Testimonials

“I had good experience working with Ravi. He is very approachable, patient. He makes sure that he answers your questions and explains. He offers a variety of services including tax filing, financial planning under one umbrella. He is knowledgeable in what he offers, if not on any specific items, he ensures to research and come back. I strongly recommend those who are looking for tax and financial services.”

— Srikanth

“My wife and I had an introductory call with Mr. Ravi for tax filing and planning. I would wholeheartedly endorse him. He is extremely passionate, knowledgeable, and patient. I highly recommend scheduling a meeting with him to gain a fundamental understanding of tax laws, tax planning, and retirement planning. The fee you pay him is easily offset by the tax savings you'll realize from his expertise.”

— Santosh