How much should I pay for Tax Preparation? Tax Preparation
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I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.
I love to finds best practices and train my client for implementing best practices.
I worked many years in corporate finance and auditing but I am people's person and I like to help hundreds of people instead of making my corporate boss happy. That though inspired me to leave corporate world 20-year back and in last 20 years I helped hundreds of my tax clients and investment clients with tax planning, financial planning and wealth management.
My primary objective and fiduciary duty is help my client. The biggest satisfaction in my profession is to see when I can help my client solve their problems or help them achieve their financial goals. I have been told by my many client as "We wish we would have met you 10-15-20 year back". This is the biggest pay-off of my profession.
Yes, I can provide services online or remotely. I communicate with my client through video chat like zoom, google meet, team etc. and exchange and sign documents through DocuSign e-signature.
We make sure, when our client visit us in-person, they are provided with neat and well ventilated meeting room, enough space to maintain social distance, masks, gloves and sanitizer Gel.
4.87/5.00
based on 13,355 reviews
I was helped by Ana, she was listening always operational, professional and available I sincerely recommend these services with eyes closed !! she is very human I really appreciated her help Thank you
14 May 2024
Ana has been amazing with sorting out my company's finances and personal taxes. Finding her was a relief. She's really nice and patient, explaining everything clearly. Definitely suggest!
14 May 2024
Mr. Bijender has a very professional approach to his clients. I got very fast responses to all my questions. I’m very glad that I managed to find Mr. Bijender as I was looking for a real professional tax accountant to file my tax return and got the best service possible. Huge thank you!
03 May 2024
