of communicating and having a sense of urgency for you as a client. This is greatly appreciated as a business owner. highly recommend for CPA and book keeping services.

My company have been working with Jain Consulting for over 6 months. They are very professional and organised team. Always, open to help and respond to all our questions. I really recommend them.

Jain Consulting is one of the best accountants I've come across! The team at Jain Consulting are super professional, prompt and knowledgeable. This past year, because of different life situations, my accounting/books have been in disarray but after hiring JC they've done so much to help me get my books in order and help prepare my taxes in a timely manner. I'd give them more stars if I could! You won't be disappointed.

I had only 2 days left to handle everything and I am not any good with documentations and administrative things. Yet it felt smooth, easy and I could tell I was in very capable hands. My situation isn't that simple being a foreigner with a wife and kid having recently moved to the US, but all worked out great. Meeting in person makes a whole world of a difference. Thanks! Highly recommended

Vinita is amazing to work with! She helped us with our personal and business taxes. Additionally, she is very knowledgeable about IRA, HSA and FSA. We will definitely be working with her long term!

Outstanding service and professionalism. Their attention to details and personalized service are incredible. Also their use of digital tools makes everything extremely fast and easy.

Great and professional service!

This is the second year we’ve used Jain Consulting for tax preparation! The firm is prompt and meticulous! We’ll be back! Join us!

If you are looking for an tax expert, look no further! The personal service, guidance and responsiveness is unparalleled to anything I've experienced in all the years of tax preparation. If you fear you can't afford personalized service - fear no more, because she is affordable!

Jain Consulting's services were excellent! Very friendly, professional and fast! I will definitely be switching to Vini for all my needs. She is wonderful!

I contacted Vinita to prepare our business taxes and provide quickbooks clean up. Her response time was quick and she completed faster than expected. I will continue doing business with her.

They are honestly the most helpful and easy to work with accountants I have ever experienced. Extremely reliable, extremely knowledgeable, and willing to work with their clients. They are very understanding of peoples different abilities pertaining to their businesses and finances. I could not be happier with their services. 100% A+ service.

It was a wonderful experience to work with them. I was looking around for tax filing as this was my first time. So, the more I was discussing with other agents, more I was getting confused. Thanks to Vini and Jack for making this process so smooth. Vini responded quickly to my queries. Jack made everything very clear to me. Surely, I will be coming to them again.

I had a very good experience with Jain Consulting. Being on F1 visa, Jack and Vini made the process extremely easy for non immigrant tax filing. They took care of everything including the tax filing, documentation and final packaging. My filing included last year amendments too which was smoothly completed. The price is affordable. Everything was completed online and they are very responsive and happy to answer all the questions over emails and calls. I would highly recommended Jain Consulting for anyone who 's looking to file taxes in an efficient, smooth and timely fashion.

Jain Consulting has provided me with the very best accountant services I have ever had. From preparing and filing business taxes to responding to questions and filing documents, they are quick to act and their work is impeccable. Their services are offered at reasonable prices. Best of all, Vini & Jack are really nice people. I look forward to recommending and working with them for many years to come.

I received a call back within a few minutes after submitting my inquiry. They were friendly and took the time to answer all my questions. I had just sold my rental house and I didn’t have to pay any taxes on it and I also received a refund! Great value and saved the stress of doing my taxes myself. Let them do your taxes too.

Jain Consulting, LLC. helped my family tremendously with our 2019 Taxes. For years, we used tax software and felt as our taxes got more complex with property rental, side business and investments, we needed professionals. Through a trusted referral, I contacted Jain Consulting and was very happy throughout the entire experience. They were efficient, answered all of our questions, looked at every angle of our taxes so we weren't forgetting anything and we felt very confident in their work. We will continue to use Jain Consulting for years to come.

Both of them are absolutely a delight to work with. Vinita, along with her Team knows the Accounting, as well as all the Law's associated with accounting. I was able to get the loan of 5 figures, all thanks to their 24 hours turn around, hard work. Both of them are kind, and precious.

Complete process from Inquiry to filing of Tax returns including ITIN application were meticulous and hassle free. I needed to send my spouse's passport for ITIN application certification requirement, and Vini's handling of this important document was very safe and timely. Fee was reasonable and suits the purpose for individual/joint tax returns. Great Job :)

It is a right place to Apply ITIN Num And file the tax returns, Safe and secure, trust worthy place, I had a nice experience - Selva

Jain consulting has been an outstanding resource as I started my business. I am used to only getting in contact with my CPA during the tax season, but Jain Consulting answers texts and emails throughout the year – an invaluable service when you are first figuring things out! They could have nickel and dimed me for the information over many consultations, but instead just provided friendly guidance and gave me the option to schedule something more thorough if I felt I still needed the help. They even took the time to help me learn Quick Books so I could track my own profit and losses and answer me questions there as well. Each time I have asked, “can I do it and you review that I did it right?” they have helped me, or if I instead opt for them to do it, they’ve picked it right up and responded quickly. I cannot say enough positive things about my experiences. I am moving my personal taxes over to their company this year – that is how much I have appreciated their help with my new business.

