Fintax Guru

Fintax Guru

5.0 (9)
10 hires on Thervo
1 employee
2 years in business

About this pro

Tax filing and financial planning service
* Free 30 minute consultation for retirement planning
   (401K, IRA), College funding, Home purchase
* 50% discount on all services for Healthcare workers 
* No hourly fee. No maintenance fee. I work with FLAT fee
** Discount exclusions: Business, Trust/Estate

Ph   : 978-853-6748
Web: https://fintaxguru.com
Facebook: fb.me/fintaxguru

Read more about this pro


Credentials

Irvine, CA 92603
Email verified
Phone verified

9 Reviews

5.0

  • Amanda H.

    Reasonable rates. Excellent communication.

  • Allen A.

    Quick service, solved issues, good value

  • Avinash V.

    I sought help of Saujanya (Fintax Guru) for the first time this year. The whole process was very smooth. I want to highlight a few things: 1. I had a few stock sales etc.., Saujanya was very patient in working with me to understand different transactions and the correct way to file them. 2. I had a few worries initially about security and privacy. He talked at length to ease my worries and explained the security involved in the tech used to do doc transfer. 3. Moreover, he was always available for a quick call to answer questions that arose while I was reviewing the prepared tax filing. Overall it was a very professional experience and I would gladly recommend Saujanya to everyone.

  • Bolei D.

    Saujanya is very professional and friendly! There’s no thing to worry he got things under control


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FAQs


What is your typical process for working with a new customer?

* Free 30 minute phone or in-person conversation
* Receive a quote by email


What education and/or training do you have that relates to your work?

IRS authorized Tax preparer

IRS authorized EFile provider

FINRA Securities (SIE) certification


Do you have a standard pricing system for your services? If so, please share the details here.

*** Ask about Healthcare workers discount ***

*** No Estate/trust planning. *** No business tax filing)

*1. Tax e-filing + W-4 withholding checkup + Previous yr filed Tax return review: Starting at $100

*2. Everything in item 1. above plus

Tax planning, Employee benefits (open enrollment) advice & Tax Estimation
Starting at $150

* 3. COMPREHENSIVE PKG:

Everything in item 2. above plus

Retirement Planning (401k, IRA), College funding  Planning (529, FAFSA, CSS), Investment Portfolio advice
Starting at $400

*** No Estate/trust planning. *** No Corp tax filing)


How did you get started in this business?

After working for worldwide accounti ng firm and having to follow certain price/value structure, I decided to start on my own.

Now, I can provide way more personalized service for a lesser price. And provide year round access


Services offered