Pathak Financial Group

Pathak Financial Group

5.0(1 review)
Offers online services
Offers online services

About

Love to help clients save by putting a strategy together to reduce income tax liabilities. And then use those savings for college funds or retirement plans.

I enjoy helping people reach their financial goals.

check out my LinkedIn profile for more information about me

https://www.linkedin.com/in/biren-d-pathak-437962


Highlights

Hired 1 time
2 employees
18 years in business
Serves LAKEWOOD RANCH , FL
Offers online services

Social media


Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Preparing tax returns

Accounting for

Individual or sole proprietorship, Partnership, S-Corp

Photos and videos


  • Reviews

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    MW

    Miranda W.

    Didn’t work with him but he replied to my needs right away.
    ... Show more
    March 24, 2022
    Hired on Thervo

    Services offered

    Business Tax Preparation
    Individual Tax Preparation
    Hr And Payroll