Excellent response and great satisfaction with the service provided.

Awesome service! Transparent, Fast and Effective service!! Amazed with how much respect we were treated with and how formal everything was. Thank you for the amazing experience!

I have been taking services from Vini and Jack for the past 2 years. They are very good and provide detailed clarification for the question. Kudos to them for excellent service

This is the first time we’ve used Jain Consulting. They were very knowledgeable about our taxes. Vini and Jack were very friendly and professional. We will definitely be back.

Service is really quick and effective.

Excellent service. Vini made the process so smooth and easy for us. Highly recommend for all tax related purpose

Good experience, went quickly.

I am so appreciative of the accounting services provided by Jain Consulting! They are helpful, efficient, and detail-oriented. I will definitely be using their services again and recommend them to other startups looking for help getting their accounting in order.

I had a great experience! I was referred to them by a friend. They were very efficient! I was able to start the process online before our meeting which really saved a lot of time. I had everything in and filed very quickly. I will go back again next year and would highly recommend their services:)

I've been taking tax services from Jain Consulting for the past 2 years and it's always a good experience. They are responsible and professional and I would like to come back next year as well.

Excellent service!!

Excellent service

Great experience. Worked with me to solve my tax filing needs in a pinch. Fair pricing and personal service. Very attentive. And very responsive.

I would definitely recommend Vini/ Jain Consulting for tax services. A very smooth process and guidance for my requirements right from the onset I reached out to Vini for inputs. Really appreciate Vini!!

Excellent service, fast and efficient.

Very happy with Jain Consulting service and they are very helpful and friendly.

Very detailed, informative, and well served. I will be a repeating customer for my tax services going forward.

We are very happy with the service, this is the third time. We like to come and get service for next time also. Very good service..

Most liable, prompt and accurate firm with very diligent and efficient professionals!!????

I recommend using her a thousand times.. She is very professional, courteous and very helpful. Completed our tax return speedily and excellent rate.

She was really helpful and kind to us. She throughly explained everything we needed to know. I highly recommend visiting her.

Excellent accountant

Very helpful. Vini answered all my queries. Got my work done without a hitch.

Exceptional service from Vini , Jain Consulting. At the very last minute of my tax filing and ITIN generation for my dependants . Vini helped me with all details and in a very timely manner.Thank you very much for everything.

Found Jain consulting details on irs site and made an appointment. She helped us in filing ITIN application for my wife at very reasonable price. Though i was late for my appointment she received us well. I highly recommend Jain consulting..

Excellent service. Highly recommend for all Tax & Financial related services.

Great experience working with Vini for ITIN renewals. It was well organized and quick.

Best Accounting Team Ever! They are extremely responsive and have assisted me on multiple occasions with issues that went above and beyond and they did a fantastic job on everything. I run a company that founds other companies and have done so for 17 years. I will recommend Jain Consulting to all of our customers. They are, in a word, fantastic! Thank you all for everything!!!

Excellent, courteous, and super timely service. I was in real need of a good CPA on a very short deadline. Jain Consulting got it handled in a few short hours, and made sure I understood how they’d come to the result. I’m very glad I checked for reviews and found them, and would definitely recommend them.

Great service. Got support even after business hours. Very supportive. Happy with service.

Highly organized, responsive and proactive. They advise on best practices and ways to save money. They are a valuable asset to my business!

I appreciate the support given by Jain consulting with our Tax filing. They have completed all of the documentation in a very short notice. They're very supportive. The fee is also reasonable! ??

Very professional and detailed oriented. It was a pleasure working with Vinita.

Great service, got help with ITIN!!!

Excellent customer service and very responsive. I truly enjoy working with Jack J and can recommend him without any hesitation. Thanks. Dr. LR

Excellent, courteous, and super timely service.

I went to see Vini for filing for an ITIN renewal for my kid. The process was pretty smooth and fast. She was able to clearly specify the documents required and get them organized. She also explained me the process once submitted with IRS and prepare for 2022 filing. I look forward to working with her in the future.

Went in for ITIN and it was a pleasant experience. Process was clearly documented and Vinj proactively provided guidance around some of the complexity we had with our documentation. She was welcoming and it was great meeting her. Definitely would recommend visiting this place for ITIN and looking forward for similar experience for Tax filing with her help.

Vinita is extremely efficient, and very accommodating. I had a great experience filing my tax return with Jain Consulting. Definitely recommend you get your return done here.

Vinita and Jack are very helpful amd responsive. They are also Always available to answer any questions i may have.

Step by step process explained and helped us to get higher return. Overall everything was awesome

The Best place to file individual income and any other taxable income as well as Certified accepted agent recognized by IRS and many other services related to account, fast and accurate service. I would recommend that vini from the front desk who she is very friendly and smooth.

We have been working with Vinita for several years now and always are satisfied with the excellent service she provides to us. She is thorough, responsive, efficient, and provides a quick turn around. She and her team really know their stuff! Highly recommend!

Filed my taxes with the firm. Excellent service. Applied for ITIN number, the process was very smooth, well organized and explained every step in detail. Worked with Vini and Jack, are very professional and got my taxes filed in a timely manner. Definitely recommended

Vini helped us easily navigate tax forms and got our work done swiftly

My experience of filing taxes with jain consulting has be really great. The team has been very polite and answered all my questions patiently. I highly recommend their services.

Vini as a CPA is very knowledgeable. She walks you through the entire process for any services you require of her for tax purposes. I consulted her for my daughters ITIN renewal. She was very helpful and the process was quite smooth. Thanks a lot Vini.

Vini is a talented professional who helped me in getting my child's ITIN. She is very good in handling your tax filing.

Vini and jack is the best tax agent.

Best Consultant, Highly recommended

Smooth experience, Vini was extremely professional. We went for our ITIN application as we couldn’t get any appointment directly with the government. Would highly recommend Vini for services related to tax filing and ITIN application amongst others.

Vini was VERY helpful and professional with her work. Taxes were done within the day and I'm very satisfied with the work. Would definitely do business with them again.

I used Jain consulting for my tax return and it was very nice experience. Vini explained that things very well. Over all experience with Jain consulting is impressive and definitely recommend for my friends. Thanks Raj

The service was smooth and responsive

Great service, very efficient and happy to answer all my questions. Definitely recommend.

I've heard that the first year with a CPA can be a bit rougher than expected, because everybody is getting to know each other, loads of finances to share, and general confusion of moving up in finances by employing a CPA. I will be honest that it was quite a bit different than I expected and at times I wasn't sure getting a CPA was the right move (not specifically Jack & Vini, just a CPA in general). But after each conversation with Jack & Vini, I learned so much about my finances, both personal and business. They made a lot of the process really easy and smooth, and answered any question my husband and I had. They even gave some great advice on how to get more money out of our return for this year and next. I'm excited to see how next tax season goes, which is crazy, because I usually despise tax season. Thanks for all your help this year, especially with my small businesses and turning them into LLCs.

Got my ITIN issued from them, they made the process very easy, quick and hassle free. The fee was very reasonable as well.

Service was excellent and professional. Thank you

Fast, easy and friendly service.

I had a really positive and efficient experience, would definitely recommend.

The service for tax return was excellent!

I worked with Vini and team in 2021. I had a great experience. Vini and team are professional, quick to respond and address all your concerns. I would recommend Jain Consulting if anyone is looking for a firm to do their taxes.

We had a great experience with Jain Consulting. The ITIN verification appointment and tax preparation was prompt and hassle free. Highly recommend.

Very quick and wonderful service.

This firm provide accounting services at the highest quality. It is one of service providers listed on the NC website for a complete tax accounting. I got this after a worst experience with another company to get my tax return done during 2020 and 2021. The company approached me with a discounted offer for the first time but in doing so they chose an easy route for my dependents who do not have TIN. As I found out later, the company was not certified to process TIN on behalf of the client. This has resulted me to lose $3k due to fake offerings. This time, I did proper search including the recommendation on the NC website that landed me to the current company. I was impressed by their service with advanced document processing platform, staff ready to listen your cases and consider appropriate solution and payment plan, and excellent professional service. I highly recommend the company for anyone new to the US tax system and others in need of quality service.

Very patient and knowledgeable. It was great experience as I was given a lot of run around by HR block previously. Answered all my queries. All my documents were reviewed thoroughly before they were prepared for filing.

I have found the details in google . When contacted VINI about ITIN queries she has provided all the details with clear and detailed explanation . She is very cool and cleared all my doubts

From our initial telephone conversation right through the entire process, Jack and Vini were outstanding. There were no processes that they weren’t knowledgeable about and made the entire experience seem effortless. Excellent at assisting expats with their tax and ITIN requirements.

I found them very helpful from our initial conversation right through entire process. They helped me with my wife's ITIN application and with my Tax amendment to get good refund which I was owing to IRS before.

I had a very good experience for filing of ITIN application. Vini was very professional and was very responsive to our queries. I would highly recommend this firm.

Very happy with the Vini CPA service. Got a detailed information regarding all the queries we had. Definitely recommend.

Tax submission quite simple process. Vini made my job easy. Office and staff are great.

Straight to the point, clear communication, perfect time management.. Vini explain all the queries we had.. very pleasant experience through out the process.

Absolutely the best experience filing our taxes. I would highly recommend this firm for all your tax needs

I had a great experience on my tax service with tax guru-jain consulting. Jack and Vini were very professional, courteous and polite. They were also very quick and efficient. I highly recommend them to anyone who is looking to have their taxes prepared. I will be using their services in the future.

Amazing service!! Jack was very helpful as well as Vinita!!!

Team was super helpful prompt and cooperative with tax return and ITIN.. I was quite apprehensive as it was my 1st year of filing return but the team was great and guided me well throughout…Would surely recommend services to my friends and family….

Jack has been very responsive to our questions and he has been our CPA for last three years. He has done a wonderful job with all our tax questions over the years.

Vini was very professional, she explained everything in details. She was extremely helpful to guide us with our tax return and my ITIN application. I recommend this establishment to people who have to apply for ITIN’s.

I reached vini for tax return and ITIN process. She explained very well with patience and clear about the complete process. Thank you so much.

Had a good experience working with Vini. She helped with the entire process and it was so easy working with her. Highly recommend.

My experience with Tax Guru-Jain Consulting for my taxes was great. Jack and Vini helped me with my taxes. They were professional, knowledgeable and very responsive to communication. Jack prepared my taxes and did a complete walk through with detailed explanation. I highly recommend Tax Guru-Jain Consulting (Vini and Jack) for folks who are looking for help to file their taxes.

Very satisfied with Jack’s and Vini’s assistance with filing taxes and applying for an ITIN. Smooth and easy process and looking forward to filing taxes here every year!

I highly recommend their services. We had a complicated issue with the IRS and Jack quickly identified the problem and was able to resolve it very quickly. He is very knowledgeable and a pleasure to work with.

Outstanding service, very professional. I got all my questions anwered to full satisfaction. I filled tax return and applied for ITIN and whole process was done in half an hour after completing the documentation online.Highly recommended if you are living in RTP area

This was our first time visiting and we will definitely be back. Amazing service!

Really like the services. All my queries answered on time. Highly Recommended!!

My experience with Jain consulting has been fantastic. Jack is very attentive, timely with his responses and patient to answer any questions I have. Highly recommend the company.

Jain consulting is absolutely awesome! It took me a while to find a CPA that works with different immigration statuses and I was pleased to find Jain Consulting. They worked through our situation very well, and helped us get the best returns, and filed everything in a timely fashion. Jack has a wealth of knowledge that has been very helpful in navigating our taxes correctly.

Great service! Very happy working with this firm. Prompt communication and Jack answered all my questions.

Great experience ,smooth process . I was able to get an ITIN application done with ease. Highly reccomend them

These guys are great.! Vini was really quick and extremely proactive. Jack helped us with a smooth process of filing returns and my ITIN. Appreciate both their commendable efforts in guiding through this process.! Highly highly recommend these guys!. ??

My husband and I have had our taxes prepared by Vini and Jack for the last two years and we will keep using their services for the foreseeable future. They are professional, courteous and very patient in taking the time to answer any questions we have. The price is reasonable and the level of detail and expertise is definitely worth it compared to filing taxes by yourself online. I definitely recommend them to anyone looking for a no hassle, professional CPA.

What a fantastic and well-run business!! Jack was so knowledgeable and accommodating to my husband and me. I am so happy, and I will tell all my friends about Tax Guru-Jain Consulting!

Thanka for smooth and seamless way of filing taxes.

Jain consulting were great to work with! Both Jack and Vini were always available to answer any questions I had and they both worked quickly to get my tax return filed. I’m a sole proprietor and my taxes can be a little complicated but Jack was very professional in handling all of my tax needs. This was my first year working with Jain consulting but it won’t be my last, I’m throughly impressed with the quality of their work.

Taxes this year were painless thanks to their professionalism. Fast and dependable. Wish I had discovered them years ago.

I would like to thank Jain Consulting for their excellent Tax return filing service , providing informative and precise information for all queries. They definitely made my Tax returns filing simple and stress free. Would definitely recommend them for Tax filing services .Thank you team for your great efforts....

Vini was amazing. Knew her stuff ! explained everything to me in a way I understoood.

I loved working with Vini, would absolutely recommend reaching out to her with any tax needs. The entire process was seamless. Thank you again!

Great experience. Vini and Jack were polite and the whole process was smooth. Highly recommended

My tax team is great! I no longer stress about my business and personal taxes! No one wants to deal with complicated tax stuff. Hiring Jack and Vini was the best decision I made.

Vini understands the IRS functions precisely and is very pleasant to work with.

Vini from Tax Guru provided exceptional assistance with my business tax and financial matters. As a new business owner, she made the process incredibly smooth, alleviating any concerns I had. I'm truly impressed and highly recommend their services.

As a tax consultant, Tax Guru provides exceptional service and expertise in navigating the complexities of tax law. Their team demonstrates profound knowledge and dedication to ensuring their clients receive the best possible guidance and solutions for their tax-related concerns. Tax Guru's commitment to excellence is evident in their meticulous attention to detail and their ability to offer personalized strategies tailored to each client's unique circumstances. Their professionalism and responsiveness create a seamless experience, instilling confidence and peace of mind throughout the tax planning and filing process. I highly recommend Tax Guru to anyone seeking expert tax advice and assistance. Their expertise, reliability, and client-centered approach make them a trusted partner in achieving financial goals while ensuring compliance with tax regulations.

Great service. Mr. Jack and Mrs. Vinita are very friendly. We got very good refund. Thanks to ?? Taxguru.

My wife and I required assistance with an ITIN application and 2024 tax filing.Vini and Jack proved to be highly helpful and knowledgeable with our situation and the beauty of going through Tax Guru is that we also got a higher refund this year! Highly recommend!

Very good and friendly advice. I got all my questions answered

Highly Recommend! Friendly, Family run, professional, and knowledgeable.

Jack and Vinita were very friendly and helpful throughout the tax filing process. They own a small business Tax Guru off of Jones Franklin Rd and Hillsborough St. in Raleigh. If you own a business or would like someone to help you file your personal taxes I highly recommend their services.

I recently had the pleasure of utilizing Tax Guru Services for my accounting, balance sheet, business, notary, and taxation needs, and I must say, I was thoroughly impressed. First and foremost, their pricing is incredibly competitive, making them a standout option in the market. Not only do they offer affordable rates, but they also provide exceptional value for the services rendered. One of the aspects I appreciated most was their willingness to go above and beyond simply executing tasks. The team at Tax Guru Services took the time to offer valuable advice and suggestions to optimize my financial situation. Their expertise and insight were invaluable in helping me make informed decisions regarding my taxes and financial planning. Moreover, the staff at Tax Guru Services are incredibly friendly and approachable. Despite the complexities of accounting and taxation, they were able to explain concepts in a clear and understandable manner, putting me at ease throughout the process. Overall, I wholeheartedly recommend Tax Guru Services to anyone in need of accounting, balance sheet, notary, and taxation services. Their combination of affordability, expertise, and friendly service make them a top choice in the industry.

Great service by Vini. Really recommend her services and very helpful.

As a small business, working with Vini and her team has been fantastic and we now have someone we can fully trust. I went through two other accountants and Vini and her team are the best. Great support, and guidance on making sure all our books and finances are taken care of the right way. As a small business, I can focus on our customers and service and no longer have to worry about the accounting side.

Great Service. I am getting best refunds. I do my taxes with Jain for last 5 years. I would have given them 10 stars if google had options. Highly recommend.

I love love love coming here . I get so nervous when it comes to taxes . Everyone is so calm and patient, sharing best practices and ensuring that I maximize my financial opportunities.

Very welcoming and knowledgeable! Jack and Vini helped me form a LLC last year and Jack has been guiding me through. I had so many questions and Jack always took a time explaining until i can understand. Most Importantly, I feel comfortable using their services! Thank you!!!!

Jain tax Guru helped me for 401k advise and gave best suggestions on tax strategies. It was a great experience

Vini and Jack were very helpful. I was going to HR Block last years but this is my new place to go for tax returns.

Really glad I found this place! Great service, fast, and very friendly staff! Highly recommended!

My friend and I were so happy to find Jain Consulting! They were able to fit us in with a same-day appointment and helped answer all of our questions about taxes. I recommend them to anyone in the area!

Wonderful, experienced tax professionals. They help you with every question and keep you up to date with everything needed to be a tax guru!